Oarsman Capital, Inc. Reduced Holdings in Q1 2025

Oarsman Capital, Inc.

  • $546 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-14.7K
- 67.1%
$271.18 - $303.12 $3.98M - $4.45M
7.2K $1.98M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-86K
- 57.79%
$36.64 - $45.76 $3.15M - $3.94M
62.8K $2.36M
GOOG
Alphabet Inc.

Communication Services
-4.63K
- 5.86%
$156.06 - $207.71 $723K - $962K
74.4K $11.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.21K
- 9.87%
$554.06 - $615.85 $1.78M - $1.98M
29.3K $16.5M
AVGO
Broadcom Inc.

Technology
-3.61K
- 13.41%
$167.43 - $244.7 $604K - $882K
23.3K $3.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.88K
- 12.76%
$360.07 - $417.26 $1.04M - $1.2M
19.7K $7.1M
TGT
Target Corp

Consumer Defensive
-12.2K
- 85.7%
$103.65 - $142.5 $1.26M - $1.73M
2.03K $211K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.55K
- 45.06%
$222.15 - $428.22 $566K - $1.09M
3.1K $804K
MSFT
Microsoft Corp

Technology
-69
- 0.25%
$375.39 - $447.2 $25.9K - $30.9K
27.8K $10.4M
AAPL
Apple Inc.

Technology
-713
- 1.75%
$209.68 - $247.1 $150K - $176K
39.9K $8.87M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-9.55K
- 48.33%
$114.57 - $118.14 $1.09M - $1.13M
10.2K $1.21M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.63K
- 27.83%
$182.82 - $196.21 $1.03M - $1.1M
14.6K $2.74M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-22.2K
- 33.06%
$45.56 - $47.23 $1.01M - $1.05M
45K $2.12M
GOOGL
Alphabet Inc.

Communication Services
-794
- 3.76%
$154.33 - $206.19 $123K - $164K
20.3K $3.14M
MBB
Ishares Tr

ETFs
-6.99K
- 20.91%
$90.37 - $94.08 $632K - $658K
26.4K $2.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-910
- 21.37%
$507.05 - $563.67 $461K - $513K
3.35K $1.72M
MTG
Mgic Investment Corp

Financial Services
-25.6K
- 29.46%
$22.56 - $25.71 $577K - $657K
61.2K $1.52M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.96K
- 7.92%
$96.3 - $112.23 $189K - $220K
22.8K $2.22M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-9.96K
- 29.8%
$47.59 - $48.35 $474K - $482K
23.5K $1.13M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.74K
- 10.22%
$121.0 - $142.28 $211K - $248K
15.3K $1.91M
ORCL
Oracle Corp

Technology
-681
- 7.01%
$139.81 - $186.47 $95.2K - $127K
9.03K $1.26M
WMT
Walmart Inc.

Consumer Defensive
-2.76K
- 6.28%
$84.5 - $105.05 $233K - $290K
41.1K $3.61M
ADBE
Adobe Inc.

Technology
-37
- 0.74%
$377.84 - $464.11 $14K - $17.2K
4.93K $1.89M
PG
Procter & Gamble CO

Consumer Defensive
-1.47K
- 20.04%
$158.56 - $176.26 $232K - $258K
5.85K $996K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.18K
- 7.4%
$95.85 - $99.25 $305K - $316K
39.8K $3.94M
IVE
Ishares S&P 500 Value ETF

ETFs
-850
- 29.91%
$185.78 - $198.58 $158K - $169K
1.99K $379K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.23K
- 5.68%
$23.16 - $27.04 $51.7K - $60.4K
37.1K $869K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-626
- 2.81%
$57.21 - $65.8 $35.8K - $41.2K
21.6K $1.26M
ACN
Accenture PLC

Technology
-74
- 2.96%
$300.91 - $398.25 $22.3K - $29.5K
2.42K $755K
BAC
Bank Of America Corp

Financial Services
-443
- 0.99%
$39.61 - $47.74 $17.5K - $21.1K
44.3K $1.85M
RPM
Rpm International Inc

Basic Materials
-385
- 3.95%
$114.03 - $128.31 $43.9K - $49.4K
9.37K $1.08M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.5K
- 24.15%
$51.39 - $57.43 $129K - $144K
7.86K $435K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.32K
- 5.82%
$24.91 - $29.02 $32.8K - $38.2K
21.3K $532K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.58K
- 5.36%
$22.46 - $23.26 $148K - $153K
116K $2.69M
ISRG
Intuitive Surgical Inc

Healthcare
-115
- 8.32%
$476.63 - $610.45 $54.8K - $70.2K
1.27K $628K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-69
- 4.96%
$468.34 - $539.52 $32.3K - $37.2K
1.32K $619K
HD
Home Depot, Inc.

Consumer Cyclical
-141
- 9.18%
$347.25 - $424.87 $49K - $59.9K
1.4K $511K
IVW
Ishares S&P 500 Growth ETF

ETFs
-531
- 14.84%
$92.45 - $106.69 $49.1K - $56.7K
3.05K $282K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-90
- 14.02%
$314.47 - $431.35 $28.3K - $38.8K
552 $202K
CRM
Salesforce, Inc.

Technology
-3
- 0.29%
$268.36 - $359.95 $805 - $1.08K
1.02K $274K
AMAT
Applied Materials Inc

Technology
-200
- 12.4%
$145.06 - $195.51 $29K - $39.1K
1.41K $205K
USB
Us Bancorp \De\

Financial Services
-223
- 2.67%
$40.92 - $50.9 $9.13K - $11.4K
8.13K $343K
CPRT
Copart Inc

Consumer Cyclical
-637
- 4.98%
$52.3 - $59.83 $33.3K - $38.1K
12.2K $688K
DHR
Danaher Corp

Healthcare
-42
- 3.0%
$201.62 - $250.59 $8.47K - $10.5K
1.36K $277K
PRU
Prudential Financial Inc

Financial Services
-200
- 6.51%
$105.04 - $122.33 $21K - $24.5K
2.87K $320K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19
- 0.58%
$102.49 - $119.96 $1.95K - $2.28K
3.24K $338K
IT
Gartner Inc

Technology
-2
- 0.37%
$418.25 - $548.38 $837 - $1.1K
535 $224K
AXP
American Express CO

Financial Services
-41
- 4.94%
$255.39 - $325.87 $10.5K - $13.4K
789 $212K
IWS
Ishares Russell Midcap Value E

ETFs
-209
- 10.37%
$122.59 - $135.24 $25.6K - $28.3K
1.81K $227K
Activity Summary
Buys All Purchases 109 New Holdings 2 Increased Positions 107 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 1 Puts 0
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