Kampmann Melissa S. 13F Holdings
CIK 0001999898 · WAUSAU, WI
As of Sep 30, 2025, Kampmann Melissa S. reported 40 positions worth
CIK 0001999898 · WAUSAU, WI
As of Sep 30, 2025, Kampmann Melissa S. reported 40 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 13,630 | $7.1M | 5.15% |
| APPLE INC | AAPL | Technology | 26,020 | $6.6M | 4.83% |
| UBER TECHNOLOGIES INC | UBER | Technology | 64,630 | $6.3M | 4.62% |
| ALPHABET INC | GOOG | Equity | 25,865 | $6.3M | 4.59% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 19,396 | $6.1M | 4.46% |
| ELI LILLY & CO | LLY | Healthcare | 7,984 | $6.1M | 4.44% |
| WALMART INC | WMT | Consumer Defensive | 52,294 | $5.4M | 3.93% |
| STRYKER CORP | SYK | Healthcare | 12,520 | $4.6M | 3.37% |
| MASTERCARD INC | MA | Financial Services | 8,073 | $4.6M | 3.35% |
| FASTENAL CO | FAST | Industrials | 91,340 | $4.5M | 3.27% |
| AMAZON.COM INC | AMZN | Equity | 19,035 | $4.2M | 3.05% |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 11,858 | $4.1M | 3.02% |
| IRHYTHM TECHNOLOGIES INC | IRTC | Healthcare | 23,885 | $4.1M | 3.00% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 21,873 | $4.1M | 2.96% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 26,044 | $4.0M | 2.92% |
| BLACKSTONE INC | BX | Financial Services | 22,320 | $3.8M | 2.78% |
| ECOLAB INC | ECL | Basic Materials | 13,344 | $3.7M | 2.66% |
| S&P GLOBAL INC | SPGI | Financial Services | 7,368 | $3.6M | 2.61% |
| WORKDAY INC | WDAY | Technology | 14,015 | $3.4M | 2.46% |
| ORACLE CORP | ORCL | Technology | 11,910 | $3.3M | 2.44% |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 19,080 | $3.2M | 2.34% |
| AON PLC | AON | Financial Services | 8,805 | $3.1M | 2.29% |
| RB GLOBAL INC | RBA | Industrials | 27,865 | $3.0M | 2.20% |
| HOME DEPOT INC | HD | Consumer Cyclical | 7,065 | $2.9M | 2.09% |
| CHEVRON CORP | CHV | Energy | 17,430 | $2.7M | 1.97% |