Your funds, side by side
These are 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 · 27 lines · as of Jun 30, 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 | 6.51 % |
| Advanced Micro Devices Inc | 5.32 % |
| Alphabet Inc | 4.36 % |
| Modine Manufacturing Co | 4.34 % |
| AAR Corp | 4.22 % |
| VSE Corp | 3.71 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 3.53 % |
| Amazon.com Inc | 3.17 % |
| Mastercard Inc | 3.11 % |
| Visa Inc | 3.04 % |
| Microsoft Corp | 2.87 % |
| American Express Co | 2.72 % |
| Apple Inc | 2.57 % |
| JPMorgan Chase & Co | 2.42 % |
| Phillips 66 | 2.00 % |
| Exxon Mobil Corp | 1.82 % |
| MERCADOLIBRE INC | 1.51 % |
| Eli Lilly & Co | 1.42 % |
| Kinder Morgan Inc | 1.42 % |
| Quanta Services Inc | 1.38 % |
| Intuitive Surgical Inc | 1.38 % |
| Stryker Corp | 1.33 % |
| Park Aerospace Corp | 1.02 % |
| Honeywell International Inc | 0.95 % |
| Honeywell Aerospace Inc | 0.94 % |
| GE VERNOVA INC | 0.87 % |
| Toast Inc | 0.82 % |
Titelia read 27 lines in these 1 funds.