PE
| |
Plumb Equity Fund | PLBEXMutual Fund | |
| WISCONSIN CAPITAL FUNDS INC | |
| Last update 2025-06-23 | 26 Stocks (4 new) |
| Value $22.00 Mil | Turnover 8 % |
Plumb Equity Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 20,000 | 2,167.6 | -9.09% | 9.650 | -1.04% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
V | Visa Inc | 4,000 | 1,401.8 | 0% | 6.240 | 0% | 0.000 | +5.61% | +12.38% | 691,480.5 | Credit Services | |
ISRG | Intuitive Surgical Inc | 2,600 | 1,287.7 | -3.70% | 5.730 | -0.20% | 0.000 | -3.84% | -6.39% | 175,155.2 | Medical Devices & Instruments | |
MA | Mastercard Inc | 2,200 | 1,205.9 | -4.35% | 5.370 | -0.20% | 0.000 | +5.38% | +7.49% | 511,704.3 | Credit Services | |
VSEC | VSE Corp | 10,000 | 1,199.9 | 0% | 5.340 | 0% | 0.050 | +18.12% | +41.36% | 2,771.4 | Aerospace & Defense | |
GOOGL | Alphabet Inc | 7,500 | 1,159.8 | -14.29% | 5.160 | -0.92% | 0.000 | +20.80% | +1.76% | 2,333,192.1 | Interactive Media | |
MELI | MercadoLibre Inc | 550 | 1,073.0 | -8.33% | 4.780 | -0.33% | 0.000 | +8.45% | +40.61% | 121,220.0 | Retail - Cyclical | |
AAPL | Apple Inc | 4,750 | 1,055.1 | 0% | 4.700 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
ADSK | Autodesk Inc | 4,000 | 1,047.2 | 0% | 4.660 | 0% | 0.000 | +10.82% | +1.87% | 64,418.7 | Software | |
MSFT | Microsoft Corp | 2,750 | 1,032.3 | 0% | 4.590 | 0% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software |
Plumb Equity Fund's Historical Top Holdings Breakdowns
Plumb Equity Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ELF | e.l.f. Beauty Inc | 2025-03-31 | Sold Out Sold Out | -4.86% | 62.41 ($87.09) 133.91 | $119.22 | 36.89% | Sold Out | 0 | -10,000 | |
ADBE | Adobe Inc | 2025-03-31 | Sold Out Sold Out | -4.30% | 377.84 ($428.84) 464.11 | $371.69 | -13.33% | Sold Out | 0 | -2,500 | |
WEX | WEX Inc | 2025-03-31 | Sold Out Sold Out | -3.22% | 148.29 ($164.66) 186.78 | $174.10 | 5.73% | Sold Out | 0 | -4,750 | |
SYK | Stryker Corp | 2025-03-31 | New Buy New Buy | +2.49% | 355.18 ($380.56) 399.9 | $396.66 | 4.23% | New holding | 1,500 | 1,500 | |
ARM | ARM Holdings PLC | 2025-03-31 | New Buy New Buy | +2.14% | 106.79 ($139.45) 179.93 | $159.99 | 14.73% | New holding | 4,500 | 4,500 | |
BGC | BGC Group Inc | 2025-03-31 | New Buy New Buy | +1.63% | 8.53 ($9.37) 9.9 | $9.98 | 6.51% | New holding | 40,000 | 40,000 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.04% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Reduce -9.09% | 20,000 | -2,000 | |
FI | Fiserv Inc | 2025-03-31 | Add Add | +0.98% | 200.51 ($218.93) 237.79 | $140.08 | -36.02% | Add 33.33% | 4,000 | 1,000 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.92% | 154.33 ($181.36) 206.38 | $192.18 | 5.97% | Reduce -14.29% | 7,500 | -1,250 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Add Add | +0.69% | 96.63 ($111.19) 129.55 | $162.12 | 45.80% | Add 23.08% | 8,000 | 1,500 |
Plumb Equity Fund Total Holding History ($B)
Plumb Equity Fund's Asset Allocation
Plumb Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Plumb Equity Fund's Hypothetical Growth since 2025-03-31
Plumb Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Plumb Equity Fund's Holdings Heat Map
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Plumb Equity Fund's Holdings Bubble Chart
Plumb Equity Fund News
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