§ 13F · FUND PROFILE
WISCONSIN CAPITAL MANAGEMENT LLC.
AUM · $211M (13F)Positions · 47Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 141K | $28M | 13.4% | −1% |
| 2 | GOOGL | ALPHABET INC | 49K | $17M | 8.2% | −2% |
| 3 | AMD | ADVANCED MICRO DEVICES INC | 24K | $14M | 6.5% | −6% |
| 4 | AAPL | APPLE INC | 37K | $11M | 5.1% | ±0% |
| 5 | AIR | AAR CORP | 70K | $10M | 4.8% | ±0% |
| 6 | VSEC | VSE CORP | 42K | $10M | 4.5% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 24K | $9M | 4.3% | +3% |
| 8 | V | VISA INC | 26K | $9M | 4.2% | −3% |
| 9 | MOD | MODINE MFG CO | 32K | $9M | 4.1% | −7% |
| 10 | AMZN | AMAZON COM INC | 35K | $8M | 4.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WISCONSIN SIGNAL
AC read
WISCONSIN CAPITAL MANAGEMENT LLC is a Other fund managing $211 million in assets. The fund runs a portfolio of 47 positions.
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