Oarsman Capital as of Sept. 30, 2017
Portfolio Holdings for Oarsman Capital
Oarsman Capital holds 188 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MGIC Investment (MTG) | 2.7 | $6.3M | 502k | 12.53 | |
Owens-Illinois | 2.5 | $6.0M | 239k | 25.16 | |
Allegheny Technologies Incorporated (ATI) | 2.5 | $5.8M | 243k | 23.90 | |
Vanguard Europe Pacific ETF (VEA) | 2.1 | $5.1M | 117k | 43.41 | |
Citigroup (C) | 2.1 | $5.0M | 69k | 72.75 | |
General Electric Company | 2.1 | $5.0M | 206k | 24.18 | |
Modine Manufacturing (MOD) | 2.0 | $4.8M | 249k | 19.25 | |
Kohl's Corporation (KSS) | 2.0 | $4.7M | 103k | 45.65 | |
Adient (ADNT) | 1.9 | $4.5M | 54k | 83.98 | |
Verizon Communications (VZ) | 1.8 | $4.3M | 88k | 49.49 | |
Olin Corporation (OLN) | 1.8 | $4.3M | 125k | 34.25 | |
Cisco Systems (CSCO) | 1.7 | $4.0M | 118k | 33.63 | |
Abbvie (ABBV) | 1.7 | $4.0M | 45k | 88.87 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 1.7 | $3.9M | 37k | 104.71 | |
Range Resources (RRC) | 1.6 | $3.9M | 199k | 19.57 | |
Johnson & Johnson (JNJ) | 1.6 | $3.8M | 29k | 130.02 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $3.5M | 36k | 95.50 | |
Microsoft Corporation (MSFT) | 1.4 | $3.4M | 46k | 74.48 | |
CVS Caremark Corporation (CVS) | 1.4 | $3.4M | 42k | 81.33 | |
Apple (AAPL) | 1.4 | $3.4M | 22k | 154.13 | |
Alphabet Inc Class C cs (GOOG) | 1.4 | $3.3M | 3.4k | 959.16 | |
Dowdupont | 1.4 | $3.3M | 47k | 69.22 | |
Johnson Controls International Plc equity (JCI) | 1.3 | $3.2M | 79k | 40.29 | |
Walgreen Boots Alliance (WBA) | 1.3 | $3.0M | 39k | 77.23 | |
Gilead Sciences (GILD) | 1.2 | $2.9M | 36k | 81.03 | |
iShares Lehman Aggregate Bond (AGG) | 1.2 | $2.9M | 26k | 109.58 | |
Vanguard Emerging Markets ETF (VWO) | 1.2 | $2.8M | 65k | 43.56 | |
Fiserv (FI) | 1.2 | $2.8M | 22k | 128.95 | |
Prudential Financial (PRU) | 1.1 | $2.6M | 25k | 106.32 | |
Intel Corporation (INTC) | 1.1 | $2.6M | 68k | 38.08 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.1 | $2.5M | 21k | 121.23 | |
Weatherford Intl Plc ord | 1.1 | $2.5M | 549k | 4.58 | |
Regal-beloit Corporation (RRX) | 1.0 | $2.5M | 31k | 78.99 | |
Quad/Graphics (QUAD) | 1.0 | $2.4M | 108k | 22.61 | |
Bank of America Corporation (BAC) | 1.0 | $2.4M | 93k | 25.34 | |
MGE Energy (MGEE) | 0.9 | $2.1M | 33k | 64.61 | |
Vanguard Value ETF (VTV) | 0.9 | $2.1M | 21k | 99.81 | |
Wec Energy Group (WEC) | 0.9 | $2.1M | 33k | 62.79 | |
Alliant Energy Corporation (LNT) | 0.9 | $2.0M | 49k | 41.56 | |
At&t (T) | 0.8 | $2.0M | 51k | 39.17 | |
iShares S&P SmallCap 600 Index (IJR) | 0.8 | $1.9M | 26k | 74.22 | |
Stanley Black & Decker (SWK) | 0.8 | $1.8M | 12k | 150.96 | |
Helen Of Troy (HELE) | 0.8 | $1.8M | 19k | 96.89 | |
ProShares Short S&P500 | 0.8 | $1.8M | 56k | 32.18 | |
Pepsi (PEP) | 0.7 | $1.6M | 15k | 111.43 | |
MetLife (MET) | 0.7 | $1.6M | 32k | 51.95 | |
Chevron Corporation (CVX) | 0.7 | $1.6M | 14k | 117.53 | |
RPM International (RPM) | 0.7 | $1.6M | 32k | 51.35 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.7 | $1.6M | 9.6k | 164.52 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.7 | $1.6M | 33k | 47.76 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.6 | $1.5M | 10k | 148.34 | |
Procter & Gamble Company (PG) | 0.6 | $1.5M | 16k | 90.99 | |
Medtronic (MDT) | 0.6 | $1.5M | 19k | 77.75 | |
Kimberly-Clark Corporation (KMB) | 0.6 | $1.4M | 12k | 117.65 | |
Arrow Electronics (ARW) | 0.6 | $1.4M | 18k | 80.42 | |
Facebook Inc cl a (META) | 0.6 | $1.4M | 8.4k | 170.87 | |
Berkshire Hathaway (BRK.B) | 0.6 | $1.4M | 7.6k | 183.36 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.4M | 1.4k | 973.67 | |
Pfizer (PFE) | 0.6 | $1.3M | 38k | 35.70 | |
Apache Corporation | 0.6 | $1.4M | 30k | 45.81 | |
WisdomTree DEFA (DWM) | 0.6 | $1.3M | 25k | 54.44 | |
Diebold Incorporated | 0.5 | $1.3M | 56k | 22.84 | |
Amgen (AMGN) | 0.5 | $1.3M | 6.9k | 186.43 | |
McDonald's Corporation (MCD) | 0.5 | $1.2M | 7.4k | 156.64 | |
V.F. Corporation (VFC) | 0.5 | $1.2M | 18k | 63.59 | |
Vanguard Mid-Cap ETF (VO) | 0.5 | $1.1M | 7.7k | 146.98 | |
Schwab International Equity ETF (SCHF) | 0.5 | $1.1M | 34k | 33.47 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.1M | 13k | 82.00 | |
Qualcomm (QCOM) | 0.5 | $1.1M | 21k | 51.86 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.5 | $1.1M | 77k | 14.18 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.5 | $1.1M | 11k | 101.82 | |
Oracle Corporation (ORCL) | 0.5 | $1.1M | 22k | 48.36 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.4 | $1.0M | 8.4k | 123.52 | |
Novartis (NVS) | 0.4 | $1.0M | 12k | 85.87 | |
Colgate-Palmolive Company (CL) | 0.4 | $1.0M | 14k | 72.86 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.4 | $1.0M | 21k | 48.59 | |
International Business Machines (IBM) | 0.4 | $920k | 6.3k | 145.02 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $922k | 8.1k | 113.52 | |
Blackrock Muniassets Fund (MUA) | 0.4 | $928k | 62k | 15.09 | |
Rydex S&P 500 Pure Growth ETF | 0.4 | $914k | 9.1k | 100.07 | |
PowerShrs CEF Income Cmpst Prtfl | 0.4 | $888k | 37k | 24.01 | |
Accenture (ACN) | 0.4 | $843k | 6.2k | 135.01 | |
1/100 Berkshire Htwy Cla 100 | 0.3 | $824k | 300.00 | 2746.67 | |
UnitedHealth (UNH) | 0.3 | $773k | 3.9k | 195.75 | |
WisdomTree Japan Total Dividend (DXJ) | 0.3 | $783k | 14k | 54.73 | |
Schlumberger (SLB) | 0.3 | $741k | 11k | 69.74 | |
Chesapeake Energy Corporation | 0.3 | $706k | 164k | 4.30 | |
Schwab U S Small Cap ETF (SCHA) | 0.3 | $708k | 11k | 67.40 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.3 | $718k | 14k | 52.36 | |
Wells Fargo & Company (WFC) | 0.3 | $687k | 13k | 55.17 | |
SPDR Gold Trust (GLD) | 0.3 | $694k | 5.7k | 121.61 | |
WisdomTree Emerging Markets Eq (DEM) | 0.3 | $679k | 16k | 42.99 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.3 | $634k | 38k | 16.79 | |
U.S. Bancorp (USB) | 0.3 | $606k | 11k | 53.63 | |
Abbott Laboratories (ABT) | 0.3 | $623k | 12k | 53.35 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.3 | $623k | 44k | 14.04 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.3 | $626k | 23k | 26.91 | |
Genuine Parts Company (GPC) | 0.2 | $587k | 6.1k | 95.65 | |
SPDR DJ International Real Estate ETF (RWX) | 0.2 | $588k | 15k | 38.40 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $541k | 2.2k | 251.28 | |
Rockwell Automation (ROK) | 0.2 | $549k | 3.1k | 178.25 | |
Wisdomtree Tr itl hdg div gt (IHDG) | 0.2 | $540k | 18k | 30.67 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $530k | 12k | 44.78 | |
Caterpillar (CAT) | 0.2 | $531k | 4.3k | 124.79 | |
Praxair | 0.2 | $521k | 3.7k | 139.75 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $525k | 3.7k | 141.43 | |
Clyme US Cptl Mkts Mco Trm Fxd Idx | 0.2 | $515k | 10k | 50.42 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.2 | $514k | 7.7k | 66.78 | |
Walt Disney Company (DIS) | 0.2 | $492k | 5.0k | 98.66 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $494k | 7.2k | 68.41 | |
General Dynamics Corporation (GD) | 0.2 | $505k | 2.5k | 205.70 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $508k | 6.0k | 84.74 | |
Target Corporation (TGT) | 0.2 | $465k | 7.9k | 59.02 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $482k | 6.0k | 79.80 | |
Central Fd Cda Ltd cl a | 0.2 | $478k | 38k | 12.67 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $481k | 2.2k | 223.72 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $483k | 41k | 11.89 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.2 | $481k | 21k | 23.25 | |
Madison Covered Call Eq Strat (MCN) | 0.2 | $474k | 60k | 7.84 | |
BP (BP) | 0.2 | $456k | 12k | 38.40 | |
Dominion Resources (D) | 0.2 | $461k | 6.0k | 77.00 | |
Paychex (PAYX) | 0.2 | $453k | 7.6k | 59.92 | |
Nordstrom (JWN) | 0.2 | $454k | 9.6k | 47.12 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.2 | $445k | 6.2k | 72.28 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.2 | $451k | 8.4k | 53.87 | |
Schwab Strategic Tr cmn (SCHV) | 0.2 | $441k | 8.5k | 51.84 | |
3M Company (MMM) | 0.2 | $432k | 2.1k | 209.71 | |
Templeton Global Income Fund | 0.2 | $416k | 62k | 6.74 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $429k | 5.3k | 81.02 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $405k | 6.3k | 64.28 | |
Amazon (AMZN) | 0.2 | $402k | 418.00 | 961.72 | |
Bank Of Montreal Cadcom (BMO) | 0.2 | $399k | 5.3k | 75.68 | |
Alerian Mlp Etf | 0.2 | $392k | 35k | 11.23 | |
DNP Select Income Fund (DNP) | 0.2 | $396k | 35k | 11.49 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $410k | 8.8k | 46.84 | |
Deere & Company (DE) | 0.2 | $380k | 3.0k | 125.62 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $389k | 1.2k | 326.07 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.2 | $388k | 7.7k | 50.10 | |
Philip Morris International (PM) | 0.1 | $348k | 3.1k | 110.90 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $363k | 2.9k | 125.00 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $348k | 5.3k | 66.00 | |
Fastenal Company (FAST) | 0.1 | $321k | 7.0k | 45.58 | |
Spdr Series Trust cmn (HYMB) | 0.1 | $325k | 5.7k | 57.10 | |
Duke Energy (DUK) | 0.1 | $334k | 4.0k | 83.96 | |
Coca-Cola Company (KO) | 0.1 | $304k | 6.8k | 44.98 | |
Home Depot (HD) | 0.1 | $304k | 1.9k | 163.53 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $313k | 18k | 17.62 | |
Altria (MO) | 0.1 | $306k | 4.8k | 63.45 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $314k | 2.6k | 118.54 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $310k | 2.1k | 145.61 | |
Vectren Corporation | 0.1 | $304k | 4.6k | 65.74 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $306k | 30k | 10.23 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.1 | $314k | 3.7k | 84.07 | |
Wal-Mart Stores (WMT) | 0.1 | $290k | 3.7k | 78.27 | |
Lockheed Martin Corporation (LMT) | 0.1 | $285k | 919.00 | 310.12 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $291k | 2.6k | 113.05 | |
Claymore Beacon Global Timber Index | 0.1 | $282k | 9.4k | 30.12 | |
Proshares Short Russell2000 etf | 0.1 | $275k | 6.3k | 43.65 | |
Oshkosh Corporation (OSK) | 0.1 | $264k | 3.2k | 82.50 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $265k | 3.1k | 84.85 | |
Fidelity National Information Services (FIS) | 0.1 | $240k | 2.6k | 93.53 | |
Bristol Myers Squibb (BMY) | 0.1 | $241k | 3.8k | 63.82 | |
Harley-Davidson (HOG) | 0.1 | $242k | 5.0k | 48.15 | |
Emerson Electric (EMR) | 0.1 | $225k | 3.6k | 62.74 | |
Yum! Brands (YUM) | 0.1 | $230k | 3.1k | 73.72 | |
Weyerhaeuser Company (WY) | 0.1 | $240k | 7.1k | 33.97 | |
iShares Gold Trust | 0.1 | $235k | 19k | 12.29 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $239k | 2.2k | 107.75 | |
Tesla Motors (TSLA) | 0.1 | $238k | 699.00 | 340.49 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $230k | 2.2k | 105.22 | |
SPDR S&P International Dividend (DWX) | 0.1 | $242k | 6.0k | 40.37 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $210k | 4.8k | 43.96 | |
NVIDIA Corporation (NVDA) | 0.1 | $203k | 1.1k | 178.38 | |
Merck & Co (MRK) | 0.1 | $218k | 3.4k | 63.89 | |
iShares S&P 500 Index (IVV) | 0.1 | $202k | 799.00 | 252.82 | |
Hershey Company (HSY) | 0.1 | $224k | 2.1k | 109.27 | |
WD-40 Company (WDFC) | 0.1 | $213k | 1.9k | 112.11 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $202k | 1.4k | 143.36 | |
Nuveen Insd Dividend Advantage (NVG) | 0.1 | $174k | 11k | 15.42 | |
Fred's | 0.0 | $85k | 13k | 6.44 | |
Sprott Inc C ommon | 0.0 | $90k | 53k | 1.71 | |
Putnam Master Int. Income (PIM) | 0.0 | $56k | 12k | 4.71 | |
Cambridge Heart | 0.0 | $0 | 25k | 0.00 | |
American Green Group (AMNE) | 0.0 | $0 | 50k | 0.00 | |
National Healthcare Logs (NHLG) | 0.0 | $0 | 200k | 0.00 | |
Growlife | 0.0 | $1.5k | 147k | 0.01 | |
Samex Mng | 0.0 | $0 | 40k | 0.00 | |
Sandspring Resources | 0.0 | $4.9k | 19k | 0.26 |