Oarsman Capital as of Dec. 31, 2017
Portfolio Holdings for Oarsman Capital
Oarsman Capital holds 192 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MGIC Investment (MTG) | 2.8 | $6.6M | 468k | 14.11 | |
Kohl's Corporation (KSS) | 2.4 | $5.6M | 103k | 54.23 | |
Owens-Illinois | 2.4 | $5.5M | 248k | 22.17 | |
Citigroup (C) | 2.2 | $5.2M | 70k | 74.40 | |
Modine Manufacturing (MOD) | 2.1 | $4.9M | 244k | 20.20 | |
Allegheny Technologies Incorporated (ATI) | 2.1 | $4.9M | 204k | 24.14 | |
Verizon Communications (VZ) | 2.0 | $4.7M | 88k | 52.93 | |
Cisco Systems (CSCO) | 1.9 | $4.5M | 117k | 38.30 | |
Olin Corporation (OLN) | 1.9 | $4.4M | 124k | 35.58 | |
Abbvie (ABBV) | 1.9 | $4.3M | 44k | 96.71 | |
Adient (ADNT) | 1.8 | $4.1M | 52k | 78.71 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $4.0M | 37k | 106.93 | |
Johnson & Johnson (JNJ) | 1.7 | $4.0M | 29k | 139.71 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 1.7 | $3.9M | 119k | 33.00 | |
Microsoft Corporation (MSFT) | 1.7 | $3.8M | 45k | 85.54 | |
Apple (AAPL) | 1.6 | $3.6M | 21k | 169.22 | |
Alphabet Inc Class C cs (GOOG) | 1.5 | $3.6M | 3.4k | 1046.32 | |
General Electric Company | 1.5 | $3.5M | 199k | 17.45 | |
Ishares Tr core intl aggr (IAGG) | 1.5 | $3.5M | 66k | 52.05 | |
Intel Corporation (INTC) | 1.3 | $3.1M | 66k | 46.16 | |
Johnson Controls International Plc equity (JCI) | 1.3 | $3.1M | 80k | 38.11 | |
CVS Caremark Corporation (CVS) | 1.3 | $2.9M | 40k | 72.51 | |
Prudential Financial (PRU) | 1.2 | $2.9M | 25k | 114.97 | |
Fiserv (FI) | 1.2 | $2.8M | 21k | 131.14 | |
Range Resources (RRC) | 1.2 | $2.7M | 160k | 17.06 | |
Bank of America Corporation (BAC) | 1.2 | $2.7M | 92k | 29.51 | |
Vanguard Europe Pacific ETF (VEA) | 1.1 | $2.6M | 58k | 44.86 | |
Quad/Graphics (QUAD) | 1.1 | $2.5M | 110k | 22.60 | |
Gilead Sciences (GILD) | 1.1 | $2.4M | 34k | 71.65 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 1.1 | $2.4M | 85k | 28.74 | |
Regal-beloit Corporation (RRX) | 1.0 | $2.4M | 31k | 76.60 | |
Weatherford Intl Plc ord | 1.0 | $2.3M | 558k | 4.17 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 1.0 | $2.3M | 74k | 30.68 | |
Wec Energy Group (WEC) | 0.9 | $2.2M | 33k | 66.44 | |
Alliant Energy Corporation (LNT) | 0.9 | $2.0M | 48k | 42.60 | |
MGE Energy (MGEE) | 0.9 | $2.0M | 32k | 63.11 | |
Stanley Black & Decker (SWK) | 0.9 | $2.0M | 12k | 169.65 | |
At&t (T) | 0.8 | $1.9M | 49k | 38.87 | |
Helen Of Troy (HELE) | 0.8 | $1.9M | 20k | 96.34 | |
SPDR S&P Emerging Markets (SPEM) | 0.8 | $1.8M | 47k | 38.14 | |
Pepsi (PEP) | 0.8 | $1.8M | 15k | 119.92 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 0.8 | $1.8M | 58k | 30.14 | |
Medtronic (MDT) | 0.7 | $1.7M | 21k | 80.76 | |
Chevron Corporation (CVX) | 0.7 | $1.7M | 13k | 125.22 | |
ProShares Short S&P500 | 0.7 | $1.7M | 55k | 30.17 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.7 | $1.6M | 9.4k | 170.13 | |
RPM International (RPM) | 0.7 | $1.6M | 30k | 52.41 | |
MetLife (MET) | 0.7 | $1.6M | 31k | 50.55 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.7 | $1.6M | 10k | 153.58 | |
Kimberly-Clark Corporation (KMB) | 0.7 | $1.5M | 13k | 120.68 | |
Walgreen Boots Alliance (WBA) | 0.7 | $1.5M | 21k | 72.63 | |
Facebook Inc cl a (META) | 0.6 | $1.5M | 8.4k | 176.50 | |
Berkshire Hathaway (BRK.B) | 0.6 | $1.5M | 7.4k | 198.25 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.4M | 1.4k | 1053.06 | |
Procter & Gamble Company (PG) | 0.6 | $1.4M | 15k | 91.89 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $1.4M | 30k | 45.91 | |
Pfizer (PFE) | 0.6 | $1.3M | 36k | 36.22 | |
Arrow Electronics (ARW) | 0.6 | $1.3M | 16k | 80.41 | |
Apache Corporation | 0.6 | $1.3M | 31k | 42.22 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.5 | $1.3M | 10k | 121.56 | |
Qualcomm (QCOM) | 0.5 | $1.2M | 19k | 64.04 | |
McDonald's Corporation (MCD) | 0.5 | $1.2M | 7.0k | 172.15 | |
V.F. Corporation (VFC) | 0.5 | $1.2M | 16k | 74.01 | |
SPDR DJ Wilshire Mid Cap (SPMD) | 0.5 | $1.2M | 36k | 33.37 | |
Amgen (AMGN) | 0.5 | $1.2M | 6.8k | 173.96 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.5 | $1.2M | 84k | 13.92 | |
WisdomTree DEFA (DWM) | 0.5 | $1.2M | 21k | 55.79 | |
Dowdupont | 0.5 | $1.1M | 16k | 71.24 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.1M | 13k | 83.67 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.5 | $1.1M | 15k | 70.73 | |
Blackrock Muniassets Fund (MUA) | 0.4 | $1.0M | 68k | 14.96 | |
Novartis (NVS) | 0.4 | $990k | 12k | 83.93 | |
Colgate-Palmolive Company (CL) | 0.4 | $1.0M | 13k | 75.46 | |
Oracle Corporation (ORCL) | 0.4 | $993k | 21k | 47.29 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.4 | $1.0M | 19k | 52.01 | |
International Business Machines (IBM) | 0.4 | $975k | 6.4k | 153.47 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.4 | $979k | 20k | 47.92 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.4 | $960k | 9.5k | 101.57 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.4 | $951k | 19k | 48.90 | |
Diebold Incorporated | 0.4 | $913k | 56k | 16.36 | |
Accenture (ACN) | 0.4 | $907k | 5.9k | 153.11 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.4 | $904k | 17k | 54.35 | |
1/100 Berkshire Htwy Cla 100 | 0.4 | $893k | 300.00 | 2976.67 | |
UnitedHealth (UNH) | 0.4 | $849k | 3.8k | 220.58 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.4 | $848k | 30k | 27.93 | |
Schwab U S Small Cap ETF (SCHA) | 0.4 | $867k | 12k | 69.74 | |
PowerShrs CEF Income Cmpst Prtfl | 0.3 | $755k | 32k | 23.91 | |
Chesapeake Energy Corporation | 0.3 | $745k | 188k | 3.96 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $718k | 6.3k | 114.08 | |
WisdomTree Japan Total Dividend (DXJ) | 0.3 | $728k | 12k | 59.37 | |
Caterpillar (CAT) | 0.3 | $686k | 4.4k | 157.52 | |
Wells Fargo & Company (WFC) | 0.3 | $697k | 12k | 60.69 | |
Schlumberger (SLB) | 0.3 | $691k | 10k | 67.41 | |
Schwab International Equity ETF (SCHF) | 0.3 | $701k | 21k | 34.09 | |
Abbott Laboratories (ABT) | 0.3 | $666k | 12k | 57.03 | |
SPDR Gold Trust (GLD) | 0.3 | $646k | 5.2k | 123.71 | |
WisdomTree Emerging Markets Eq (DEM) | 0.3 | $649k | 14k | 45.35 | |
SPDR DJ International Real Estate ETF (RWX) | 0.3 | $625k | 15k | 40.47 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.3 | $618k | 5.5k | 111.39 | |
U.S. Bancorp (USB) | 0.3 | $594k | 11k | 53.56 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $606k | 7.9k | 76.83 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.3 | $611k | 37k | 16.46 | |
Genuine Parts Company (GPC) | 0.2 | $574k | 6.0k | 95.08 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $573k | 6.8k | 83.85 | |
Rockwell Automation (ROK) | 0.2 | $585k | 3.0k | 196.31 | |
Praxair | 0.2 | $568k | 3.7k | 154.64 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.2 | $568k | 42k | 13.65 | |
Wisdomtree Tr itl hdg div gt (IHDG) | 0.2 | $562k | 18k | 31.68 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $544k | 12k | 47.16 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $523k | 2.0k | 267.11 | |
Schwab Strategic Tr cmn (SCHV) | 0.2 | $528k | 9.7k | 54.71 | |
Walt Disney Company (DIS) | 0.2 | $515k | 4.8k | 107.58 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $504k | 7.2k | 70.29 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $503k | 6.4k | 79.08 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $507k | 2.1k | 247.32 | |
Clyme US Cptl Mkts Mco Trm Fxd Idx | 0.2 | $512k | 10k | 50.12 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.2 | $509k | 7.2k | 71.12 | |
Target Corporation (TGT) | 0.2 | $499k | 7.7k | 65.19 | |
General Dynamics Corporation (GD) | 0.2 | $489k | 2.4k | 203.33 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $480k | 41k | 11.85 | |
Sprott Physical Gold & S (CEF) | 0.2 | $497k | 37k | 13.41 | |
3M Company (MMM) | 0.2 | $470k | 2.0k | 235.59 | |
Amazon (AMZN) | 0.2 | $463k | 396.00 | 1169.19 | |
BP (BP) | 0.2 | $430k | 10k | 42.05 | |
Dominion Resources (D) | 0.2 | $448k | 5.5k | 81.13 | |
Deere & Company (DE) | 0.2 | $452k | 2.9k | 156.46 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $440k | 6.0k | 73.60 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $444k | 4.1k | 109.36 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $448k | 3.0k | 147.81 | |
Madison Covered Call Eq Strat (MCN) | 0.2 | $449k | 58k | 7.72 | |
Nordstrom (JWN) | 0.2 | $428k | 9.0k | 47.37 | |
Bank Of Montreal Cadcom (BMO) | 0.2 | $419k | 5.2k | 80.01 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.2 | $419k | 5.5k | 76.36 | |
Templeton Global Income Fund | 0.2 | $404k | 63k | 6.46 | |
Rydex S&P 500 Pure Growth ETF | 0.2 | $391k | 3.7k | 104.83 | |
Wal-Mart Stores (WMT) | 0.2 | $369k | 3.7k | 98.80 | |
Paychex (PAYX) | 0.2 | $376k | 5.5k | 68.12 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $368k | 2.7k | 134.65 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $377k | 1.1k | 345.24 | |
Alerian Mlp Etf | 0.2 | $383k | 36k | 10.78 | |
DNP Select Income Fund (DNP) | 0.2 | $372k | 35k | 10.79 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $369k | 4.3k | 85.61 | |
Home Depot (HD) | 0.1 | $350k | 1.8k | 189.29 | |
Fastenal Company (FAST) | 0.1 | $339k | 6.2k | 54.74 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $341k | 6.7k | 51.19 | |
Philip Morris International (PM) | 0.1 | $332k | 3.1k | 105.80 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $328k | 2.1k | 155.89 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $317k | 31k | 10.13 | |
Spdr Series Trust cmn (HYMB) | 0.1 | $325k | 5.8k | 55.58 | |
Duke Energy (DUK) | 0.1 | $322k | 3.8k | 84.12 | |
Coca-Cola Company (KO) | 0.1 | $305k | 6.7k | 45.81 | |
Lockheed Martin Corporation (LMT) | 0.1 | $295k | 919.00 | 321.00 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $309k | 2.5k | 124.30 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $300k | 2.5k | 120.58 | |
Altria (MO) | 0.1 | $274k | 3.8k | 71.43 | |
Oshkosh Corporation (OSK) | 0.1 | $273k | 3.0k | 91.00 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $270k | 3.0k | 89.29 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $276k | 1.8k | 154.62 | |
Claymore Beacon Global Timber Index | 0.1 | $279k | 8.8k | 31.75 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $266k | 14k | 18.93 | |
Harley-Davidson (HOG) | 0.1 | $248k | 4.9k | 50.86 | |
Emerson Electric (EMR) | 0.1 | $248k | 3.6k | 69.64 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $253k | 2.2k | 114.07 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.1 | $250k | 8.6k | 29.05 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $255k | 4.8k | 53.17 | |
Proshares Short Russell2000 etf | 0.1 | $266k | 6.3k | 42.22 | |
Bristol Myers Squibb (BMY) | 0.1 | $230k | 3.8k | 61.33 | |
Yum! Brands (YUM) | 0.1 | $238k | 2.9k | 81.51 | |
Weyerhaeuser Company (WY) | 0.1 | $241k | 6.8k | 35.31 | |
Hershey Company (HSY) | 0.1 | $233k | 2.1k | 113.66 | |
WD-40 Company (WDFC) | 0.1 | $224k | 1.9k | 117.89 | |
iShares Gold Trust | 0.1 | $230k | 18k | 12.49 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.1 | $221k | 4.1k | 53.43 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $216k | 4.7k | 46.08 | |
Fidelity National Information Services (FIS) | 0.1 | $211k | 2.2k | 93.94 | |
CIGNA Corporation | 0.1 | $203k | 1.0k | 203.00 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $215k | 1.4k | 152.59 | |
Tesla Motors (TSLA) | 0.1 | $204k | 655.00 | 311.45 | |
Vanguard Value ETF (VTV) | 0.1 | $215k | 2.0k | 106.38 | |
SPDR S&P Dividend (SDY) | 0.1 | $202k | 2.1k | 94.39 | |
Nuveen Insd Dividend Advantage (NVG) | 0.1 | $174k | 11k | 15.42 | |
Sprott Inc C ommon | 0.0 | $97k | 50k | 1.95 | |
Putnam Master Int. Income (PIM) | 0.0 | $62k | 13k | 4.74 | |
Fred's | 0.0 | $57k | 14k | 4.04 | |
Cambridge Heart | 0.0 | $0 | 25k | 0.00 | |
American Green Group (AMNE) | 0.0 | $0 | 50k | 0.00 | |
Medical Marijuana Inc cs (MJNA) | 0.0 | $4.1k | 29k | 0.14 | |
National Healthcare Logs (NHLG) | 0.0 | $0 | 200k | 0.00 | |
Mcig | 0.0 | $6.1k | 14k | 0.42 | |
Growlife | 0.0 | $4.4k | 147k | 0.03 | |
Samex Mng | 0.0 | $0 | 40k | 0.00 | |
Sandspring Resources | 0.0 | $4.9k | 19k | 0.26 |