13F HOLDINGS REPORT
WISCONSIN CAPITAL MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0000926833-25-000004
Total Value
$183.2M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 146,477 | $23.1M | 12.78% |
| 2 | MICROSOFT CORP | MSFT | 23,220 | $11.5M | 6.38% |
| 3 | VISA INC | V | 28,061 | $10.0M | 5.50% |
| 4 | ALPHABET INC | GOOG | 52,694 | $9.3M | 5.13% |
| 5 | MASTERCARD INCORPORATED | MA | 16,199 | $9.1M | 5.03% |
| 6 | APPLE INC | AAPL | 42,220 | $8.7M | 4.78% |
| 7 | MERCADOLIBRE INC | MELI | 3,126 | $8.2M | 4.51% |
| 8 | AMERICAN EXPRESS CO | AXP | 23,348 | $7.4M | 4.11% |
| 9 | AMAZON COM INC | AMZN | 32,525 | $7.1M | 3.94% |
| 10 | VSE CORP | VSECU | 44,734 | $5.9M | 3.24% |
| 11 | TOAST INC | TOST | 127,459 | $5.6M | 3.12% |
| 12 | ELI LILLY & CO | LLY | 7,095 | $5.5M | 3.05% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 18,861 | $5.5M | 3.02% |
| 14 | FISERV INC | FISV | 28,340 | $4.9M | 2.70% |
| 15 | AUTODESK INC | ADSK | 15,335 | $4.7M | 2.62% |
| 16 | INTUITIVE SURGICAL INC | ISRG | 7,563 | $4.1M | 2.27% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 3,907 | $3.9M | 2.14% |
| 18 | COPART INC | CPRT | 77,141 | $3.8M | 2.09% |
| 19 | ISHARES TR | 46436E718 | 34,189 | $3.4M | 1.90% |
| 20 | STRYKER CORPORATION | SYK | 7,993 | $3.2M | 1.75% |
| 21 | AAR CORP | AIR | 43,559 | $3.0M | 1.66% |
| 22 | E L F BEAUTY INC | ELF | 23,592 | $2.9M | 1.62% |
| 23 | EXXON MOBIL CORP | XOM | 25,875 | $2.8M | 1.54% |
| 24 | PHILLIPS 66 | PSX | 17,030 | $2.0M | 1.12% |
| 25 | KINDER MORGAN INC DEL | EP-PC | 68,858 | $2.0M | 1.12% |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 14,129 | $2.0M | 1.11% |
| 27 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 8,835 | $2.0M | 1.11% |
| 28 | EMERSON ELEC CO | EMR | 14,260 | $1.9M | 1.05% |
| 29 | SYNOPSYS INC | SNPS | 3,091 | $1.6M | 0.88% |
| 30 | PEPSICO INC | PEP | 11,396 | $1.5M | 0.83% |
| 31 | COREWEAVE INC | CRWV | 8,563 | $1.4M | 0.77% |
| 32 | BGC GROUP INC | BGC | 120,000 | $1.2M | 0.68% |
| 33 | ADOBE INC | ADBE | 3,106 | $1.2M | 0.66% |
| 34 | MERCK & CO INC | MRK | 14,835 | $1.2M | 0.65% |
| 35 | SCHWAB STRATEGIC TR | 808524607 | 44,000 | $1.1M | 0.61% |
| 36 | SCHWAB STRATEGIC TR | 808524508 | 37,500 | $1.1M | 0.58% |
| 37 | ALPHABET INC | GOOG | 5,820 | $1.0M | 0.57% |
| 38 | NU HLDGS LTD | NU | 67,356 | $924,124 | 0.51% |
| 39 | CADENCE DESIGN SYSTEM INC | CDNS | 2,346 | $722,920 | 0.40% |
| 40 | MODINE MFG CO | 607828100 | 7,037 | $693,145 | 0.38% |
| 41 | MICROCHIP TECHNOLOGY INC. | MCHPP | 9,230 | $649,515 | 0.36% |
| 42 | ISHARES GOLD TR | IAU | 7,240 | $451,486 | 0.25% |
| 43 | ANSYS INC | 03662Q105 | 1,232 | $432,703 | 0.24% |
| 44 | INVESCO QQQ TR | IVZ | 626 | $345,327 | 0.19% |
| 45 | SCHWAB CHARLES CORP | SCHW-PJ | 3,500 | $319,340 | 0.18% |
| 46 | ISHARES TR | 464287440 | 3,150 | $301,676 | 0.17% |
| 47 | THOMSON REUTERS CORP | TMSOF | 1,435 | $288,622 | 0.16% |
| 48 | SPDR SERIES TRUST | 78468R101 | 9,800 | $287,042 | 0.16% |
| 49 | ABBOTT LABS | ABLZF | 2,000 | $272,020 | 0.15% |
| 50 | MONTROSE ENVIRONMENTAL GROUP | MEG | 10,000 | $218,900 | 0.12% |
| 51 | TETRA TECH INC NEW | TTEK | 5,825 | $209,467 | 0.12% |