Kampmann Melissa S.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ELI LILLY & Co	—	$8.55M	7,923	6.3%
Alphabet Inc.	—	$8.49M	25,850	6.3%
Apple Inc.	—	$6.44M	26,010	4.8%
MICROSOFT CORP	—	$6.05M	13,630	4.5%
Walmart Inc.	—	$5.68M	47,620	4.2%
JPMORGAN CHASE & CO	—	$5.68M	18,796	4.2%
Uber Technologies, Inc	—	$5.36M	63,610	4.0%
Rockwell Automation Inc	—	$5.20M	12,368	3.8%
JOHNSON & JOHNSON	—	$4.70M	21,538	3.5%
STRYKER CORP	—	$4.53M	12,485	3.4%
Amazon.com Inc	—	$4.42M	19,095	3.3%
Fastenal Co	—	$4.35M	97,620	3.2%
Mastercard Inc	—	$4.25M	8,053	3.1%
PROCTER & GAMBLE Co	—	$3.75M	25,654	2.8%
ECOLAB INC.	—	$3.75M	13,384	2.8%
iRhythm Holdings, Inc.	—	$3.70M	22,620	2.7%
S&P Global Inc.	—	$3.63M	6,836	2.7%
Blackstone Inc	—	$3.47M	22,270	2.6%
Intercontinental Exchange, Inc.	—	$3.07M	17,880	2.3%
CHEVRON CORP	—	$3.02M	18,090	2.2%
RB Global Inc	—	$3.01M	26,080	2.2%
GE Vernova Inc.	—	$2.98M	4,460	2.2%
Intuitive Surgical Inc	—	$2.85M	5,448	2.1%
Aon plc	—	$2.82M	8,485	2.1%
Dexcom Inc	—	$2.65M	36,780	2.0%
HOME DEPOT, INC.	—	$2.64M	6,865	2.0%
GENERAC HOLDINGS INC.	—	$2.46M	14,295	1.8%
Workday Inc	—	$2.21M	12,075	1.6%
ORACLE CORP	—	$2.07M	11,910	1.5%
Toast, Inc.	—	$1.67M	50,410	1.2%
VANGUARD INTERMEDIATE TERM BOND ETF	—	$1.57M	20,254	1.2%
Salesforce Inc	—	$1.51M	6,794	1.1%
COSTCO WHOLESALE CORP /NEW	—	$1.45M	1,480	1.1%
WASTE MANAGEMENT INC	—	$1.44M	6,355	1.1%
WEC ENERGY GROUP, INC.	—	$1.28M	11,680	0.9%
STARBUCKS CORP	—	$1.12M	11,605	0.8%
ServiceNow Inc	—	$1.06M	8,450	0.8%
ISHARES CORE TOTAL US AGG BOND ETF	—	$1.05M	10,508	0.8%
Xylem Inc.	—	$463.6K	3,270	0.3%
The Boeing Company	—	$406.4K	1,625	0.3%
CANADIAN NATL RY CO COM	—	$405.0K	4,075	0.3%