Oarsman Capital

Oarsman Capital as of March 31, 2025

Portfolio Holdings for Oarsman Capital

Oarsman Capital holds 233 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Value Etf Etf (VTV) 7.4 $41M 238k 172.74
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 6.4 $36M 442k 80.37
Schwab International Equity Etf Etf (SCHF) 6.1 $34M 1.7M 19.78
Ishares Intermediate Government/credit Bond Etf Etf (GVI) 5.9 $33M 310k 106.02
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 5.5 $31M 668k 46.08
Invesco S&p 500 Equal Weight Etf Etf (RSP) 4.5 $25M 145k 173.23
Ishares Core S&p 500 Etf Etf (IVV) 3.0 $17M 29k 561.90
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 2.5 $14M 346k 40.76
Jpmorgan Ultra-short Income Etf Etf (JPST) 2.2 $12M 238k 50.63
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.1 $12M 74k 156.23
Microsoft Corp Stock (MSFT) 1.9 $10M 28k 375.39
Fiserv Stock (FI) 1.9 $10M 47k 220.83
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 1.8 $10M 183k 55.09
Spdr Portfolio S&p 500 Etf Etf (SPLG) 1.6 $9.2M 139k 65.76
Apple Stock (AAPL) 1.6 $8.9M 40k 222.13
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 1.4 $7.7M 150k 51.18
Ishares Russell 1000 Growth Etf Etf (IWF) 1.3 $7.1M 20k 361.10
Nvidia Corporation Stock (NVDA) 1.3 $7.1M 65k 108.38
Goldman Sachs Physical Gold Etf Etf (AAAU) 1.0 $5.3M 172k 30.88
Amazon Stock (AMZN) 0.9 $4.9M 26k 190.26
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.9 $4.9M 81k 59.75
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $4.7M 8.8k 532.58
Invesco Equal Weight Energy Etf Etf (RSPG) 0.8 $4.6M 57k 81.87
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.7 $3.9M 40k 98.92
Broadcom Stock (AVGO) 0.7 $3.9M 23k 167.43
Abbvie Stock (ABBV) 0.7 $3.7M 18k 209.52
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.7 $3.6M 267k 13.63
Walmart Stock (WMT) 0.6 $3.6M 41k 87.79
International Business Machs Stock (IBM) 0.6 $3.4M 14k 248.67
Tjx Cos Stock (TJX) 0.6 $3.2M 26k 121.80
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $3.1M 20k 154.64
Meta Platforms Inc Cl A Stock (META) 0.6 $3.1M 5.4k 576.36
Medtronic Stock (MDT) 0.5 $3.0M 33k 89.86
Goldman Sachs Group Stock (GS) 0.5 $2.9M 5.4k 546.24
Johnson & Johnson Stock (JNJ) 0.5 $2.9M 18k 165.84
Kroger Stock (KR) 0.5 $2.9M 43k 67.69
Wells Fargo Stock (WFC) 0.5 $2.8M 39k 71.79
Ishares Russell 1000 Value Etf Etf (IWD) 0.5 $2.7M 15k 188.16
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.5 $2.7M 116k 23.16
Qualcomm Stock (QCOM) 0.5 $2.7M 17k 153.61
Unitedhealth Group Stock (UNH) 0.5 $2.6M 5.0k 523.79
Jpmorgan Realty Income Etf Etf (JPRE) 0.5 $2.5M 53k 48.20
Parker-hannifin Corp Stock (PH) 0.5 $2.5M 4.2k 607.83
Caterpillar Stock (CAT) 0.4 $2.5M 7.6k 329.79
Ishares Mbs Etf Etf (MBB) 0.4 $2.5M 26k 93.78
Amphenol Corp New Cl A Stock (APH) 0.4 $2.4M 37k 65.59
Tyler Technologies Stock (TYL) 0.4 $2.4M 4.1k 581.39
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 0.4 $2.4M 63k 37.50
Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $2.3M 4.1k 559.37
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.4 $2.2M 23k 97.48
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $2.2M 44k 50.83
Jpmorgan Chase & Co Stock (JPM) 0.4 $2.2M 8.9k 245.31
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.4 $2.2M 31k 69.81
Bristol-myers Squibb Stock (BMY) 0.4 $2.2M 36k 60.99
Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.4 $2.1M 45k 47.04
Vertex Pharmaceuticals Stock (VRTX) 0.4 $2.1M 4.3k 484.82
Johnson Ctls Intl Stock (JCI) 0.4 $2.1M 26k 80.11
Grainger W W Stock (GWW) 0.4 $2.0M 2.0k 988.02
Cisco Sys Stock (CSCO) 0.4 $2.0M 32k 61.71
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $2.0M 7.2k 274.85
Blue Owl Capital Corporation Cef (OBDC) 0.4 $2.0M 134k 14.66
Freeport-mcmoran Inc Cl B Stock (FCX) 0.3 $1.9M 51k 37.86
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.3 $1.9M 15k 124.50
Adobe Stock (ADBE) 0.3 $1.9M 4.9k 383.53
Spdr Gold Shares Etf (GLD) 0.3 $1.9M 6.5k 288.14
Bank America Corp Stock (BAC) 0.3 $1.9M 44k 41.73
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.3 $1.8M 28k 63.81
Astrazeneca Adr (AZN) 0.3 $1.7M 24k 73.50
Oreilly Automotive Stock (ORLY) 0.3 $1.7M 1.2k 1432.58
Vanguard S&p 500 Etf Etf (VOO) 0.3 $1.7M 3.3k 513.85
Global X Cybersecurity Etf Etf (BUG) 0.3 $1.6M 51k 32.34
Pepsico Stock (PEP) 0.3 $1.6M 11k 149.94
Leidos Holdings Stock (LDOS) 0.3 $1.6M 12k 134.94
Cummins Stock (CMI) 0.3 $1.6M 5.1k 313.43
Huntington Bancshares Stock (HBAN) 0.3 $1.6M 106k 15.01
Eli Lilly & Co Stock (LLY) 0.3 $1.6M 1.9k 826.11
O-i Glass Stock (OI) 0.3 $1.6M 135k 11.47
Mgic Invt Corp Wis Stock (MTG) 0.3 $1.5M 61k 24.78
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) 0.3 $1.5M 49k 31.17
Raymond James Finl Stock (RJF) 0.3 $1.5M 11k 138.92
Olin Corp Stock (OLN) 0.2 $1.4M 57k 24.24
Citigroup Stock (C) 0.2 $1.3M 19k 70.99
Costco Whsl Corp Stock (COST) 0.2 $1.3M 1.4k 945.81
Oracle Corp Stock (ORCL) 0.2 $1.3M 9.0k 139.81
Ishares Esg Select S&p Midcap Etf Etf (IJH) 0.2 $1.3M 22k 58.35
Disney Walt Stock (DIS) 0.2 $1.2M 13k 98.70
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.2 $1.2M 10k 118.14
Verizon Communications Stock (VZ) 0.2 $1.2M 27k 45.36
Intuit Stock (INTU) 0.2 $1.2M 1.9k 613.99
Ishares National Muni Bond Etf Etf (MUB) 0.2 $1.2M 11k 105.44
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.2 $1.1M 24k 48.35
Rpm Intl Stock (RPM) 0.2 $1.1M 9.4k 115.68
United Parcel Service Inc Cl B Stock (UPS) 0.2 $1.0M 9.5k 109.99
Procter And Gamble Stock (PG) 0.2 $997k 5.9k 170.42
Comcast Corp New Cl A Stock (CMCSA) 0.2 $994k 27k 36.90
Schwab International Small-cap Equity Etf Etf (SCHC) 0.2 $990k 28k 35.88
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.2 $971k 44k 22.07
Coterra Energy Stock (CTRA) 0.2 $953k 33k 28.90
Chevron Corp Stock (CVX) 0.2 $926k 5.5k 167.28
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.2 $910k 7.7k 117.49
Pfizer Stock (PFE) 0.2 $877k 35k 25.34
Mcdonalds Corp Stock (MCD) 0.2 $876k 2.8k 312.37
Wisdomtree International Equity Fund Etf (DWM) 0.2 $874k 15k 58.15
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $870k 37k 23.43
Tesla Stock (TSLA) 0.2 $856k 3.3k 259.16
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $809k 38k 21.53
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $809k 29k 27.96
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $798k 1.00 798442.00
Amgen Stock (AMGN) 0.1 $792k 2.5k 311.55
Axon Enterprise Stock (AXON) 0.1 $776k 1.5k 525.95
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $756k 2.4k 312.04
Abbott Labs Stock (ABT) 0.1 $735k 5.5k 132.65
Copart Stock (CPRT) 0.1 $688k 12k 56.59
Mastercard Incorporated Cl A Stock (MA) 0.1 $669k 1.2k 548.12
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.1 $649k 25k 25.52
Intuitive Surgical Stock (ISRG) 0.1 $628k 1.3k 495.27
Ingersoll Rand Stock (IR) 0.1 $627k 7.8k 80.03
General Dynamics Corp Stock (GD) 0.1 $627k 2.3k 272.58
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $620k 1.3k 469.00
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $611k 28k 22.08
Costar Group Stock (CSGP) 0.1 $599k 7.6k 79.23
Novartis Adr (NVS) 0.1 $597k 5.4k 111.48
Fastenal Stock (FAST) 0.1 $588k 7.6k 77.55
Xcel Energy Stock (XEL) 0.1 $586k 8.3k 70.79
Ishares Msci Eafe Etf Etf (EFA) 0.1 $582k 7.1k 81.73
Alliant Energy Corp Stock (LNT) 0.1 $563k 8.7k 64.35
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $551k 7.3k 75.65
Exxon Mobil Corp Stock (XOM) 0.1 $549k 4.6k 118.92
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $533k 21k 25.04
Wec Energy Group Stock (WEC) 0.1 $524k 4.8k 108.98
Visa Inc Com Cl A Stock (V) 0.1 $524k 1.5k 350.40
Home Depot Stock (HD) 0.1 $511k 1.4k 366.41
Progressive Corp Stock (PGR) 0.1 $508k 1.8k 283.01
At&t Stock (T) 0.1 $506k 18k 28.28
Warner Bros Discovery Ser A Stock (WBD) 0.1 $487k 45k 10.73
Marcus Corp Del Stock (MCS) 0.1 $475k 29k 16.69
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.1 $475k 11k 44.26
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $457k 4.5k 100.67
Ishares Global Infrastructure Etf Etf (IGF) 0.1 $453k 8.3k 54.67
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $439k 8.6k 51.07
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $436k 7.9k 55.45
WD 40 Stock (WDFC) 0.1 $433k 1.8k 244.00
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $431k 9.5k 45.26
Api Group Corp Com Stk Stock (APG) 0.1 $430k 12k 35.76
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $429k 16k 26.58
Marvell Technology Stock (MRVL) 0.1 $426k 6.9k 61.57
Kimberly-clark Corp Stock (KMB) 0.1 $424k 3.0k 142.20
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $418k 8.9k 46.81
Blackrock Muniassets Cef (MUA) 0.1 $414k 38k 10.83
Mge Energy Stock (MGEE) 0.1 $414k 4.5k 92.96
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $404k 3.2k 127.08
Caseys Gen Stores Stock (CASY) 0.1 $402k 925.00 434.04
Netflix Stock (NFLX) 0.1 $399k 428.00 932.53
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $384k 1.2k 308.88
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $380k 2.0k 190.58
Uber Technologies Stock (UBER) 0.1 $366k 5.0k 72.86
Invesco Bulletshares 2028 Cb Etf Etf (BSCS) 0.1 $364k 18k 20.35
Transdigm Group Stock (TDG) 0.1 $361k 261.00 1383.29
Hilton Worldwide Hldgs Stock (HLT) 0.1 $358k 1.6k 227.55
Autodesk Stock (ADSK) 0.1 $354k 1.4k 261.80
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.1 $352k 8.4k 42.08
Verisk Analytics Stock (VRSK) 0.1 $351k 1.2k 297.62
Colgate Palmolive Stock (CL) 0.1 $348k 3.7k 93.70
Us Bancorp Del Stock (USB) 0.1 $343k 8.1k 42.22
Servicenow Stock (NOW) 0.1 $339k 426.00 796.14
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $339k 3.2k 104.57
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $336k 4.0k 84.40
Paychex Stock (PAYX) 0.1 $331k 2.1k 154.28
Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 Etf Etf (CERY) 0.1 $327k 12k 27.71
Vanguard Small-cap Etf Etf (VB) 0.1 $326k 1.5k 221.74
Vanguard Total Bond Market Etf Etf (BND) 0.1 $324k 4.4k 73.45
Prudential Finl Stock (PRU) 0.1 $321k 2.9k 111.68
United Airls Hldgs Stock (UAL) 0.1 $316k 4.6k 69.05
Zoetis Inc Cl A Stock (ZTS) 0.1 $315k 1.9k 164.65
Intercontinental Exchange Stock (ICE) 0.1 $314k 1.8k 172.50
Schwab Charles Corp Stock (SCHW) 0.1 $312k 4.0k 78.28
S&p Global Stock (SPGI) 0.1 $312k 613.00 508.10
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 0.1 $311k 10k 30.80
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ) 0.1 $297k 4.0k 74.00
The Cigna Group Stock (CI) 0.1 $295k 895.00 329.00
Thermo Fisher Scientific Stock (TMO) 0.1 $292k 587.00 497.61
Church & Dwight Stock (CHD) 0.1 $290k 2.6k 110.09
Philip Morris Intl Stock (PM) 0.1 $285k 1.8k 158.76
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $283k 3.0k 92.83
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $280k 6.4k 43.70
Cadence Design System Stock (CDNS) 0.1 $280k 1.1k 254.33
Danaher Corporation Stock (DHR) 0.0 $278k 1.4k 205.00
Genuine Parts Stock (GPC) 0.0 $276k 2.3k 119.14
Deere & Co Stock (DE) 0.0 $276k 588.00 469.57
Salesforce Stock (CRM) 0.0 $275k 1.0k 268.45
Cintas Corp Stock (CTAS) 0.0 $272k 1.3k 205.53
Range Res Corp Stock (RRC) 0.0 $269k 6.7k 39.93
Totalenergies Se Adr (TTE) 0.0 $263k 4.1k 64.69
T. Rowe Price Equity Income Etf Etf (TEQI) 0.0 $260k 6.2k 41.87
Heico Corp New Cl A Stock (HEI.A) 0.0 $255k 1.2k 210.97
GSK Adr (GSK) 0.0 $254k 6.6k 38.74
Union Pac Corp Stock (UNP) 0.0 $253k 1.1k 236.29
Ansys Stock (ANSS) 0.0 $248k 783.00 316.56
Advanced Drain Sys Inc Del Stock (WMS) 0.0 $248k 2.3k 108.65
Workday Inc Cl A Stock (WDAY) 0.0 $245k 1.1k 233.53
Lowes Cos Stock (LOW) 0.0 $241k 1.0k 233.23
Steris Plc Shs Usd Stock (STE) 0.0 $236k 1.0k 226.65
Ishares Msci Japan Etf Etf (EWJ) 0.0 $235k 3.4k 68.56
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $233k 3.8k 61.78
Watsco Stock (WSO) 0.0 $230k 453.00 508.30
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $230k 3.5k 65.17
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $228k 1.8k 125.97
Zimmer Biomet Holdings Stock (ZBH) 0.0 $228k 2.0k 113.18
Gartner Stock (IT) 0.0 $225k 535.00 419.74
Globe Life Stock (GL) 0.0 $221k 1.7k 131.72
Paypal Hldgs Stock (PYPL) 0.0 $220k 3.4k 65.25
Ishares Silver Trust Etf (SLV) 0.0 $218k 7.0k 30.99
Vanguard Ftse All-world Ex-us Etf Etf (VEU) 0.0 $217k 3.6k 60.67
American Express Stock (AXP) 0.0 $212k 789.00 269.05
Target Corp Stock (TGT) 0.0 $212k 2.0k 104.34
Boeing Stock (BA) 0.0 $212k 1.2k 170.55
Unilever Adr (UL) 0.0 $211k 3.5k 59.55
Dollar Tree Stock (DLTR) 0.0 $211k 2.8k 75.07
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $211k 3.6k 58.94
Sanofi Adr (SNY) 0.0 $208k 3.7k 55.46
Travelers Companies Stock (TRV) 0.0 $206k 777.00 264.46
Applied Matls Stock (AMAT) 0.0 $205k 1.4k 145.12
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $205k 5.6k 36.41
Nxp Semiconductors N V Stock (NXPI) 0.0 $205k 1.1k 190.06
Texas Roadhouse Stock (TXRH) 0.0 $203k 1.2k 166.63
Ulta Beauty Stock (ULTA) 0.0 $202k 552.00 366.54
Kenvue Stock (KVUE) 0.0 $201k 8.4k 23.98
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $146k 12k 12.45
Blackrock Cr Allocation Income Cef (BTZ) 0.0 $124k 12k 10.72
Nuveen Mun Value Cef (NUV) 0.0 $114k 13k 8.77
Agnc Invt Corp Reit (AGNC) 0.0 $104k 11k 9.58
Hanesbrands Stock (HBI) 0.0 $62k 11k 5.77
Uranium Energy Corp Stock (UEC) 0.0 $48k 10k 4.78