Kampmann Melissa S.

Q1 2026 13F-HR Holdings

Location
Wausau, WI
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$124,598
Net value change ($000)
-10,618 (-7.9%)
New positions
2
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GEV 905 30.4%
BA 825 203.2%
CVX 711 23.6%
JNJ 536 11.4%
COST 398 27.4%
GNRC 324 13.2%
NVDA 275 NEW
MDLN 242 NEW
FAST 196 4.5%
WMT 165 2.9%
Top Reduces (Value $000, Stocks/ETFs)
BX -1,335 -38.4%
LLY -1,315 -15.4%
SPGI -1,251 -34.5%
WDAY -1,209 -54.6%
GOOGL -1,138 -13.4%
IRTC -1,104 -29.8%
UBER -1,047 -19.5%
MSFT -1,037 -17.1%
ROK -779 -15.0%
RBA -600 -19.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type