Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Plumb Balanced Fund Wisconsin Capital Fund Inc · 28 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Plumb Balanced Fund |
|---|---|
| NVIDIA Corp | 6.35 % |
| Modine Manufacturing Co | 4.46 % |
| Alphabet Inc | 4.32 % |
| AAR Corp | 3.46 % |
| Mastercard Inc | 3.24 % |
| VSE Corp | 3.21 % |
| Amazon.com Inc | 3.16 % |
| Visa Inc | 3.01 % |
| Microsoft Corp | 2.75 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 2.67 % |
| American Express Co | 2.61 % |
| Exxon Mobil Corp | 2.42 % |
| Advanced Micro Devices Inc | 2.41 % |
| Apple Inc | 2.41 % |
| JPMorgan Chase & Co | 2.33 % |
| Phillips 66 | 2.31 % |
| Honeywell International Inc | 2.06 % |
| Intuitive Surgical Inc | 1.71 % |
| MercadoLibre Inc | 1.64 % |
| Kinder Morgan, Inc. | 1.59 % |
| Ubiquiti Inc | 1.25 % |
| Eli Lilly & Co | 1.16 % |
| Quanta Services Inc | 1.13 % |
| elf Beauty Inc | 0.96 % |
| Park Aerospace Corp | 0.78 % |
| GE Vernova Inc | 0.69 % |
| Stryker Corp | 0.39 % |
| Toast Inc | 0.21 % |
1 funds, 28 lines read.