WISCONSIN CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0000926833

As of Sep 30, 2025, WISCONSIN CAPITAL MANAGEMENT LLC reported 49 positions worth 95.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology146,450$27.3M13.95%
ALPHABET INCGOOGLEquity52,446 2.7M6.51%
MICROSOFT CORPMSFTTechnology23,429 2.1M6.19%
APPLE INCAAPLTechnology38,161$9.7M4.96%
VISA INC-CLASS A SHARESVFinancial Services27,253$9.3M4.75%
MASTERCARD INCMAFinancial Services16,141$9.2M4.69%
AMAZON.COM INCAMZNEquity35,624$7.8M3.99%
VSE CORPVSECIndustrials45,367$7.5M3.85%
AMERICAN EXPRESS COAXPFinancial Services22,246$7.4M3.77%
MERCADOLIBRE INCMELIConsumer Cyclical3,083$7.2M3.68%
AAR CORPAIRIndustrials66,821$6.0M3.06%
JPMORGAN CHASE & COJPMFinancial Services18,661$5.9M3.00%
AUTODESK INCADSKTechnology15,335$4.9M2.49%
TOAST INCTOSTTechnology127,843$4.7M2.38%
ELF BEAUTY INCELFConsumer Defensive31,101$4.1M2.10%
ADVANCED MICRO DEVICES INCAMDEquity25,111$4.1M2.07%
ELI LILLY & COLLYHealthcare5,077$3.9M1.98%
FISERV INCFISVTechnology29,706$3.8M1.95%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,867$3.6M1.83%
ISHARES 0-3 MONTH TREASURY BOND ETFSGOV—34,861$3.5M1.79%
MODINE MANUFACTURING COMODConsumer Cyclical23,071$3.3M1.67%
INTUITIVE SURGICAL INCISRGHealthcare7,047$3.2M1.61%
EXXON MOBIL CORPXOMEnergy26,475$3.0M1.52%
STRYKER CORPSYKHealthcare7,846$2.9M1.48%
MICROCHIP TECHNOLOGY INCMCHPTechnology42,810$2.7M1.40%