13F HOLDINGS REPORT
WISCONSIN CAPITAL MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0000926833-25-000005
Total Value
$195.9M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 146,450 | $27.3M | 13.95% |
| 2 | ALPHABET INC | GOOG | 52,446 | $12.7M | 6.51% |
| 3 | MICROSOFT CORP | MSFT | 23,429 | $12.1M | 6.19% |
| 4 | APPLE INC | AAPL | 38,161 | $9.7M | 4.96% |
| 5 | VISA INC | V | 27,253 | $9.3M | 4.75% |
| 6 | MASTERCARD INCORPORATED | MA | 16,141 | $9.2M | 4.69% |
| 7 | AMAZON COM INC | AMZN | 35,624 | $7.8M | 3.99% |
| 8 | VSE CORP | VSECU | 45,367 | $7.5M | 3.85% |
| 9 | AMERICAN EXPRESS CO | AXP | 22,246 | $7.4M | 3.77% |
| 10 | MERCADOLIBRE INC | MELI | 3,083 | $7.2M | 3.68% |
| 11 | AAR CORP | AIR | 66,821 | $6.0M | 3.06% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 18,661 | $5.9M | 3.00% |
| 13 | AUTODESK INC | ADSK | 15,335 | $4.9M | 2.49% |
| 14 | TOAST INC | TOST | 127,843 | $4.7M | 2.38% |
| 15 | E L F BEAUTY INC | ELF | 31,101 | $4.1M | 2.10% |
| 16 | ADVANCED MICRO DEVICES INC | AMD | 25,111 | $4.1M | 2.07% |
| 17 | ELI LILLY & CO | LLY | 5,077 | $3.9M | 1.98% |
| 18 | FISERV INC | FISV | 29,706 | $3.8M | 1.95% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 3,867 | $3.6M | 1.83% |
| 20 | ISHARES TR | 46436E718 | 34,861 | $3.5M | 1.79% |
| 21 | MODINE MFG CO | 607828100 | 23,071 | $3.3M | 1.67% |
| 22 | INTUITIVE SURGICAL INC | ISRG | 7,047 | $3.2M | 1.61% |
| 23 | EXXON MOBIL CORP | XOM | 26,475 | $3.0M | 1.52% |
| 24 | STRYKER CORPORATION | SYK | 7,846 | $2.9M | 1.48% |
| 25 | MICROCHIP TECHNOLOGY INC. | MCHPP | 42,810 | $2.7M | 1.40% |
| 26 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 8,835 | $2.5M | 1.26% |
| 27 | PHILLIPS 66 | PSX | 16,980 | $2.3M | 1.18% |
| 28 | SYNOPSYS INC | SNPS | 4,516 | $2.2M | 1.14% |
| 29 | KINDER MORGAN INC DEL | EP-PC | 68,293 | $1.9M | 0.99% |
| 30 | EMERSON ELEC CO | EMR | 14,260 | $1.9M | 0.95% |
| 31 | CELLEBRITE DI LTD | CLBT | 89,000 | $1.6M | 0.84% |
| 32 | PEPSICO INC | PEP | 11,246 | $1.6M | 0.81% |
| 33 | ALPHABET INC | GOOG | 5,820 | $1.4M | 0.72% |
| 34 | SCHWAB STRATEGIC TR | 808524607 | 44,000 | $1.2M | 0.63% |
| 35 | MERCK & CO INC | MRK | 14,610 | $1.2M | 0.63% |
| 36 | BGC GROUP INC | BGC | 120,000 | $1.1M | 0.58% |
| 37 | SCHWAB STRATEGIC TR | 808524508 | 37,500 | $1.1M | 0.57% |
| 38 | NU HLDGS LTD | NU | 67,547 | $1.1M | 0.55% |
| 39 | CADENCE DESIGN SYSTEM INC | CDNS | 2,481 | $871,476 | 0.44% |
| 40 | ISHARES GOLD TR | IAU | 10,040 | $730,611 | 0.37% |
| 41 | COPART INC | CPRT | 15,583 | $700,768 | 0.36% |
| 42 | GENIUS SPORTS LIMITED | GENI | 45,294 | $560,740 | 0.29% |
| 43 | INVESCO QQQ TR | IVZ | 626 | $375,832 | 0.19% |
| 44 | SCHWAB CHARLES CORP | SCHW-PJ | 3,500 | $334,145 | 0.17% |
| 45 | GLOBAL X FDS | 37960A438 | 2,792 | $280,373 | 0.14% |
| 46 | MONTROSE ENVIRONMENTAL GROUP | MEG | 10,000 | $274,600 | 0.14% |
| 47 | ABBOTT LABS | ABLZF | 2,000 | $267,880 | 0.14% |
| 48 | JOHNSON & JOHNSON | JNJ | 1,258 | $233,258 | 0.12% |
| 49 | THOMSON REUTERS CORP | TMSOF | 1,435 | $222,899 | 0.11% |