Kampmann Melissa S.

Q3 2025 13F-HR Holdings

Location
Wausau, WI
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
40
Total value ($000)
$137,152
Net value change ($000)
+3,979 (3.0%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
GOOGL 1,554 32.8%
AAPL 1,151 21.0%
GEV 774 47.6%
ORCL 754 29.0%
JNJ 698 20.8%
FAST 646 16.9%
BX 480 14.4%
CSGP 468 23.8%
JPM 464 8.2%
GNRC 360 17.0%
Top Reduces (Value $000, Stocks/ETFs)
DXCM -773 -23.5%
SBUX -691 -31.3%
ISRG -617 -20.2%
ZTS -526 -22.6%
CRM -429 -18.7%
TOST -383 -17.5%
LLY -345 -5.4%
ICE -321 -9.1%
SPGI -299 -7.7%
SYK -268 -5.5%
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