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Kampmann Melissa S.

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13F filer, CIK 1999898, WAUSAU, WI

Kampmann Melissa S. reported $132,348,067 across 44 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-29. Its ten largest share positions make up 47.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999898-26-000004

Period
2026-06-30
Reported value
$132M
Holdings
44
Top 10 weight
47.98%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+6,445$1.29M
NOWadded+7,415$736K
MDLNadded+8,498$335K
ANETnew+1,895$322K
CATnew+250$266K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AONreduced-3,455-$1.15M
SPGIreduced-2,799-$1.14M
WDAYexited-7,745-$1.01M
BXreduced-4,330-$510K
CRMreduced-2,374-$372K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001999898-26-000004, largest first. % of portfolio is the value over $132,348,067, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,746 shares; 2024Q4: 8,471 shares; 2025Q1: 8,511 shares; 2025Q2: 8,258 shares; 2025Q3: 7,984 shares; 2025Q4: 7,923 shares; 2026Q1: 7,861 shares; 2026Q2: 7,762 shares 7,762$9.31M7.03%-99Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,930 shares; 2024Q4: 29,210 shares; 2025Q1: 28,810 shares; 2025Q2: 26,750 shares; 2025Q3: 25,865 shares; 2025Q4: 25,850 shares; 2026Q1: 25,625 shares; 2026Q2: 25,524 shares 25,524$9.02M6.81%-101Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,228 shares; 2024Q4: 28,368 shares; 2025Q1: 27,630 shares; 2025Q2: 26,680 shares; 2025Q3: 26,020 shares; 2025Q4: 26,010 shares; 2026Q1: 25,825 shares; 2026Q2: 25,685 shares 25,685$7.43M5.62%-140Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,228 shares; 2024Q4: 11,798 shares; 2025Q1: 12,073 shares; 2025Q2: 11,868 shares; 2025Q3: 11,858 shares; 2025Q4: 12,368 shares; 2026Q1: 12,314 shares; 2026Q2: 12,327 shares 12,327$6.1M4.61%+13Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,051 shares; 2024Q4: 19,796 shares; 2025Q1: 19,931 shares; 2025Q2: 19,501 shares; 2025Q3: 19,396 shares; 2025Q4: 18,796 shares; 2026Q1: 18,696 shares; 2026Q2: 18,640 shares 18,640$6.1M4.61%-56Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,999 shares; 2024Q4: 19,979 shares; 2025Q1: 22,354 shares; 2025Q2: 21,984 shares; 2025Q3: 21,873 shares; 2025Q4: 21,538 shares; 2026Q1: 21,398 shares; 2026Q2: 21,188 shares 21,188$5.38M4.07%-210Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,075 shares; 2025Q3: 3,905 shares; 2025Q4: 4,460 shares; 2026Q1: 4,450 shares; 2026Q2: 4,437 shares 4,437$5.21M3.94%-13Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,157 shares; 2024Q4: 60,687 shares; 2025Q1: 56,789 shares; 2025Q2: 54,384 shares; 2025Q3: 52,294 shares; 2025Q4: 47,620 shares; 2026Q1: 47,060 shares; 2026Q2: 45,836 shares 45,836$5.19M3.92%-1,224Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,720 shares; 2024Q4: 14,053 shares; 2025Q1: 14,020 shares; 2025Q2: 13,695 shares; 2025Q3: 13,630 shares; 2025Q4: 13,630 shares; 2026Q1: 13,550 shares; 2026Q2: 13,457 shares 13,457$5.02M3.79%-93Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,230 shares; 2024Q4: 45,995 shares; 2025Q1: 46,460 shares; 2025Q2: 91,250 shares; 2025Q3: 91,340 shares; 2025Q4: 97,620 shares; 2026Q1: 98,075 shares; 2026Q2: 98,373 shares 98,373$4.72M3.57%+298Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,465 shares; 2024Q4: 19,170 shares; 2025Q1: 19,285 shares; 2025Q2: 19,030 shares; 2025Q3: 19,035 shares; 2025Q4: 19,095 shares; 2026Q1: 18,995 shares; 2026Q2: 18,955 shares 18,955$4.52M3.41%-40Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,865 shares; 2024Q4: 15,175 shares; 2025Q1: 15,915 shares; 2025Q2: 14,790 shares; 2025Q3: 14,805 shares; 2025Q4: 14,295 shares; 2026Q1: 14,255 shares; 2026Q2: 14,421 shares 14,421$4.22M3.19%+166Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,260 shares; 2024Q4: 67,635 shares; 2025Q1: 67,995 shares; 2025Q2: 66,265 shares; 2025Q3: 64,630 shares; 2025Q4: 63,610 shares; 2026Q1: 59,965 shares; 2026Q2: 58,265 shares 58,265$4.2M3.18%-1,700Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,075 shares; 2024Q4: 8,300 shares; 2025Q1: 8,278 shares; 2025Q2: 8,098 shares; 2025Q3: 8,073 shares; 2025Q4: 8,053 shares; 2026Q1: 8,003 shares; 2026Q2: 7,987 shares 7,987$4.1M3.1%-16Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,165 shares; 2024Q4: 12,740 shares; 2025Q1: 12,775 shares; 2025Q2: 12,375 shares; 2025Q3: 12,520 shares; 2025Q4: 12,485 shares; 2026Q1: 12,410 shares; 2026Q2: 12,258 shares 12,258$3.86M2.92%-152Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,704 shares; 2024Q4: 26,439 shares; 2025Q1: 26,659 shares; 2025Q2: 26,119 shares; 2025Q3: 26,044 shares; 2025Q4: 25,654 shares; 2026Q1: 25,654 shares; 2026Q2: 25,652 shares 25,652$3.76M2.84%-2Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,849 shares; 2024Q4: 14,519 shares; 2025Q1: 13,664 shares; 2025Q2: 13,329 shares; 2025Q3: 13,344 shares; 2025Q4: 13,384 shares; 2026Q1: 13,354 shares; 2026Q2: 13,423 shares 13,423$3.74M2.83%+69Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,383 shares; 2024Q4: 17,493 shares; 2025Q1: 17,628 shares; 2025Q2: 17,455 shares; 2025Q3: 17,430 shares; 2025Q4: 18,090 shares; 2026Q1: 18,015 shares; 2026Q2: 18,701 shares 18,701$3.1M2.34%+686Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,080 shares; 2024Q4: 29,750 shares; 2025Q1: 29,900 shares; 2025Q2: 28,570 shares; 2025Q3: 27,865 shares; 2025Q4: 26,080 shares; 2026Q1: 25,160 shares; 2026Q2: 23,902 shares 23,902$2.78M2.1%-1,258Timeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,115 shares; 2024Q4: 23,925 shares; 2025Q1: 25,025 shares; 2025Q2: 24,550 shares; 2025Q3: 23,885 shares; 2025Q4: 22,620 shares; 2026Q1: 22,010 shares; 2026Q2: 21,012 shares 21,012$2.5M1.89%-998Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,240 shares; 2024Q4: 33,335 shares; 2025Q1: 37,785 shares; 2025Q2: 37,650 shares; 2025Q3: 37,340 shares; 2025Q4: 36,780 shares; 2026Q1: 36,780 shares; 2026Q2: 36,343 shares 36,343$2.45M1.85%-437Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,270 shares; 2024Q4: 6,805 shares; 2025Q1: 7,090 shares; 2025Q2: 7,005 shares; 2025Q3: 7,065 shares; 2025Q4: 6,865 shares; 2026Q1: 6,765 shares; 2026Q2: 6,725 shares 6,725$2.37M1.79%-40Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,363 shares; 2024Q4: 5,713 shares; 2025Q1: 5,763 shares; 2025Q2: 5,628 shares; 2025Q3: 5,458 shares; 2025Q4: 5,448 shares; 2026Q1: 5,448 shares; 2026Q2: 5,463 shares 5,463$2.17M1.64%+15Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,480 shares; 2026Q1: 1,860 shares; 2026Q2: 2,076 shares 2,076$1.94M1.47%+216Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,450 shares; 2026Q1: 11,605 shares; 2026Q2: 19,020 shares 19,020$1.89M1.43%+7,415Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,565 shares; 2024Q4: 20,595 shares; 2025Q1: 19,735 shares; 2025Q2: 19,275 shares; 2025Q3: 19,080 shares; 2025Q4: 17,880 shares; 2026Q1: 16,290 shares; 2026Q2: 15,074 shares 15,074$1.86M1.4%-1,216Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,395 shares; 2024Q4: 7,190 shares; 2025Q1: 9,100 shares; 2025Q2: 11,875 shares; 2025Q3: 11,910 shares; 2025Q4: 11,910 shares; 2026Q1: 11,765 shares; 2026Q2: 11,732 shares 11,732$1.72M1.3%-33Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,795 shares; 2024Q4: 23,525 shares; 2025Q1: 23,360 shares; 2025Q2: 22,285 shares; 2025Q3: 22,320 shares; 2025Q4: 22,270 shares; 2026Q1: 18,590 shares; 2026Q2: 14,260 shares 14,260$1.68M1.27%-4,330Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,575 shares; 2026Q2: 8,020 shares 8,020$1.6M1.21%+6,445Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,895 shares; 2025Q2: 9,905 shares; 2025Q3: 10,155 shares; 2025Q4: 6,355 shares; 2026Q1: 6,585 shares; 2026Q2: 6,945 shares 6,945$1.55M1.17%+360Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,860 shares; 2024Q4: 22,239 shares; 2025Q1: 22,289 shares; 2025Q2: 19,714 shares; 2025Q3: 19,754 shares; 2025Q4: 20,254 shares; 2026Q1: 20,364 shares; 2026Q2: 20,151 shares 20,151$1.55M1.17%-213Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,625 shares; 2026Q1: 6,185 shares; 2026Q2: 6,699 shares 6,699$1.45M1.1%+514Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,680 shares; 2025Q3: 11,680 shares; 2025Q4: 11,680 shares; 2026Q1: 11,680 shares; 2026Q2: 11,680 shares 11,680$1.36M1.03%0Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,015 shares; 2024Q4: 9,220 shares; 2025Q1: 9,235 shares; 2025Q2: 9,125 shares; 2025Q3: 8,805 shares; 2025Q4: 8,485 shares; 2026Q1: 7,355 shares; 2026Q2: 3,900 shares 3,900$1.29M0.98%-3,455Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,426 shares; 2024Q4: 25,731 shares; 2025Q1: 24,926 shares; 2025Q2: 24,081 shares; 2025Q3: 17,915 shares; 2025Q4: 11,605 shares; 2026Q1: 11,605 shares; 2026Q2: 12,479 shares 12,479$1.28M0.96%+874Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,120 shares; 2024Q4: 49,770 shares; 2025Q1: 50,345 shares; 2025Q2: 49,475 shares; 2025Q3: 49,510 shares; 2025Q4: 50,410 shares; 2026Q1: 49,810 shares; 2026Q2: 43,709 shares 43,709$1.22M0.92%-6,101Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,284 shares; 2024Q4: 7,360 shares; 2025Q1: 7,503 shares; 2025Q2: 7,368 shares; 2025Q3: 7,368 shares; 2025Q4: 6,836 shares; 2026Q1: 5,596 shares; 2026Q2: 2,797 shares 2,797$1.14M0.86%-2,799Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,953 shares; 2024Q4: 10,133 shares; 2025Q1: 10,208 shares; 2025Q2: 10,368 shares; 2025Q3: 10,408 shares; 2025Q4: 10,508 shares; 2026Q1: 10,508 shares; 2026Q2: 11,053 shares 11,053$1.09M0.83%+545Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,449 shares; 2024Q4: 8,459 shares; 2025Q1: 8,609 shares; 2025Q2: 8,414 shares; 2025Q3: 7,869 shares; 2025Q4: 6,794 shares; 2026Q1: 6,614 shares; 2026Q2: 4,240 shares 4,240$664K0.5%-2,374Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,440 shares; 2026Q2: 13,938 shares 13,938$550K0.42%+8,498Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,600 shares; 2024Q4: 6,370 shares; 2025Q1: 5,740 shares; 2025Q2: 5,025 shares; 2025Q3: 4,300 shares; 2025Q4: 4,075 shares; 2026Q1: 3,765 shares; 2026Q2: 3,365 shares 3,365$401K0.3%-400Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,895 shares 1,895$322K0.24%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250$266K0.2%newTimeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,110 shares; 2024Q4: 5,420 shares; 2025Q1: 5,095 shares; 2025Q2: 4,045 shares; 2025Q3: 3,310 shares; 2025Q4: 3,270 shares; 2026Q1: 3,145 shares; 2026Q2: 2,150 shares 2,150$254K0.19%-995Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WDAYWORKDAY INC7,745$1.01Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001999898-26-000004 base2026-07-29acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001999898-26-000004 Quarter ended 2026-06-302026-07-29acceptance time not in the bulk data set
13F-HR 0001999898-26-000002 Quarter ended 2026-03-312026-04-23acceptance time not in the bulk data set
13F-HR 0001999898-26-000001 Quarter ended 2025-12-312026-01-26acceptance time not in the bulk data set
13F-HR 0001999898-25-000006 Quarter ended 2025-09-302025-10-09acceptance time not in the bulk data set
13F-HR 0001999898-25-000004 Quarter ended 2025-06-302025-07-24acceptance time not in the bulk data set
13F-HR 0001999898-25-000002 Quarter ended 2025-03-312025-04-25acceptance time not in the bulk data set
13F-HR 0001999898-25-000001 Quarter ended 2024-12-312025-02-11acceptance time not in the bulk data set
13F-HR 0001999898-24-000008 Quarter ended 2024-09-302024-11-04acceptance time not in the bulk data set
13F-HR 0001999898-24-000005 Quarter ended 2024-06-302024-08-16acceptance time not in the bulk data set
13F-HR 0001999898-24-000003 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001999898-24-000002 Quarter ended 2023-12-312024-02-22acceptance time not in the bulk data set
13F-HR/A 0001999898-24-000001 Quarter ended 2023-09-302024-02-20acceptance time not in the bulk data set
13F-HR 0001999898-23-000001 Quarter ended 2023-09-302023-11-20acceptance time not in the bulk data set