Oarsman Capital as of June 30, 2019
Portfolio Holdings for Oarsman Capital
Oarsman Capital holds 180 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR DJ Wilshire Large Cap Growth (SPYG) | 3.3 | $7.2M | 187k | 38.73 | |
Microsoft Corporation (MSFT) | 2.5 | $5.5M | 41k | 133.95 | |
Citigroup (C) | 2.5 | $5.5M | 79k | 70.02 | |
Ishares Tr core intl aggr (IAGG) | 2.4 | $5.3M | 97k | 54.48 | |
Allegheny Technologies Incorporated (ATI) | 2.4 | $5.3M | 209k | 25.20 | |
Owens-Illinois | 2.3 | $5.0M | 292k | 17.27 | |
Verizon Communications (VZ) | 2.3 | $5.0M | 88k | 57.13 | |
Apple (AAPL) | 2.1 | $4.6M | 23k | 197.92 | |
Johnson & Johnson (JNJ) | 2.0 | $4.5M | 32k | 139.27 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 1.9 | $4.2M | 133k | 31.28 | |
MGIC Investment (MTG) | 1.9 | $4.2M | 316k | 13.14 | |
Alphabet Inc Class C cs (GOOG) | 1.8 | $4.0M | 3.7k | 1080.89 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $3.8M | 34k | 111.79 | |
Fiserv (FI) | 1.6 | $3.4M | 38k | 91.16 | |
CVS Caremark Corporation (CVS) | 1.4 | $3.2M | 59k | 54.49 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 1.4 | $3.2M | 109k | 29.17 | |
Olin Corporation (OLN) | 1.4 | $3.1M | 141k | 21.91 | |
Bank of America Corporation (BAC) | 1.4 | $3.0M | 104k | 29.00 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 1.3 | $2.9M | 94k | 30.64 | |
SPDR S&P Emerging Markets (SPEM) | 1.3 | $2.8M | 80k | 35.78 | |
Proshares Tr short s&p 500 ne (SH) | 1.2 | $2.7M | 103k | 26.61 | |
Cisco Systems (CSCO) | 1.2 | $2.7M | 50k | 54.72 | |
Modine Manufacturing (MOD) | 1.2 | $2.7M | 186k | 14.31 | |
Pepsi (PEP) | 1.2 | $2.6M | 20k | 131.11 | |
Stanley Black & Decker (SWK) | 1.1 | $2.5M | 17k | 144.61 | |
Intel Corporation (INTC) | 1.1 | $2.4M | 51k | 47.88 | |
Wec Energy Group (WEC) | 1.1 | $2.4M | 29k | 83.37 | |
Abbvie (ABBV) | 1.1 | $2.4M | 33k | 72.71 | |
Medtronic (MDT) | 1.1 | $2.4M | 24k | 97.40 | |
Helen Of Troy (HELE) | 1.1 | $2.3M | 18k | 130.57 | |
Vanguard Europe Pacific ETF (VEA) | 1.0 | $2.3M | 54k | 41.72 | |
Range Resources (RRC) | 1.0 | $2.1M | 307k | 6.98 | |
MGE Energy (MGEE) | 1.0 | $2.1M | 29k | 73.10 | |
Alliant Energy Corporation (LNT) | 0.9 | $2.1M | 43k | 49.07 | |
SPDR S&P World ex-US (SPDW) | 0.9 | $2.1M | 70k | 29.59 | |
General Electric Company | 0.9 | $2.0M | 194k | 10.50 | |
Quad/Graphics (QUAD) | 0.9 | $2.0M | 257k | 7.91 | |
Kohl's Corporation (KSS) | 0.9 | $2.0M | 41k | 47.54 | |
Western Digital (WDC) | 0.9 | $2.0M | 42k | 47.54 | |
Chevron Corporation (CVX) | 0.9 | $1.9M | 16k | 124.45 | |
Amazon (AMZN) | 0.9 | $1.9M | 1.0k | 1893.20 | |
Berkshire Hathaway (BRK.B) | 0.8 | $1.9M | 8.8k | 213.18 | |
UnitedHealth (UNH) | 0.8 | $1.9M | 7.6k | 243.95 | |
Kimberly-Clark Corporation (KMB) | 0.8 | $1.8M | 14k | 133.26 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.8 | $1.8M | 9.8k | 182.48 | |
SPDR DJ Wilshire Mid Cap (SPMD) | 0.8 | $1.7M | 51k | 34.07 | |
Regal-beloit Corporation (RRX) | 0.8 | $1.7M | 21k | 81.73 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.8 | $1.7M | 12k | 148.62 | |
RPM International (RPM) | 0.7 | $1.6M | 27k | 61.11 | |
Qualcomm (QCOM) | 0.7 | $1.6M | 22k | 76.06 | |
Invesco Cef Income Composite Etf (PCEF) | 0.7 | $1.5M | 68k | 22.64 | |
Procter & Gamble Company (PG) | 0.7 | $1.5M | 14k | 109.66 | |
Prudential Financial (PRU) | 0.7 | $1.5M | 15k | 100.99 | |
At&t (T) | 0.7 | $1.4M | 43k | 33.50 | |
McDonald's Corporation (MCD) | 0.6 | $1.3M | 6.5k | 207.66 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $1.3M | 31k | 42.53 | |
Pfizer (PFE) | 0.6 | $1.3M | 30k | 43.32 | |
Amgen (AMGN) | 0.6 | $1.3M | 7.1k | 184.28 | |
Blackrock Muniassets Fund (MUA) | 0.6 | $1.3M | 80k | 15.85 | |
Schlumberger (SLB) | 0.6 | $1.2M | 31k | 39.74 | |
Walgreen Boots Alliance (WBA) | 0.6 | $1.2M | 23k | 54.65 | |
Paypal Holdings (PYPL) | 0.6 | $1.2M | 11k | 114.45 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.2M | 1.1k | 1082.37 | |
V.F. Corporation (VFC) | 0.5 | $1.2M | 14k | 87.37 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.5 | $1.2M | 24k | 49.90 | |
Novartis (NVS) | 0.5 | $1.2M | 13k | 91.28 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.5 | $1.2M | 83k | 14.05 | |
WisdomTree DEFA (DWM) | 0.5 | $1.2M | 23k | 51.02 | |
Apache Corporation | 0.5 | $1.1M | 39k | 28.98 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.5 | $1.1M | 8.7k | 124.35 | |
Wisdomtree Tr blmbrg fl tr | 0.5 | $1.1M | 43k | 25.08 | |
Abbott Laboratories (ABT) | 0.5 | $1.1M | 13k | 84.10 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.5 | $1.0M | 18k | 57.32 | |
Exxon Mobil Corporation (XOM) | 0.5 | $985k | 13k | 76.61 | |
Oracle Corporation (ORCL) | 0.4 | $896k | 16k | 56.98 | |
Accenture (ACN) | 0.4 | $880k | 4.8k | 184.76 | |
Schwab International Equity ETF (SCHF) | 0.4 | $835k | 26k | 32.08 | |
Arrow Electronics (ARW) | 0.4 | $825k | 12k | 71.23 | |
SPDR DJ International Real Estate ETF (RWX) | 0.4 | $787k | 20k | 38.76 | |
Johnson Controls International Plc equity (JCI) | 0.3 | $728k | 18k | 41.31 | |
SPDR Gold Trust (GLD) | 0.3 | $714k | 5.4k | 133.23 | |
WisdomTree Emerging Markets Eq (DEM) | 0.3 | $707k | 16k | 44.67 | |
Walt Disney Company (DIS) | 0.3 | $663k | 4.8k | 139.55 | |
Colgate-Palmolive Company (CL) | 0.3 | $668k | 9.3k | 71.71 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.3 | $672k | 6.6k | 101.74 | |
Adient (ADNT) | 0.3 | $654k | 27k | 24.26 | |
International Business Machines (IBM) | 0.3 | $636k | 4.6k | 137.96 | |
1/100 Berkshire Htwy Cla 100 | 0.3 | $637k | 200.00 | 3185.00 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.3 | $629k | 13k | 48.91 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.3 | $581k | 8.3k | 69.85 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.3 | $569k | 4.4k | 129.52 | |
Schwab U S Small Cap ETF (SCHA) | 0.3 | $577k | 8.1k | 71.50 | |
Wal-Mart Stores (WMT) | 0.2 | $558k | 5.1k | 110.45 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.2 | $544k | 30k | 18.14 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.2 | $553k | 21k | 26.26 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $561k | 6.7k | 83.27 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.2 | $551k | 10k | 53.00 | |
Genuine Parts Company (GPC) | 0.2 | $540k | 5.2k | 103.63 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $521k | 4.5k | 115.42 | |
Caterpillar (CAT) | 0.2 | $512k | 3.8k | 136.35 | |
Xcel Energy (XEL) | 0.2 | $516k | 8.7k | 59.50 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $514k | 47k | 11.03 | |
WisdomTree Japan Total Dividend (DXJ) | 0.2 | $506k | 10k | 48.68 | |
Market Vectors Etf Tr Oil Svcs | 0.2 | $508k | 34k | 14.83 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $495k | 12k | 42.95 | |
Facebook Inc cl a (META) | 0.2 | $483k | 2.5k | 192.89 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $469k | 7.1k | 65.68 | |
General Dynamics Corporation (GD) | 0.2 | $453k | 2.5k | 181.93 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $438k | 1.5k | 292.78 | |
Wells Fargo & Company (WFC) | 0.2 | $439k | 9.3k | 47.29 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $450k | 5.7k | 78.36 | |
Wisdomtree Tr itl hdg div gt (IHDG) | 0.2 | $432k | 13k | 32.69 | |
BP (BP) | 0.2 | $422k | 10k | 41.72 | |
Deere & Company (DE) | 0.2 | $413k | 2.5k | 165.86 | |
Gilead Sciences (GILD) | 0.2 | $426k | 6.3k | 67.58 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $413k | 1.6k | 265.59 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.2 | $410k | 32k | 12.66 | |
NVIDIA Corporation (NVDA) | 0.2 | $403k | 2.5k | 164.36 | |
Nordstrom (JWN) | 0.2 | $398k | 13k | 31.89 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $404k | 2.6k | 156.59 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $396k | 5.6k | 70.24 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.2 | $398k | 6.6k | 59.91 | |
Invesco Etfs/usa etf | 0.2 | $404k | 28k | 14.51 | |
U.S. Bancorp (USB) | 0.2 | $367k | 7.0k | 52.35 | |
Diebold Incorporated | 0.2 | $379k | 41k | 9.17 | |
Fastenal Company (FAST) | 0.2 | $369k | 11k | 32.55 | |
Dominion Resources (D) | 0.2 | $348k | 4.5k | 77.37 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $345k | 4.0k | 86.40 | |
Rockwell Automation (ROK) | 0.2 | $361k | 2.2k | 163.72 | |
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.2 | $343k | 6.8k | 50.33 | |
3M Company (MMM) | 0.1 | $336k | 1.9k | 173.55 | |
Paychex (PAYX) | 0.1 | $342k | 4.2k | 82.31 | |
Yum! Brands (YUM) | 0.1 | $326k | 2.9k | 110.55 | |
Lockheed Martin Corporation (LMT) | 0.1 | $329k | 905.00 | 363.54 | |
Target Corporation (TGT) | 0.1 | $334k | 3.9k | 86.51 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $320k | 31k | 10.19 | |
Duke Energy (DUK) | 0.1 | $337k | 3.8k | 88.17 | |
Proshares Short Russell2000 etf | 0.1 | $323k | 8.1k | 39.78 | |
Sprott Physical Gold & S (CEF) | 0.1 | $331k | 25k | 13.23 | |
Dupont De Nemours (DD) | 0.1 | $333k | 4.4k | 75.07 | |
Coca-Cola Company (KO) | 0.1 | $316k | 6.2k | 50.89 | |
Home Depot (HD) | 0.1 | $310k | 1.5k | 207.77 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $304k | 6.0k | 50.31 | |
iShares Gold Trust | 0.1 | $299k | 22k | 13.48 | |
Alerian Mlp Etf | 0.1 | $318k | 32k | 9.84 | |
DNP Select Income Fund (DNP) | 0.1 | $307k | 26k | 11.82 | |
Fidelity National Information Services (FIS) | 0.1 | $276k | 2.2k | 122.89 | |
WD-40 Company (WDFC) | 0.1 | $284k | 1.8k | 159.10 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $286k | 807.00 | 354.40 | |
Spdr Series Trust cmn (HYMB) | 0.1 | $284k | 4.9k | 58.52 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $297k | 1.6k | 186.91 | |
Alcon (ALC) | 0.1 | $286k | 4.6k | 62.09 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $260k | 6.1k | 42.74 | |
Boeing Company (BA) | 0.1 | $260k | 715.00 | 363.64 | |
Altria (MO) | 0.1 | $274k | 5.8k | 47.37 | |
Merck & Co (MRK) | 0.1 | $272k | 3.2k | 83.98 | |
Hershey Company (HSY) | 0.1 | $268k | 2.0k | 134.00 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $257k | 3.4k | 75.41 | |
Ishares Msci Japan (EWJ) | 0.1 | $268k | 4.9k | 54.65 | |
Philip Morris International (PM) | 0.1 | $239k | 3.0k | 78.39 | |
Visa (V) | 0.1 | $239k | 1.4k | 173.82 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $236k | 2.1k | 111.48 | |
Templeton Global Income Fund | 0.1 | $242k | 38k | 6.36 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $245k | 2.8k | 87.53 | |
Schwab Strategic Tr cmn (SCHV) | 0.1 | $235k | 4.2k | 56.25 | |
Madison Covered Call Eq Strat (MCN) | 0.1 | $241k | 36k | 6.62 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $221k | 1.9k | 116.32 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $221k | 1.3k | 167.17 | |
Dow (DOW) | 0.1 | $219k | 4.4k | 49.37 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $208k | 2.3k | 89.12 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $204k | 1.4k | 142.86 | |
Invesco Exchng Traded Fd Tr msci gbl timbr (CUT) | 0.1 | $202k | 7.5k | 26.98 | |
Nuveen Insd Dividend Advantage (NVG) | 0.1 | $167k | 11k | 15.87 | |
Putnam Master Int. Income (PIM) | 0.0 | $73k | 16k | 4.59 | |
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 | |
Weatherford Intl Plc ord | 0.0 | $2.0k | 39k | 0.05 | |
Sandspring Resources | 0.0 | $3.0k | 19k | 0.16 | |
Babcock & Wilcox Enterpr (BW) | 0.0 | $7.9k | 23k | 0.34 |