13F HOLDINGS REPORT
WISCONSIN CAPITAL MANAGEMENT LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0000926833-25-000002
Total Value
$156.9M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 142,471 | $15.4M | 9.84% |
| 2 | VISA INC | V | 27,967 | $9.8M | 6.25% |
| 3 | APPLE INC | AAPL | 42,965 | $9.5M | 6.08% |
| 4 | MASTERCARD INCORPORATED | MA | 16,138 | $8.8M | 5.64% |
| 5 | MICROSOFT CORP | MSFT | 23,176 | $8.7M | 5.54% |
| 6 | ALPHABET INC | GOOG | 52,486 | $8.1M | 5.17% |
| 7 | MERCADOLIBRE INC | MELI | 3,215 | $6.3M | 4.00% |
| 8 | AMERICAN EXPRESS CO | AXP | 22,712 | $6.1M | 3.89% |
| 9 | VSE CORP | VSECU | 50,735 | $6.1M | 3.88% |
| 10 | AMAZON COM INC | AMZN | 31,849 | $6.1M | 3.86% |
| 11 | ELI LILLY & CO | LLY | 7,042 | $5.8M | 3.71% |
| 12 | FISERV INC | FISV | 24,715 | $5.5M | 3.48% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 47,475 | $4.9M | 3.11% |
| 14 | COPART INC | CPRT | 76,849 | $4.3M | 2.77% |
| 15 | ISHARES TR | 46436E718 | 41,988 | $4.2M | 2.69% |
| 16 | TOAST INC | TOST | 127,094 | $4.2M | 2.69% |
| 17 | INTUITIVE SURGICAL INC | ISRG | 8,387 | $4.2M | 2.65% |
| 18 | AUTODESK INC | ADSK | 15,241 | $4.0M | 2.54% |
| 19 | NOVO-NORDISK A S | NONOF | 55,469 | $3.9M | 2.45% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 3,878 | $3.7M | 2.34% |
| 21 | EXXON MOBIL CORP | XOM | 27,875 | $3.3M | 2.11% |
| 22 | STRYKER CORPORATION | SYK | 8,303 | $3.1M | 1.97% |
| 23 | PHILLIPS 66 | PSX | 17,030 | $2.1M | 1.34% |
| 24 | KINDER MORGAN INC DEL | EP-PC | 63,633 | $1.8M | 1.16% |
| 25 | PEPSICO INC | PEP | 11,396 | $1.7M | 1.09% |
| 26 | EMERSON ELEC CO | EMR | 14,510 | $1.6M | 1.01% |
| 27 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 8,325 | $1.4M | 0.88% |
| 28 | MERCK & CO INC | MRK | 14,835 | $1.3M | 0.85% |
| 29 | ADOBE INC | ADBE | 3,109 | $1.2M | 0.76% |
| 30 | SYNOPSYS INC | SNPS | 2,582 | $1.1M | 0.71% |
| 31 | BGC GROUP INC | BGC | 120,000 | $1.1M | 0.70% |
| 32 | SCHWAB STRATEGIC TR | 808524607 | 44,000 | $1.0M | 0.66% |
| 33 | SCHWAB STRATEGIC TR | 808524508 | 37,500 | $982,500 | 0.63% |
| 34 | ALPHABET INC | GOOG | 5,820 | $909,259 | 0.58% |
| 35 | ARM HOLDINGS PLC | 042068205 | 5,569 | $594,714 | 0.38% |
| 36 | CADENCE DESIGN SYSTEM INC | CDNS | 1,836 | $466,950 | 0.30% |
| 37 | MICROCHIP TECHNOLOGY INC. | MCHPP | 9,230 | $446,824 | 0.28% |
| 38 | ISHARES GOLD TR | IAU | 6,740 | $397,390 | 0.25% |
| 39 | ANSYS INC | 03662Q105 | 1,232 | $390,002 | 0.25% |
| 40 | MODINE MFG CO | 607828100 | 5,000 | $383,750 | 0.24% |
| 41 | ISHARES TR | 464287440 | 3,150 | $300,416 | 0.19% |
| 42 | INVESCO QQQ TR | IVZ | 626 | $293,544 | 0.19% |
| 43 | SCHWAB CHARLES CORP | SCHW-PJ | 3,500 | $273,980 | 0.17% |
| 44 | ABBOTT LABS | ABLZF | 2,000 | $265,300 | 0.17% |
| 45 | THOMSON REUTERS CORP | TMSOF | 1,435 | $247,939 | 0.16% |
| 46 | SPDR SER TR | 78468R101 | 8,300 | $242,692 | 0.15% |
| 47 | JOHNSON & JOHNSON | JNJ | 1,258 | $208,627 | 0.13% |
| 48 | GRID DYNAMICS HLDGS INC | GDYN | 10,000 | $156,500 | 0.10% |