Oarsman Capital as of Dec. 31, 2018
Portfolio Holdings for Oarsman Capital
Oarsman Capital holds 174 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR DJ Wilshire Large Cap Growth (SPYG) | 2.3 | $4.6M | 141k | 32.50 | |
Verizon Communications (VZ) | 2.3 | $4.6M | 81k | 56.22 | |
Ishares Tr core intl aggr (IAGG) | 2.3 | $4.5M | 87k | 52.21 | |
Owens-Illinois | 2.2 | $4.3M | 248k | 17.24 | |
Abbvie (ABBV) | 2.2 | $4.2M | 46k | 92.19 | |
Microsoft Corporation (MSFT) | 2.1 | $4.1M | 40k | 101.57 | |
MGIC Investment (MTG) | 2.1 | $4.1M | 388k | 10.46 | |
Johnson & Johnson (JNJ) | 2.1 | $4.0M | 31k | 129.04 | |
CVS Caremark Corporation (CVS) | 2.0 | $4.0M | 61k | 65.52 | |
Allegheny Technologies Incorporated (ATI) | 2.0 | $3.9M | 179k | 21.77 | |
Alphabet Inc Class C cs (GOOG) | 1.9 | $3.8M | 3.7k | 1035.68 | |
Apple (AAPL) | 1.8 | $3.5M | 22k | 157.76 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $3.4M | 35k | 97.62 | |
Citigroup (C) | 1.7 | $3.3M | 64k | 52.06 | |
Intel Corporation (INTC) | 1.6 | $3.1M | 66k | 46.94 | |
Fiserv (FI) | 1.5 | $2.9M | 40k | 73.50 | |
Helen Of Troy (HELE) | 1.4 | $2.8M | 22k | 131.19 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 1.4 | $2.8M | 101k | 27.16 | |
Kohl's Corporation (KSS) | 1.4 | $2.7M | 40k | 66.33 | |
Olin Corporation (OLN) | 1.3 | $2.5M | 126k | 20.11 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 1.3 | $2.5M | 90k | 27.85 | |
Proshares Tr short s&p 500 ne (SH) | 1.3 | $2.5M | 80k | 31.33 | |
Modine Manufacturing (MOD) | 1.2 | $2.4M | 225k | 10.81 | |
Cisco Systems (CSCO) | 1.1 | $2.2M | 51k | 43.32 | |
Medtronic (MDT) | 1.1 | $2.2M | 24k | 90.96 | |
Regal-beloit Corporation (RRX) | 1.1 | $2.2M | 31k | 70.06 | |
Wec Energy Group (WEC) | 1.1 | $2.1M | 30k | 69.27 | |
Stanley Black & Decker (SWK) | 1.0 | $2.0M | 17k | 119.73 | |
Vanguard Europe Pacific ETF (VEA) | 1.0 | $2.0M | 54k | 37.11 | |
Bank of America Corporation (BAC) | 1.0 | $2.0M | 80k | 24.64 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 1.0 | $2.0M | 75k | 26.36 | |
SPDR S&P Emerging Markets (SPEM) | 1.0 | $1.9M | 60k | 32.36 | |
Alliant Energy Corporation (LNT) | 1.0 | $1.9M | 45k | 42.25 | |
Quad/Graphics (QUAD) | 1.0 | $1.9M | 153k | 12.32 | |
Berkshire Hathaway (BRK.B) | 0.9 | $1.8M | 8.6k | 204.15 | |
Pepsi (PEP) | 0.9 | $1.8M | 16k | 110.49 | |
MGE Energy (MGEE) | 0.9 | $1.8M | 29k | 59.95 | |
Gilead Sciences (GILD) | 0.9 | $1.7M | 27k | 62.55 | |
Range Resources (RRC) | 0.8 | $1.6M | 172k | 9.57 | |
Chevron Corporation (CVX) | 0.8 | $1.7M | 15k | 108.79 | |
RPM International (RPM) | 0.8 | $1.6M | 27k | 58.78 | |
SPDR S&P World ex-US (SPDW) | 0.8 | $1.6M | 60k | 26.46 | |
Kimberly-Clark Corporation (KMB) | 0.8 | $1.6M | 14k | 113.94 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.8 | $1.6M | 9.7k | 161.28 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.8 | $1.5M | 22k | 68.95 | |
Qualcomm (QCOM) | 0.8 | $1.5M | 26k | 56.90 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.7 | $1.4M | 11k | 131.82 | |
SPDR DJ Wilshire Mid Cap (SPMD) | 0.7 | $1.4M | 47k | 29.43 | |
Pfizer (PFE) | 0.7 | $1.4M | 31k | 43.66 | |
General Electric Company | 0.7 | $1.3M | 177k | 7.57 | |
Amgen (AMGN) | 0.7 | $1.3M | 6.9k | 194.69 | |
Invesco Cef Income Composite Etf (PCEF) | 0.7 | $1.3M | 67k | 20.23 | |
Western Digital (WDC) | 0.7 | $1.3M | 36k | 36.96 | |
Procter & Gamble Company (PG) | 0.7 | $1.3M | 14k | 91.92 | |
Prudential Financial (PRU) | 0.7 | $1.3M | 16k | 81.58 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.7 | $1.3M | 24k | 54.26 | |
MetLife (MET) | 0.7 | $1.3M | 31k | 41.08 | |
Johnson Controls International Plc equity (JCI) | 0.6 | $1.3M | 42k | 29.64 | |
At&t (T) | 0.6 | $1.2M | 43k | 28.55 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.6 | $1.2M | 24k | 50.58 | |
Walgreen Boots Alliance (WBA) | 0.6 | $1.2M | 18k | 68.31 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.2M | 1.2k | 1044.56 | |
McDonald's Corporation (MCD) | 0.6 | $1.2M | 6.7k | 177.53 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $1.2M | 31k | 38.11 | |
Novartis (NVS) | 0.6 | $1.1M | 13k | 85.80 | |
Amazon (AMZN) | 0.6 | $1.1M | 744.00 | 1501.34 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.6 | $1.1M | 87k | 12.65 | |
Blackrock Muniassets Fund (MUA) | 0.6 | $1.1M | 84k | 12.87 | |
Arrow Electronics (ARW) | 0.6 | $1.1M | 16k | 68.94 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.5 | $1.1M | 24k | 44.26 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.5 | $1.0M | 9.1k | 112.77 | |
WisdomTree DEFA (DWM) | 0.5 | $1.0M | 22k | 46.58 | |
V.F. Corporation (VFC) | 0.5 | $988k | 14k | 71.31 | |
Abbott Laboratories (ABT) | 0.5 | $927k | 13k | 72.37 | |
Exxon Mobil Corporation (XOM) | 0.5 | $877k | 13k | 68.21 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.5 | $881k | 18k | 48.06 | |
Apache Corporation | 0.4 | $818k | 31k | 26.24 | |
Schwab Strategic Tr cmn (SCHV) | 0.4 | $819k | 17k | 49.31 | |
Oracle Corporation (ORCL) | 0.4 | $793k | 18k | 45.13 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.4 | $762k | 32k | 23.54 | |
Schwab U S Small Cap ETF (SCHA) | 0.4 | $766k | 13k | 60.67 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.4 | $737k | 7.3k | 100.89 | |
Wisdomtree Tr blmbrg fl tr | 0.4 | $735k | 29k | 25.07 | |
Schwab International Equity ETF (SCHF) | 0.4 | $715k | 25k | 28.35 | |
Dowdupont | 0.4 | $722k | 14k | 53.51 | |
UnitedHealth (UNH) | 0.4 | $699k | 2.8k | 249.11 | |
Accenture (ACN) | 0.3 | $674k | 4.8k | 140.92 | |
Paypal Holdings (PYPL) | 0.3 | $676k | 8.0k | 84.14 | |
SPDR Gold Trust (GLD) | 0.3 | $642k | 5.3k | 121.20 | |
SPDR DJ International Real Estate ETF (RWX) | 0.3 | $643k | 18k | 35.35 | |
Colgate-Palmolive Company (CL) | 0.3 | $632k | 11k | 59.57 | |
WisdomTree Emerging Markets Eq (DEM) | 0.3 | $626k | 16k | 40.13 | |
1/100 Berkshire Htwy Cla 100 | 0.3 | $612k | 200.00 | 3060.00 | |
International Business Machines (IBM) | 0.3 | $594k | 5.2k | 113.58 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $545k | 5.0k | 109.57 | |
Walt Disney Company (DIS) | 0.3 | $527k | 4.8k | 109.63 | |
Genuine Parts Company (GPC) | 0.3 | $536k | 5.6k | 95.94 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.3 | $531k | 8.4k | 63.49 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.3 | $528k | 44k | 11.93 | |
WisdomTree Japan Total Dividend (DXJ) | 0.3 | $521k | 11k | 46.35 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.2 | $494k | 4.6k | 107.00 | |
Caterpillar (CAT) | 0.2 | $471k | 3.7k | 127.13 | |
Wal-Mart Stores (WMT) | 0.2 | $471k | 5.1k | 93.23 | |
Wells Fargo & Company (WFC) | 0.2 | $471k | 10k | 46.13 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $461k | 7.8k | 58.83 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $467k | 50k | 9.40 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.2 | $477k | 31k | 15.35 | |
Wisdomtree Tr itl hdg div gt (IHDG) | 0.2 | $462k | 17k | 27.85 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $458k | 12k | 39.06 | |
Xcel Energy (XEL) | 0.2 | $427k | 8.7k | 49.24 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $401k | 4.9k | 81.29 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $402k | 5.8k | 69.37 | |
U.S. Bancorp (USB) | 0.2 | $392k | 8.6k | 45.66 | |
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.2 | $394k | 7.9k | 50.10 | |
BP (BP) | 0.2 | $365k | 9.6k | 37.89 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $374k | 1.5k | 249.67 | |
3M Company (MMM) | 0.2 | $369k | 1.9k | 190.60 | |
Deere & Company (DE) | 0.2 | $371k | 2.5k | 149.00 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $376k | 6.1k | 61.31 | |
Schlumberger (SLB) | 0.2 | $370k | 10k | 36.10 | |
General Dynamics Corporation (GD) | 0.2 | $380k | 2.4k | 157.02 | |
Rockwell Automation (ROK) | 0.2 | $369k | 2.5k | 150.31 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $366k | 1.6k | 233.12 | |
Dominion Resources (D) | 0.2 | $359k | 5.0k | 71.49 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $357k | 2.7k | 131.83 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.2 | $357k | 6.2k | 57.19 | |
WD-40 Company (WDFC) | 0.2 | $327k | 1.8k | 183.19 | |
DNP Select Income Fund (DNP) | 0.2 | $338k | 33k | 10.40 | |
Facebook Inc cl a (META) | 0.2 | $333k | 2.5k | 131.00 | |
Duke Energy (DUK) | 0.2 | $326k | 3.8k | 86.43 | |
Sprott Physical Gold & S (CEF) | 0.2 | $335k | 27k | 12.54 | |
Fastenal Company (FAST) | 0.2 | $313k | 6.0k | 52.23 | |
Market Vectors Etf Tr Oil Svcs | 0.2 | $311k | 22k | 14.02 | |
Adient (ADNT) | 0.2 | $320k | 21k | 15.07 | |
Invesco Etfs/usa etf | 0.2 | $315k | 26k | 12.17 | |
Coca-Cola Company (KO) | 0.1 | $302k | 6.4k | 47.31 | |
Paychex (PAYX) | 0.1 | $290k | 4.5k | 65.17 | |
Nordstrom (JWN) | 0.1 | $299k | 6.4k | 46.54 | |
Alerian Mlp Etf | 0.1 | $296k | 34k | 8.74 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $293k | 32k | 9.27 | |
Madison Covered Call&equity St etf | 0.1 | $288k | 47k | 6.16 | |
Linde | 0.1 | $289k | 1.9k | 156.13 | |
Home Depot (HD) | 0.1 | $276k | 1.6k | 171.54 | |
Yum! Brands (YUM) | 0.1 | $271k | 2.9k | 91.90 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $274k | 2.6k | 106.45 | |
Spdr Series Trust cmn (HYMB) | 0.1 | $273k | 4.9k | 56.13 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $266k | 1.7k | 154.29 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $249k | 6.4k | 39.14 | |
Altria (MO) | 0.1 | $261k | 5.3k | 49.47 | |
Merck & Co (MRK) | 0.1 | $253k | 3.3k | 76.46 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $245k | 3.1k | 78.63 | |
iShares Gold Trust | 0.1 | $246k | 20k | 12.28 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $249k | 822.00 | 302.92 | |
Templeton Global Income Fund | 0.1 | $254k | 42k | 6.03 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $249k | 3.2k | 77.96 | |
Ishares Msci Japan (EWJ) | 0.1 | $260k | 5.1k | 50.69 | |
Fidelity National Information Services (FIS) | 0.1 | $230k | 2.2k | 102.40 | |
Lockheed Martin Corporation (LMT) | 0.1 | $237k | 905.00 | 261.88 | |
Chesapeake Energy Corporation | 0.1 | $230k | 110k | 2.10 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $231k | 3.5k | 65.48 | |
Philip Morris International (PM) | 0.1 | $210k | 3.1k | 66.69 | |
Hershey Company (HSY) | 0.1 | $214k | 2.0k | 107.00 | |
Tesla Motors (TSLA) | 0.1 | $217k | 653.00 | 332.31 | |
Weatherford Intl Plc ord | 0.1 | $221k | 395k | 0.56 | |
Barclays Bk Plc Ipath S&p500 Vix etf | 0.1 | $202k | 4.3k | 46.81 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $174k | 11k | 15.40 | |
Advisorshares Tr activ bear etf | 0.1 | $114k | 14k | 8.42 | |
Diebold Incorporated | 0.0 | $75k | 30k | 2.51 | |
Putnam Master Int. Income (PIM) | 0.0 | $63k | 15k | 4.26 | |
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 | |
Babcock & Wilcox Enterprises | 0.0 | $5.0k | 13k | 0.38 | |
Sandspring Resources | 0.0 | $4.0k | 19k | 0.21 |