WISCONSIN CAPITAL MANAGEMENT LLC

MADISON, WI · CIK 926833 · 13F filing filed 2026-02-06

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)

Kindwealth
Others nearbyMadison, WI

$197.8m reported value +1.0% vs Q3 2025

50positions

59.0%in top 10

3 new 26 added 12 reduced 2 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	147,383	$27.5m13.89%	13.89%	Added +933	+933 0.6%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	54,566	$17.1m8.63%	8.63%	Added +2.1k	+2,120 4.0%
3	MICROSOFT CORP COM MSFT	MSFT	23,806	$11.5m5.82%	5.82%	Added +377	+377 1.6%
4	APPLE INC COM AAPL	AAPL	39,344	$10.7m5.41%	5.41%	Added +1.2k	+1,183 3.1%
5	VISA INC COM CL A V	V	28,317	$9.9m5.02%	5.02%	Added +1.1k	+1,064 3.9%
6	MASTERCARD INCORPORATED CL A MA	MA	16,516	$9.4m4.77%	4.77%	Added +375	+375 2.3%
7	AMAZON COM INC COM AMZN	AMZN	35,807	$8.3m4.18%	4.18%	Added +183	+183 0.5%
8	AMERICAN EXPRESS CO COM AXP	AXP	22,333	$8.3m4.18%	4.18%	Added +87	+87 0.4%
9	VSE CORP COM VSEC	VSEC	44,283	$7.7m3.87%	3.87%	Reduced -1.1k	-1,084 -2.4%
10	MERCADOLIBRE INC COM MELI	MELI	3,162	$6.4m3.22%	3.22%	Added +79	+79 2.6%
11	JPMORGAN CHASE & CO COM JPM	JPM	18,697	$6.0m3.05%	3.05%	Added +36	+36 0.2%
12	AAR CORP COM AIR	AIR	72,385	$6.0m3.03%	3.03%	Added +5.6k	+5,564 8.3%
13	ELI LILLY & CO COM LLY	LLY	5,224	$5.6m2.84%	2.84%	Added +147	+147 2.9%
14	ADVANCED MICRO DEVICES INC COM AMD	AMD	25,183	$5.4m2.73%	2.73%	Added +72	+72 0.3%
15	AUTODESK INC COM ADSK	ADSK	15,659	$4.6m2.34%	2.34%	Added +324	+324 2.1%
16	TOAST INC CL A TOST	TOST	129,246	$4.6m2.32%	2.32%	Added +1.4k	+1,403 1.1%
17	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	7,094	$4.0m2.03%	2.03%	Added +47	+47 0.7%
18	COSTCO WHSL CORP NEW COM COST	COST	3,867	$3.3m1.69%	1.69%	Unchanged
19	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	32,572	$3.3m1.65%	1.65%	Reduced -2.3k	-2,289 -6.6%
20	EXXON MOBIL CORP COM XOM	XOM	27,055	$3.3m1.65%	1.65%	Added +580	+580 2.2%
21	MODINE MFG CO COM MOD	MOD	23,983	$3.2m1.62%	1.62%	Added +912	+912 4.0%
22	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	8,877	$2.7m1.36%	1.36%	Added +42	+42 0.5%
23	STRYKER CORPORATION COM SYK	SYK	6,347	$2.2m1.13%	1.13%	Reduced -1.5k	-1,499 -19.1%
24	PHILLIPS 66 COM PSX	PSX	17,215	$2.2m1.12%	1.12%	Added +235	+235 1.4%
25	ALPHABET INC CAP STK CL C GOOG	GOOG	6,259	$2.0m0.99%	0.99%	Added +439	+439 7.5%
26	EMERSON ELEC CO COM EMR	EMR	13,904	$1.8m0.93%	0.93%	Reduced -356	-356 -2.5%
27	PEPSICO INC COM PEP	PEP	12,482	$1.8m0.91%	0.91%	Added +1.2k	+1,236 11.0%
28	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	27,531	$1.8m0.89%	0.89%	Reduced -15.3k	-15,279 -35.7%
29	KINDER MORGAN INC DEL COM KMI	KMI	61,633	$1.7m0.86%	0.86%	Reduced -6.7k	-6,660 -9.8%
30	MERCK & CO INC COM MRK	MRK	15,554	$1.6m0.83%	0.83%	Added +944	+944 6.5%
31	CELLEBRITE DI LTD ORDINARY SHARES CLBT	CLBT	89,000	$1.6m0.81%	0.81%	Unchanged
32	HONEYWELL INTL INC COM COM		7,115	$1.4m0.70%	0.70%	New
33	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	44,000	$1.3m0.63%	0.63%	Unchanged
34	NU HLDGS LTD ORD SHS CL A NU	NU	68,284	$1.1m0.58%	0.58%	Added +737	+737 1.1%
35	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	37,500	$1.1m0.57%	0.57%	Unchanged
36	SYNOPSYS INC COM SNPS	SNPS	2,106	$989.2k0.50%	0.50%	Reduced -2.4k	-2,410 -53.4%
37	ISHARES GOLD TR ISHARES NEW IAU	IAU	10,840	$879.9k0.44%	0.44%	Added +800	+800 8.0%
38	E L F BEAUTY INC COM ELF	ELF	11,304	$859.6k0.43%	0.43%	Reduced -19.8k	-19,797 -63.6%
39	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	2,481	$775.5k0.39%	0.39%	Unchanged
40	FISERV INC COM FISV	FISV	10,600	$712.0k0.36%	0.36%	Reduced -19.1k	-19,106 -64.3%
41	UBIQUITI INC COM UI	UI	1,000	$553.4k0.28%	0.28%	New
42	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	45,500	$501.4k0.25%	0.25%	Added +206	+206 0.5%
43	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	626	$384.6k0.19%	0.19%	Unchanged
44	SCHWAB CHARLES CORP COM SCHW	SCHW	3,500	$349.7k0.18%	0.18%	Unchanged
45	COPART INC COM CPRT	CPRT	8,324	$325.9k0.16%	0.16%	Reduced -7.3k	-7,259 -46.6%
46	JOHNSON & JOHNSON COM JNJ	JNJ	1,258	$260.3k0.13%	0.13%	Unchanged
47	ABBOTT LABS COM ABT	ABT	2,000	$250.6k0.13%	0.13%	Unchanged
48	WALMART INC COM WMT	WMT	2,211	$246.3k0.12%	0.12%	New
49	GLOBAL X FDS 1-3 MONTH T-BILL CLIP	CLIP	2,012	$201.4k0.10%	0.10%	Reduced -780	-780 -27.9%
50	BGC GROUP INC CL A BGC	BGC	20,000	$178.6k0.09%	0.09%	Reduced -100.0k	-100,000 -83.3%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
MONTROSE ENVIRONMENTAL GROUP ONT	ONT	10,000	$274.6k10.0k shares
THOMSON REUTERS CORP		1,435	$222.9k1.4k shares