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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.
Latest 13F Filing Activity
Wisconsin Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 51 equity positions with a total 13F market value of $181M. The fund increased holdings in Nvidia Corporation, JPMorgan Chase & Co., Aar Corp. among other positions. Wisconsin Capital Management LLC reduced exposure to Novo-nordisk A S, Advanced Micro Devices Inc., Apple Inc. among others.
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 |
| 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 |
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