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Disclosery

Kampmann Melissa S.

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13F filer, CIK 1999898, WAUSAU, WI

Kampmann Melissa S. reported $133,173,101 across 40 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-24. Its ten largest share positions make up 40.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999898-25-000004

Period
2025-06-30
Reported value
$133M
Holdings
40
Top 10 weight
40.73%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FASTadded+44,790$1.88M
GEVnew+3,075$1.63M
WECnew+11,680$1.22M
ORCLadded+2,775$607K
WMadded+2,010$460K

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
SCHWexited-30,335-$2.37M
BRK-Aexited-1-$798K
GOOGreduced-2,060-$365K
WMTreduced-2,405-$235K
NKEexited-3,305-$210K

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 2025

Share positions as resolved from 13F-HR 0001999898-25-000004, largest first. % of portfolio is the value over $133,173,101, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,720 shares; 2024Q4: 14,053 shares; 2025Q1: 14,020 shares; 2025Q2: 13,695 shares 13,695$6.81M5.12%-325Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 8,471 shares; 2025Q1: 8,511 shares; 2025Q2: 8,258 shares 8,258$6.44M4.83%-253Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,260 shares; 2024Q4: 67,635 shares; 2025Q1: 67,995 shares; 2025Q2: 66,265 shares 66,265$6.18M4.64%-1,730Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,051 shares; 2024Q4: 19,796 shares; 2025Q1: 19,931 shares; 2025Q2: 19,501 shares 19,501$5.65M4.25%-430Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,228 shares; 2024Q4: 28,368 shares; 2025Q1: 27,630 shares; 2025Q2: 26,680 shares 26,680$5.47M4.11%-950Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,157 shares; 2024Q4: 60,687 shares; 2025Q1: 56,789 shares; 2025Q2: 54,384 shares 54,384$5.32M3.99%-2,405Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 12,740 shares; 2025Q1: 12,775 shares; 2025Q2: 12,375 shares 12,375$4.9M3.68%-400Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,930 shares; 2024Q4: 29,210 shares; 2025Q1: 28,810 shares; 2025Q2: 26,750 shares 26,750$4.75M3.56%-2,060Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,075 shares; 2024Q4: 8,300 shares; 2025Q1: 8,278 shares; 2025Q2: 8,098 shares 8,098$4.55M3.42%-180Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,465 shares; 2024Q4: 19,170 shares; 2025Q1: 19,285 shares; 2025Q2: 19,030 shares 19,030$4.17M3.14%-255Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,704 shares; 2024Q4: 26,439 shares; 2025Q1: 26,659 shares; 2025Q2: 26,119 shares 26,119$4.16M3.12%-540Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,228 shares; 2024Q4: 11,798 shares; 2025Q1: 12,073 shares; 2025Q2: 11,868 shares 11,868$3.94M2.96%-205Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 7,360 shares; 2025Q1: 7,503 shares; 2025Q2: 7,368 shares 7,368$3.89M2.92%-135Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,230 shares; 2024Q4: 45,995 shares; 2025Q1: 46,460 shares; 2025Q2: 91,250 shares 91,250$3.83M2.88%+44,790Timeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,115 shares; 2024Q4: 23,925 shares; 2025Q1: 25,025 shares; 2025Q2: 24,550 shares 24,550$3.78M2.84%-475Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,849 shares; 2024Q4: 14,519 shares; 2025Q1: 13,664 shares; 2025Q2: 13,329 shares 13,329$3.59M2.7%-335Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,565 shares; 2024Q4: 20,595 shares; 2025Q1: 19,735 shares; 2025Q2: 19,275 shares 19,275$3.54M2.66%-460Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,095 shares; 2024Q4: 13,940 shares; 2025Q1: 14,050 shares; 2025Q2: 14,120 shares 14,120$3.39M2.54%+70Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,999 shares; 2024Q4: 19,979 shares; 2025Q1: 22,354 shares; 2025Q2: 21,984 shares 21,984$3.36M2.52%-370Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,795 shares; 2024Q4: 23,525 shares; 2025Q1: 23,360 shares; 2025Q2: 22,285 shares 22,285$3.33M2.5%-1,075Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,240 shares; 2024Q4: 33,335 shares; 2025Q1: 37,785 shares; 2025Q2: 37,650 shares 37,650$3.29M2.47%-135Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 9,220 shares; 2025Q1: 9,235 shares; 2025Q2: 9,125 shares 9,125$3.26M2.44%-110Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 5,713 shares; 2025Q1: 5,763 shares; 2025Q2: 5,628 shares 5,628$3.06M2.3%-135Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,080 shares; 2024Q4: 29,750 shares; 2025Q1: 29,900 shares; 2025Q2: 28,570 shares 28,570$3.03M2.28%-1,330Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 7,190 shares; 2025Q1: 9,100 shares; 2025Q2: 11,875 shares 11,875$2.6M1.95%+2,775Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 6,805 shares; 2025Q1: 7,090 shares; 2025Q2: 7,005 shares 7,005$2.57M1.93%-85Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,383 shares; 2024Q4: 17,493 shares; 2025Q1: 17,628 shares; 2025Q2: 17,455 shares 17,455$2.5M1.88%-173Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,065 shares; 2024Q4: 17,420 shares; 2025Q1: 15,784 shares; 2025Q2: 14,955 shares 14,955$2.33M1.75%-829Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,449 shares; 2024Q4: 8,459 shares; 2025Q1: 8,609 shares; 2025Q2: 8,414 shares 8,414$2.29M1.72%-195Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,895 shares; 2025Q2: 9,905 shares 9,905$2.27M1.7%+2,010Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,426 shares; 2024Q4: 25,731 shares; 2025Q1: 24,926 shares; 2025Q2: 24,081 shares 24,081$2.21M1.66%-845Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,120 shares; 2024Q4: 49,770 shares; 2025Q1: 50,345 shares; 2025Q2: 49,475 shares 49,475$2.19M1.65%-870Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 15,175 shares; 2025Q1: 15,915 shares; 2025Q2: 14,790 shares 14,790$2.12M1.59%-1,125Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,415 shares; 2024Q4: 18,175 shares; 2025Q1: 23,950 shares; 2025Q2: 24,505 shares 24,505$1.97M1.48%+555Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,075 shares 3,075$1.63M1.22%newTimeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,860 shares; 2024Q4: 22,239 shares; 2025Q1: 22,289 shares; 2025Q2: 19,714 shares 19,714$1.52M1.14%-2,575Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,680 shares 11,680$1.22M0.91%newTimeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,953 shares; 2024Q4: 10,133 shares; 2025Q1: 10,208 shares; 2025Q2: 10,368 shares 10,368$1.03M0.77%+160Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 5,420 shares; 2025Q1: 5,095 shares; 2025Q2: 4,045 shares 4,045$523K0.39%-1,050Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,370 shares; 2025Q1: 5,740 shares; 2025Q2: 5,025 shares 5,025$523K0.39%-715Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
SCHWCHARLES SCHWAB CORP (THE)30,335$2.37Mshares
BRK-ABERKSHIRE HATHAWAY INC DEL1$798Kshares
NKENIKE INC3,305$210Kshares

How Q2 2025 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 0001999898-25-000004 base2025-07-24acceptance time not in the bulk data set