Oarsman Capital, Inc. Reduced Holdings in Q2 2025

Oarsman Capital, Inc.

  • $629 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-49.2K
- 60.53%
$52.31 - $63.72 $2.57M - $3.13M
32.1K $2.04M
UNH
Unitedhealth Group Inc

Healthcare
-163
- 3.28%
$274.35 - $599.47 $44.7K - $97.7K
4.8K $1.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-372
- 4.23%
$483.48 - $539.8 $180K - $201K
8.41K $4.09M
QCOM
Qualcomm Inc

Technology
-4.21K
- 24.37%
$124.66 - $159.48 $524K - $671K
13.1K $2.08M
VZ
Verizon Communications Inc

Communication Services
-11.9K
- 44.98%
$41.67 - $45.62 $496K - $543K
14.6K $629K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.46K
- 13.24%
$119.13 - $135.03 $412K - $467K
22.7K $2.8M
OLN
Olin Corp

Basic Materials
-2.63K
- 4.62%
$17.96 - $24.7 $47.1K - $64.8K
54.2K $1.09M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.12K
- 20.79%
$116.93 - $119.39 $248K - $253K
8.09K $963K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.69K
- 11.8%
$83.54 - $100.04 $225K - $269K
20.1K $2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-682
- 20.36%
$456.74 - $568.03 $311K - $387K
2.67K $1.51M
VTI
Vanguard Total Stock Market Et

ETFs
-1.3K
- 18.05%
$243.75 - $303.93 $317K - $395K
5.9K $1.79M
CVX
Chevron Corp

Energy
-277
- 5.01%
$133.73 - $168.51 $37K - $46.7K
5.26K $752K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.9K
- 18.0%
$51.16 - $62.02 $199K - $242K
17.7K $1.1M
FISV
Fiserv Inc

Technology
-1.28K
- 2.71%
N/A
45.7K $5.73M
FTGC
First Trust Global Tactical CO

ETFs
-4.82K
- 18.98%
$23.09 - $25.91 $111K - $125K
20.6K $507K
MDT
Medtronic PLC

Healthcare
-507
- 1.52%
$80.68 - $88.86 $40.9K - $45.1K
32.8K $2.86M
ADBE
Adobe Inc.

Technology
-360
- 7.3%
$340.0 - $420.68 $122K - $151K
4.57K $1.77M
BAC
Bank Of America Corp

Financial Services
-7.8K
- 17.58%
$34.39 - $47.46 $268K - $370K
36.5K $1.73M
AZN
Astrazeneca PLC

Healthcare
-376
- 1.59%
$64.87 - $75.0 $24.4K - $28.2K
23.3K $1.63M
ORCC
Owl Rock Capital Corp

Financial Services
-8.21K
- 6.12%
N/A
126K $1.69M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.21K
- 9.4%
$47.89 - $48.65 $106K - $107K
21.3K $1.03M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.58K
- 10.29%
$108.87 - $133.04 $172K - $210K
13.7K $1.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-23
- 3.92%
$390.26 - $489.06 $8.98K - $11.2K
564 $228K
PFE
Pfizer Inc

Healthcare
-1.02K
- 2.95%
$21.59 - $24.84 $22.1K - $25.4K
33.6K $814K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 0.53%
$285.55 - $321.23 $4.28K - $4.82K
2.79K $815K
KMB
Kimberly Clark Corp

Consumer Defensive
-158
- 5.3%
$126.84 - $145.22 $20K - $22.9K
2.82K $364K
LNT
Alliant Energy Corp

Utilities
-270
- 3.09%
$58.79 - $64.85 $15.9K - $17.5K
8.47K $512K
ACN
Accenture PLC

Technology
-51
- 2.11%
$279.23 - $323.21 $14.2K - $16.5K
2.37K $708K
DWM
Wisdomtree Tr

ETFs
-1.88K
- 12.49%
$52.06 - $63.91 $97.7K - $120K
13.2K $836K
IEFA
Ishares Tr

ETFs
-1.14K
- 15.6%
$67.83 - $84.09 $77.1K - $95.5K
6.15K $512K
PRU
Prudential Financial Inc

Financial Services
-200
- 6.97%
$95.12 - $112.71 $19K - $22.5K
2.67K $286K
VB
Vanguard Small Cap ETF

ETFs
-214
- 14.57%
$193.73 - $237.37 $41.5K - $50.8K
1.26K $297K
XEL
Xcel Energy Inc

Utilities
-50
- 0.6%
$65.65 - $72.39 $3.28K - $3.62K
8.22K $559K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.77K
- 10.17%
$20.42 - $25.3 $77K - $95.5K
33.3K $843K
SCHW
Schwab Charles Corp

Financial Services
-845
- 21.22%
$69.06 - $91.24 $58.4K - $77.1K
3.14K $286K
WDAY
Workday, Inc.

Technology
-120
- 11.42%
$210.47 - $274.71 $25.3K - $33K
931 $223K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-2.25K
- 17.39%
$8.43 - $8.77 $19K - $19.7K
10.7K $92K
CL
Colgate Palmolive CO

Consumer Defensive
-100
- 2.7%
$87.57 - $96.0 $8.76K - $9.6K
3.61K $328K
TEQI
T Rowe Price Exchange Traded F

Technology
-498
- 8.02%
$36.8 - $42.54 $18.3K - $21.2K
5.72K $243K
ADSK
Autodesk, Inc.

Technology
-53
- 3.92%
N/A
1.3K $319K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-840
- 10.05%
$37.51 - $45.52 $31.5K - $38.2K
7.52K $340K
EFV
Msci Eafe Value ETF

ETFs
-411
- 11.48%
$52.4 - $64.65 $21.5K - $26.6K
3.17K $201K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-916
- 9.06%
$26.66 - $33.09 $24.4K - $30.3K
9.19K $303K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-1.65K
- 3.75%
$19.41 - $22.77 $32K - $37.6K
42.4K $964K
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.5%
$335.24 - $380.78 $2.35K - $2.67K
1.39K $508K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-27
- 0.61%
$72.02 - $73.82 $1.94K - $1.99K
4.39K $322K
RRC
Range Resources Corp

Energy
-125
- 1.86%
$32.1 - $43.23 $4.01K - $5.4K
6.61K $268K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.04K
- 8.91%
$10.8 - $16.92 $11.3K - $17.7K
10.7K $146K
T
At&T Inc.

Communication Services
-335
- 1.87%
$26.33 - $28.94 $8.82K - $9.69K
17.5K $507K
Activity Summary
Buys All Purchases 133 New Holdings 21 Increased Positions 112 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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