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WISCONSIN CAPITAL MANAGEMENT LLC

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13F filer, CIK 926833, MADISON, WI

WISCONSIN CAPITAL MANAGEMENT LLC reported $210,700,160 across 47 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-27. Its ten largest share positions make up 59.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000926833-26-000003

Period
2026-06-30
Reported value
$211M
Holdings
47
Top 10 weight
59.24%
New
3
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HONnew+10,981$2.46M
HONAnew+10,981$2.43M
SYKadded+3,038$956K
ARMnew+2,412$855K
TSMadded+681$325K

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
HONexited-21,855-$4.94M
ELFexited-16,195-$982K
AMDreduced-1,508-$876K
UIexited-1,000-$790K
MODreduced-2,500-$668K

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 2026

Share positions as resolved from 13F-HR 0000926833-26-000003, largest first. % of portfolio is the value over $210,700,160, 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; 2024Q3: 171,573 shares; 2024Q4: 160,816 shares; 2025Q1: 142,471 shares; 2025Q2: 146,477 shares; 2025Q3: 146,450 shares; 2025Q4: 147,383 shares; 2026Q1: 141,962 shares; 2026Q2: 141,188 shares 141,188$28.3M13.41%-774Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,183 shares; 2024Q4: 56,762 shares; 2025Q1: 52,486 shares; 2025Q2: 52,694 shares; 2025Q3: 52,446 shares; 2025Q4: 54,566 shares; 2026Q1: 49,686 shares; 2026Q2: 48,576 shares 48,576$17.4M8.24%-1,110Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,790 shares; 2024Q4: 31,246 shares; 2025Q1: 47,475 shares; 2025Q2: 14,129 shares; 2025Q3: 25,111 shares; 2025Q4: 25,183 shares; 2026Q1: 25,145 shares; 2026Q2: 23,637 shares 23,637$13.7M6.52%-1,508Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,651 shares; 2024Q4: 46,070 shares; 2025Q1: 42,965 shares; 2025Q2: 42,220 shares; 2025Q3: 38,161 shares; 2025Q4: 39,344 shares; 2026Q1: 37,269 shares; 2026Q2: 37,386 shares 37,386$10.8M5.13%+117Timeline
AIRAAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,559 shares; 2025Q3: 66,821 shares; 2025Q4: 72,385 shares; 2026Q1: 70,428 shares; 2026Q2: 70,469 shares 70,469$10.1M4.78%+41Timeline
VSECVSE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,172 shares; 2024Q4: 49,819 shares; 2025Q1: 50,735 shares; 2025Q2: 44,734 shares; 2025Q3: 45,367 shares; 2025Q4: 44,283 shares; 2026Q1: 41,891 shares; 2026Q2: 41,933 shares 41,933$9.58M4.55%+42Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,813 shares; 2024Q4: 24,203 shares; 2025Q1: 23,176 shares; 2025Q2: 23,220 shares; 2025Q3: 23,429 shares; 2025Q4: 23,806 shares; 2026Q1: 23,815 shares; 2026Q2: 24,414 shares 24,414$9.11M4.32%+599Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,656 shares; 2024Q4: 29,591 shares; 2025Q1: 27,967 shares; 2025Q2: 28,061 shares; 2025Q3: 27,253 shares; 2025Q4: 28,317 shares; 2026Q1: 26,804 shares; 2026Q2: 26,010 shares 26,010$8.92M4.24%-794Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 7,037 shares; 2025Q3: 23,071 shares; 2025Q4: 23,983 shares; 2026Q1: 34,552 shares; 2026Q2: 32,052 shares 32,052$8.56M4.06%-2,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,422 shares; 2024Q4: 33,815 shares; 2025Q1: 31,849 shares; 2025Q2: 32,525 shares; 2025Q3: 35,624 shares; 2025Q4: 35,807 shares; 2026Q1: 35,746 shares; 2026Q2: 35,279 shares 35,279$8.41M3.99%-467Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,466 shares; 2024Q4: 17,304 shares; 2025Q1: 16,138 shares; 2025Q2: 16,199 shares; 2025Q3: 16,141 shares; 2025Q4: 16,516 shares; 2026Q1: 16,121 shares; 2026Q2: 16,104 shares 16,104$8.27M3.93%-17Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,769 shares; 2024Q4: 23,427 shares; 2025Q1: 22,712 shares; 2025Q2: 23,348 shares; 2025Q3: 22,246 shares; 2025Q4: 22,333 shares; 2026Q1: 18,667 shares; 2026Q2: 18,600 shares 18,600$6.29M2.99%-67Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,861 shares; 2025Q3: 18,661 shares; 2025Q4: 18,697 shares; 2026Q1: 18,265 shares; 2026Q2: 18,448 shares 18,448$6.04M2.87%+183Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,439 shares; 2024Q4: 7,375 shares; 2025Q1: 7,042 shares; 2025Q2: 7,095 shares; 2025Q3: 5,077 shares; 2025Q4: 5,224 shares; 2026Q1: 4,242 shares; 2026Q2: 4,245 shares 4,245$5.09M2.42%+3Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,265 shares; 2024Q4: 8,265 shares; 2025Q1: 8,325 shares; 2025Q2: 8,835 shares; 2025Q3: 8,835 shares; 2025Q4: 8,877 shares; 2026Q1: 8,997 shares; 2026Q2: 9,678 shares 9,678$4.62M2.19%+681Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 3,350 shares; 2025Q1: 3,215 shares; 2025Q2: 3,126 shares; 2025Q3: 3,083 shares; 2025Q4: 3,162 shares; 2026Q1: 2,699 shares; 2026Q2: 2,700 shares 2,700$4.58M2.18%+1Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,875 shares; 2024Q4: 18,330 shares; 2025Q1: 17,030 shares; 2025Q2: 17,030 shares; 2025Q3: 16,980 shares; 2025Q4: 17,215 shares; 2026Q1: 21,702 shares; 2026Q2: 21,909 shares 21,909$3.7M1.76%+207Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,405 shares; 2024Q4: 4,278 shares; 2025Q1: 3,878 shares; 2025Q2: 3,907 shares; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares; 2026Q1: 3,817 shares; 2026Q2: 3,877 shares 3,877$3.63M1.72%+60Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,945 shares; 2024Q4: 28,945 shares; 2025Q1: 27,875 shares; 2025Q2: 25,875 shares; 2025Q3: 26,475 shares; 2025Q4: 27,055 shares; 2026Q1: 25,288 shares; 2026Q2: 25,288 shares 25,288$3.46M1.64%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,380 shares; 2024Q4: 1,383 shares; 2025Q1: 8,303 shares; 2025Q2: 7,993 shares; 2025Q3: 7,846 shares; 2025Q4: 6,347 shares; 2026Q1: 6,136 shares; 2026Q2: 9,174 shares 9,174$2.89M1.37%+3,038Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,725 shares; 2024Q4: 9,616 shares; 2025Q1: 8,387 shares; 2025Q2: 7,563 shares; 2025Q3: 7,047 shares; 2025Q4: 7,094 shares; 2026Q1: 7,051 shares; 2026Q2: 7,055 shares 7,055$2.81M1.33%+4Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,837 shares; 2024Q4: 42,032 shares; 2025Q1: 41,988 shares; 2025Q2: 34,189 shares; 2025Q3: 34,861 shares; 2025Q4: 32,572 shares; 2026Q1: 25,148 shares; 2026Q2: 26,251 shares 26,251$2.64M1.25%+1,103Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,981 shares 10,981$2.46M1.17%newTimeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,981 shares 10,981$2.43M1.15%newTimeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,676 shares; 2024Q4: 9,230 shares; 2025Q1: 9,230 shares; 2025Q2: 9,230 shares; 2025Q3: 42,810 shares; 2025Q4: 27,531 shares; 2026Q1: 25,130 shares; 2026Q2: 25,130 shares 25,130$2.29M1.09%0Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,633 shares; 2025Q2: 68,858 shares; 2025Q3: 68,293 shares; 2025Q4: 61,633 shares; 2026Q1: 65,196 shares; 2026Q2: 65,196 shares 65,196$2.08M0.99%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,760 shares; 2024Q4: 6,760 shares; 2025Q1: 5,820 shares; 2025Q2: 5,820 shares; 2025Q3: 5,820 shares; 2025Q4: 6,259 shares; 2026Q1: 5,820 shares; 2026Q2: 5,820 shares 5,820$2.06M0.98%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,510 shares; 2024Q4: 14,510 shares; 2025Q1: 14,510 shares; 2025Q2: 14,260 shares; 2025Q3: 14,260 shares; 2025Q4: 13,904 shares; 2026Q1: 13,027 shares; 2026Q2: 13,027 shares 13,027$1.86M0.89%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,754 shares; 2024Q4: 15,385 shares; 2025Q1: 14,835 shares; 2025Q2: 14,835 shares; 2025Q3: 14,610 shares; 2025Q4: 15,554 shares; 2026Q1: 14,510 shares; 2026Q2: 14,510 shares 14,510$1.86M0.88%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares; 2025Q4: 44,000 shares; 2026Q1: 44,600 shares; 2026Q2: 45,600 shares 45,600$1.65M0.78%+1,000Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,825 shares; 2024Q4: 135,825 shares; 2025Q1: 127,094 shares; 2025Q2: 127,459 shares; 2025Q3: 127,843 shares; 2025Q4: 129,246 shares; 2026Q1: 54,200 shares; 2026Q2: 58,200 shares 58,200$1.62M0.77%+4,000Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,360 shares; 2024Q4: 12,871 shares; 2025Q1: 11,396 shares; 2025Q2: 11,396 shares; 2025Q3: 11,246 shares; 2025Q4: 12,482 shares; 2026Q1: 10,996 shares; 2026Q2: 10,996 shares 10,996$1.49M0.71%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 37,500 shares; 2026Q1: 37,500 shares; 2026Q2: 37,500 shares 37,500$1.38M0.66%0Timeline
PKEPARK AEROSPACE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,298 shares; 2026Q2: 34,298 shares 34,298$1.31M0.62%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,083 shares; 2026Q2: 1,083 shares 1,083$1.27M0.6%0Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,695 shares; 2026Q2: 1,730 shares 1,730$1.25M0.59%+35Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,582 shares; 2025Q1: 2,582 shares; 2025Q2: 3,091 shares; 2025Q3: 4,516 shares; 2025Q4: 2,106 shares; 2026Q1: 2,094 shares; 2026Q2: 2,097 shares 2,097$935K0.44%+3Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,749 shares; 2024Q4: 1,798 shares; 2025Q1: 1,836 shares; 2025Q2: 2,346 shares; 2025Q3: 2,481 shares; 2025Q4: 2,481 shares; 2026Q1: 2,443 shares; 2026Q2: 2,449 shares 2,449$919K0.44%+6Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,356 shares; 2025Q3: 67,547 shares; 2025Q4: 68,284 shares; 2026Q1: 67,930 shares; 2026Q2: 67,930 shares 67,930$908K0.43%0Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,569 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,412 shares 2,412$855K0.41%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,465 shares; 2025Q1: 6,740 shares; 2025Q2: 7,240 shares; 2025Q3: 10,040 shares; 2025Q4: 10,840 shares; 2026Q1: 11,140 shares; 2026Q2: 11,140 shares 11,140$841K0.4%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares 2,850$729K0.35%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 725 shares; 2026Q2: 734 shares 734$541K0.26%+9Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: not reported; 2025Q1: 1,258 shares; 2025Q2: not reported; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares; 2026Q2: 1,411 shares 1,411$358K0.17%+153Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500$323K0.15%0Timeline
ISHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,850 shares; 2026Q2: 3,150 shares 3,150$234K0.11%+300Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares; 2026Q1: 1,869 shares; 2026Q2: 1,869 shares 1,869$212K0.1%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC21,855$4.94Mshares
ELFE L F BEAUTY INC16,195$982Kshares
UIUBIQUITI INC1,000$790Kshares
FISVFISERV INC6,530$364Kshares
CPRTCOPART INC8,000$266Kshares
ABTABBOTT LABORATORIES2,000$205Kshares
GENIGENIUS SPORTS LIMITED45,500$202Kshares

How Q2 2026 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 0000926833-26-000003 base2026-07-27acceptance time not in the bulk data set