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  Name: Kampmann Melissa S.
  City: WAUSAU
  State: WI
  Zip: 54402
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $116,774,000
  Total Value Change : $13,132,000
  Securities Held Change : 1
   
All Securities Held : 40
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 19
  Unchanged Positions : 7
  Decreased Positions : 13

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Holdings Found : 19     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DXCM)1 Year Chart         DXCM DexCom Inc 4 - $131.91 $4,736,000 38,165 4.06% 1,198,000 240 0.01    Medical Instruments &...
   (PG)1 Year Chart         PG Procter & Gamble Co 8 - $167.86 $4,177,000 28,505 3.58% 100,000 555 0.001    Cleaning Products
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 11 - $271.11 $3,790,000 12,207 3.25% 338,000 130 0.011    Conglomerates
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 12 - $154.28 $3,767,000 24,036 3.23% 93,000 445 0.001    Drug Manufacturers - ...
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 14 - $137.11 $3,362,000 26,175 2.88% 492,000 85 0.005    Business Services
   (ECL)1 Year Chart         ECL Ecolab Inc 15 - $232.63 $3,361,000 16,944 2.88% 539,000 285 0.006    Cleaning Products
   (SPGI)1 Year Chart         SPGI S&P Global Inc 16 - $438.02 $3,298,000 7,487 2.82% 643,000 221 0.002    Publishing
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 18 - $202.47 $3,236,000 19,022 2.77% 579,000 700 0.001    Domestic Money Center...
   (BX)1 Year Chart         BX Blackstone Group LP 20 - $120.62 $2,868,000 21,905 2.46% 554,000 305 0.003    Asset Management
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 22 - $183.63 $2,787,000 18,340 2.39% 513,000 450 0    Internet Software & S...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 23 - $75.28 $2,619,000 27,277 2.24% 170,000 450 0.002    Specialty Eateries
   (AON)1 Year Chart         AON Aon Plc 24 - $292.02 $2,554,000 8,775 2.19% -260,000 95 0.004    Life & Health Insurance
   (IRTC)1 Year Chart         IRTC Irhythm Technologies, Inc. 25 - $98.70 $2,477,000 23,140 2.12% 367,000 750 0.066    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 28 - $78.04 $2,154,000 31,305 1.84% 807,000 6,775 0.002    Investment Brokerage ...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 30 - $372.63 $1,740,000 5,159 1.49% 264,000 110 0.001    Medical Appliances & ...
   (HD)1 Year Chart         HD Home Depot Inc 31 - $342.73 $1,653,000 4,770 1.42% 262,000 165 0    Home Improvement Stores
   (NKE)1 Year Chart         NKE Nike Inc B 32 - $91.77 $1,634,000 15,050 1.4% 206,000 115 0.001    Textile - Apparel Foo...
   (CSGP)1 Year Chart         CSGP CoStar Group Inc 34 - $88.13 $1,377,000 15,760 1.18% 259,000 1,225 0.004    Business Software & S...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 37 - $97.08 $856,000 8,621 0.73% 54,000 95 0    Closed - End Fund - E...

      19 Records Found
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