Kampmann Melissa S.
WAUSAU, WI
$132m in 44 US stocks at the end of 30 June 2026. The top 10 are 48.0% of the money. It changed about 8.3% of the portfolio this quarter.
Value
$132m
Stocks
44
Top 10 share
48.0%
Turnover
8.3%
What changed this quarter
New
Bought for the first time this quarter.
- Arista NetworksANET0.2% of the fund
- CaterpillarCAT0.2% of the fund
Added
Bought more of a stock they already held.
- ChevronCVX2.3% of the fund+4%
- Costco WholesaleCOST1.5% of the fund+12%
- ServiceNowNOW1.4% of the fund+64%
- NvidiaNVDA1.2% of the fund+409%
- Waste ManagementWM1.2% of the fund+5%
- BoeingBA1.1% of the fund+8%
- StarbucksSBUX1.0% of the fund+8%
- Ishares TRAGG0.8% of the fund+5%
- MedlineMDLN0.4% of the fund+156%
Cut
Sold some of their stake.
- WalmartWMT3.9% of the fund-3%
- Uber TechnologiesUBER3.2% of the fund-3%
- RB GlobalRBA2.1% of the fund-5%
- iRhythm HoldingsIRTC1.9% of the fund-5%
- Intercontinental ExchangeICE1.4% of the fund-7%
- BlackstoneBX1.3% of the fund-23%
- AonAON1.0% of the fund-47%
- ToastTOST0.9% of the fund-12%
- S&P GlobalSPGI0.9% of the fund-50%
- SalesforceCRM0.5% of the fund-36%
- Canadian National RailwayCNI0.3% of the fund-11%
- XylemXYL0.2% of the fund-32%
Sold out
Sold their entire stake.
- WorkdayWDAY-100%
Holdings
- Vanguard BD Index FDSBIV
- Share
- 1.2%
- Value
- $2m
- Shares
- 20,151
Held
- Ishares TRAGG
- Share
- 0.8%
- Value
- $1m
- Shares
- 11,053
+5%
- Canadian National RailwayCNI
- Share
- 0.3%
- Value
- $401,242
- Shares
- 3,365
-11%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Eli LillyLLY | 7.0% | $9m | 7,762 | Held |
| AlphabetGOOG | 6.8% | $9m | 25,524 | Held |
| AppleAAPL | 5.6% | $7m | 25,685 | Held |
| Rockwell AutomationROK | 4.6% | $6m | 12,327 | Held |
| JPMorgan ChaseJPM | 4.6% | $6m | 18,640 | Held |
| Johnson & JohnsonJNJ | 4.1% | $5m | 21,188 | Held |
| GE VernovaGEV | 3.9% | $5m | 4,437 | Held |
| WalmartWMT | 3.9% | $5m | 45,836 | -3% |
| MicrosoftMSFT | 3.8% | $5m | 13,457 | Held |
| FastenalFAST | 3.6% | $5m | 98,373 | Held |
| Amazon.comAMZN | 3.4% | $5m | 18,955 | Held |
| Generac HoldingsGNRC | 3.2% | $4m | 14,421 | Held |
| Uber TechnologiesUBER | 3.2% | $4m | 58,265 | -3% |
| MastercardMA | 3.1% | $4m | 7,987 | Held |
| StrykerSYK | 2.9% | $4m | 12,258 | Held |
| Procter & GamblePG | 2.8% | $4m | 25,652 | Held |
| EcolabECL | 2.8% | $4m | 13,423 | Held |
| ChevronCVX | 2.3% | $3m | 18,701 | +4% |
| RB GlobalRBA | 2.1% | $3m | 23,902 | -5% |
| iRhythm HoldingsIRTC | 1.9% | $2m | 21,012 | -5% |
| DexcomDXCM | 1.8% | $2m | 36,343 | Held |
| Home DepotHD | 1.8% | $2m | 6,725 | Held |
| Intuitive SurgicalISRG | 1.6% | $2m | 5,463 | Held |
| Costco WholesaleCOST | 1.5% | $2m | 2,076 | +12% |
| ServiceNowNOW | 1.4% | $2m | 19,020 | +64% |
| Intercontinental ExchangeICE | 1.4% | $2m | 15,074 | -7% |
| OracleORCL | 1.3% | $2m | 11,732 | Held |
| BlackstoneBX | 1.3% | $2m | 14,260 | -23% |
| NvidiaNVDA | 1.2% | $2m | 8,020 | +409% |
| Waste ManagementWM | 1.2% | $2m | 6,945 | +5% |
| Vanguard BD Index FDSBIV | 1.2% | $2m | 20,151 | Held |
| BoeingBA | 1.1% | $1m | 6,699 | +8% |
| WEC Energy GroupWEC | 1.0% | $1m | 11,680 | Held |
| AonAON | 1.0% | $1m | 3,900 | -47% |
| StarbucksSBUX | 1.0% | $1m | 12,479 | +8% |
| ToastTOST | 0.9% | $1m | 43,709 | -12% |
| S&P GlobalSPGI | 0.9% | $1m | 2,797 | -50% |
| Ishares TRAGG | 0.8% | $1m | 11,053 | +5% |
| SalesforceCRM | 0.5% | $664,239 | 4,240 | -36% |
| MedlineMDLN | 0.4% | $549,715 | 13,938 | +156% |
| Canadian National RailwayCNI | 0.3% | $401,242 | 3,365 | -11% |
| Arista NetworksANET | 0.2% | $321,923 | 1,895 | New |
| CaterpillarCAT | 0.2% | $266,225 | 250 | New |
| XylemXYL | 0.2% | $254,152 | 2,150 | -32% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 0.6% since 30 June 2025.
Where the money is
Industrials23.6%
Health care19.8%
Technology14.1%
Financial services13.1%
Everyday goods8.2%
Media & telecom6.8%
Retail & consumer6.2%
Materials2.8%
Energy2.3%
Utilities1.0%
Other2.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.