Oarsman Capital, Inc. Reduced Holdings in Q1 2025

Oarsman Capital, Inc.

  • $546 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-601
- 13.11%
$71.24 - $83.64 $42.8K - $50.3K
3.98K $311K
MGEE
Mge Energy Inc

Utilities
-250
- 5.31%
$85.7 - $94.18 $21.4K - $23.5K
4.46K $414K
DGRO
Ishares Core Dividend Growth E

ETFs
-465
- 10.99%
$60.46 - $64.42 $28.1K - $30K
3.77K $232K
FISV
Fiserv Inc

Technology
-204
- 0.43%
N/A
47K $5.89M
UL
Unilever PLC

Consumer Defensive
-616
- 14.8%
$54.72 - $60.29 $33.7K - $37.1K
3.55K $211K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-24
- 3.93%
$497.6 - $606.74 $11.9K - $14.6K
587 $292K
TTE
Total Energies Se

Energy
-324
- 7.38%
N/A
4.06K $278K
EWJ
Ishares Msci Japan ETF

ETFs
-350
- 9.28%
$65.24 - $71.7 $22.8K - $25.1K
3.42K $234K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-345
- 7.25%
$71.17 - $73.66 $24.6K - $25.4K
4.41K $324K
ANSS
Ansys Inc

Technology
-2
- 0.25%
$316.56 - $360.36 $633 - $721
783 $247K
V
Visa Inc.

Financial Services
-202
- 11.9%
$306.92 - $362.71 $62K - $73.3K
1.5K $523K
KMB
Kimberly Clark Corp

Consumer Defensive
-349
- 10.48%
$124.46 - $147.4 $43.4K - $51.4K
2.98K $424K
PAYX
Paychex Inc

Industrials
-273
- 11.29%
$136.06 - $154.52 $37.1K - $42.2K
2.15K $330K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-976
- 3.26%
$27.01 - $28.54 $26.4K - $27.9K
28.9K $808K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-400
- 4.04%
$42.5 - $46.71 $17K - $18.7K
9.51K $430K
TRV
Travelers Companies, Inc.

Financial Services
-100
- 11.4%
$232.43 - $265.13 $23.2K - $26.5K
777 $205K
UNP
Union Pacific Corp

Industrials
-62
- 5.48%
$225.21 - $254.42 $14K - $15.8K
1.07K $252K
EEM
Ishares Msci Emerging Markets

ETFs
-375
- 5.53%
$40.81 - $45.34 $15.3K - $17K
6.41K $279K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-29
- 0.34%
$49.78 - $53.19 $1.44K - $1.54K
8.6K $439K
RRC
Range Resources Corp

Energy
-740
- 9.9%
$35.22 - $41.29 $26.1K - $30.6K
6.74K $268K
RYE
Invesco Exchange Traded Fd Tr

ETFs
-141
- 0.25%
N/A
56.5K $0
Kenvue Inc Com
-4.2K
- 33.42%
N/A
8.37K $0
AAXJ
Ishares Msci All Country Asia

ETFs
-100
- 2.43%
$69.59 - $77.09 $6.96K - $7.71K
4.02K $297K
Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K 1 ETF
-250
- 2.08%
N/A
11.8K $0
SNY
Sanofi

Healthcare
-549
- 12.79%
$48.15 - $59.42 $26.4K - $32.6K
3.74K $207K
HEIA
Heico Crp Cl A
-403
- 25.03%
N/A
1.21K $0
GPC
Genuine Parts CO

Consumer Cyclical
-40
- 1.69%
$115.91 - $129.02 $4.64K - $5.16K
2.32K $276K
SLV
I Shares Silver Trust

ETFs
-1.09K
- 13.35%
$26.93 - $31.32 $29.2K - $34K
7.05K $218K
MA
Mastercard Inc

Financial Services
-42
- 3.33%
$504.67 - $576.31 $21.2K - $24.2K
1.22K $668K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-75
- 0.16%
$9.47 - $11.46 $710 - $860
45.4K $487K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-110
- 1.3%
$39.65 - $43.35 $4.36K - $4.77K
8.36K $351K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-50
- 2.43%
$98.98 - $113.18 $4.95K - $5.66K
2.01K $227K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-131
- 1.28%
$28.11 - $32.0 $3.68K - $4.19K
10.1K $311K
GD
General Dynamics Corp

Industrials
-10
- 0.43%
$241.94 - $272.58 $2.42K - $2.73K
2.3K $627K
DWM
Wisdomtree Tr

ETFs
-1.06K
- 6.56%
$52.19 - $59.86 $55.1K - $63.2K
15K $874K
FAST
Fastenal CO

Industrials
-160
- 2.07%
$71.11 - $79.98 $11.4K - $12.8K
7.58K $587K
MCD
Mcdonalds Corp

Consumer Cyclical
-68
- 2.37%
$279.74 - $321.29 $19K - $21.8K
2.81K $876K
LLY
Eli Lilly & CO

Healthcare
-65
- 3.34%
$725.72 - $929.72 $47.2K - $60.4K
1.88K $1.55M
NVS
Novartis Ag

Healthcare
-240
- 4.29%
$97.14 - $115.57 $23.3K - $27.7K
5.36K $597K
WEC
Wec Energy Group, Inc.

Utilities
-165
- 3.32%
$92.12 - $108.98 $15.2K - $18K
4.81K $523K
CSGP
Costar Group, Inc.

Real Estate
-25
- 0.33%
$69.29 - $80.37 $1.73K - $2.01K
7.57K $599K
PGR
Progressive Corp

Financial Services
-30
- 1.64%
$235.61 - $291.22 $7.07K - $8.74K
1.8K $508K
CVX
Chevron Corp

Energy
-345
- 5.87%
$146.71 - $167.97 $50.6K - $57.9K
5.53K $925K
AMGN
Amgen Inc

Healthcare
-67
- 2.57%
$258.59 - $327.36 $17.3K - $21.9K
2.54K $791K
VZ
Verizon Communications Inc

Communication Services
-524
- 1.94%
$37.81 - $46.49 $19.8K - $24.4K
26.5K $1.2M
GLD
Spdr Gold Trust

ETFs
-474
- 6.75%
$243.19 - $288.14 $115K - $137K
6.55K $1.89M
IAUM
I Shares Gold Trust Micro

ETFs
-1.37K
- 2.75%
$26.29 - $31.17 $36K - $42.7K
48.5K $1.51M
ABBV
Abb Vie Inc.

Healthcare
-15
- 0.09%
$169.2 - $216.66 $2.54K - $3.25K
17.6K $3.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-114
- 1.28%
$442.66 - $534.52 $50.5K - $60.9K
8.79K $4.68M
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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