Oarsman Capital, Inc. Portfolio Holdings

Oarsman Capital, Inc.

  • $629 Million
  • Q2 2025

Oarsman Capital, Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $629 Million distributed in 251 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $45.3M, Vanguard Value ETF with a value of $44.8M, Ishares Core Total Usd Bond Ma with a value of $41.7M, Schwab Strategic Tr Intl Eqty with a value of $41.4M, and Ishares Tr with a value of $34.5M.

Examining the 13F form we can see an increase of $83.5M in the current position value, from $546M to 629M.

Oarsman Capital, Inc. is based out at Milwaukee, WI

Below you can find more details about Oarsman Capital, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $629 Million
ETFs: $409 Million
Technology: $75.1 Million
Financial Services: $32.4 Million
Communication Services: $26.8 Million
Healthcare: $23.4 Million
Industrials: $21.7 Million
Consumer Cyclical: $17.7 Million
Consumer Defensive: $12.9 Million
Other: $10.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.3 Million 7.2% of portfolio
475,148
Q2 2025 Added 7.62%
$0
$44.8 Million 7.11% of portfolio
253,213
Q2 2025 Added 6.46%
$0
$41.7 Million 6.63% of portfolio
902,048
Q2 2025 Added 35.07%
$0
$41.4 Million 6.58% of portfolio
1,874,331
Q2 2025 Added 9.48%
$0
$34.5 Million 5.48% of portfolio
322,816
Q2 2025 Added 4.1%
$0
$33.6 Million 5.34% of portfolio
185,078
Q2 2025 Added 27.6%
$0
$18.4 Million 2.92% of portfolio
431,350
Q2 2025 Added 24.82%
$0
$18 Million 2.86% of portfolio
29,012
Q2 2025 Reduced 1.13%
$3.95T
$14 Million 2.22% of portfolio
28,068
Q2 2025 Added 1.11%
$0
$12.9 Million 2.05% of portfolio
254,047
Q2 2025 Added 6.92%
$1.24T
$12.6 Million 2.01% of portfolio
71,252
Q2 2025 Reduced 4.26%
$0
$11.9 Million 1.89% of portfolio
188,560
Q2 2025 Added 2.85%
$0
$11.1 Million 1.77% of portfolio
204,449
Q2 2025 Added 36.39%
$0
$10.6 Million 1.68% of portfolio
145,768
Q2 2025 Added 4.57%
$456B
$10.5 Million 1.66% of portfolio
66,290
Q2 2025 Added 1.72%
$3.69T
$8.62 Million 1.37% of portfolio
42,016
Q2 2025 Added 5.25%
$127B
$6.36 Million 1.01% of portfolio
23,064
Q2 2025 Reduced 0.92%
$1.1B
$5.96 Million 0.95% of portfolio
182,412
Q2 2025 Added 6.06%
$79.5B
$5.73 Million 0.91% of portfolio
45,744
Q2 2025 Reduced 2.71%
$2.26T
$5.54 Million 0.88% of portfolio
25,269
Q2 2025 Reduced 2.12%
$1.78T
$4.34 Million 0.69% of portfolio
5,885
Q2 2025 Added 8.84%
$0
$4.15 Million 0.66% of portfolio
41,816
Q2 2025 Added 5.1%
$621B
$4.09 Million 0.65% of portfolio
8,414
Q2 2025 Reduced 4.23%
$281B
$4.03 Million 0.64% of portfolio
41,237
Q2 2025 Added 0.29%
$210B
$3.92 Million 0.62% of portfolio
13,297
Q2 2025 Reduced 3.94%
$254B
$3.85 Million 0.61% of portfolio
5,438
Q2 2025 Added 1.51%
$0
$3.77 Million 0.6% of portfolio
289,259
Q2 2025 Added 8.32%
$1.21T
$3.59 Million 0.57% of portfolio
20,346
Q2 2025 Added 0.22%
$66.5B
$3.53 Million 0.56% of portfolio
35,733
Q2 2025 Reduced 2.89%
$0
$3.51 Million 0.56% of portfolio
151,220
Q2 2025 Added 30.1%
$185B
$3.49 Million 0.55% of portfolio
40,958
Q2 2025 Added 117.12%
$351B
$3.29 Million 0.52% of portfolio
17,723
Q2 2025 Added 0.69%
$302B
$3.21 Million 0.51% of portfolio
40,030
Q2 2025 Added 3.37%
$0
$3.07 Million 0.49% of portfolio
64,447
Q2 2025 Added 22.75%
$52.6B
$2.97 Million 0.47% of portfolio
41,422
Q2 2025 Reduced 3.42%
$218B
$2.95 Million 0.47% of portfolio
7,609
Q2 2025 Added 0.37%
$0
$2.89 Million 0.46% of portfolio
14,888
Q2 2025 Added 2.06%
$122B
$2.86 Million 0.45% of portfolio
32,826
Q2 2025 Reduced 1.52%
$155B
$2.8 Million 0.44% of portfolio
22,675
Q2 2025 Reduced 13.24%
$0
$2.79 Million 0.44% of portfolio
4,512
Q2 2025 Added 8.8%
$452B
$2.7 Million 0.43% of portfolio
17,669
Q2 2025 Added 0.55%
$73.5B
$2.7 Million 0.43% of portfolio
25,566
Q2 2025 Reduced 0.39%
$96.6B
$2.66 Million 0.42% of portfolio
3,803
Q2 2025 Reduced 8.45%
$23.5B
$2.54 Million 0.4% of portfolio
4,286
Q2 2025 Added 4.36%
$859B
$2.54 Million 0.4% of portfolio
8,757
Q2 2025 Reduced 1.98%
$0
$2.49 Million 0.4% of portfolio
26,567
Q2 2025 Added 0.5%
$0
$2.43 Million 0.39% of portfolio
65,579
Q2 2025 Added 29.97%
$0
$2.37 Million 0.38% of portfolio
41,570
Q2 2025 Reduced 4.52%
$0
$2.35 Million 0.37% of portfolio
30,454
Q2 2025 Reduced 2.87%

Summary

  • Portfolio
  • No. of Stocks 251
  • Current Value $629 Million
  • Prior Value $546 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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