WISCONSIN CAPITAL MANAGEMENT LLC
MADISON, WI · CIK 926833 · 13F filing filed 2022-11-15
SEC-registered investment adviser since 1997 · limited liability company
- Assets managed$293.6m
- Staff5 · 2 in investment roles
- Main clients (by assets)High net worth individuals 50%, Mutual funds and ETFs 34%, Companies 8%
- Websiteplumbfunds.com
- Form ADV · 2026-08-28SEC adviser record
- Legal entityWISCONSIN CAPITAL MANAGEMENT, LLC (US)
$127.8m
reported value
46positions
45.6%in top 10
—no comparable previous quarter
Holdings, Q3 2022
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| APPLE INC AAPL | $8.6m6.71% | — |
| MICROSOFT CORP MSFT | $7.6m5.91% | — |
| MASTERCARD INCORPORATED MA | $6.3m4.95% | — |
| ALPHABET INC GOOGL | $6.2m4.82% | — |
| VISA INC V | $5.8m4.54% | — |
| AMAZON COM INC AMZN | $5.1m4.00% | — |
| CONSTELLATION BRANDS INC STZ | $5.1m3.97% | — |
| RTX CORPORATION RTX | $4.8m3.75% | — |
| WEX INC WEX | $4.6m3.56% | — |
| MERCADOLIBRE INC MELI | $4.3m3.34% | — |
| NVIDIA CORPORATION NVDA | $4.3m3.33% | — |
| MERCK & CO INC MRK | $4.1m3.19% | — |
| SCHLUMBERGER LTD SLB | $4.1m3.17% | — |
| AMERICAN EXPRESS CO AXP | $3.5m2.74% | — |
| ADVANCED MICRO DEVICES INC AMD | $3.4m2.66% | — |
| MITEK SYS INC MITK | $3.3m2.61% | — |
| COPART INC CPRT | $3.2m2.49% | — |
| DISCOVER FINL SVCS DFS | $3.1m2.43% | — |
| JPMORGAN CHASE & CO JPM | $2.9m2.30% | — |
| COSTCO WHSL CORP NEW COST | $2.8m2.16% | — |
| EXXON MOBIL CORP XOM | $2.7m2.08% | — |
| JOHNSON & JOHNSON JNJ | $2.6m2.04% | — |
| NUTRIEN LTD NTR | $2.5m1.99% | — |
| AUTODESK INC ADSK | $2.5m1.92% | — |
| MICROCHIP TECHNOLOGY INC. MCHP | $2.2m1.75% | — |
| FISERV INC FISV | $2.2m1.71% | — |
| PEPSICO INC PEP | $2.2m1.69% | — |
| OLO INC OLO | $2.0m1.57% | — |
| ADOBE INC ADBE | $1.7m1.35% | — |
| FORD MTR CO F | $1.6m1.26% | — |
| VSE CORP VSEC | $1.4m1.09% | — |
| BOOKING HOLDINGS INC BKNG | $1.4m1.07% | — |
| SPDR SER TR SPTS | $1.3m1.04% | — |
| EMERSON ELEC CO EMR | $1.3m1.00% | — |
| SCHWAB STRATEGIC TR SCHA | $1.2m0.95% | — |
| YUM CHINA HLDGS INC YUMC | $994.0k0.78% | — |
| SCHWAB STRATEGIC TR SCHM | $968.0k0.76% | — |
| ALPHABET INC GOOG | $910.0k0.71% | — |
| INTUITIVE SURGICAL INC ISRG | $598.0k0.47% | — |
| TOAST INC TOST | $578.0k0.45% | — |
| SNOWFLAKE INC SNOW | $569.0k0.45% | — |
| STRYKER CORPORATION SYK | $380.0k0.30% | — |
| ISHARES TR ISHG | $353.0k0.28% | — |
| VANGUARD SCOTTSDALE FDS VGSH | $306.0k0.24% | — |
| SCHWAB CHARLES CORP SCHW | $287.0k0.22% | — |
| DOMO INC HUCK | $243.0k0.19% | — |