WISCONSIN CAPITAL MANAGEMENT LLC
Top Portfolio Positions
46 positions ·
$175,320,269 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
141,962 | $24,758,172 | 14.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
49,686 | $14,287,706 | 8.15% | |
| AAPL |
Apple Inc.
Technology
|
37,269 | $9,458,499 | 5.39% | |
| MSFT |
Microsoft Corp
Technology
|
23,815 | $8,815,598 | 5.03% | |
| V |
Visa Inc.
Financial Services
|
26,804 | $8,101,240 | 4.62% | |
| MA |
Mastercard Inc
Financial Services
|
16,121 | $8,055,018 | 4.59% | |
| VSEC |
Vse Corp
Industrials
|
41,891 | $7,724,700 | 4.41% | |
| AIR |
Aar Corp
Industrials
|
70,428 | $7,709,048 | 4.40% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
34,552 | $7,487,763 | 4.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,746 | $7,444,819 | 4.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VSEC
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-06-30 | $668,385 | 13,500 | Shares | Sole | 2021-07-22 | |
| 2021-09-30 | $963,400 | 20,000 | Shares | Sole | 2021-11-01 | |
| 2021-12-31 | $2,163,370 | 35,500 | Shares | Sole | 2022-02-10 | |
| 2022-03-31 | $1,636,195 | 35,500 | Shares | Sole | 2022-05-12 | |
| 2022-06-30 | $1,484,410 | 39,500 | Shares | Sole | 2022-08-01 | |
| 2022-09-30 | $1,398,300 | 39,500 | Shares | Sole | 2022-11-15 | |
| 2022-12-31 | $1,945,520 | 41,500 | Shares | Sole | 2023-02-15 | |
| 2023-03-31 | $2,271,940 | 50,600 | Shares | Sole | 2023-04-28 | |
| 2023-06-30 | $2,357,139 | 43,100 | Shares | Sole | 2023-08-10 | |
| 2023-09-30 | $2,300,064 | 45,600 | Shares | Sole | 2023-11-01 | |
| 2023-12-31 | $2,894,528 | 44,800 | Shares | Sole | 2024-02-02 | |
| 2024-03-31 | $3,184,000 | 39,800 | Shares | Sole | 2024-05-15 | |
| 2024-06-30 | $4,471,382 | 50,650 | Shares | Sole | 2024-08-01 | |
| 2024-09-30 | $4,812,569 | 58,172 | Shares | Sole | 2024-10-30 | |
| 2024-12-31 | $4,737,786 | 49,819 | Shares | Sole | 2025-02-12 | |
| 2025-03-31 | $6,087,692 | 50,735 | Shares | Sole | 2025-05-13 | |
| 2025-06-30 | $5,859,259 | 44,734 | Shares | Sole | 2025-08-07 | |
| 2025-09-30 | $7,541,810 | 45,367 | Shares | Sole | 2025-11-12 | |
| 2025-12-31 | $7,650,773 | 44,283 | Shares | Sole | 2026-02-06 | |
| 2026-03-31 | $7,724,700 | 41,891 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||