Kampmann Melissa S.

CIK

1999898

Location

WAUSAU, WI

Portfolio Value

Small $120,690,026

Diversification

Diversified

Filing Date

Global Rank

#5,536 / 8,517 ▼ 22

Top Industry

Specialty Industrial Machinery 13.1%

3Y Alpha vs SPY

-3.0%

Period ended 47 days ago

Filed Jul 29, 2026 · 18d

12 quarters · since Sep 2023

Clone Performance

Nov 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.8%

SPY

+73.0%

Annualised alpha

-3.5%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.7%

+1.8 pts

Top 5

28.4%

+2.2 pts

Top 10

48.9%

+3.5 pts

HHI

368

Diversified+34

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	22.3%	$26,966,207	10
Healthcare	21.7%	$26,219,714	7
Technology	19.9%	$24,070,833	9
Financial Services	13.4%	$16,169,980	6
Consumer Defensive	9.0%	$10,895,027	3
Consumer Cyclical	6.8%	$8,164,734	3
Basic Materials	3.1%	$3,739,781	1
Energy	2.6%	$3,099,877	1
Utilities	1.1%	$1,363,873	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
MDLN	Medline Inc.	+8,498	13,938	$549,714
NOW	ServiceNow, Inc.	+7,415	19,020	$1,888,305
NVDA	Nvidia Corp	+6,445	8,020	$1,604,721
SBUX	Starbucks Corp	+874	12,479	$1,275,228
CVX	Chevron Corp	+686	18,701	$3,099,877
BA	Boeing Co	+514	6,699	$1,450,131
WM	Waste Management Inc	+360	6,945	$1,547,901
FAST	Fastenal Co	+298	98,373	$4,724,855
COST	Costco Wholesale Corp /New	+216	2,076	$1,942,035
GNRC	Generac Holdings Inc.	+166	14,421	$4,222,612
ECL	Ecolab Inc.	+69	13,423	$3,739,781
ISRG	Intuitive Surgical Inc	+15	5,463	$2,172,525
ROK	Rockwell Automation, Inc	+13	12,327	$6,102,851
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TOST	Toast, Inc.	−6,101	43,709	$1,215,983
BX	Blackstone Inc.	−4,330	14,260	$1,677,973
AON	Aon plc	−3,455	3,900	$1,293,590
SPGI	S&P Global Inc.	−2,799	2,797	$1,139,105
CRM	Salesforce, Inc.	−2,374	4,240	$664,237
UBER	Uber Technologies, Inc	−1,700	58,265	$4,204,402
RBA	Rb Global Inc.	−1,258	23,902	$2,783,387
WMT	Walmart Inc.	−1,224	45,836	$5,191,384
ICE	Intercontinental Exchange, Inc.	−1,216	15,074	$1,855,760
IRTC	iRhythm Holdings, Inc.	−998	21,012	$2,499,376
XYL	Xylem Inc.	−995	2,150	$254,150
DXCM	Dexcom Inc	−437	36,343	$2,447,700
CNI	Canadian National Railway Co	−400	3,365	$401,242
JNJ	Johnson & Johnson	−210	21,188	$5,381,115
SYK	Stryker Corp	−152	12,258	$3,859,308
AAPL	Apple Inc.	−140	25,685	$7,432,211
LLY	ELI LILLY & Co	−99	7,762	$9,309,976
MSFT	Microsoft Corp	−93	13,457	$5,019,729
JPM	Jpmorgan Chase & Co	−56	18,640	$6,101,430
HD	Home Depot, Inc.	−40	6,725	$2,371,772
AMZN	Amazon Com Inc	−40	18,955	$4,517,734
ORCL	Oracle Corp	−33	11,732	$1,719,323
MA	Mastercard Inc	−16	7,987	$4,102,122
GEV	GE Vernova Inc.	−13	4,437	$5,212,853
PG	PROCTER & GAMBLE Co	−2	25,652	$3,761,608
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ANET	Arista Networks, Inc.	1,895	$321,922
CAT	Caterpillar Inc	250	$266,225
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	25,625	$7,350,786
BIV	Vanguard Intermediate-Term Bond ETF	20,364	$1,571,693
WDAY	Workday, Inc.	7,745	$1,006,230
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $120,690,026 total · filing declares 86 positions · $132,348,067 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	7,762	-99	$9,309,976	+28.8%	7.71%
AAPL	Apple Inc. Technology	Reduced	25,685	-140	$7,432,211	+13.4%	6.16%
ROK	Rockwell Automation, Inc Industrials	Added	12,327	+13	$6,102,851	+38.1%	5.06%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	18,640	-56	$6,101,430	+10.9%	5.06%
JNJ	Johnson & Johnson Healthcare	Reduced	21,188	-210	$5,381,115	+2.9%	4.46%
GEV	GE Vernova Inc. Industrials	Reduced	4,437	-13	$5,212,853	+34.2%	4.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	45,836	-1,224	$5,191,384	−11.2%	4.30%
MSFT	Microsoft Corp Technology	Reduced	13,457	-93	$5,019,729	+0.1%	4.16%
FAST	Fastenal Co Industrials	Added	98,373	+298	$4,724,855	+3.8%	3.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,955	-40	$4,517,734	+14.2%	3.74%
GNRC	Generac Holdings Inc. Industrials	Added	14,421	+166	$4,222,612	+51.7%	3.50%
UBER	Uber Technologies, Inc Technology	Reduced	58,265	-1,700	$4,204,402	−2.5%	3.48%
MA	Mastercard Inc Financial Services	Reduced	7,987	-16	$4,102,122	+2.6%	3.40%
SYK	Stryker Corp Healthcare	Reduced	12,258	-152	$3,859,308	−5.4%	3.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	25,652	-2	$3,761,608	+1.5%	3.12%
ECL	Ecolab Inc. Basic Materials	Added	13,423	+69	$3,739,781	+5.3%	3.10%
CVX	Chevron Corp Energy	Added	18,701	+686	$3,099,877	−16.8%	2.57%
RBA	Rb Global Inc. Industrials	Reduced	23,902	-1,258	$2,783,387	+15.4%	2.31%
IRTC	iRhythm Holdings, Inc. Healthcare	Reduced	21,012	-998	$2,499,376	−3.8%	2.07%
DXCM	Dexcom Inc Healthcare	Reduced	36,343	-437	$2,447,700	+6.0%	2.03%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,725	-40	$2,371,772	+6.6%	1.97%
ISRG	Intuitive Surgical Inc Healthcare	Added	5,463	+15	$2,172,525	−13.5%	1.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,076	+216	$1,942,035	+4.8%	1.61%
NOW	ServiceNow, Inc. Technology	Added	19,020	+7,415	$1,888,305	+55.6%	1.56%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	15,074	-1,216	$1,855,760	−27.6%	1.54%
ORCL	Oracle Corp Technology	Reduced	11,732	-33	$1,719,323	−0.7%	1.42%
BX	Blackstone Inc. Financial Services	Reduced	14,260	-4,330	$1,677,973	−21.5%	1.39%
NVDA	Nvidia Corp Technology	Added	8,020	+6,445	$1,604,721	+484.2%	1.33%
WM	Waste Management Inc Industrials	Added	6,945	+360	$1,547,901	+2.3%	1.28%
BA	Boeing Co Industrials	Added	6,699	+514	$1,450,131	+17.8%	1.20%
WEC	Wec Energy Group, Inc. Utilities	Held	11,680	0	$1,363,873	+0.9%	1.13%
AON	Aon plc Financial Services	Reduced	3,900	-3,455	$1,293,590	−45.5%	1.07%
SBUX	Starbucks Corp Consumer Cyclical	Added	12,479	+874	$1,275,228	+22.7%	1.06%
TOST	Toast, Inc. Technology	Reduced	43,709	-6,101	$1,215,983	−7.9%	1.01%
SPGI	S&P Global Inc. Financial Services	Reduced	2,797	-2,799	$1,139,105	−52.1%	0.94%
CRM	Salesforce, Inc. Technology	Reduced	4,240	-2,374	$664,237	−46.2%	0.55%
MDLN	Medline Inc. Healthcare	Added	13,938	+8,498	$549,714	+127.1%	0.46%
CNI	Canadian National Railway Co Industrials	Reduced	3,365	-400	$401,242	+3.7%	0.33%
ANET	Arista Networks, Inc. Technology	NEW	1,895	NEW	$321,922	NEW	0.27%
CAT	Caterpillar Inc Industrials	NEW	250	NEW	$266,225	NEW	0.22%
XYL	Xylem Inc. Industrials	Reduced	2,150	-995	$254,150	−32.4%	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.