# Plumb Balanced Fund

Plumb Balanced Fund is a registered fund series of Wisconsin Capital Fund Inc (series S000017840). Net assets $63.2M as of 2026-03-31.

## Profile

- Series ID: S000017840
- Registrant: Wisconsin Capital Fund Inc
- LEI: 549300FTEFCWE3F4GE42
- Net assets: $63.2M
- Total assets: $63.4M
- As of: 2026-03-31

## Advisers

- [Wisconsin Capital Management, LLC (Advisor)](https://search.stillhousedata.com/firm/110394)

## Top holdings (59 reported)

_Showing 15 of 59 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $4.0M | 634.67% |
| [Modine Manufacturing Co.](https://search.stillhousedata.com/security/607828100) | — | $2.8M | 445.76% |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K305) | — | $2.7M | 432.24% |
| [AAR Corp.](https://search.stillhousedata.com/security/000361105) | — | $2.2M | 346.39% |
| [MasterCard Incorporated](https://search.stillhousedata.com/security/57636Q104) | — | $2.0M | 324.14% |
| [VSE Corp.](https://search.stillhousedata.com/security/918284100) | — | $2.0M | 320.94% |
| [Amazon.com, Inc.](https://search.stillhousedata.com/security/023135106) | — | $2.0M | 316.35% |
| [Visa Inc](https://search.stillhousedata.com/security/92826C839) | — | $1.9M | 301.28% |
| [First American Funds Inc.](https://search.stillhousedata.com/security/31846V336) | — | $1.8M | 279.02% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $1.7M | 275.28% |
| [Taiwan Semiconductor Manufacturing Co., Ltd.](https://search.stillhousedata.com/security/874039100) | — | $1.7M | 267.36% |
| [American Express Company](https://search.stillhousedata.com/security/025816109) | — | $1.6M | 260.84% |
| [Pinnacle Financial Partners Inc.](https://search.stillhousedata.com/security/72346QAC8) | — | $1.6M | 250.39% |
| [Exxon Mobil Corp.](https://search.stillhousedata.com/security/30231G102) | — | $1.5M | 241.60% |
| [Advanced Micro Devices Inc.](https://search.stillhousedata.com/security/007903107) | — | $1.5M | 241.41% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $63.2M |
| 2025-12-31 | $64.9M |
| 2025-09-30 | $66.6M |
| 2025-06-30 | $61.4M |
| 2025-03-31 | $59.4M |
| 2024-12-31 | $65.0M |
| 2024-09-30 | $72.5M |
| 2024-06-30 | $74.0M |

## More

- [Registrant: Wisconsin Capital Fund Inc](https://search.stillhousedata.com/registrant/1395397)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000017840.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.