Wisconsin Capital Management LLC Top Holdings and 13F Report (2025) About Wisconsin Capital Management LLCInvestment ActivityWisconsin Capital Management LLC has $181.05 million in total holdings as of June 30, 2025.Wisconsin Capital Management LLC owns shares of 51 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 9.38% of the portfolio was purchased this quarter.About 6.81% of the portfolio was sold this quarter.This quarter, Wisconsin Capital Management LLC has purchased 48 new stocks and bought additional shares in 20 stocks.Wisconsin Capital Management LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $23,141,901Microsoft $11,549,860Visa $9,963,058Alphabet $9,286,264Mastercard $9,102,866 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $5,467,993 Holding000361105 - AAR $2,996,424 Holding26856L103 - e.l.f. Beauty $2,935,788 Holding21873S108 - COREWEAVE INC $1,396,283 HoldingG6683N103 - NU $924,124 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 18,861 shares (about $5.47M)AAR 43,559 shares (about $3.00M)e.l.f. Beauty 23,592 shares (about $2.94M)COREWEAVE INC 8,563 shares (about $1.40M)NU 67,356 shares (about $924.12K) Largest Sales this Quarter Advanced Micro Devices 33,346 shares (about $4.73M)VSE 6,001 shares (about $786.01K)iShares 0-3 Month Treasury Bond ETF 7,799 shares (about $785.28K)Intuitive Surgical 824 shares (about $447.77K)MercadoLibre 89 shares (about $232.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWisconsin Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$23,141,901$632,908 ▲2.8%146,47712.8%Computer and TechnologyMSFTMicrosoft$11,549,860$21,886 ▲0.2%23,2206.4%Computer and TechnologyVVisa$9,963,058$33,375 ▲0.3%28,0615.5%Business ServicesGOOGLAlphabet$9,286,264$36,656 ▲0.4%52,6945.1%Computer and TechnologyMAMastercard$9,102,866$34,278 ▲0.4%16,1995.0%Business ServicesAAPLApple$8,662,277$152,852 ▼-1.7%42,2204.8%Computer and TechnologyMELIMercadoLibre$8,170,207$232,613 ▼-2.8%3,1264.5%Retail/WholesaleAXPAmerican Express$7,447,545$202,871 ▲2.8%23,3484.1%FinanceAMZNAmazon.com$7,135,660$148,308 ▲2.1%32,5253.9%Retail/WholesaleVSECVSE$5,859,259$786,011 ▼-11.8%44,7343.2%ConstructionTOSTToast$5,645,159$16,166 ▲0.3%127,4593.1%Computer and TechnologyLLYEli Lilly and Company$5,530,765$41,315 ▲0.8%7,0953.1%MedicalJPMJPMorgan Chase & Co.$5,467,993$5,467,993 ▲New Holding18,8613.0%FinanceFIFiserv$4,886,099$624,986 ▲14.7%28,3402.7%Business ServicesADSKAutodesk$4,747,256$29,100 ▲0.6%15,3352.6%Computer and TechnologyISRGIntuitive Surgical$4,109,810$447,770 ▼-9.8%7,5632.3%MedicalCOSTCostco Wholesale$3,867,696$28,708 ▲0.7%3,9072.1%Retail/WholesaleCPRTCopart$3,785,309$14,328 ▲0.4%77,1412.1%Business ServicesSGOViShares 0-3 Month Treasury Bond ETF$3,442,490$785,281 ▼-18.6%34,1891.9%ETFSYKStryker$3,162,271$122,645 ▼-3.7%7,9931.7%MedicalAIRAAR$2,996,424$2,996,424 ▲New Holding43,5591.7%AerospaceELFe.l.f. Beauty$2,935,788$2,935,788 ▲New Holding23,5921.6%Consumer StaplesXOMExxon Mobil$2,789,325$215,600 ▼-7.2%25,8751.5%EnergyPSXPhillips 66$2,031,6790.0%17,0301.1%EnergyKMIKinder Morgan$2,024,425$153,615 ▲8.2%68,8581.1%EnergyAMDAdvanced Micro Devices$2,004,905$4,731,797 ▼-70.2%14,1291.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,001,039$115,510 ▲6.1%8,8351.1%Computer and TechnologyEMREmerson Electric$1,901,286$33,333 ▼-1.7%14,2601.1%IndustrialsSNPSSynopsys$1,584,694$260,954 ▲19.7%3,0910.9%Computer and TechnologyPEPPepsiCo$1,504,7280.0%11,3960.8%Consumer StaplesCOREWEAVE INC$1,396,283$1,396,283 ▲New Holding8,5630.8%COM CL ABGCGeneral Cable$1,227,6000.0%120,0000.7%FinanceADBEAdobe$1,201,649$1,161 ▼-0.1%3,1060.7%Computer and TechnologyMRKMerck & Co., Inc.$1,174,3390.0%14,8350.6%MedicalSCHASchwab US Small-Cap ETF$1,113,2000.0%44,0000.6%ETFSCHMSchwab U.S. Mid-Cap ETF$1,051,8750.0%37,5000.6%ETFGOOGAlphabet$1,032,4100.0%5,8200.6%Computer and TechnologyNUNU$924,124$924,124 ▲New Holding67,3560.5%FinanceCDNSCadence Design Systems$722,920$157,157 ▲27.8%2,3460.4%Computer and TechnologyMODModine Manufacturing$693,145$200,645 ▲40.7%7,0370.4%Auto/Tires/TrucksMCHPMicrochip Technology$649,5150.0%9,2300.4%Computer and TechnologyIAUiShares Gold Trust$451,486$31,180 ▲7.4%7,2400.2%FinanceANSSANSYS$432,7030.0%1,2320.2%Computer and TechnologyQQQInvesco QQQ$345,3270.0%6260.2%FinanceSCHWCharles Schwab$319,3400.0%3,5000.2%FinanceIEFiShares 7-10 Year Treasury Bond ETF$301,6760.0%3,1500.2%ETFTRIThomson Reuters$288,6220.0%1,4350.2%Business ServicesSPTSSPDR Portfolio Short Term Treasury ETF$287,042$43,935 ▲18.1%9,8000.2%ETFABTAbbott Laboratories$272,0200.0%2,0000.2%MedicalMEGMontrose Environmental Group$218,900$218,900 ▲New Holding10,0000.1%Business ServicesTTEKTetra Tech$209,467$209,467 ▲New Holding5,8250.1%IndustrialsNVONovo Nordisk A/S$0$3,851,767 ▼-100.0%00.0%MedicalARM HOLDINGS PLC$0$594,714 ▼-100.0%00.0%SPONSORED ADSJNJJohnson & Johnson$0$208,627 ▼-100.0%00.0%MedicalGDYNGrid Dynamics$0$156,500 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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