WISCONSIN CAPITAL MANAGEMENT LLC: 13F holdings
CIK 9268332026Q2
| Positions | 47 |
|---|
| Reported value | $210.7m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 47 (-4 vs prior quarter) |
|---|
| Reported value | $210.7m (+15.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 141,188 | $28.3m | 13.4% |
| GOOGL ALPHABET INC | 48,576 | $17.4m | 8.2% |
| AMD ADVANCED MICRO DEVICES INC | 23,637 | $13.7m | 6.5% |
| AAPL APPLE INC | 37,386 | $10.8m | 5.1% |
| AIR AAR CORP | 70,469 | $10.1m | 4.8% |
| VSEC VSE CORP | 41,933 | $9.6m | 4.5% |
| MSFT MICROSOFT CORP | 24,414 | $9.1m | 4.3% |
| V VISA INC | 26,010 | $8.9m | 4.2% |
| MOD MODINE MFG CO | 32,052 | $8.6m | 4.1% |
| AMZN AMAZON COM INC | 35,279 | $8.4m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="926833")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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