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 Equity Fund Wisconsin Capital Fund Inc · 29 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 Equity Fund |
|---|---|
| NVIDIA Corp | 13.16 % |
| Alphabet Inc | 7.75 % |
| VSE Corp | 6.13 % |
| Advanced Micro Devices Inc | 5.85 % |
| AAR Corp | 5.51 % |
| Apple Inc | 4.10 % |
| Microsoft Corp | 3.99 % |
| Visa Inc | 3.91 % |
| Amazon.com Inc | 3.59 % |
| Mastercard Inc | 3.59 % |
| Phillips 66 | 3.57 % |
| Modine Manufacturing Co | 3.50 % |
| MercadoLibre Inc | 3.42 % |
| American Express Co | 3.26 % |
| Honeywell International Inc | 3.25 % |
| Intuitive Surgical Inc | 3.15 % |
| JPMorgan Chase & Co | 2.75 % |
| NU Holdings Ltd/Cayman Islands | 2.69 % |
| Marathon Petroleum Corp | 2.50 % |
| Cadence Design Systems Inc | 2.00 % |
| Eli Lilly & Co | 1.98 % |
| Synopsys Inc | 1.98 % |
| Stryker Corp | 1.77 % |
| GE Vernova Inc | 1.57 % |
| Park Aerospace Corp | 1.18 % |
| elf Beauty Inc | 1.09 % |
| Copart Inc | 0.95 % |
| Microchip Technology Inc | 0.70 % |
| Genius Sports Ltd | 0.68 % |
1 funds, 29 lines read.