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13F-HR filed by Kampmann Melissa S.

Kampmann Melissa S. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-23, with 43 holding rows worth $124,598,244.

Accession
0001999898-26-000002
Filed
2026-04-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 82 entries on the cover page, a total value of $124,598,244 stated on the cover page (in dollars after the unit check, H1), rows summing to $124,598,244 with VALUE read as dollars as filed, 13F file number 028-23464. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Alphabet Inc. Reg. Shares C02079K107COM25,625$7,350,788dollars as filed
Eli Lilly and Company532457108COM7,861$7,230,312dollars as filed
Apple Inc037833100COM25,825$6,554,127dollars as filed
Walmart Inc.931142103COM47,060$5,848,616dollars as filed
JPMorgan Chase & Co46625H100COM18,696$5,499,616dollars as filed
Johnson & Johnson478160104COM21,398$5,230,527dollars as filed
Microsoft Corp594918104COM13,550$5,015,803dollars as filed
FASTENAL CO COM311900104Stock98,075$4,550,680dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock12,314$4,419,248dollars as filed
Uber Technologies90353T100COM59,965$4,313,283dollars as filed
Stryker Corporation863667101COM12,410$4,077,802dollars as filed
MasterCard, Inc57636Q104COM8,003$3,998,779dollars as filed
Amazon.com, Inc023135106COM18,995$3,956,089dollars as filed
GE Vernova Inc.36828A101COM4,450$3,884,406dollars as filed
Chevron Corporation166764100COM18,015$3,727,303dollars as filed
Procter & Gamble Co742718109COM25,654$3,705,463dollars as filed
ECOLAB INC COM278865100Stock13,354$3,552,431dollars as filed
GENERAC HLDGS INC368736104COM14,255$2,784,429dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock22,010$2,597,620dollars as filed
Intercontinental Exchange,Inc.45866F104COM16,290$2,562,091dollars as filed
Intuitive Surgical,Inc.46120E602COM5,448$2,511,474dollars as filed
RB GLOBAL INC COM74935Q107Stock25,160$2,411,586dollars as filed
S&P Global,Inc.78409V104COM5,596$2,380,202dollars as filed
AON PLC SHS CL AG0403H108Stock7,355$2,374,047dollars as filed
DEXCOM INC COM252131107Stock36,780$2,309,784dollars as filed
Home Depot, Inc437076102COM6,765$2,224,941dollars as filed
BLACKSTONE INC09260D107COM18,590$2,137,664dollars as filed
Costco Wholesale Corporation22160K105COM1,860$1,853,359dollars as filed
Oracle Corporation68389X105COM11,765$1,730,749dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS20,364$1,571,693dollars as filed
Waste Management, Inc.94106L109COM6,585$1,513,168dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock11,680$1,352,194dollars as filed
TOASTINCCLASSCLASSA888787108STOK49,810$1,320,463dollars as filed
Salesforce.com, Inc79466L302COM6,614$1,234,635dollars as filed
Boeing Company097023105COM6,185$1,231,000dollars as filed
ServiceNow,Inc.81762P102COM11,605$1,213,303dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS10,508$1,043,129dollars as filed
Starbucks Corporation855244109COM11,605$1,039,692dollars as filed
WORKDAY INC CL A98138H101Stock7,745$1,006,230dollars as filed
CANADIANNATLRYCOF136375102STOK3,765$386,929dollars as filed
XYLEM INC COM98419M100Stock3,145$375,828dollars as filed
NVIDIA Corp67066G104COM1,575$274,680dollars as filed
MEDLINE INC COM CL A58507V107Stock5,440$242,081dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001999898-26-000002this filing2026-04-23acceptance time not in the bulk data set