Kampmann Melissa S.

Q2 2026 13F-HR Holdings

Location
Wausau, WI
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$132,348
Net value change ($000)
+7,750 (6.2%)
New positions
2
Sold out positions
1
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 2,080 28.8%
ROK 1,684 38.1%
GOOGL 1,667 22.7%
GNRC 1,439 51.7%
NVDA 1,330 483.6%
GEV 1,329 34.2%
AAPL 878 13.4%
NOW 675 55.6%
JPM 601 10.9%
AMZN 562 14.2%
Top Reduces (Value $000, Stocks/ETFs)
SPGI -1,241 -52.1%
AON -1,080 -45.5%
WDAY -1,006 -100.0%
ICE -706 -27.6%
WMT -658 -11.2%
CVX -627 -16.8%
CRM -571 -46.2%
BX -460 -21.5%
ISRG -338 -13.5%
SYK -219 -5.4%
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