Kampmann Melissa S.

Q2 2025 13F-HR Holdings

Location
Wausau, WI
Holdings as of
6/30/2025
Date filed
7/24/2025
Form type
13F-HR
Num holdings
40
Total value ($000)
$133,173
Net value change ($000)
—
New positions
40
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/9/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 6,812 —
LLY 6,437 —
UBER 6,183 —
JPM 5,654 —
AAPL 5,474 —
WMT 5,318 —
SYK 4,896 —
GOOGL 4,745 —
MA 4,551 —
AMZN 4,175 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type