13F HOLDINGS REPORT
WISCONSIN CAPITAL MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0000926833-26-000001
Total Value
$197.8M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 147,383 | $27.5M | 13.89% |
| 2 | ALPHABET INC | GOOG | 54,566 | $17.1M | 8.63% |
| 3 | MICROSOFT CORP | MSFT | 23,806 | $11.5M | 5.82% |
| 4 | APPLE INC | AAPL | 39,344 | $10.7M | 5.41% |
| 5 | VISA INC | V | 28,317 | $9.9M | 5.02% |
| 6 | MASTERCARD INCORPORATED | MA | 16,516 | $9.4M | 4.77% |
| 7 | AMAZON COM INC | AMZN | 35,807 | $8.3M | 4.18% |
| 8 | AMERICAN EXPRESS CO | AXP | 22,333 | $8.3M | 4.18% |
| 9 | VSE CORP | VSECU | 44,283 | $7.7M | 3.87% |
| 10 | MERCADOLIBRE INC | MELI | 3,162 | $6.4M | 3.22% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 18,697 | $6.0M | 3.05% |
| 12 | AAR CORP | AIR | 72,385 | $6.0M | 3.03% |
| 13 | ELI LILLY & CO | LLY | 5,224 | $5.6M | 2.84% |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 25,183 | $5.4M | 2.73% |
| 15 | AUTODESK INC | ADSK | 15,659 | $4.6M | 2.34% |
| 16 | TOAST INC | TOST | 129,246 | $4.6M | 2.32% |
| 17 | INTUITIVE SURGICAL INC | ISRG | 7,094 | $4.0M | 2.03% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 3,867 | $3.3M | 1.69% |
| 19 | ISHARES TR | 46436E718 | 32,572 | $3.3M | 1.65% |
| 20 | EXXON MOBIL CORP | XOM | 27,055 | $3.3M | 1.65% |
| 21 | MODINE MFG CO | 607828100 | 23,983 | $3.2M | 1.62% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 8,877 | $2.7M | 1.36% |
| 23 | STRYKER CORPORATION | SYK | 6,347 | $2.2M | 1.13% |
| 24 | PHILLIPS 66 | PSX | 17,215 | $2.2M | 1.12% |
| 25 | ALPHABET INC | GOOG | 6,259 | $2.0M | 0.99% |
| 26 | EMERSON ELEC CO | EMR | 13,904 | $1.8M | 0.93% |
| 27 | PEPSICO INC | PEP | 12,482 | $1.8M | 0.91% |
| 28 | MICROCHIP TECHNOLOGY INC. | MCHPP | 27,531 | $1.8M | 0.89% |
| 29 | KINDER MORGAN INC DEL | EP-PC | 61,633 | $1.7M | 0.86% |
| 30 | MERCK & CO INC | MRK | 15,554 | $1.6M | 0.83% |
| 31 | CELLEBRITE DI LTD | CLBT | 89,000 | $1.6M | 0.81% |
| 32 | HONEYWELL INTL INC | 438516106 | 7,115 | $1.4M | 0.70% |
| 33 | SCHWAB STRATEGIC TR | 808524607 | 44,000 | $1.3M | 0.63% |
| 34 | NU HLDGS LTD | NU | 68,284 | $1.1M | 0.58% |
| 35 | SCHWAB STRATEGIC TR | 808524508 | 37,500 | $1.1M | 0.57% |
| 36 | SYNOPSYS INC | SNPS | 2,106 | $989,230 | 0.50% |
| 37 | ISHARES GOLD TR | IAU | 10,840 | $879,883 | 0.44% |
| 38 | E L F BEAUTY INC | ELF | 11,304 | $859,556 | 0.43% |
| 39 | CADENCE DESIGN SYSTEM INC | CDNS | 2,481 | $775,511 | 0.39% |
| 40 | FISERV INC | FISV | 10,600 | $712,010 | 0.36% |
| 41 | UBIQUITI INC | UI | 1,000 | $553,350 | 0.28% |
| 42 | GENIUS SPORTS LIMITED | GENI | 45,500 | $501,410 | 0.25% |
| 43 | INVESCO QQQ TR | IVZ | 626 | $384,558 | 0.19% |
| 44 | SCHWAB CHARLES CORP | SCHW-PJ | 3,500 | $349,685 | 0.18% |
| 45 | COPART INC | CPRT | 8,324 | $325,885 | 0.16% |
| 46 | JOHNSON & JOHNSON | JNJ | 1,258 | $260,343 | 0.13% |
| 47 | ABBOTT LABS | ABLZF | 2,000 | $250,580 | 0.13% |
| 48 | WALMART INC | WMT | 2,211 | $246,323 | 0.12% |
| 49 | GLOBAL X FDS | 37960A438 | 2,012 | $201,421 | 0.10% |
| 50 | BGC GROUP INC | BGC | 20,000 | $178,600 | 0.09% |