Wisconsin Capital Management LLC
Wisconsin Capital Management LLC reported 47 holdings worth US$211M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Wisconsin Capital Management LLC reported 47 holdings worth US$211M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Advanced Micro Devices Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$211M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 141K | US$28.3M | 13.4% |
| Alphabet Inc (google) Class C | 54,330 | US$19.4M | 9.2% |
| Advanced Micro Devices Inc | 23,637 | US$13.7M | 6.5% |
| Apple Inc | 37,386 | US$10.8M | 5.1% |
| Aar Corp. | 70,469 | US$10.1M | 4.8% |
| Vse Corporation | 41,933 | US$9.58M | 4.5% |
| Microsoft Corp. | 24,414 | US$9.11M | 4.3% |
| Visa Inc. | 26,010 | US$8.92M | 4.2% |
| Modine Manufacturing Company | 32,052 | US$8.56M | 4.1% |
| Amazon.com, Inc. | 35,279 | US$8.41M | 4.0% |
| Mastercard Incorporated | 16,104 | US$8.27M | 3.9% |
| American Express Company | 18,600 | US$6.29M | 3.0% |
| Jp Morgan Chase & Co. | 18,448 | US$6.04M | 2.9% |
| Eli Lilly And Company | 4,245 | US$5.09M | 2.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 9,678 | US$4.62M | 2.2% |
| Mercadolibre, Inc. | 2,700 | US$4.58M | 2.2% |
| Phillips 66 | 21,909 | US$3.7M | 1.8% |
| Costco Wholesale Corporation | 3,877 | US$3.63M | 1.7% |
| Exxon Mobil Corporation | 25,288 | US$3.46M | 1.6% |
| Stryker Corporation | 9,174 | US$2.89M | 1.4% |
| Intuitive Surgical, Inc. | 7,055 | US$2.81M | 1.3% |
| Microchip Technology Incorporated | 25,130 | US$2.29M | 1.1% |
| Kinder Morgan, Inc. | 65,196 | US$2.08M | 0.99% |
| Emerson Electric Company | 13,027 | US$1.86M | 0.89% |
| Merck & Company, Inc. | 14,510 | US$1.86M | 0.88% |
| Toast, Inc. | 58,200 | US$1.62M | 0.77% |
| Pepsico, Inc. | 10,996 | US$1.49M | 0.71% |
| Park Aerospace Corp. | 34,298 | US$1.31M | 0.62% |
| Ge Vernova Inc. | 1,083 | US$1.27M | 0.60% |
| Quanta Services, Inc. | 1,730 | US$1.25M | 0.59% |
| Synopsys, Inc. | 2,097 | US$935K | 0.44% |
| Cadence Design Systems, Inc. | 2,449 | US$919K | 0.44% |
| Nu Holdings Ltd. | 67,930 | US$908K | 0.43% |
| Marathon Petroleum Corporation | 2,850 | US$729K | 0.35% |
| Johnson & Johnson | 1,411 | US$358K | 0.17% |
| Charles Schwab Corporation (the) | 3,500 | US$323K | 0.15% |
| Walmart Inc. | 1,869 | US$212K | 0.10% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Ubiquiti Inc. | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Copart, Inc. | 0 | US$0 | 0.00% |
| E.l.f. Beauty, Inc. | 0 | US$0 | 0.00% |
| Fiserv, Inc. | 0 | US$0 | 0.00% |
Source
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