Kampmann Melissa S.

Est. AUM

$18.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GE VERNOVA INC	Common Stock	$2.2M	2565	11.99%	OTR
2	INTUITIVE SURGICAL INC	Common Stock	$1.5M	3237	7.99%	OTR
3	GENERAC HLDGS INC	Common Stock	$1.4M	7385	7.72%	OTR
4	WEC ENERGY GROUP INC	Common Stock	$1.4M	11680	7.24%	SOLE
5	WASTE MGMT INC DEL COM	Common Stock	$1.2M	5045	6.20%	OTR
6	STARBUCKS CORP COM	Common Stock	$1.0M	11605	5.57%	SOLE
7	ORACLE CORP	Common Stock	$972K	6610	5.20%	OTR
8	COSTCO WHOLESALE CORP	Common Stock	$928K	931	4.97%	OTR
9	TOAST INC	Common Stock	$748K	28215	4.00%	OTR
10	JOHNSON & JOHNSON COM	Common Stock	$742K	3035	3.97%	OTR
11	SERVICENOW INC	Common Stock	$607K	5810	3.25%	OTR
12	JPMORGAN CHASE & CO COM	Common Stock	$560K	1904	3.00%	OTR
13	BOEING CO	Common Stock	$538K	2705	2.88%	OTR
14	CANADIAN NATL RY CO COM	Int'l Common Stock	$387K	3765	2.07%	SOLE
15	XYLEM INC COM	Common Stock	$376K	3145	2.01%	SOLE
16	ROCKWELL AUTOMATION	Common Stock	$370K	1030	1.98%	OTR
17	FASTENAL CO COM	Common Stock	$362K	7800	1.94%	OTR
18	UBER TECHNOLOGIES INC	Common Stock	$304K	4230	1.63%	OTR
19	VANGUARD INTERMEDIATE TERM BOND ETF	Fixed Income ETF	$299K	3880	1.60%	OTR
20	AMAZON.COM INC COM	Common Stock	$292K	1400	1.56%	OTR
21	DEXCOM INC	Common Stock	$292K	4645	1.56%	OTR
22	HOME DEPOT INC COM	Common Stock	$291K	885	1.56%	OTR
23	PROCTER & GAMBLE CO COM	Common Stock	$175K	1210	0.94%	OTR
24	RB GLOBAL INC	Int'l Common Stock	$175K	1825	0.94%	OTR
25	IRHYTHM TECHNOLOGIES INC	Common Stock	$161K	1360	0.86%	OTR
26	ECOLAB INC	Common Stock	$150K	565	0.80%	OTR
27	ISHARES CORE TOTAL US AGG BOND ETF	Fixed Income ETF	$126K	1272	0.67%	OTR
28	S&P GLOBAL INC	Common Stock	$124K	292	0.66%	OTR
29	BLACKSTONE INC	Common Stock	$117K	1020	0.63%	OTR
30	STRYKER CORP	Common Stock	$113K	345	0.60%	OTR
31	CHEVRON CORP NEW COM	Common Stock	$105K	506	0.56%	OTR
32	WALMART INC	Common Stock	$94K	755	0.50%	OTR
33	LILLY ELI & CO COM	Common Stock	$74K	80	0.40%	OTR
34	ALPHABET INC C	Common Stock	$66K	230	0.35%	OTR
35	AON PLC	Int'l Common Stock	$63K	195	0.34%	OTR
36	WORKDAY INC A	Common Stock	$63K	485	0.34%	OTR
37	MICROSOFT CORP COM	Common Stock	$62K	167	0.33%	OTR
38	APPLE INC COM	Common Stock	$49K	195	0.26%	OTR
39	INTERCONTINENTAL EXCHANGE INC	Common Stock	$49K	310	0.26%	OTR
40	SALESFORCE INC	Common Stock	$33K	175	0.18%	OTR
41	MASTERCARD INCORPORATED	Common Stock	$32K	65	0.17%	OTR
42	MEDLINE INC	Common Stock	$29K	645	0.16%	OTR
43	NVIDIA CORP COM	Common Stock	$28K	160	0.15%	OTR

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.