Kampmann Melissa S.

CIK

1999898

Location

WAUSAU, WI

Portfolio Value

Small $128,400,839

Diversification

Diversified

Filing Date

Global Rank

#7,804 / 8,827 ▼ 223 · as of Jun 2026

Top Industry

Drug Manufacturers - General 11.6%

Period ended 38 days ago

Filed Oct 28, 2026 · 10d

13 quarters · since Sep 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 48.0%, 28.2 effective positions, active share 68.8% against the Dow Jones Industrial Average as of 2026-07-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

8.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.9 quarters (4 to under 12)

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 68.8%; sector active share 27.7% against the combined 13F book's sector weights.

Over time 12 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

40 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.0%

−0.0 pts

Top 5

30.8%

+2.1 pts

Top 10

50.6%

+2.6 pts

HHI

381

Diversified+27

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	22.6%	$29,048,831	8
Healthcare	20.1%	$25,787,837	6
Industrials	17.1%	$21,901,945	10
Financial Services	11.1%	$14,303,562	5
Consumer Defensive	8.1%	$10,384,927	3
Communication Services	6.8%	$8,726,010	1
Consumer Cyclical	6.2%	$7,936,696	3
Energy	3.0%	$3,911,846	1
Basic Materials	2.9%	$3,777,396	1
Unclassified	2.0%	$2,621,789	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ANET	Arista Networks, Inc.	+7,035	8,930	$1,818,058
NVDA	Nvidia Corp	+4,701	12,721	$2,905,221
SBUX	Starbucks Corp	+1,930	14,409	$1,353,869
BIV	Vanguard Bond Index Funds	+985	21,136	$1,539,968
FAST	Fastenal Co	+618	98,991	$4,903,024
CVX	Chevron Corp	+455	19,156	$3,911,846
AGG	iShares Core U.S. Aggregate Bond ETF	+390	11,443	$1,081,821
ECL	Ecolab Inc.	+334	13,757	$3,777,396
WM	Waste Management Inc	+200	7,145	$1,457,008
MSFT	Microsoft Corp	+198	13,655	$7,003,649
AAPL	Apple Inc.	+152	25,837	$8,604,237
TOST	Toast, Inc.	+150	43,859	$1,271,471
MA	Mastercard Inc	+144	8,131	$4,484,001
ISRG	Intuitive Surgical Inc	+140	5,603	$2,278,347
BA	Boeing Co	+130	6,829	$1,270,535
SYK	Stryker Corp	+116	12,374	$3,407,675
ROK	Rockwell Automation, Inc	+95	12,422	$5,407,669
GOOG	Alphabet Inc.	+85	25,609	$8,726,010
AMZN	Amazon Com Inc	+75	19,030	$4,741,324
DXCM	Dexcom Inc	+70	36,413	$3,142,077
COST	Costco Wholesale Corp	+67	2,143	$1,950,857
JPM	Jpmorgan Chase & Co	+40	18,680	$6,179,904
GNRC	Generac Holdings Inc.	+35	14,456	$2,991,668
WMT	Walmart Inc.	+28	45,864	$4,766,186
GEV	GE Vernova Inc.	+21	4,458	$4,237,284
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
RBA	Rb Global Inc.	−13,217	10,685	$869,651
ICE	Intercontinental Exchange, Inc.	−5,480	9,594	$1,458,574
BX	Blackstone Inc.	−3,100	11,160	$1,250,924
SPGI	S&P Global Inc.	−439	2,358	$930,159
CNI	Canadian National Railway Co	−415	2,950	$350,755
PG	PROCTER & GAMBLE Co	−405	25,247	$3,667,884
UBER	Uber Technologies, Inc	−270	57,995	$3,973,236
NOW	ServiceNow, Inc.	−265	18,755	$2,513,357
HD	Home Depot, Inc.	−252	6,473	$1,841,503
IRTC	iRhythm Holdings, Inc.	−140	20,872	$2,372,311
CRM	Salesforce, Inc.	−60	4,180	$959,602
XYL	Xylem Inc.	−60	2,090	$211,654
LLY	ELI LILLY & Co	−5	7,757	$8,975,469
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	11,732	$1,719,323
WEC	Wec Energy Group, Inc.	11,680	$1,363,873
AON	Aon plc	3,900	$1,293,590
MDLN	Medline Inc.	13,938	$549,714
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 tracked positions · $128,400,839 total · filing declares 79 positions · $128,400,871 · as of Sep 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	7,757	-5	$8,975,469	−3.6%	6.99%
GOOG	Alphabet Inc. Communication Services	Added	25,609	+85	$8,726,010	−3.2%	6.80%
AAPL	Apple Inc. Technology	Added	25,837	+152	$8,604,237	+15.8%	6.70%
MSFT	Microsoft Corp Technology	Added	13,655	+198	$7,003,649	+39.5%	5.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,680	+40	$6,179,904	+1.3%	4.81%
JNJ	Johnson & Johnson Healthcare	Added	21,198	+10	$5,611,958	+4.3%	4.37%
ROK	Rockwell Automation, Inc Industrials	Added	12,422	+95	$5,407,669	−11.4%	4.21%
FAST	Fastenal Co Industrials	Added	98,991	+618	$4,903,024	+3.8%	3.82%
WMT	Walmart Inc. Consumer Defensive	Added	45,864	+28	$4,766,186	−8.2%	3.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,030	+75	$4,741,324	+4.9%	3.69%
MA	Mastercard Inc Financial Services	Added	8,131	+144	$4,484,001	+9.3%	3.49%
GEV	GE Vernova Inc. Industrials	Added	4,458	+21	$4,237,284	−18.7%	3.30%
UBER	Uber Technologies, Inc Technology	Reduced	57,995	-270	$3,973,236	−5.5%	3.09%
CVX	Chevron Corp Energy	Added	19,156	+455	$3,911,846	+26.2%	3.05%
ECL	Ecolab Inc. Basic Materials	Added	13,757	+334	$3,777,396	+1.0%	2.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	25,247	-405	$3,667,884	−2.5%	2.86%
SYK	Stryker Corp Healthcare	Added	12,374	+116	$3,407,675	−11.7%	2.65%
DXCM	Dexcom Inc Healthcare	Added	36,413	+70	$3,142,077	+28.4%	2.45%
GNRC	Generac Holdings Inc. Industrials	Added	14,456	+35	$2,991,668	−29.2%	2.33%
NVDA	Nvidia Corp Technology	Added	12,721	+4,701	$2,905,221	+81.0%	2.26%
NOW	ServiceNow, Inc. Technology	Reduced	18,755	-265	$2,513,357	+33.1%	1.96%
IRTC	iRhythm Holdings, Inc. Healthcare	Reduced	20,872	-140	$2,372,311	−5.1%	1.85%
ISRG	Intuitive Surgical Inc Healthcare	Added	5,603	+140	$2,278,347	+4.9%	1.77%
COST	Costco Wholesale Corp Consumer Defensive	Added	2,143	+67	$1,950,857	+0.5%	1.52%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,473	-252	$1,841,503	−22.4%	1.43%
ANET	Arista Networks, Inc. Technology	Added	8,930	+7,035	$1,818,058	+464.8%	1.42%
BIV	Vanguard Bond Index Funds	Added	21,136	+985	$1,539,968	−0.4%	1.20%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	9,594	-5,480	$1,458,574	−21.4%	1.14%
WM	Waste Management Inc Industrials	Added	7,145	+200	$1,457,008	−5.9%	1.13%
SBUX	Starbucks Corp Consumer Cyclical	Added	14,409	+1,930	$1,353,869	+6.2%	1.05%
TOST	Toast, Inc. Technology	Added	43,859	+150	$1,271,471	+4.6%	0.99%
BA	Boeing Co Industrials	Added	6,829	+130	$1,270,535	−12.4%	0.99%
BX	Blackstone Inc. Financial Services	Reduced	11,160	-3,100	$1,250,924	−25.5%	0.97%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	11,443	+390	$1,081,821	−1.1%	0.84%
CRM	Salesforce, Inc. Technology	Reduced	4,180	-60	$959,602	+44.5%	0.75%
SPGI	S&P Global Inc. Financial Services	Reduced	2,358	-439	$930,159	−18.3%	0.72%
RBA	Rb Global Inc. Industrials	Reduced	10,685	-13,217	$869,651	−68.8%	0.68%
CNI	Canadian National Railway Co Industrials	Reduced	2,950	-415	$350,755	−12.6%	0.27%
XYL	Xylem Inc. Industrials	Reduced	2,090	-60	$211,654	−16.7%	0.16%
CAT	Caterpillar Inc Industrials	Held	250	0	$202,697	−23.9%	0.16%

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.