Wisconsin Capital Management LLC
Wisconsin Capital Management LLC is an independent investment adviser headquartered in Madison, Wisconsin. Founded in 1984, the firm primarily serves individual and high net-worth clients, as well as select institutional accounts. With approximately 4 employees as of 2024, WisCap focuses on tailored investment management and portfolio construction to meet specific client needs.
Investment Strategy
The firm employs personalized investment management strategies, offering portfolios tailored to the financial goals and risk preferences of their individual and high-net-worth clients. WisCap utilizes fundamental analysis to construct diversified portfolios primarily comprising publicly traded equities and investment-grade fixed income, with a focus on long-term performance and capital preservation.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 12.78% | $23.1M | 146,477 | $12.48 | $157.99 | +$7.7M |
M MSFT | MICROSOFT CORP | 6.38% | $11.5M | 23,220 | $135.15 | $497.41 | +$2.8M |
V V | VISA INC | 5.50% | $10.0M | 28,061 | $157.06 | $355.05 | +$161.7K |
G GOOGL | ALPHABET INC | 5.13% | $9.3M | 52,694 | $61.51 | $176.23 | +$1.2M |
M MA | MASTERCARD INCORPORATED | 5.03% | $9.1M | 16,199 | $256.90 | $561.94 | +$257.3K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | Bangor, PA , United States |