$204 Million is the total value of WISCONSIN CAPITAL MANAGEMENT LLC's 60 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MMM | Exit | 3M CO | $0 | – | -1,250 | -100.0% | -0.11% | – |
ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,956 | -100.0% | -0.17% | – |
CVX | Exit | CHEVRON CORP NEW | $0 | – | -4,120 | -100.0% | -0.26% | – |
MELI | Exit | MERCADOLIBRE INC | $0 | – | -5,150 | -100.0% | -1.51% | – |
SQ | Exit | SQUARE INCcl a | $0 | – | -64,200 | -100.0% | -2.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VISA INC COM CL A | 30 | Q2 2024 | 6.3% |
MICROSOFT CORP COM | 30 | Q2 2024 | 6.3% |
APPLE INC COM | 30 | Q2 2024 | 7.4% |
CONSTELLATION BRANDS INC CL A | 30 | Q2 2024 | 4.1% |
MICROCHIP TECHNOLOGY INC COM | 30 | Q2 2024 | 3.4% |
PEPSICO INC COM | 30 | Q2 2024 | 2.7% |
STRYKER CORPORATION | 30 | Q2 2024 | 2.4% |
SCHWAB STRATEGIC TR US SML CAP | 30 | Q2 2024 | 1.9% |
SCHWAB STRATEGIC TR US MID-CAP | 30 | Q2 2024 | 0.8% |
DISCOVER FINL SVCS COM | 29 | Q1 2024 | 3.8% |
View WISCONSIN CAPITAL MANAGEMENT LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
COST PLUS INC/CA/ | February 12, 2007 | 1,328,725 | 6.0% |
View WISCONSIN CAPITAL MANAGEMENT LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-01 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-02 |
13F-HR | 2023-11-01 |
13F-HR | 2023-08-10 |
13F-HR | 2023-04-28 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-01 |
View WISCONSIN CAPITAL MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.