Kampmann Melissa S.

Q3 2026 13F-HR Holdings

Location
Wausau, WI
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$128,401
Net value change ($000)
-3,947 (-3.0%)
New positions
0
Sold out positions
4
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 1,984 39.5%
ANET 1,496 464.6%
NVDA 1,300 81.0%
AAPL 1,172 15.8%
CVX 812 26.2%
DXCM 694 28.3%
NOW 625 33.1%
MA 382 9.3%
CRM 296 44.6%
JNJ 231 4.3%
Top Reduces (Value $000, Stocks/ETFs)
RBA -1,913 -68.7%
ORCL -1,719 -100.0%
WEC -1,364 -100.0%
AON -1,294 -100.0%
GNRC -1,231 -29.1%
GEV -976 -18.7%
ROK -695 -11.4%
MDLN -550 -100.0%
HD -530 -22.3%
SYK -451 -11.7%
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