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WISCONSIN CAPITAL MANAGEMENT LLC

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13F filer, CIK 926833, MADISON, WI

WISCONSIN CAPITAL MANAGEMENT LLC reported $183,208,038 across 51 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 55.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000926833-25-000004

Period
2025-06-30
Reported value
$183M
Holdings
51
Top 10 weight
55.41%
New
7
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JPMnew+18,861$5.47M
AIRnew+43,559$3M
ELFnew+23,592$2.94M
CRWVnew+8,563$1.4M
NUnew+67,356$924K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMDreduced-33,346-$4.73M
NVOexited-55,469-$3.85M
VSECreduced-6,001-$786K
SGOVreduced-7,799-$785K
ARMexited-5,569-$595K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000926833-25-000004, largest first. % of portfolio is the value over $181,051,681, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,573 shares; 2024Q4: 160,816 shares; 2025Q1: 142,471 shares; 2025Q2: 146,477 shares 146,477$23.1M12.78%+4,006Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,813 shares; 2024Q4: 24,203 shares; 2025Q1: 23,176 shares; 2025Q2: 23,220 shares 23,220$11.5M6.38%+44Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,656 shares; 2024Q4: 29,591 shares; 2025Q1: 27,967 shares; 2025Q2: 28,061 shares 28,061$9.96M5.5%+94Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,183 shares; 2024Q4: 56,762 shares; 2025Q1: 52,486 shares; 2025Q2: 52,694 shares 52,694$9.29M5.13%+208Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,466 shares; 2024Q4: 17,304 shares; 2025Q1: 16,138 shares; 2025Q2: 16,199 shares 16,199$9.1M5.03%+61Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,651 shares; 2024Q4: 46,070 shares; 2025Q1: 42,965 shares; 2025Q2: 42,220 shares 42,220$8.66M4.78%-745Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 3,350 shares; 2025Q1: 3,215 shares; 2025Q2: 3,126 shares 3,126$8.17M4.51%-89Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,769 shares; 2024Q4: 23,427 shares; 2025Q1: 22,712 shares; 2025Q2: 23,348 shares 23,348$7.45M4.11%+636Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,422 shares; 2024Q4: 33,815 shares; 2025Q1: 31,849 shares; 2025Q2: 32,525 shares 32,525$7.14M3.94%+676Timeline
VSECVSE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,172 shares; 2024Q4: 49,819 shares; 2025Q1: 50,735 shares; 2025Q2: 44,734 shares 44,734$5.86M3.24%-6,001Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,825 shares; 2024Q4: 135,825 shares; 2025Q1: 127,094 shares; 2025Q2: 127,459 shares 127,459$5.65M3.12%+365Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,439 shares; 2024Q4: 7,375 shares; 2025Q1: 7,042 shares; 2025Q2: 7,095 shares 7,095$5.53M3.05%+53Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,861 shares 18,861$5.47M3.02%newTimeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,175 shares; 2024Q4: 21,303 shares; 2025Q1: 24,715 shares; 2025Q2: 28,340 shares 28,340$4.89M2.7%+3,625Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,831 shares; 2024Q4: 15,449 shares; 2025Q1: 15,241 shares; 2025Q2: 15,335 shares 15,335$4.75M2.62%+94Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 9,616 shares; 2025Q1: 8,387 shares; 2025Q2: 7,563 shares 7,563$4.11M2.27%-824Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,278 shares; 2025Q1: 3,878 shares; 2025Q2: 3,907 shares 3,907$3.87M2.14%+29Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,566 shares; 2024Q4: 82,678 shares; 2025Q1: 76,849 shares; 2025Q2: 77,141 shares 77,141$3.79M2.09%+292Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,837 shares; 2024Q4: 42,032 shares; 2025Q1: 41,988 shares; 2025Q2: 34,189 shares 34,189$3.44M1.9%-7,799Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,383 shares; 2025Q1: 8,303 shares; 2025Q2: 7,993 shares 7,993$3.16M1.75%-310Timeline
AIRAAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,559 shares 43,559$3M1.66%newTimeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,273 shares; 2024Q4: 37,898 shares; 2025Q1: not reported; 2025Q2: 23,592 shares 23,592$2.94M1.62%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,945 shares; 2024Q4: 28,945 shares; 2025Q1: 27,875 shares; 2025Q2: 25,875 shares 25,875$2.79M1.54%-2,000Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,875 shares; 2024Q4: 18,330 shares; 2025Q1: 17,030 shares; 2025Q2: 17,030 shares 17,030$2.03M1.12%0Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,633 shares; 2025Q2: 68,858 shares 68,858$2.02M1.12%+5,225Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,790 shares; 2024Q4: 31,246 shares; 2025Q1: 47,475 shares; 2025Q2: 14,129 shares 14,129$2M1.11%-33,346Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 8,265 shares; 2025Q1: 8,325 shares; 2025Q2: 8,835 shares 8,835$2M1.11%+510Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,510 shares; 2024Q4: 14,510 shares; 2025Q1: 14,510 shares; 2025Q2: 14,260 shares 14,260$1.9M1.05%-250Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,582 shares; 2025Q1: 2,582 shares; 2025Q2: 3,091 shares 3,091$1.58M0.88%+509Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 12,871 shares; 2025Q1: 11,396 shares; 2025Q2: 11,396 shares 11,396$1.5M0.83%0Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,563 shares 8,563$1.4M0.77%newTimeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares 120,000$1.23M0.68%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,109 shares; 2024Q4: 10,175 shares; 2025Q1: 3,109 shares; 2025Q2: 3,106 shares 3,106$1.2M0.66%-3Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,754 shares; 2024Q4: 15,385 shares; 2025Q1: 14,835 shares; 2025Q2: 14,835 shares 14,835$1.17M0.65%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 44,000 shares 44,000$1.11M0.61%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares 37,500$1.05M0.58%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,760 shares; 2025Q1: 5,820 shares; 2025Q2: 5,820 shares 5,820$1.03M0.57%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,356 shares 67,356$924K0.51%newTimeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,798 shares; 2025Q1: 1,836 shares; 2025Q2: 2,346 shares 2,346$723K0.4%+510Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 7,037 shares 7,037$693K0.38%+2,037Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,676 shares; 2024Q4: 9,230 shares; 2025Q1: 9,230 shares; 2025Q2: 9,230 shares 9,230$650K0.36%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,465 shares; 2025Q1: 6,740 shares; 2025Q2: 7,240 shares 7,240$451K0.25%+500Timeline
ANSYS INCANSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares 1,232$433K0.24%0
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares 626$345K0.19%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares 3,500$319K0.18%0Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,350 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares 3,150$302K0.17%0Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares 1,435$289K0.16%0Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,674 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 9,800 shares 9,800$287K0.16%+1,500Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000$272K0.15%0Timeline
ONTONTERRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000$219K0.12%newTimeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 5,825 shares; 2025Q1: not reported; 2025Q2: 5,825 shares 5,825$209K0.12%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVONOVO-NORDISK A S55,469$3.85Mshares
ARMARM HOLDINGS PLC5,569$595Kshares
JNJJOHNSON & JOHNSON1,258$209Kshares
GDYNGRID DYNAMICS HLDGS INC10,000$156Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000926833-25-000004 base2025-08-07acceptance time not in the bulk data set