# EDGAR Filing Document

**Accession Number:** 0001999898
**File Stem:** 0001999898-26-000002
**Filing Date:** 2026-4
**Character Count:** 11757
**Document Hash:** 25a53eadbd5086a4d912439f06755344
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001999898-26-000002.hdr.sgml**: 20260423

**ACCESSION NUMBER**: 0001999898-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260423

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260423

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kampmann Melissa S.
- **CENTRAL INDEX KEY:** 0001999898

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23464
- **FILM NUMBER:** 26888051

**MAIL ADDRESS:**
- **STREET 1:** 500 N. FIRST STREET
- **STREET 2:** SUITE 8000
- **CITY:** WAUSAU
- **STATE:** WI
- **ZIP:** 54403

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Kampmann Melissa S.<br>**Address:** 500 N. FIRST STREET<br>SUITE 8000<br>WAUSAU, WI 54403

**Form 13F File Number:** 028-23464

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Melissa S. Kampmann<br>**Title:** Institutional Investment Manager<br>**Phone:** 715-845-4336

**Signature, Place, and Date of Signing:**

Melissa S. Kampmann  Wausau, WI  04-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 82

**Form 13F Information Table Value Total:** $124598244

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC C | Common Stock | 02079K107 |  | 7284810 | 25395 | SH |  | SOLE |  | 25395 | 0 | 0 |
| ALPHABET INC C | Common Stock | 02079K107 |  | 65978 | 230 | SH |  | OTR |  | 230 | 0 | 0 |
| AMAZON.COM INC COM | Common Stock | 023135106 |  | 3664511 | 17595 | SH |  | SOLE |  | 17595 | 0 | 0 |
| AMAZON.COM INC COM | Common Stock | 023135106 |  | 291578 | 1400 | SH |  | OTR |  | 1400 | 0 | 0 |
| AON PLC | Int'l Common Stock | G0403H108 |  | 2311105 | 7160 | SH |  | SOLE |  | 7160 | 0 | 0 |
| AON PLC | Int'l Common Stock | G0403H108 |  | 62942 | 195 | SH |  | OTR |  | 195 | 0 | 0 |
| APPLE INC COM | Common Stock | 037833100 |  | 6504638 | 25630 | SH |  | SOLE |  | 25630 | 0 | 0 |
| APPLE INC COM | Common Stock | 037833100 |  | 49489 | 195 | SH |  | OTR |  | 195 | 0 | 0 |
| BLACKSTONE INC | Common Stock | 09260D107 |  | 2020374 | 17570 | SH |  | SOLE |  | 17570 | 0 | 0 |
| BLACKSTONE INC | Common Stock | 09260D107 |  | 117290 | 1020 | SH |  | OTR |  | 1020 | 0 | 0 |
| BOEING CO | Common Stock | 097023105 |  | 692624 | 3480 | SH |  | SOLE |  | 3480 | 0 | 0 |
| BOEING CO | Common Stock | 097023105 |  | 538376 | 2705 | SH |  | OTR |  | 2705 | 0 | 0 |
| CANADIAN NATL RY CO COM | Int'l Common Stock | 136375102 |  | 386929 | 3765 | SH |  | SOLE |  | 3765 | 0 | 0 |
| CHEVRON CORP NEW COM | Common Stock | 166764100 |  | 3622612 | 17509 | SH |  | SOLE |  | 17509 | 0 | 0 |
| CHEVRON CORP NEW COM | Common Stock | 166764100 |  | 104691 | 506 | SH |  | OTR |  | 506 | 0 | 0 |
| COSTCO WHOLESALE CORP | Common Stock | 22160K105 |  | 925683 | 929 | SH |  | SOLE |  | 929 | 0 | 0 |
| COSTCO WHOLESALE CORP | Common Stock | 22160K105 |  | 927676 | 931 | SH |  | OTR |  | 931 | 0 | 0 |
| DEXCOM INC | Common Stock | 252131107 |  | 2018078 | 32135 | SH |  | SOLE |  | 32135 | 0 | 0 |
| DEXCOM INC | Common Stock | 252131107 |  | 291706 | 4645 | SH |  | OTR |  | 4645 | 0 | 0 |
| ECOLAB INC | Common Stock | 278865100 |  | 3402130 | 12789 | SH |  | SOLE |  | 12789 | 0 | 0 |
| ECOLAB INC | Common Stock | 278865100 |  | 150301 | 565 | SH |  | OTR |  | 565 | 0 | 0 |
| FASTENAL CO COM | Common Stock | 311900104 |  | 4188760 | 90275 | SH |  | SOLE |  | 90275 | 0 | 0 |
| FASTENAL CO COM | Common Stock | 311900104 |  | 361920 | 7800 | SH |  | OTR |  | 7800 | 0 | 0 |
| GE VERNOVA INC | Common Stock | 36828A101 |  | 1645417 | 1885 | SH |  | SOLE |  | 1885 | 0 | 0 |
| GE VERNOVA INC | Common Stock | 36828A101 |  | 2238989 | 2565 | SH |  | OTR |  | 2565 | 0 | 0 |
| GENERAC HLDGS INC | Common Stock | 368736104 |  | 1341917 | 6870 | SH |  | SOLE |  | 6870 | 0 | 0 |
| GENERAC HLDGS INC | Common Stock | 368736104 |  | 1442512 | 7385 | SH |  | OTR |  | 7385 | 0 | 0 |
| HOME DEPOT INC COM | Common Stock | 437076102 |  | 1933873 | 5880 | SH |  | SOLE |  | 5880 | 0 | 0 |
| HOME DEPOT INC COM | Common Stock | 437076102 |  | 291068 | 885 | SH |  | OTR |  | 885 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE INC | Common Stock | 45866F104 |  | 2513334 | 15980 | SH |  | SOLE |  | 15980 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE INC | Common Stock | 45866F104 |  | 48757 | 310 | SH |  | OTR |  | 310 | 0 | 0 |
| INTUITIVE SURGICAL INC | Common Stock | 46120E602 |  | 1019249 | 2211 | SH |  | SOLE |  | 2211 | 0 | 0 |
| INTUITIVE SURGICAL INC | Common Stock | 46120E602 |  | 1492225 | 3237 | SH |  | OTR |  | 3237 | 0 | 0 |
| IRHYTHM TECHNOLOGIES INC | Common Stock | 450056106 |  | 2437113 | 20650 | SH |  | SOLE |  | 20650 | 0 | 0 |
| IRHYTHM TECHNOLOGIES INC | Common Stock | 450056106 |  | 160507 | 1360 | SH |  | OTR |  | 1360 | 0 | 0 |
| ISHARES CORE TOTAL US AGG BOND ETF | Fixed Income ETF | 464287226 |  | 916858 | 9236 | SH |  | SOLE |  | 9236 | 0 | 0 |
| ISHARES CORE TOTAL US AGG BOND ETF | Fixed Income ETF | 464287226 |  | 126271 | 1272 | SH |  | OTR |  | 1272 | 0 | 0 |
| JOHNSON  JOHNSON COM | Common Stock | 478160104 |  | 4488652 | 18363 | SH |  | SOLE |  | 18363 | 0 | 0 |
| JOHNSON  JOHNSON COM | Common Stock | 478160104 |  | 741875 | 3035 | SH |  | OTR |  | 3035 | 0 | 0 |
| JPMORGAN CHASE  CO COM | Common Stock | 46625H100 |  | 4939535 | 16792 | SH |  | SOLE |  | 16792 | 0 | 0 |
| JPMORGAN CHASE  CO COM | Common Stock | 46625H100 |  | 560081 | 1904 | SH |  | OTR |  | 1904 | 0 | 0 |
| LILLY ELI  CO COM | Common Stock | 532457108 |  | 7156730 | 7781 | SH |  | SOLE |  | 7781 | 0 | 0 |
| LILLY ELI  CO COM | Common Stock | 532457108 |  | 73582 | 80 | SH |  | OTR |  | 80 | 0 | 0 |
| MASTERCARD INCORPORATED | Common Stock | 57636Q104 |  | 3966301 | 7938 | SH |  | SOLE |  | 7938 | 0 | 0 |
| MASTERCARD INCORPORATED | Common Stock | 57636Q104 |  | 32478 | 65 | SH |  | OTR |  | 65 | 0 | 0 |
| MEDLINE INC | Common Stock | 58507V107 |  | 213378 | 4795 | SH |  | SOLE |  | 4795 | 0 | 0 |
| MEDLINE INC | Common Stock | 58507V107 |  | 28703 | 645 | SH |  | OTR |  | 645 | 0 | 0 |
| MICROSOFT CORP COM | Common Stock | 594918104 |  | 4953985 | 13383 | SH |  | SOLE |  | 13383 | 0 | 0 |
| MICROSOFT CORP COM | Common Stock | 594918104 |  | 61818 | 167 | SH |  | OTR |  | 167 | 0 | 0 |
| NVIDIA CORP COM | Common Stock | 67066G104 |  | 246776 | 1415 | SH |  | SOLE |  | 1415 | 0 | 0 |
| NVIDIA CORP COM | Common Stock | 67066G104 |  | 27904 | 160 | SH |  | OTR |  | 160 | 0 | 0 |
| ORACLE CORP | Common Stock | 68389X105 |  | 758352 | 5155 | SH |  | SOLE |  | 5155 | 0 | 0 |
| ORACLE CORP | Common Stock | 68389X105 |  | 972397 | 6610 | SH |  | OTR |  | 6610 | 0 | 0 |
| PROCTER  GAMBLE CO COM | Common Stock | 742718109 |  | 3530691 | 24444 | SH |  | SOLE |  | 24444 | 0 | 0 |
| PROCTER  GAMBLE CO COM | Common Stock | 742718109 |  | 174772 | 1210 | SH |  | OTR |  | 1210 | 0 | 0 |
| RB GLOBAL INC | Int'l Common Stock | 74935Q107 |  | 2236660 | 23335 | SH |  | SOLE |  | 23335 | 0 | 0 |
| RB GLOBAL INC | Int'l Common Stock | 74935Q107 |  | 174926 | 1825 | SH |  | OTR |  | 1825 | 0 | 0 |
| ROCKWELL AUTOMATION | Common Stock | 773903109 |  | 4049602 | 11284 | SH |  | SOLE |  | 11284 | 0 | 0 |
| ROCKWELL AUTOMATION | Common Stock | 773903109 |  | 369646 | 1030 | SH |  | OTR |  | 1030 | 0 | 0 |
| S GLOBAL INC | Common Stock | 78409V104 |  | 2256003 | 5304 | SH |  | SOLE |  | 5304 | 0 | 0 |
| S GLOBAL INC | Common Stock | 78409V104 |  | 124199 | 292 | SH |  | OTR |  | 292 | 0 | 0 |
| SALESFORCE INC | Common Stock | 79466L302 |  | 1201968 | 6439 | SH |  | SOLE |  | 6439 | 0 | 0 |
| SALESFORCE INC | Common Stock | 79466L302 |  | 32667 | 175 | SH |  | OTR |  | 175 | 0 | 0 |
| SERVICENOW INC | Common Stock | 81762P102 |  | 605867 | 5795 | SH |  | SOLE |  | 5795 | 0 | 0 |
| SERVICENOW INC | Common Stock | 81762P102 |  | 607436 | 5810 | SH |  | OTR |  | 5810 | 0 | 0 |
| STARBUCKS CORP COM | Common Stock | 855244109 |  | 1039692 | 11605 | SH |  | SOLE |  | 11605 | 0 | 0 |
| STRYKER CORP | Common Stock | 863667101 |  | 3964438 | 12065 | SH |  | SOLE |  | 12065 | 0 | 0 |
| STRYKER CORP | Common Stock | 863667101 |  | 113364 | 345 | SH |  | OTR |  | 345 | 0 | 0 |
| TOAST INC | Common Stock | 888787108 |  | 572483 | 21595 | SH |  | SOLE |  | 21595 | 0 | 0 |
| TOAST INC | Common Stock | 888787108 |  | 747980 | 28215 | SH |  | OTR |  | 28215 | 0 | 0 |
| UBER TECHNOLOGIES INC | Common Stock | 90353T100 |  | 4009019 | 55735 | SH |  | SOLE |  | 55735 | 0 | 0 |
| UBER TECHNOLOGIES INC | Common Stock | 90353T100 |  | 304264 | 4230 | SH |  | OTR |  | 4230 | 0 | 0 |
| VANGUARD INTERMEDIATE TERM BOND ETF | Fixed Income ETF | 921937819 |  | 1272235 | 16484 | SH |  | SOLE |  | 16484 | 0 | 0 |
| VANGUARD INTERMEDIATE TERM BOND ETF | Fixed Income ETF | 921937819 |  | 299458 | 3880 | SH |  | OTR |  | 3880 | 0 | 0 |
| WALMART INC | Common Stock | 931142103 |  | 5754785 | 46305 | SH |  | SOLE |  | 46305 | 0 | 0 |
| WALMART INC | Common Stock | 931142103 |  | 93831 | 755 | SH |  | OTR |  | 755 | 0 | 0 |
| WASTE MGMT INC DEL COM | Common Stock | 94106L109 |  | 353877 | 1540 | SH |  | SOLE |  | 1540 | 0 | 0 |
| WASTE MGMT INC DEL COM | Common Stock | 94106L109 |  | 1159291 | 5045 | SH |  | OTR |  | 5045 | 0 | 0 |
| WEC ENERGY GROUP INC | Common Stock | 92939U106 |  | 1352194 | 11680 | SH |  | SOLE |  | 476 | 0 | 11204 |
| WORKDAY INC A | Common Stock | 98138H101 |  | 943219 | 7260 | SH |  | SOLE |  | 7260 | 0 | 0 |
| WORKDAY INC A | Common Stock | 98138H101 |  | 63011 | 485 | SH |  | OTR |  | 485 | 0 | 0 |
| XYLEM INC COM | Common Stock | 98419M100 |  | 375828 | 3145 | SH |  | SOLE |  | 3145 | 0 | 0 |

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