WISCONSIN CAPITAL MANAGEMENT LLC

RIA/Wealth

WISCONSIN CAPITAL MANAGEMENT LLC is a RIA/Wealth based in Dallas, TX led by Thomas Gerald Plumb, reporting $265.9M in AUM as of Q3 2025 with 37% Technology concentration and 56% concentrated in top 10 holdings.

PresidentThomas Gerald Plumb

Portfolio Value: $195.9M
Positions: 49
Top Holding: NVDA at 13.95%
Last Reported: Q3 2025

Address3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219, United States

Top Holdings

Largest long holdings in WISCONSIN CAPITAL MANAGEMENT LLC's portfolio (56.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$27.3M	13.95%	-$5.0K Sold	0.00% 146.5K shares	Q1 2020 Held for 5y 8m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$12.7M	6.51%	-$60.3K Sold	0.00% 52.4K shares	Q4 2018 Held for 6y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$12.1M	6.19%	+$108.3K Bought	0.00% 23.4K shares	Q4 2018 Held for 6y 11m
4 Apple AAPL	Consumer Electronics Technology	$9.7M	4.96%	-$1.0M Sold	0.00% 38.2K shares	Q4 2018 Held for 6y 11m
5 Visa V	Financial - Credit Services Financial Services	$9.3M	4.75%	-$275.8K Sold	0.00% 27.3K shares	Q4 2018 Held for 6y 11m
6 Mastercard MA	Financial - Credit Services Financial Services	$9.2M	4.69%	-$33.0K Sold	0.00% 16.1K shares	Q4 2018 Held for 6y 11m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$7.8M	3.99%	+$680.4K Bought	0.00% 35.6K shares	Q4 2018 Held for 6y 11m
8 VSE Corporation VSEC	Aerospace & Defense Industrials	$7.5M	3.85%	+$105.2K Bought	0.22% 45.4K shares	Q2 2021 Held for 4y 5m
9 American Express AXP	Financial - Credit Services Financial Services	$7.4M	3.77%	-$366.0K Sold	0.00% 22.2K shares	Q1 2022 Held for 3y 8m
10 Mercado Libre MELI	Specialty Retail Consumer Cyclical	$7.2M	3.68%	-$100.5K Sold	0.01% 3.1K shares	Q3 2019 Held for 6y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WISCONSIN CAPITAL MANAGEMENT LLC's latest filing

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Market Value

$195.9M

Prior: $181.1M

Q/Q Change

+8.21%

+$14.9M

Net Flows % of MV

-0.797%

Turnover Ratio

8.47%

New Purchases

3 stocks

$2.5M

Added To

15 stocks

+$11.3M

Sold Out Of

7 stocks

$8.7M

Reduced Holdings

17 stocks

-$6.6M

Increased Positions

Position	Shares Δ	Change
1 Cellebrite DI Ltd. CLBT	New	0 → 89.0K +$1.6M
2 Genius Sports GENI	New	0 → 45.3K +$560.7K
3 Global X 1-3 Month T-Bill CLIP	New	0 → 2.8K +$280.4K
4 Microchip Technology MCHP	+363.81%	9.2K → 42.8K +$2.2M
5 Modine Manufacturing MOD	+227.85%	7.0K → 23.1K +$2.3M

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	28.3K → 0 −$4.9M
2 CoreWeave, Inc. CRWV	Sold	8.6K → 0 −$1.4M
3 Adobe ADBE	Sold	3.1K → 0 −$1.2M
4 Ansys ANSS	Sold	1.2K → 0 −$432.7K
5 iShares 7-10 Year Treasury Bond IEF	Sold	3.2K → 0 −$301.7K