Oarsman Capital as of March 31, 2019
Portfolio Holdings for Oarsman Capital
Oarsman Capital holds 177 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR DJ Wilshire Large Cap Growth (SPYG) | 3.2 | $6.7M | 181k | 37.21 | |
Ishares Tr core intl aggr (IAGG) | 2.4 | $5.0M | 94k | 53.48 | |
Microsoft Corporation (MSFT) | 2.3 | $4.8M | 41k | 117.93 | |
Verizon Communications (VZ) | 2.3 | $4.8M | 81k | 59.13 | |
Owens-Illinois | 2.2 | $4.6M | 243k | 18.98 | |
Allegheny Technologies Incorporated (ATI) | 2.1 | $4.5M | 176k | 25.57 | |
Johnson & Johnson (JNJ) | 2.1 | $4.4M | 32k | 139.79 | |
Apple (AAPL) | 2.1 | $4.4M | 23k | 189.96 | |
Alphabet Inc Class C cs (GOOG) | 2.0 | $4.3M | 3.7k | 1173.27 | |
Citigroup (C) | 1.9 | $4.0M | 64k | 62.22 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 1.9 | $3.9M | 129k | 30.28 | |
MGIC Investment (MTG) | 1.8 | $3.8M | 289k | 13.19 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $3.6M | 35k | 101.22 | |
Fiserv (FI) | 1.6 | $3.3M | 38k | 88.28 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 1.5 | $3.1M | 108k | 28.54 | |
Intel Corporation (INTC) | 1.4 | $2.9M | 55k | 53.69 | |
Olin Corporation (OLN) | 1.4 | $2.9M | 126k | 23.14 | |
Kohl's Corporation (KSS) | 1.3 | $2.8M | 40k | 68.78 | |
Proshares Tr short s&p 500 ne (SH) | 1.3 | $2.7M | 99k | 27.65 | |
Cisco Systems (CSCO) | 1.3 | $2.7M | 50k | 54.00 | |
Abbvie (ABBV) | 1.3 | $2.7M | 33k | 80.58 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 1.3 | $2.7M | 88k | 30.23 | |
SPDR S&P Emerging Markets (SPEM) | 1.2 | $2.6M | 74k | 35.76 | |
CVS Caremark Corporation (CVS) | 1.2 | $2.5M | 47k | 53.94 | |
Helen Of Troy (HELE) | 1.2 | $2.5M | 22k | 115.94 | |
Modine Manufacturing (MOD) | 1.2 | $2.4M | 176k | 13.87 | |
Stanley Black & Decker (SWK) | 1.1 | $2.3M | 17k | 136.20 | |
Wec Energy Group (WEC) | 1.1 | $2.3M | 30k | 79.07 | |
Bank of America Corporation (BAC) | 1.1 | $2.2M | 80k | 27.60 | |
Pepsi (PEP) | 1.1 | $2.2M | 18k | 122.54 | |
Vanguard Europe Pacific ETF (VEA) | 1.1 | $2.2M | 54k | 40.87 | |
Quad/Graphics (QUAD) | 1.0 | $2.2M | 185k | 11.90 | |
Medtronic (MDT) | 1.0 | $2.2M | 24k | 91.08 | |
Alliant Energy Corporation (LNT) | 1.0 | $2.1M | 44k | 47.12 | |
Range Resources (RRC) | 0.9 | $2.0M | 175k | 11.24 | |
MGE Energy (MGEE) | 0.9 | $2.0M | 29k | 67.97 | |
Chevron Corporation (CVX) | 0.9 | $1.9M | 15k | 123.19 | |
SPDR S&P World ex-US (SPDW) | 0.9 | $1.9M | 64k | 29.22 | |
Amazon (AMZN) | 0.9 | $1.8M | 1.0k | 1780.30 | |
Western Digital (WDC) | 0.8 | $1.8M | 37k | 48.07 | |
Regal-beloit Corporation (RRX) | 0.8 | $1.8M | 22k | 81.86 | |
Berkshire Hathaway (BRK.B) | 0.8 | $1.7M | 8.6k | 200.91 | |
General Electric Company | 0.8 | $1.7M | 172k | 9.99 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.8 | $1.7M | 9.6k | 178.49 | |
Kimberly-Clark Corporation (KMB) | 0.8 | $1.7M | 14k | 123.91 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.8 | $1.7M | 11k | 147.51 | |
SPDR DJ Wilshire Mid Cap (SPMD) | 0.8 | $1.6M | 50k | 33.32 | |
Qualcomm (QCOM) | 0.8 | $1.6M | 28k | 57.04 | |
UnitedHealth (UNH) | 0.7 | $1.6M | 6.3k | 247.26 | |
RPM International (RPM) | 0.7 | $1.5M | 26k | 58.04 | |
Invesco Cef Income Composite Etf (PCEF) | 0.7 | $1.5M | 68k | 22.15 | |
Procter & Gamble Company (PG) | 0.7 | $1.4M | 14k | 104.02 | |
Prudential Financial (PRU) | 0.7 | $1.4M | 15k | 91.87 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $1.4M | 32k | 42.51 | |
At&t (T) | 0.6 | $1.3M | 42k | 31.36 | |
Amgen (AMGN) | 0.6 | $1.3M | 7.0k | 190.00 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.3M | 1.1k | 1176.52 | |
Pfizer (PFE) | 0.6 | $1.3M | 30k | 42.46 | |
MetLife (MET) | 0.6 | $1.3M | 30k | 42.57 | |
McDonald's Corporation (MCD) | 0.6 | $1.2M | 6.5k | 189.92 | |
Novartis (NVS) | 0.6 | $1.2M | 13k | 96.13 | |
Blackrock Muniassets Fund (MUA) | 0.6 | $1.2M | 81k | 14.85 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.6 | $1.2M | 24k | 50.03 | |
V.F. Corporation (VFC) | 0.6 | $1.2M | 14k | 86.89 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.6 | $1.2M | 84k | 13.77 | |
WisdomTree DEFA (DWM) | 0.5 | $1.1M | 23k | 50.65 | |
Walgreen Boots Alliance (WBA) | 0.5 | $1.1M | 18k | 63.27 | |
Paypal Holdings (PYPL) | 0.5 | $1.1M | 11k | 103.84 | |
Wisdomtree Tr blmbrg fl tr | 0.5 | $1.1M | 43k | 25.07 | |
Apache Corporation | 0.5 | $1.1M | 31k | 34.67 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.5 | $1.1M | 19k | 55.77 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.0M | 13k | 80.81 | |
Abbott Laboratories (ABT) | 0.5 | $1.0M | 13k | 79.93 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.5 | $1.0M | 8.6k | 119.04 | |
Schlumberger (SLB) | 0.4 | $905k | 21k | 43.55 | |
Oracle Corporation (ORCL) | 0.4 | $882k | 16k | 53.71 | |
Schwab International Equity ETF (SCHF) | 0.4 | $860k | 28k | 31.33 | |
Accenture (ACN) | 0.4 | $840k | 4.8k | 175.99 | |
SPDR DJ International Real Estate ETF (RWX) | 0.4 | $756k | 19k | 39.28 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.4 | $751k | 7.4k | 101.56 | |
Johnson Controls International Plc equity (JCI) | 0.4 | $753k | 20k | 36.92 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.3 | $740k | 15k | 48.47 | |
Colgate-Palmolive Company (CL) | 0.3 | $702k | 10k | 68.55 | |
International Business Machines (IBM) | 0.3 | $685k | 4.9k | 141.09 | |
WisdomTree Emerging Markets Eq (DEM) | 0.3 | $686k | 16k | 43.83 | |
Dowdupont | 0.3 | $695k | 13k | 53.28 | |
SPDR Gold Trust (GLD) | 0.3 | $661k | 5.4k | 122.02 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.3 | $652k | 13k | 51.84 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.3 | $600k | 8.5k | 70.65 | |
1/100 Berkshire Htwy Cla 100 | 0.3 | $602k | 200.00 | 3010.00 | |
Schwab U S Small Cap ETF (SCHA) | 0.3 | $610k | 8.7k | 69.94 | |
Genuine Parts Company (GPC) | 0.3 | $592k | 5.3k | 111.99 | |
Arrow Electronics (ARW) | 0.3 | $598k | 7.8k | 77.09 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.3 | $583k | 22k | 26.01 | |
WisdomTree Japan Total Dividend (DXJ) | 0.3 | $568k | 11k | 50.65 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.3 | $558k | 4.5k | 124.30 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.3 | $571k | 7.2k | 79.43 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $556k | 4.9k | 113.15 | |
Walt Disney Company (DIS) | 0.2 | $516k | 4.6k | 111.11 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.2 | $532k | 30k | 17.47 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.2 | $531k | 42k | 12.64 | |
Wisdomtree Tr itl hdg div gt (IHDG) | 0.2 | $516k | 16k | 32.22 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $503k | 12k | 42.90 | |
Caterpillar (CAT) | 0.2 | $509k | 3.8k | 135.55 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $514k | 47k | 10.85 | |
Wal-Mart Stores (WMT) | 0.2 | $493k | 5.1k | 97.59 | |
Xcel Energy (XEL) | 0.2 | $487k | 8.7k | 56.16 | |
Wells Fargo & Company (WFC) | 0.2 | $458k | 9.5k | 48.31 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $469k | 7.2k | 64.81 | |
Gilead Sciences (GILD) | 0.2 | $440k | 6.8k | 65.01 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $446k | 5.8k | 77.20 | |
BP (BP) | 0.2 | $413k | 9.4k | 43.76 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $412k | 1.5k | 282.58 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $411k | 2.7k | 152.62 | |
Facebook Inc cl a (META) | 0.2 | $415k | 2.5k | 166.53 | |
3M Company (MMM) | 0.2 | $402k | 1.9k | 207.64 | |
Deere & Company (DE) | 0.2 | $398k | 2.5k | 159.84 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $393k | 5.9k | 66.24 | |
General Dynamics Corporation (GD) | 0.2 | $403k | 2.4k | 169.33 | |
Rockwell Automation (ROK) | 0.2 | $409k | 2.3k | 175.54 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $407k | 1.6k | 259.24 | |
U.S. Bancorp (USB) | 0.2 | $375k | 7.8k | 48.17 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $385k | 4.6k | 83.82 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.2 | $385k | 6.1k | 63.54 | |
Market Vectors Etf Tr Oil Svcs | 0.2 | $376k | 22k | 17.21 | |
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.2 | $385k | 7.7k | 50.23 | |
Dominion Resources (D) | 0.2 | $363k | 4.7k | 76.71 | |
Fastenal Company (FAST) | 0.2 | $365k | 5.7k | 64.40 | |
DNP Select Income Fund (DNP) | 0.2 | $360k | 31k | 11.53 | |
Invesco Etfs/usa etf | 0.2 | $359k | 26k | 13.68 | |
Diebold Incorporated | 0.2 | $331k | 30k | 11.06 | |
Paychex (PAYX) | 0.2 | $333k | 4.2k | 80.14 | |
Alerian Mlp Etf | 0.2 | $331k | 33k | 10.02 | |
Duke Energy (DUK) | 0.2 | $335k | 3.7k | 90.01 | |
Nordstrom (JWN) | 0.1 | $313k | 7.0k | 44.40 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $316k | 32k | 10.00 | |
Sprott Physical Gold & S (CEF) | 0.1 | $323k | 26k | 12.41 | |
Coca-Cola Company (KO) | 0.1 | $291k | 6.2k | 46.87 | |
Home Depot (HD) | 0.1 | $286k | 1.5k | 191.69 | |
Yum! Brands (YUM) | 0.1 | $294k | 2.9k | 99.69 | |
Altria (MO) | 0.1 | $303k | 5.3k | 57.39 | |
WD-40 Company (WDFC) | 0.1 | $302k | 1.8k | 169.19 | |
Schwab Strategic Tr cmn (SCHV) | 0.1 | $289k | 5.3k | 54.67 | |
Madison Covered Call Eq Strat (MCN) | 0.1 | $290k | 42k | 6.84 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $294k | 1.6k | 179.71 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $282k | 6.4k | 44.33 | |
Lockheed Martin Corporation (LMT) | 0.1 | $272k | 905.00 | 300.55 | |
Merck & Co (MRK) | 0.1 | $271k | 3.3k | 83.15 | |
Philip Morris International (PM) | 0.1 | $278k | 3.1k | 88.28 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $264k | 3.5k | 74.83 | |
iShares Gold Trust | 0.1 | $273k | 22k | 12.37 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $284k | 822.00 | 345.50 | |
Spdr Series Trust cmn (HYMB) | 0.1 | $279k | 4.9k | 57.50 | |
Weatherford Intl Plc ord | 0.1 | $279k | 399k | 0.70 | |
Ishares Msci Japan (EWJ) | 0.1 | $268k | 4.9k | 54.65 | |
Adient (ADNT) | 0.1 | $265k | 21k | 12.95 | |
Fidelity National Information Services (FIS) | 0.1 | $254k | 2.2k | 113.09 | |
NVIDIA Corporation (NVDA) | 0.1 | $245k | 1.4k | 179.49 | |
Templeton Global Income Fund | 0.1 | $255k | 41k | 6.29 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $256k | 3.0k | 85.62 | |
Hershey Company (HSY) | 0.1 | $230k | 2.0k | 115.00 | |
Visa (V) | 0.1 | $223k | 1.4k | 156.49 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $238k | 3.0k | 79.44 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $234k | 2.1k | 109.19 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $225k | 1.4k | 160.94 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $214k | 1.9k | 112.63 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $203k | 2.3k | 86.98 | |
Invesco Exchng Traded Fd Tr msci gbl timbr (CUT) | 0.1 | $205k | 7.5k | 27.38 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $165k | 11k | 15.69 | |
Nuveen Insd Dividend Advantage (NVG) | 0.1 | $156k | 10k | 15.11 | |
Advisorshares Tr activ bear etf | 0.0 | $93k | 14k | 6.87 | |
Putnam Master Int. Income (PIM) | 0.0 | $72k | 16k | 4.53 | |
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 | $10k | 23k | 0.43 | |
Sandspring Resources | 0.0 | $3.0k | 19k | 0.16 |