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Disclosery

Kampmann Melissa S.

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13F filer, CIK 1999898, WAUSAU, WI

Kampmann Melissa S. reported $124,598,244 across 43 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-23. Its ten largest share positions make up 44.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999898-26-000002

Period
2026-03-31
Reported value
$125M
Holdings
43
Top 10 weight
44.95%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BAadded+4,560$908K
COSTadded+380$379K
NOWadded+3,155$330K
NVDAnew+1,575$275K
MDLNnew+5,440$242K

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
WDAYreduced-4,330-$563K
SPGIreduced-1,240-$527K
BXreduced-3,680-$423K
AONreduced-1,130-$365K
UBERreduced-3,645-$262K

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, Q1 2026

Share positions as resolved from 13F-HR 0001999898-26-000002, largest first. % of portfolio is the value over $124,598,244, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 25,625$7.35M5.9%-225Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,861$7.23M5.8%-62Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 25,825$6.55M5.26%-185Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 47,060$5.85M4.69%-560Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 18,696$5.5M4.41%-100Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 21,398$5.23M4.2%-140Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,550$5.02M4.03%-80Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 98,075$4.55M3.65%+455Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,314$4.42M3.55%-54Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 59,965$4.31M3.46%-3,645Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,410$4.08M3.27%-75Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,003$4M3.21%-50Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 18,995$3.96M3.18%-100Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,450$3.88M3.12%-10Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 18,015$3.73M2.99%-75Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 25,654$3.71M2.97%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,354$3.55M2.85%-30Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,255$2.78M2.23%-40Timeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 22,010$2.6M2.08%-610Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,290$2.56M2.06%-1,590Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,448$2.51M2.02%0Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 25,160$2.41M1.94%-920Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,596$2.38M1.91%-1,240Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,355$2.37M1.91%-1,130Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 36,780$2.31M1.85%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,765$2.22M1.79%-100Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 18,590$2.14M1.72%-3,680Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,480 shares; 2026Q1: 1,860 shares 1,860$1.85M1.49%+380Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,765$1.73M1.39%-145Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 20,364$1.57M1.26%+110Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,585$1.51M1.21%+230Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,680$1.35M1.09%0Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 49,810$1.32M1.06%-600Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,614$1.23M0.99%-180Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,625 shares; 2026Q1: 6,185 shares 6,185$1.23M0.99%+4,560Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,450 shares; 2026Q1: 11,605 shares 11,605$1.21M0.97%+3,155Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,508$1.04M0.84%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,605$1.04M0.83%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,095 shares; 2024Q4: 13,940 shares; 2025Q1: 14,050 shares; 2025Q2: 14,120 shares; 2025Q3: 14,015 shares; 2025Q4: 12,075 shares; 2026Q1: 7,745 shares 7,745$1.01M0.81%-4,330Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,765$387K0.31%-310Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,145$376K0.3%-125Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,575 shares 1,575$275K0.22%newTimeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,440 shares 5,440$242K0.19%newTimeline

How Q1 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 0001999898-26-000002 base2026-04-23acceptance time not in the bulk data set