WISCONSIN CAPITAL MANAGEMENT LLC

Est. AUM

$178.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$24.8M	141962	13.84%	SOLE
2	ALPHABET INC	CAP STK CL A	$14.3M	49686	7.98%	SOLE
3	APPLE INC	COM	$9.5M	37269	5.29%	SOLE
4	MICROSOFT CORP	COM	$8.8M	23815	4.93%	SOLE
5	VISA INC	COM CL A	$8.1M	26804	4.53%	SOLE
6	MASTERCARD INCORPORATED	CL A	$8.1M	16121	4.50%	SOLE
7	VSE CORP	COM	$7.7M	41891	4.32%	SOLE
8	AAR CORP	COM	$7.7M	70428	4.31%	SOLE
9	MODINE MFG CO	COM	$7.5M	34552	4.18%	SOLE
10	AMAZON COM INC	COM	$7.4M	35746	4.16%	SOLE
11	AMERICAN EXPRESS CO	COM	$5.6M	18667	3.16%	SOLE
12	JPMORGAN CHASE & CO	COM	$5.4M	18265	3.00%	SOLE
13	ADVANCED MICRO DEVICES INC	COM	$5.1M	25145	2.86%	SOLE
14	HONEYWELL INTL INC	COM	$4.9M	21855	2.76%	SOLE
15	MERCADOLIBRE INC	COM	$4.7M	2699	2.61%	SOLE
16	EXXON MOBIL CORP	COM	$4.3M	25288	2.40%	SOLE
17	PHILLIPS 66	COM	$4.0M	21702	2.21%	SOLE
18	ELI LILLY & CO	COM	$3.9M	4242	2.18%	SOLE
19	COSTCO WHOLESALE CORPORATION	COM	$3.8M	3817	2.13%	SOLE
20	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.0M	8997	1.70%	SOLE
21	ISHARES TR	0-3 MNTH TREASRY	$2.5M	25148	1.41%	SOLE
22	KINDER MORGAN INC DEL	COM	$2.2M	65196	1.22%	SOLE
23	STRYKER CORPORATION	COM	$2.0M	6136	1.13%	SOLE
24	MERCK & CO INC	COM	$1.7M	14510	0.98%	SOLE
25	PEPSICO INC	COM	$1.7M	10996	0.95%	SOLE
26	EMERSON ELEC CO	COM	$1.7M	13027	0.95%	SOLE
27	ALPHABET INC	CAP STK CL C	$1.7M	5820	0.93%	SOLE
28	MICROCHIP TECHNOLOGY INC.	COM	$1.6M	25130	0.91%	SOLE
29	TOAST INC	CL A	$1.4M	54200	0.80%	SOLE
30	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.3M	44600	0.72%	SOLE
31	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	37500	0.65%	SOLE
32	ISHARES GOLD TR	ISHARES NEW	$982K	11140	0.55%	SOLE
33	E L F BEAUTY INC	COM	$982K	16195	0.55%	SOLE
34	NU HLDGS LTD	ORD SHS CL A	$976K	67930	0.55%	SOLE
35	GE VERNOVA INC	COM	$945K	1083	0.53%	SOLE
36	PARK AEROSPACE CORP	COM	$939K	34298	0.52%	SOLE
37	QUANTA SVCS INC	COM	$931K	1695	0.52%	SOLE
38	SYNOPSYS INC	COM	$830K	2094	0.46%	SOLE
39	UBIQUITI INC	COM	$790K	1000	0.44%	SOLE
40	MARATHON PETE CORP	COM	$696K	2850	0.39%	SOLE
41	CADENCE DESIGN SYSTEM INC	COM	$679K	2443	0.38%	SOLE
42	INVESCO QQQ TR	UNIT SER 1	$418K	725	0.23%	SOLE
43	FISERV INC	COM	$364K	6530	0.20%	SOLE
44	SCHWAB CHARLES CORP	COM	$329K	3500	0.18%	SOLE
45	JOHNSON & JOHNSON	COM	$308K	1258	0.17%	SOLE
46	COPART INC	COM	$266K	8000	0.15%	SOLE
47	WALMART INC	COM	$232K	1869	0.13%	SOLE
48	ISHARES TR	3YRTB ETF	$211K	2850	0.12%	SOLE
49	ABBOTT LABORATORIES	COM	$205K	2000	0.11%	SOLE
50	GENIUS SPORTS LIMITED	SHARES CL A	$202K	45500	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.