Oarsman Capital
Latest statistics and disclosures from Oarsman Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, VTV, GVI, JPST, SCHF, and represent 23.75% of Oarsman Capital's stock portfolio.
- Added to shares of these 10 stocks: GVI (+$9.6M), SPYG (+$5.3M), JPST, VTV, RSP, IVV, CALF, SCHF, GOOG, SPMD.
- Started 21 new stock positions in PH, TEQI, ICE, TRV, SCHV, UL, BURL, HBI, UPS, ATI. DE, PRU, GBTC, IWS, SGOV, SCHZ, WMB, GSK, CDNS, AMAT, ISTB.
- Reduced shares in these 10 stocks: ACN (-$8.8M), MSFT, VTI, JCPB, ABBV, EMB, AAPL, VOO, TSLA, RSPG.
- Sold out of its positions in BMO, BFK, BA, DLTR, EMR, GE, IAU, EMB, EFV, KMI. NUV, PPG, MINT, RWO, MDY, FNDX, VXUS, BSV, USFR, ZTS.
- Oarsman Capital was a net buyer of stock by $18M.
- Oarsman Capital has $421M in assets under management (AUM), dropping by 11.49%.
- Central Index Key (CIK): 0001569667
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Portfolio Holdings for Oarsman Capital
Oarsman Capital holds 234 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 6.0 | $25M | +26% | 347k | 73.15 |
|
| Vanguard Value Etf Etf (VTV) | 4.7 | $20M | +20% | 121k | 162.86 |
|
| Ishares Intermediate Government/credit Bond Etf Etf (GVI) | 4.5 | $19M | +104% | 181k | 103.98 |
|
| Jpmorgan Ultra-short Income Etf Etf (JPST) | 4.3 | $18M | +22% | 361k | 50.45 |
|
| Schwab International Equity Etf Etf (SCHF) | 4.2 | $18M | +13% | 453k | 39.02 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 3.7 | $16M | +21% | 30k | 525.73 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 3.4 | $14M | +16% | 93k | 152.26 |
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 2.7 | $12M | +12% | 252k | 45.59 |
|
| Microsoft Corp Stock (MSFT) | 2.6 | $11M | -18% | 26k | 420.72 |
|
| Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) | 2.3 | $9.7M | +19% | 226k | 43.04 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 1.9 | $8.0M | -15% | 31k | 259.90 |
|
| Fiserv Stock (FI) | 1.9 | $7.9M | -2% | 49k | 159.82 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 1.8 | $7.4M | +22% | 22k | 337.05 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 1.6 | $6.9M | +16% | 120k | 57.57 |
|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 1.5 | $6.5M | +28% | 106k | 61.53 |
|
| Apple Stock (AAPL) | 1.5 | $6.4M | -13% | 38k | 171.48 |
|
| Nvidia Corporation Stock (NVDA) | 1.5 | $6.3M | -11% | 6.9k | 903.60 |
|
| Jpmorgan Core Plus Bond Etf Etf (JCPB) | 1.3 | $5.4M | -17% | 116k | 46.65 |
|
| Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 1.1 | $4.8M | +63% | 90k | 53.34 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 1.0 | $4.3M | -9% | 44k | 97.94 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 1.0 | $4.2M | -18% | 8.7k | 480.70 |
|
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) | 0.9 | $3.9M | +16% | 281k | 13.87 |
|
| Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) | 0.9 | $3.9M | +213% | 79k | 49.16 |
|
| Invesco Equal Weight Energy Etf Etf (RSPG) | 0.9 | $3.9M | -18% | 46k | 83.08 |
|
| Ishares Mbs Etf Etf (MBB) | 0.9 | $3.8M | +23% | 41k | 92.42 |
|
| Broadcom Stock (AVGO) | 0.9 | $3.8M | -10% | 2.9k | 1325.50 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.9 | $3.7M | +687% | 22k | 169.37 |
|
| O-i Glass Stock (OI) | 0.8 | $3.3M | -11% | 196k | 16.59 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.8 | $3.2M | +13% | 18k | 179.11 |
|
| Abbvie Stock (ABBV) | 0.8 | $3.2M | -24% | 18k | 182.10 |
|
| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.7 | $3.1M | +9% | 27k | 115.81 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.7 | $3.1M | +13% | 21k | 150.93 |
|
| Amazon Stock (AMZN) | 0.7 | $3.1M | -3% | 17k | 180.38 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.7 | $3.0M | 29k | 102.76 |
|
|
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.6 | $2.6M | 20k | 130.73 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.6 | $2.6M | -10% | 16k | 158.19 |
|
| Caterpillar Stock (CAT) | 0.6 | $2.4M | -15% | 6.5k | 366.46 |
|
| Qualcomm Stock (QCOM) | 0.5 | $2.2M | -10% | 13k | 169.30 |
|
| Mgic Invt Corp Wis Stock (MTG) | 0.5 | $2.2M | -24% | 97k | 22.36 |
|
| Walmart Stock (WMT) | 0.5 | $2.1M | +188% | 35k | 60.17 |
|
| Wells Fargo Stock (WFC) | 0.5 | $2.1M | -8% | 36k | 57.96 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.5 | $2.1M | -11% | 4.9k | 418.01 |
|
| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.5 | $2.0M | -5% | 43k | 47.02 |
|
| Adobe Stock (ADBE) | 0.5 | $2.0M | -7% | 3.9k | 504.60 |
|
| Cisco Sys Stock (CSCO) | 0.5 | $2.0M | -13% | 39k | 49.91 |
|
| Pepsico Stock (PEP) | 0.5 | $1.9M | -18% | 11k | 175.01 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $1.9M | -22% | 4.6k | 420.52 |
|
| Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) | 0.5 | $1.9M | +21% | 87k | 22.17 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.5 | $1.9M | -11% | 38k | 50.17 |
|
| Unitedhealth Group Stock (UNH) | 0.4 | $1.8M | -11% | 3.7k | 494.74 |
|
| Kroger Stock (KR) | 0.4 | $1.8M | -10% | 32k | 57.13 |
|
| Goldman Sachs Group Stock (GS) | 0.4 | $1.8M | -6% | 4.3k | 417.67 |
|
| Ulta Beauty Stock (ULTA) | 0.4 | $1.8M | -7% | 3.4k | 522.88 |
|
| Spdr Gold Shares Etf (GLD) | 0.4 | $1.7M | -4% | 8.4k | 205.72 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.4 | $1.7M | +17% | 15k | 115.35 |
|
| Huntington Bancshares Stock (HBAN) | 0.4 | $1.7M | -2% | 121k | 13.95 |
|
| Blue Owl Capital Corporation Cef (OBDC) | 0.4 | $1.7M | +5% | 108k | 15.38 |
|
| Grainger W W Stock (GWW) | 0.4 | $1.6M | +13% | 1.6k | 1017.30 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.4 | $1.6M | -25% | 8.2k | 200.31 |
|
| Eli Lilly & Co Stock (LLY) | 0.4 | $1.6M | -20% | 2.1k | 778.07 |
|
| Tyler Technologies Stock (TYL) | 0.4 | $1.6M | +11% | 3.8k | 425.01 |
|
| Ishares Core Msci Total International Stock Etf Etf (IXUS) | 0.4 | $1.6M | -8% | 23k | 67.86 |
|
| Bristol-myers Squibb Stock (BMY) | 0.4 | $1.6M | +3% | 29k | 54.23 |
|
| At&t Stock (T) | 0.4 | $1.6M | 89k | 17.60 |
|
|
| Bank America Corp Stock (BAC) | 0.4 | $1.6M | -4% | 41k | 37.92 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.3 | $1.5M | +449% | 24k | 60.74 |
|
| Target Corp Stock (TGT) | 0.3 | $1.4M | -4% | 8.2k | 177.22 |
|
| Medtronic Stock (MDT) | 0.3 | $1.4M | 17k | 87.15 |
|
|
| Johnson Ctls Intl Stock (JCI) | 0.3 | $1.4M | -8% | 22k | 65.32 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.3 | $1.4M | 2.6k | 523.10 |
|
|
| Rpm Intl Stock (RPM) | 0.3 | $1.3M | -7% | 11k | 118.95 |
|
| Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) | 0.3 | $1.3M | NEW | 28k | 47.44 |
|
| Regal Rexnord Corporation Stock (RRX) | 0.3 | $1.3M | -14% | 7.2k | 180.10 |
|
| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.3 | $1.3M | NEW | 28k | 46.00 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $1.3M | 2.00 | 634440.00 |
|
|
| Cvs Health Corp Stock (CVS) | 0.3 | $1.3M | 16k | 79.76 |
|
|
| Raymond James Finl Stock (RJF) | 0.3 | $1.3M | -9% | 9.8k | 128.43 |
|
| Tjx Cos Stock (TJX) | 0.3 | $1.3M | +60% | 12k | 101.42 |
|
| Oracle Corp Stock (ORCL) | 0.3 | $1.2M | -11% | 9.9k | 125.61 |
|
| Verizon Communications Stock (VZ) | 0.3 | $1.2M | +3% | 29k | 41.96 |
|
| Intuit Stock (INTU) | 0.3 | $1.2M | 1.9k | 650.00 |
|
|
| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.3 | $1.1M | -19% | 21k | 53.39 |
|
| Wisdomtree International Equity Fund Etf (DWM) | 0.3 | $1.1M | +3% | 20k | 54.80 |
|
| Citigroup Stock (C) | 0.3 | $1.1M | 17k | 63.24 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $1.1M | -17% | 2.2k | 485.64 |
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.2 | $1.1M | -12% | 21k | 49.24 |
|
| Generac Hldgs Stock (GNRC) | 0.2 | $1.0M | -2% | 8.2k | 126.14 |
|
| Chevron Corp Stock (CVX) | 0.2 | $1.0M | -2% | 6.4k | 157.75 |
|
| Costco Whsl Corp Stock (COST) | 0.2 | $994k | 1.4k | 732.65 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.2 | $958k | -90% | 2.8k | 346.61 |
|
| Olin Corp Stock (OLN) | 0.2 | $957k | 16k | 58.80 |
|
|
| Astrazeneca Adr (AZN) | 0.2 | $952k | -9% | 14k | 67.75 |
|
| Pfizer Stock (PFE) | 0.2 | $947k | +151% | 34k | 27.75 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.2 | $882k | +21% | 8.2k | 107.60 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $849k | -8% | 3.0k | 281.95 |
|
| Helen Of Troy Stock (HELE) | 0.2 | $833k | -15% | 7.2k | 115.24 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.2 | $827k | -14% | 10k | 80.63 |
|
| Amgen Stock (AMGN) | 0.2 | $810k | -28% | 2.9k | 284.32 |
|
| Costar Group Stock (CSGP) | 0.2 | $807k | 8.4k | 96.60 |
|
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.2 | $800k | -20% | 13k | 62.06 |
|
| Procter And Gamble Stock (PG) | 0.2 | $789k | -22% | 4.9k | 162.25 |
|
| Ingersoll Rand Stock (IR) | 0.2 | $744k | 7.8k | 94.95 |
|
|
| Copart Stock (CPRT) | 0.2 | $737k | +2% | 13k | 57.92 |
|
| International Business Machs Stock (IBM) | 0.2 | $709k | +44% | 3.7k | 190.96 |
|
| Xcel Energy Stock (XEL) | 0.2 | $687k | -10% | 13k | 53.75 |
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.2 | $674k | -25% | 7.3k | 92.72 |
|
| General Dynamics Corp Stock (GD) | 0.2 | $668k | 2.4k | 282.49 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $624k | -9% | 7.8k | 79.86 |
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| Fastenal Stock (FAST) | 0.1 | $620k | 8.0k | 77.14 |
|
|
| Novartis Adr (NVS) | 0.1 | $599k | -2% | 6.2k | 96.73 |
|
| First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) | 0.1 | $575k | -26% | 24k | 23.72 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $575k | +4% | 3.1k | 186.81 |
|
| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.1 | $574k | +11% | 16k | 35.80 |
|
| Axon Enterprise Stock (AXON) | 0.1 | $570k | +2% | 1.8k | 312.88 |
|
| Home Depot Stock (HD) | 0.1 | $544k | +10% | 1.4k | 383.70 |
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| Kohls Corp Stock (KSS) | 0.1 | $535k | 18k | 29.15 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $531k | -4% | 1.2k | 444.07 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $526k | -11% | 1.3k | 399.09 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $520k | +2% | 895.00 | 581.24 |
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| Abbott Labs Stock (ABT) | 0.1 | $516k | -47% | 4.5k | 113.66 |
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| Alliant Energy Corp Stock (LNT) | 0.1 | $511k | -8% | 10k | 50.40 |
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| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $510k | +15% | 4.5k | 114.14 |
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| Cohen & Steers Reit & Pfd & In Cef (RNP) | 0.1 | $502k | 24k | 21.03 |
|
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| Ishares Global Timber & Forestry Etf Etf (WOOD) | 0.1 | $496k | -9% | 5.9k | 84.38 |
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| Kimberly-clark Corp Stock (KMB) | 0.1 | $495k | -49% | 3.8k | 129.35 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $495k | -27% | 12k | 41.77 |
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| Oreilly Automotive Stock (ORLY) | 0.1 | $488k | +2% | 432.00 | 1128.88 |
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| Coterra Energy Stock (CTRA) | 0.1 | $486k | +3% | 17k | 27.88 |
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| Exxon Mobil Corp Stock (XOM) | 0.1 | $481k | -45% | 4.1k | 116.24 |
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| Idex Corp Stock (IEX) | 0.1 | $475k | 1.9k | 244.02 |
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| Api Group Corp Com Stk Stock (APG) | 0.1 | $472k | 12k | 39.27 |
|
|
| Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) | 0.1 | $471k | -3% | 11k | 41.84 |
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| Edwards Lifesciences Corp Stock (EW) | 0.1 | $461k | +6% | 4.8k | 95.56 |
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| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.1 | $458k | -31% | 9.1k | 50.10 |
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| Wec Energy Group Stock (WEC) | 0.1 | $451k | -8% | 5.5k | 82.12 |
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| Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) | 0.1 | $450k | -32% | 11k | 40.71 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $447k | NEW | 805.00 | 555.79 |
|
| Us Bancorp Del Stock (USB) | 0.1 | $443k | +40% | 9.9k | 44.70 |
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| Visa Inc Com Cl A Stock (V) | 0.1 | $438k | +22% | 1.6k | 279.02 |
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| WD 40 Stock (WDFC) | 0.1 | $433k | 1.7k | 253.31 |
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| Intel Corp Stock (INTC) | 0.1 | $427k | +9% | 9.7k | 44.17 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $413k | -2% | 857.00 | 481.57 |
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| Bunge Global Sa Stock (BG) | 0.1 | $410k | -21% | 4.0k | 102.52 |
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| Blackrock Municipal Income Cef (MUI) | 0.1 | $408k | 34k | 12.06 |
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| Warner Bros Discovery Ser A Stock (WBD) | 0.1 | $397k | 46k | 8.73 |
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| Advanced Drain Sys Inc Del Stock (WMS) | 0.1 | $392k | 2.3k | 172.24 |
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| Progressive Corp Stock (PGR) | 0.1 | $392k | +16% | 1.9k | 206.82 |
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| Ishares Msci Japan Etf Etf (EWJ) | 0.1 | $389k | -3% | 5.4k | 71.35 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.1 | $381k | -3% | 6.2k | 61.05 |
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| Mge Energy Stock (MGEE) | 0.1 | $370k | -17% | 4.7k | 78.72 |
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| Church & Dwight Stock (CHD) | 0.1 | $370k | 3.5k | 104.31 |
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| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.1 | $365k | -21% | 1.3k | 286.61 |
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| Lululemon Athletica Stock (LULU) | 0.1 | $365k | 934.00 | 390.65 |
|
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| Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE) | 0.1 | $364k | +2% | 13k | 27.76 |
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| Prudential Finl Stock (PRU) | 0.1 | $360k | NEW | 3.1k | 117.40 |
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| Servicenow Stock (NOW) | 0.1 | $352k | +5% | 461.00 | 762.40 |
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| Spdr Dow Jones International Real Estate Etf Etf (RWX) | 0.1 | $348k | -9% | 13k | 26.09 |
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| Colgate Palmolive Stock (CL) | 0.1 | $343k | -2% | 3.8k | 90.05 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $342k | 2.9k | 117.21 |
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| Danaher Corporation Stock (DHR) | 0.1 | $334k | -8% | 1.3k | 249.72 |
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| Uber Technologies Stock (UBER) | 0.1 | $331k | 4.3k | 76.99 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $331k | +6% | 3.0k | 110.52 |
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| The Cigna Group Stock (CI) | 0.1 | $325k | 895.00 | 363.19 |
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| Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ) | 0.1 | $320k | -12% | 4.7k | 67.75 |
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| Paychex Stock (PAYX) | 0.1 | $316k | 2.6k | 122.80 |
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| Salesforce Stock (CRM) | 0.1 | $306k | +6% | 1.0k | 301.18 |
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| Range Res Corp Stock (RRC) | 0.1 | $302k | -22% | 8.8k | 34.43 |
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| Merck & Co Stock (MRK) | 0.1 | $300k | +5% | 2.3k | 131.95 |
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| Microchip Technology Stock (MCHP) | 0.1 | $296k | 3.3k | 89.71 |
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| Caseys Gen Stores Stock (CASY) | 0.1 | $295k | 925.00 | 318.45 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $292k | 3.5k | 84.44 |
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| Pool Corp Stock (POOL) | 0.1 | $291k | 722.00 | 403.50 |
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| Invesco Msci Global Timber Etf Etf (CUT) | 0.1 | $282k | +3% | 8.3k | 33.92 |
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| Ishares Silver Trust Etf (SLV) | 0.1 | $281k | -13% | 12k | 22.75 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.1 | $280k | +15% | 5.4k | 51.60 |
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| Verisk Analytics Stock (VRSK) | 0.1 | $280k | 1.2k | 235.73 |
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| Lowes Cos Stock (LOW) | 0.1 | $280k | +2% | 1.1k | 254.73 |
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| Calamos Conv & High Income Cef (CHY) | 0.1 | $280k | +2% | 24k | 11.81 |
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| Union Pac Corp Stock (UNP) | 0.1 | $279k | 1.1k | 245.87 |
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| Applied Matls Stock (AMAT) | 0.1 | $278k | NEW | 1.4k | 206.23 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.1 | $277k | -37% | 3.7k | 74.22 |
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| Trex Stock (TREX) | 0.1 | $276k | 2.8k | 99.75 |
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| Schwab Charles Corp Stock (SCHW) | 0.1 | $276k | +2% | 3.8k | 72.34 |
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| Align Technology Stock (ALGN) | 0.1 | $275k | 839.00 | 327.92 |
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| Eaton Vance Ltd Duration Incom Cef (EVV) | 0.1 | $272k | -8% | 28k | 9.75 |
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| Ansys Stock (ANSS) | 0.1 | $272k | 784.00 | 347.16 |
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| Kenvue Stock (KVUE) | 0.1 | $272k | 13k | 21.46 |
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| United Airls Hldgs Stock (UAL) | 0.1 | $269k | +6% | 5.6k | 47.88 |
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| Deere & Co Stock (DE) | 0.1 | $268k | NEW | 652.00 | 410.80 |
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| Roper Technologies Stock (ROP) | 0.1 | $266k | 475.00 | 560.84 |
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| Expedia Group Stock (EXPE) | 0.1 | $264k | -18% | 1.9k | 137.75 |
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| Idexx Labs Stock (IDXX) | 0.1 | $264k | 489.00 | 539.93 |
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| Keysight Technologies Stock (KEYS) | 0.1 | $261k | 1.7k | 156.38 |
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| Tesla Stock (TSLA) | 0.1 | $261k | -77% | 1.5k | 175.79 |
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| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 0.1 | $259k | NEW | 2.6k | 100.71 |
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| Cintas Corp Stock (CTAS) | 0.1 | $259k | +8% | 377.00 | 687.03 |
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| Marvell Technology Stock (MRVL) | 0.1 | $257k | +3% | 3.6k | 70.88 |
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| Gartner Stock (IT) | 0.1 | $253k | 530.00 | 476.67 |
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| Heico Corp New Cl A Stock (HEI.A) | 0.1 | $253k | 1.6k | 153.94 |
|
|
| Unilever Adr (UL) | 0.1 | $250k | NEW | 5.0k | 50.19 |
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $248k | -4% | 6.0k | 41.08 |
|
| S&p Global Stock (SPGI) | 0.1 | $246k | -24% | 579.00 | 425.45 |
|
| Autodesk Stock (ADSK) | 0.1 | $246k | +8% | 943.00 | 260.42 |
|
| Sba Communications Corp New Cl A Reit (SBAC) | 0.1 | $245k | +16% | 1.1k | 216.70 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 0.1 | $244k | -19% | 3.4k | 72.62 |
|
| Totalenergies Se Adr (TTE) | 0.1 | $241k | +9% | 3.5k | 68.83 |
|
| Steris Plc Shs Usd Stock (STE) | 0.1 | $234k | 1.0k | 224.82 |
|
|
| Invesco Cef Income Composite Etf Etf (PCEF) | 0.1 | $233k | -2% | 12k | 18.85 |
|
| Blackrock Muniassets Cef (MUA) | 0.1 | $232k | +107% | 21k | 11.08 |
|
| Intercontinental Exchange Stock (ICE) | 0.1 | $228k | NEW | 1.7k | 137.43 |
|
| American Express Stock (AXP) | 0.1 | $228k | -14% | 1.0k | 227.69 |
|
| Hubspot Stock (HUBS) | 0.1 | $225k | 359.00 | 626.56 |
|
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $224k | NEW | 1.5k | 148.67 |
|
| Fidelity Natl Information Svcs Stock (FIS) | 0.1 | $223k | -21% | 3.0k | 74.18 |
|
| Grayscale Bitcoin Trust Etf (GBTC) | 0.1 | $223k | NEW | 3.5k | 63.17 |
|
| Conocophillips Stock (COP) | 0.1 | $222k | 1.7k | 127.25 |
|
|
| GSK Adr (GSK) | 0.1 | $218k | NEW | 5.1k | 42.87 |
|
| Ati Stock (ATI) | 0.1 | $216k | NEW | 4.2k | 51.17 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.1 | $213k | -21% | 933.00 | 228.59 |
|
| Broadridge Finl Solutions Stock (BR) | 0.1 | $211k | 1.0k | 204.86 |
|
|
| Burlington Stores Stock (BURL) | 0.0 | $209k | NEW | 899.00 | 232.19 |
|
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $207k | NEW | 2.7k | 75.98 |
|
| Apa Corporation Stock (APA) | 0.0 | $205k | -9% | 6.0k | 34.38 |
|
| T. Rowe Price Equity Income Etf Etf (TEQI) | 0.0 | $205k | NEW | 5.2k | 39.64 |
|
| Cadence Design System Stock (CDNS) | 0.0 | $204k | NEW | 656.00 | 311.28 |
|
| Genuine Parts Stock (GPC) | 0.0 | $204k | -61% | 1.3k | 154.93 |
|
| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.0 | $202k | -39% | 5.6k | 35.84 |
|
| Williams Cos Stock (WMB) | 0.0 | $202k | NEW | 5.2k | 38.97 |
|
| Travelers Companies Stock (TRV) | 0.0 | $202k | NEW | 877.00 | 230.14 |
|
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.0 | $201k | NEW | 1.6k | 125.33 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $201k | 2.1k | 93.98 |
|
|
| Pimco Corporate & Income Oppor Cef (PTY) | 0.0 | $189k | -4% | 13k | 14.87 |
|
| Agnc Invt Corp Reit (AGNC) | 0.0 | $108k | 11k | 9.90 |
|
|
| Hanesbrands Stock (HBI) | 0.0 | $81k | NEW | 14k | 5.80 |
|
Past Filings by Oarsman Capital
SEC 13F filings are viewable for Oarsman Capital going back to 2012
- Oarsman Capital 2024 Q1 filed May 15, 2024
- Oarsman Capital 2023 Q4 filed Feb. 16, 2024
- Oarsman Capital 2023 Q3 filed Oct. 27, 2023
- Oarsman Capital 2023 Q2 filed Aug. 10, 2023
- Oarsman Capital 2023 Q1 filed May 11, 2023
- Oarsman Capital 2022 Q4 filed Feb. 9, 2023
- Oarsman Capital 2022 Q3 filed Nov. 10, 2022
- Oarsman Capital 2022 Q2 filed Aug. 10, 2022
- Oarsman Capital 2022 Q1 filed May 11, 2022
- Oarsman Capital 2021 Q4 filed Feb. 10, 2022
- Oarsman Capital 2021 Q3 filed Nov. 12, 2021
- Oarsman Capital 2021 Q2 filed Aug. 12, 2021
- Oarsman Capital 2021 Q1 filed May 12, 2021
- Oarsman Capital 2020 Q4 filed Feb. 11, 2021
- Oarsman Capital 2020 Q3 filed Nov. 12, 2020
- Oarsman Capital 2020 Q2 filed Aug. 13, 2020