Kampmann Melissa S.

Q4 2025 13F-HR Holdings

Location
Wausau, WI
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$135,216
Net value change ($000)
-1,936 (-1.4%)
New positions
3
Sold out positions
2
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LLY 2,453 40.3%
GOOGL 2,190 34.8%
COST 1,455 NEW
NOW 1,059 NEW
ROK 1,053 25.4%
JNJ 639 15.8%
GEV 578 24.1%
ISRG 412 16.9%
BA 406 NEW
CVX 309 11.4%
Top Reduces (Value $000, Stocks/ETFs)
CSGP -2,438 -100.0%
ZTS -1,806 -100.0%
ORCL -1,279 -38.2%
WDAY -1,159 -34.4%
MSFT -1,007 -14.3%
UBER -972 -15.4%
WM -804 -35.8%
JPM -441 -7.2%
IRTC -406 -9.9%
SBUX -397 -26.2%
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