Institutional Fund
Kampmann Melissa S.
Wausau, WICIK 19998985 filings on record
Portfolio Value
$124.60M
Q1 2026
Holdings
43
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-7.9%
from $135.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc5.9%
- Eli Lilly & Co5.8%
- Apple Inc5.3%
- Walmart Inc4.7%
- Jpmorgan Chase & Co.4.4%
- Johnson & Johnson4.2%
- Other69.7%
Portfolio Holdings
43 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 25.6K | $7.35M | 5.9% | −225 | Reduced |
| 2 | Eli Lilly & Co | 7.9K | $7.23M | 5.8% | −62 | Reduced |
| 3 | Apple Inc | 25.8K | $6.55M | 5.3% | −185 | Reduced |
| 4 | Walmart Inc | 47.1K | $5.85M | 4.7% | −560 | Reduced |
| 5 | Jpmorgan Chase & Co. | 18.7K | $5.50M | 4.4% | −100 | Reduced |
| 6 | Johnson & Johnson | 21.4K | $5.23M | 4.2% | −140 | Reduced |
| 7 | Microsoft Corp | 13.6K | $5.02M | 4.0% | −80 | Reduced |
| 8 | Fastenal Co | 98.1K | $4.55M | 3.7% | +455 | Added |
| 9 | Rockwell Automation Inc | 12.3K | $4.42M | 3.5% | −54 | Reduced |
| 10 | Uber Technologies Inc | 60.0K | $4.31M | 3.5% | −3.6K | Reduced |
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