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Kampmann Melissa S.
Kampmann Melissa S. appears to be an individual practitioner or fiduciary associated with Ruder Ware, based in Wausau, Wisconsin. Melissa S. Kampmann is a seasoned estate planner and trusts advisor, focusing on the transfer and preservation of assets, probate and trust administration, business succession, tax planning, and counseling exempt organizations. She serves individuals, families, business owners, and nonprofit organizations, both as an advisor and trustee. The firm offers fiduciary services through its department, supporting client objectives with sophisticated planning and legal advice.
Investment Strategy
Melissa S. Kampmann provides customized estate planning and fiduciary services, focusing on asset preservation, flexible lifetime plans, and business succession through creative tax strategies. She collaborates with other trusted advisors to meet financial and emotional goals, often serving as trustee to ensure client intentions are carried out within family trusts. The approach emphasizes tax efficiency, client-specific goals, and compliance for exempt organizations, blending legal and financial guidance.
Latest 13F Filing Activity
Kampmann Melissa S. filed their most recent 13F report on Sep 30, 2025 disclosing 40 equity positions with a total 13F market value of $137M. The fund increased holdings in Alphabet Inc. C, Apple Inc. Com, Ge Vernova Inc. among other positions. Kampmann Melissa S. reduced exposure to Dexcom Inc., Starbucks Corp. Com, Intuitive Surgical Inc. among others.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 5.15% | $7.1M | 13,630 | $325.75 | $517.95 | +$247.6K |
A AAPL | APPLE INC COM | 4.83% | $6.6M | 26,020 | $171.17 | $254.63 | +$1.2M |
U UBER | UBER TECHNOLOGIES INC | 4.62% | $6.3M | 64,630 | $48.37 | $97.97 | +$149.3K |
G GOOG | ALPHABET INC C | 4.59% | $6.3M | 25,865 | $133.07 | $243.55 | +$1.6M |
J JPM | JPMORGAN CHASE & CO COM | 4.46% | $6.1M | 19,396 | $153.94 | $315.43 | +$464.5K |
Industry Allocation
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