Oarsman Capital as of March 31, 2017
Portfolio Holdings for Oarsman Capital
Oarsman Capital holds 188 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
General Electric Company | 2.7 | $5.8M | 196k | 29.80 | |
MGIC Investment (MTG) | 2.4 | $5.1M | 508k | 10.13 | |
Owens-Illinois | 2.3 | $5.0M | 247k | 20.38 | |
Citigroup (C) | 2.2 | $4.7M | 78k | 59.82 | |
Allegheny Technologies Incorporated (ATI) | 1.9 | $4.2M | 233k | 17.96 | |
Verizon Communications (VZ) | 1.9 | $4.2M | 85k | 48.75 | |
Kohl's Corporation (KSS) | 1.9 | $4.1M | 103k | 39.81 | |
Olin Corporation (OLN) | 1.9 | $4.0M | 122k | 32.87 | |
Adient (ADNT) | 1.8 | $3.8M | 53k | 72.66 | |
Cisco Systems (CSCO) | 1.8 | $3.8M | 112k | 33.80 | |
Johnson & Johnson (JNJ) | 1.8 | $3.8M | 30k | 124.56 | |
Vanguard Europe Pacific ETF (VEA) | 1.7 | $3.6M | 92k | 39.30 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 1.6 | $3.5M | 37k | 95.72 | |
Weatherford Intl Plc ord | 1.6 | $3.4M | 518k | 6.65 | |
Modine Manufacturing (MOD) | 1.6 | $3.4M | 277k | 12.20 | |
Apple (AAPL) | 1.5 | $3.3M | 23k | 143.65 | |
Walgreen Boots Alliance (WBA) | 1.5 | $3.3M | 39k | 83.06 | |
Johnson Controls International Plc equity (JCI) | 1.5 | $3.2M | 77k | 42.12 | |
Microsoft Corporation (MSFT) | 1.4 | $3.1M | 47k | 65.86 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $3.0M | 35k | 87.84 | |
CVS Caremark Corporation (CVS) | 1.4 | $2.9M | 37k | 78.51 | |
Abbvie (ABBV) | 1.3 | $2.7M | 42k | 65.16 | |
Alphabet Inc Class C cs (GOOG) | 1.3 | $2.7M | 3.3k | 829.49 | |
iShares Lehman Aggregate Bond (AGG) | 1.3 | $2.7M | 25k | 108.50 | |
Fiserv (FI) | 1.2 | $2.5M | 22k | 115.32 | |
Range Resources (RRC) | 1.2 | $2.5M | 87k | 29.10 | |
Prudential Financial (PRU) | 1.2 | $2.5M | 23k | 106.66 | |
Intel Corporation (INTC) | 1.1 | $2.5M | 69k | 36.08 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.1 | $2.4M | 21k | 117.93 | |
Gilead Sciences (GILD) | 1.1 | $2.3M | 35k | 67.92 | |
Regal-beloit Corporation (RRX) | 1.1 | $2.3M | 30k | 75.63 | |
Bank of America Corporation (BAC) | 1.0 | $2.2M | 94k | 23.59 | |
MGE Energy (MGEE) | 1.0 | $2.2M | 33k | 64.98 | |
Vanguard Emerging Markets ETF (VWO) | 1.0 | $2.1M | 54k | 39.73 | |
At&t (T) | 1.0 | $2.1M | 51k | 41.56 | |
Alliant Energy Corporation (LNT) | 1.0 | $2.1M | 53k | 39.62 | |
Wec Energy Group (WEC) | 0.9 | $2.1M | 34k | 60.64 | |
RPM International (RPM) | 0.9 | $1.8M | 34k | 55.03 | |
Teva Pharmaceutical Industries (TEVA) | 0.8 | $1.7M | 55k | 32.10 | |
Pepsi (PEP) | 0.8 | $1.7M | 16k | 111.85 | |
MetLife (MET) | 0.8 | $1.7M | 32k | 52.82 | |
Helen Of Troy (HELE) | 0.8 | $1.6M | 17k | 94.19 | |
Procter & Gamble Company (PG) | 0.8 | $1.6M | 18k | 89.84 | |
Kimberly-Clark Corporation (KMB) | 0.8 | $1.6M | 12k | 131.60 | |
Stanley Black & Decker (SWK) | 0.7 | $1.6M | 12k | 132.86 | |
Vanguard Value ETF (VTV) | 0.7 | $1.5M | 16k | 95.38 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.7 | $1.5M | 9.8k | 153.06 | |
Chevron Corporation (CVX) | 0.7 | $1.5M | 14k | 107.35 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.7 | $1.4M | 10k | 138.63 | |
Pfizer (PFE) | 0.7 | $1.4M | 42k | 34.20 | |
Carnival Corporation (CCL) | 0.7 | $1.4M | 24k | 58.91 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.6 | $1.4M | 29k | 47.09 | |
Arrow Electronics (ARW) | 0.6 | $1.3M | 18k | 73.43 | |
General Motors Company (GM) | 0.6 | $1.3M | 38k | 35.37 | |
Berkshire Hathaway (BRK.B) | 0.6 | $1.3M | 7.7k | 166.69 | |
Quad/Graphics (QUAD) | 0.6 | $1.3M | 51k | 25.23 | |
iShares S&P SmallCap 600 Index (IJR) | 0.6 | $1.3M | 18k | 69.15 | |
1/100 Berkshire Htwy Cla 100 | 0.6 | $1.2M | 500.00 | 2498.00 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.2M | 1.5k | 847.84 | |
Medtronic (MDT) | 0.6 | $1.2M | 15k | 80.59 | |
Amgen (AMGN) | 0.6 | $1.2M | 7.2k | 164.13 | |
International Business Machines (IBM) | 0.5 | $1.2M | 6.7k | 174.13 | |
Facebook Inc cl a (META) | 0.5 | $1.1M | 8.0k | 142.06 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.5 | $1.1M | 9.0k | 123.06 | |
WisdomTree DEFA (DWM) | 0.5 | $1.1M | 23k | 49.73 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.1M | 13k | 81.97 | |
Qualcomm (QCOM) | 0.5 | $1.1M | 19k | 57.35 | |
Vanguard Mid-Cap ETF (VO) | 0.5 | $1.1M | 7.8k | 139.21 | |
Colgate-Palmolive Company (CL) | 0.5 | $1.1M | 15k | 73.20 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.5 | $1.0M | 76k | 13.84 | |
V.F. Corporation (VFC) | 0.5 | $1.0M | 18k | 54.97 | |
Oracle Corporation (ORCL) | 0.5 | $1.0M | 23k | 44.63 | |
McDonald's Corporation (MCD) | 0.5 | $985k | 7.6k | 129.66 | |
Chesapeake Energy Corporation | 0.5 | $985k | 166k | 5.94 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.4 | $946k | 20k | 48.44 | |
Novartis (NVS) | 0.4 | $929k | 13k | 74.29 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.4 | $906k | 8.9k | 101.66 | |
Schlumberger (SLB) | 0.4 | $852k | 11k | 78.09 | |
Blackrock Muniassets Fund (MUA) | 0.4 | $847k | 60k | 14.16 | |
PowerShrs CEF Income Cmpst Prtfl | 0.4 | $848k | 37k | 23.10 | |
Accenture (ACN) | 0.4 | $815k | 6.8k | 119.84 | |
Rydex S&P 500 Pure Growth ETF | 0.4 | $780k | 8.7k | 89.74 | |
Wells Fargo & Company (WFC) | 0.3 | $750k | 14k | 55.68 | |
WisdomTree Japan Total Dividend (DXJ) | 0.3 | $699k | 14k | 50.61 | |
UnitedHealth (UNH) | 0.3 | $693k | 4.2k | 163.91 | |
Schwab International Equity ETF (SCHF) | 0.3 | $693k | 23k | 29.86 | |
SPDR Gold Trust (GLD) | 0.3 | $661k | 5.6k | 118.74 | |
Dow Chemical Company | 0.3 | $638k | 10k | 63.53 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.3 | $637k | 12k | 51.82 | |
Genuine Parts Company (GPC) | 0.3 | $614k | 6.6k | 92.37 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $619k | 5.4k | 114.59 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.3 | $629k | 46k | 13.84 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $598k | 2.5k | 235.90 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.3 | $591k | 38k | 15.71 | |
U.S. Bancorp (USB) | 0.3 | $564k | 11k | 51.54 | |
General Dynamics Corporation (GD) | 0.3 | $558k | 3.0k | 187.25 | |
SPDR DJ International Real Estate ETF (RWX) | 0.3 | $565k | 15k | 37.39 | |
WisdomTree Emerging Markets Eq (DEM) | 0.3 | $560k | 14k | 40.86 | |
Abbott Laboratories (ABT) | 0.2 | $534k | 12k | 44.40 | |
Walt Disney Company (DIS) | 0.2 | $546k | 4.8k | 113.47 | |
Nordstrom (JWN) | 0.2 | $514k | 11k | 46.54 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $508k | 3.8k | 133.30 | |
Paychex (PAYX) | 0.2 | $503k | 8.5k | 58.95 | |
Rockwell Automation (ROK) | 0.2 | $500k | 3.2k | 155.62 | |
Bank Of Montreal Cadcom (BMO) | 0.2 | $491k | 6.6k | 74.85 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.2 | $503k | 21k | 23.53 | |
Clyme US Cptl Mkts Mco Trm Fxd Idx | 0.2 | $497k | 9.9k | 50.25 | |
Madison Covered Call Eq Strat (MCN) | 0.2 | $505k | 63k | 8.02 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $467k | 12k | 39.43 | |
Dominion Resources (D) | 0.2 | $468k | 6.0k | 77.52 | |
E.I. du Pont de Nemours & Company | 0.2 | $480k | 6.0k | 80.33 | |
Altria (MO) | 0.2 | $477k | 6.7k | 71.38 | |
Praxair | 0.2 | $473k | 4.0k | 118.55 | |
Target Corporation (TGT) | 0.2 | $471k | 8.5k | 55.17 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $469k | 5.6k | 83.68 | |
Central Fd Cda Ltd cl a | 0.2 | $476k | 37k | 12.86 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $476k | 6.1k | 77.64 | |
Schwab U S Small Cap ETF (SCHA) | 0.2 | $464k | 7.4k | 62.93 | |
Wisdomtree Tr itl hdg div gt (IHDG) | 0.2 | $476k | 17k | 28.45 | |
Philip Morris International (PM) | 0.2 | $450k | 4.0k | 112.84 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $444k | 2.2k | 206.51 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $457k | 40k | 11.40 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.2 | $461k | 8.0k | 57.61 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $448k | 10k | 44.60 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $439k | 7.1k | 62.24 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $433k | 5.4k | 79.67 | |
Alerian Mlp Etf | 0.2 | $424k | 33k | 12.72 | |
BP (BP) | 0.2 | $408k | 12k | 34.50 | |
Caterpillar (CAT) | 0.2 | $404k | 4.4k | 92.77 | |
3M Company (MMM) | 0.2 | $398k | 2.1k | 191.35 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $414k | 6.5k | 63.30 | |
Fastenal Company (FAST) | 0.2 | $404k | 7.8k | 51.51 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.2 | $408k | 17k | 23.99 | |
Amazon (AMZN) | 0.2 | $385k | 434.00 | 887.10 | |
DNP Select Income Fund (DNP) | 0.2 | $388k | 36k | 10.81 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.2 | $394k | 6.3k | 62.87 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.2 | $391k | 7.3k | 53.68 | |
Emerson Electric (EMR) | 0.2 | $372k | 6.2k | 59.91 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $363k | 1.2k | 312.66 | |
Schwab Strategic Tr cmn (SCHV) | 0.2 | $355k | 7.1k | 49.73 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $356k | 5.9k | 60.46 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.2 | $367k | 7.8k | 47.30 | |
Coca-Cola Company (KO) | 0.2 | $347k | 8.2k | 42.47 | |
Deere & Company (DE) | 0.2 | $346k | 3.2k | 108.98 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $354k | 3.1k | 113.72 | |
Templeton Global Income Fund | 0.2 | $340k | 51k | 6.65 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.1 | $314k | 3.9k | 80.57 | |
Duke Energy (DUK) | 0.1 | $332k | 4.0k | 82.06 | |
Apache Corporation | 0.1 | $299k | 5.8k | 51.33 | |
Harley-Davidson (HOG) | 0.1 | $304k | 5.0k | 60.49 | |
Spdr Series Trust cmn (HYMB) | 0.1 | $295k | 5.2k | 56.52 | |
Proshares Short Russell2000 etf | 0.1 | $300k | 6.3k | 47.62 | |
Wal-Mart Stores (WMT) | 0.1 | $271k | 3.8k | 72.17 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $286k | 2.5k | 114.95 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $282k | 2.1k | 132.46 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $276k | 2.7k | 103.60 | |
Vectren Corporation | 0.1 | $271k | 4.6k | 58.61 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $273k | 28k | 9.78 | |
Weyerhaeuser Company (WY) | 0.1 | $266k | 7.8k | 33.99 | |
Brady Corporation (BRC) | 0.1 | $264k | 6.8k | 38.60 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $258k | 3.1k | 83.07 | |
Claymore Beacon Global Timber Index | 0.1 | $249k | 9.5k | 26.32 | |
Home Depot (HD) | 0.1 | $235k | 1.6k | 146.97 | |
Lockheed Martin Corporation (LMT) | 0.1 | $246k | 919.00 | 267.68 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $228k | 2.2k | 104.20 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $240k | 2.3k | 105.26 | |
SPDR S&P International Dividend (DWX) | 0.1 | $244k | 6.4k | 38.10 | |
Bristol Myers Squibb (BMY) | 0.1 | $205k | 3.8k | 54.30 | |
Air Products & Chemicals (APD) | 0.1 | $211k | 1.6k | 135.17 | |
Merck & Co (MRK) | 0.1 | $217k | 3.4k | 63.60 | |
Hershey Company (HSY) | 0.1 | $224k | 2.1k | 109.27 | |
Oshkosh Corporation (OSK) | 0.1 | $219k | 3.2k | 68.44 | |
WD-40 Company (WDFC) | 0.1 | $207k | 1.9k | 108.95 | |
iShares Dow Jones US Utilities (IDU) | 0.1 | $210k | 1.6k | 128.44 | |
Powershares Senior Loan Portfo mf | 0.1 | $210k | 9.0k | 23.32 | |
Fidelity National Information Services (FIS) | 0.1 | $204k | 2.6k | 79.50 | |
Yum! Brands (YUM) | 0.1 | $202k | 3.2k | 63.92 | |
Nextera Energy (NEE) | 0.1 | $200k | 1.6k | 128.12 | |
iShares Gold Trust | 0.1 | $195k | 16k | 12.01 | |
Nuveen Insd Dividend Advantage (NVG) | 0.1 | $176k | 12k | 14.66 | |
Sprott Inc C ommon | 0.0 | $90k | 54k | 1.68 | |
Putnam Master Int. Income (PIM) | 0.0 | $56k | 12k | 4.71 | |
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 | |
Growlife | 0.0 | $1.5k | 147k | 0.01 | |
Samex Mng | 0.0 | $0 | 65k | 0.00 | |
Sandspring Resources | 0.0 | $7.0k | 17k | 0.41 |