Oarsman Capital, Inc. Reduced Holdings in Q4 2024

Oarsman Capital, Inc.

  • $562 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-4.8K
- 17.98%
$280.04 - $302.45 $1.34M - $1.45M
21.9K $6.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-16.4K
- 7.14%
$50.37 - $50.6 $826K - $829K
213K $10.7M
ABBV
Abb Vie Inc.

Healthcare
-1.47K
- 7.71%
$164.99 - $203.87 $243K - $300K
17.6K $3.13M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-26.2K
- 9.46%
$12.74 - $14.23 $334K - $373K
251K $3.25M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.6K
- 54.07%
$71.75 - $75.11 $402K - $421K
4.76K $342K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.83K
- 12.54%
$115.08 - $119.55 $326K - $339K
19.8K $2.28M
ADBE
Adobe Inc.

Technology
-73
- 1.45%
$437.39 - $552.96 $31.9K - $40.4K
4.97K $2.21M
KSS
Kohls Corp

Consumer Cyclical
-18.8K
- 99.97%
$13.86 - $20.95 $261K - $395K
6 $0
VEA
Vanguard Ftse Developed Market

ETFs
-2.82K
- 6.15%
$47.57 - $52.44 $134K - $148K
43.1K $2.06M
AZN
Astrazeneca PLC

Healthcare
-1.15K
- 5.45%
$63.2 - $79.58 $72.7K - $91.6K
20K $1.31M
LLY
Eli Lilly & CO

Healthcare
-85
- 4.18%
$727.2 - $932.06 $61.8K - $79.2K
1.95K $1.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-610
- 12.53%
$521.84 - $558.82 $318K - $341K
4.26K $2.29M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-300
- 32.93%
$501.29 - $612.85 $150K - $184K
611 $317K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-450
- 1.04%
$96.64 - $101.23 $43.5K - $45.6K
43K $4.16M
AMGN
Amgen Inc

Healthcare
-202
- 7.19%
$258.78 - $328.31 $52.3K - $66.3K
2.61K $680K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-345
- 3.73%
$442.29 - $483.08 $153K - $167K
8.9K $4.03M
MTG
Mgic Investment Corp

Financial Services
-845
- 0.96%
$23.32 - $26.4 $19.7K - $22.3K
86.8K $2.06M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-818
- 4.57%
$134.53 - $150.65 $110K - $123K
17.1K $2.31M
ORCC
Owl Rock Capital Corp

Financial Services
-11.9K
- 11.49%
N/A
91.8K $1.23M
VZ
Verizon Communications Inc

Communication Services
-360
- 1.32%
$39.6 - $45.21 $14.3K - $16.3K
27K $1.08M
FIS
Fidelity National Information Services, Inc.

Technology
-1.71K
- 62.06%
$80.14 - $90.95 $137K - $156K
1.05K $84K
IEMG
Ishares Inc

ETFs
-2.65K
- 59.56%
N/A
1.8K $96K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.13K
- 25.81%
$113.92 - $127.38 $129K - $144K
3.26K $375K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-1K
- 2.44%
$20.68 - $23.73 $20.7K - $23.7K
40K $836K
DWM
Wisdomtree Tr

ETFs
-917
- 5.39%
$52.54 - $57.11 $48.2K - $52.4K
16.1K $847K
NVS
Novartis Ag

Healthcare
-228
- 3.91%
$96.78 - $117.18 $22.1K - $26.7K
5.6K $544K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.73K
- 56.55%
$46.94 - $51.62 $128K - $141K
2.1K $104K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.4K
- 99.15%
$80.13 - $83.77 $112K - $117K
12 $0
CSGP
Costar Group, Inc.

Real Estate
-1.15K
- 13.14%
$69.7 - $81.97 $80K - $94.1K
7.59K $543K
PFE
Pfizer Inc

Healthcare
-959
- 2.78%
$24.8 - $30.19 $23.8K - $29K
33.6K $890K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.63K
- 6.8%
$61.68 - $67.87 $100K - $110K
22.3K $1.39M
UAL
United Airlines Holdings, Inc.

Industrials
-3.37K
- 59.42%
$55.62 - $102.44 $188K - $346K
2.3K $223K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.13K
- 4.38%
$104.59 - $118.05 $119K - $134K
24.8K $2.69M
GD
General Dynamics Corp

Industrials
-15
- 0.64%
$260.28 - $314.03 $3.9K - $4.71K
2.31K $608K
ROP
Roper Technologies Inc

Industrials
-134
- 28.94%
$519.85 - $575.95 $69.7K - $77.2K
329 $171K
GLD
Spdr Gold Trust

ETFs
-325
- 4.42%
$236.59 - $257.5 $76.9K - $83.7K
7.02K $1.7M
WMB
Williams Companies, Inc.

Energy
-2.18K
- 54.99%
$46.37 - $59.74 $101K - $130K
1.78K $96K
FISV
Fiserv Inc

Technology
-660
- 1.38%
N/A
47.2K $5.91M
MRK
Merck & Co., Inc.

Healthcare
-422
- 15.14%
$96.31 - $114.76 $40.6K - $48.4K
2.37K $235K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-890
- 8.24%
$44.04 - $49.49 $39.2K - $44K
9.91K $436K
EWJ
Ishares Msci Japan ETF

ETFs
-861
- 18.58%
$66.18 - $71.84 $57K - $61.9K
3.77K $253K
KMB
Kimberly Clark Corp

Consumer Defensive
-275
- 7.63%
$130.37 - $146.09 $35.9K - $40.2K
3.33K $436K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.14K
- 55.42%
$48.87 - $53.53 $55.8K - $61.1K
918 $44K
BR
Broadridge Financial Solutions, Inc.

Technology
-335
- 35.83%
$209.64 - $236.44 $70.2K - $79.2K
600 $135K
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 2.38%
$288.47 - $316.54 $20.2K - $22.2K
2.87K $832K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-73
- 1.01%
$75.1 - $82.99 $5.48K - $6.06K
7.12K $538K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-809
- 7.05%
$43.02 - $47.32 $34.8K - $38.3K
10.7K $461K
IDXX
Idexx Laboratories Inc

Healthcare
-43
- 8.79%
$406.92 - $495.42 $17.5K - $21.3K
446 $184K
RRX
Regal Rexnord Corp

Industrials
-250
- 11.88%
$153.56 - $182.22 $38.4K - $45.6K
1.85K $287K
Activity Summary
Buys All Purchases 318 New Holdings 60 Increased Positions 258 Sells All Sells 239 Reductions 239 Sold out 0 Options Calls 0 Puts 1
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