Kampmann Melissa S.

CIK

1999898

Location

WAUSAU, WI

Portfolio Value

Micro $11,407,438

Diversification

Diversified

Filing Date

Global Rank

#5,043 / 8,232 ▲ 149

Top Industry

Drug Manufacturers - General 10.9%

3Y Alpha vs SPY

-10.5%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+35.4%

SPY

+70.5%

Annualised alpha

-10.5%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

−0.6 pts

Top 5

26.5%

−0.7 pts

Top 10

46.0%

−0.2 pts

HHI

345

Diversified−6

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	21.1%	$24,199,593	7
Technology	19.8%	$22,663,268	9
Industrials	18.8%	$21,557,267	9
Financial Services	16.5%	$18,952,393	6
Consumer Defensive	10.0%	$11,407,438	3
Consumer Cyclical	6.3%	$7,220,719	3
Energy	3.3%	$3,727,303	1
Basic Materials	3.1%	$3,552,430	1
Utilities	1.2%	$1,352,193	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
BA	Boeing Co	+4,560	6,185	$1,231,000
NOW	ServiceNow, Inc.	+3,155	11,605	$1,213,302
FAST	Fastenal Co	+455	98,075	$4,550,680
COST	Costco Wholesale Corp /New	+380	1,860	$1,853,359
WM	Waste Management Inc	+230	6,585	$1,513,166
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WDAY	Workday, Inc.	−4,330	7,745	$1,006,230
BX	Blackstone Inc.	−3,680	18,590	$2,137,663
UBER	Uber Technologies, Inc	−3,645	59,965	$4,313,281
ICE	Intercontinental Exchange, Inc.	−1,590	16,290	$2,562,090
SPGI	S&P Global Inc.	−1,240	5,596	$2,380,202
AON	Aon plc	−1,130	7,355	$2,374,046
RBA	Rb Global Inc.	−920	25,160	$2,411,585
IRTC	iRhythm Holdings, Inc.	−610	22,010	$2,597,620
TOST	Toast, Inc.	−600	49,810	$1,320,462
WMT	Walmart Inc.	−560	47,060	$5,848,616
CNI	Canadian National Railway Co	−310	3,765	$386,929
AAPL	Apple Inc.	−185	25,825	$6,554,126
CRM	Salesforce, Inc.	−180	6,614	$1,234,635
ORCL	Oracle Corp	−145	11,765	$1,730,749
JNJ	Johnson & Johnson	−140	21,398	$5,230,526
XYL	Xylem Inc.	−125	3,145	$375,827
JPM	Jpmorgan Chase & Co	−100	18,696	$5,499,614
HD	Home Depot, Inc.	−100	6,765	$2,224,940
AMZN	Amazon Com Inc	−100	18,995	$3,956,088
MSFT	Microsoft Corp	−80	13,550	$5,015,803
CVX	Chevron Corp	−75	18,015	$3,727,303
SYK	Stryker Corp	−75	12,410	$4,077,801
LLY	ELI LILLY & Co	−62	7,861	$7,230,311
ROK	Rockwell Automation, Inc	−54	12,314	$4,419,247
MA	Mastercard Inc	−50	8,003	$3,998,778
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	1,575	$274,680
MDLN	Medline Inc.	5,440	$242,079
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $11,407,438 total · Consumer Defensive only · as of Mar 31, 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
WMT	Walmart Inc. Consumer Defensive	Reduced	47,060	-560	$5,848,616	+10.2%	51.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	25,654	0	$3,705,463	+0.8%	32.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,860	+380	$1,853,359	+45.2%	16.25%