Oarsman Capital, Inc. Reduced Holdings in Q4 2024

Oarsman Capital, Inc.

  • $562 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RWX
Spdr Dow Jones International R

ETFs
-125
- 2.63%
$22.73 - $27.57 $2.84K - $3.45K
4.63K $106K
LNT
Alliant Energy Corp

Utilities
-175
- 1.96%
$56.24 - $63.63 $9.84K - $11.1K
8.74K $517K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-976
- 58.34%
$29.11 - $41.59 $28.4K - $40.6K
697 $25K
CVX
Chevron Corp

Energy
-60
- 1.01%
$141.15 - $162.53 $8.47K - $9.75K
5.88K $851K
INGR
Ingredion Inc

Consumer Defensive
-172
- 12.33%
$132.76 - $154.86 $22.8K - $26.6K
1.22K $168K
CGGO
Capital Group Global Growth Eq

ETFs
-637
- 14.27%
$29.21 - $30.67 $18.6K - $19.5K
3.83K $111K
COP
Conocophillips

Energy
-97
- 5.39%
$95.12 - $114.72 $9.23K - $11.1K
1.7K $168K
IAUM
I Shares Gold Trust Micro

ETFs
-637
- 1.26%
$25.56 - $27.81 $16.3K - $17.7K
49.8K $1.3M
MOD
Modine Manufacturing CO

Consumer Cyclical
-50
- 5.96%
$109.77 - $143.22 $5.49K - $7.16K
789 $91K
SQ
Block, Inc.

Technology
-533
- 37.86%
$65.06 - $98.92 $34.7K - $52.7K
875 $74K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-1.35K
- 23.76%
$14.28 - $14.81 $19.3K - $20K
4.33K $62K
UPS
United Parcel Service Inc

Industrials
-67
- 7.74%
$122.65 - $138.35 $8.22K - $9.27K
799 $100K
SBAC
Sba Communications Corp

Real Estate
-70
- 76.09%
$198.24 - $249.31 $13.9K - $17.5K
22 $4K
XLK
Technology Sector Spdr

ETFs
-102
- 13.4%
$220.26 - $241.44 $22.5K - $24.6K
659 $153K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-305
- 38.13%
$55.73 - $66.16 $17K - $20.2K
495 $29K
FLEX
Flex Ltd.

Technology
-556
- 58.96%
$32.52 - $41.3 $18.1K - $23K
387 $14K
ICF
Ishares Tr

ETFs
-105
- 5.51%
$58.8 - $66.61 $6.17K - $6.99K
1.8K $108K
DELL
Dell Technologies Inc.

Technology
-134
- 26.75%
$111.96 - $144.21 $15K - $19.3K
367 $42K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-154
- 10.98%
$58.88 - $64.8 $9.07K - $9.98K
1.25K $73K
CB
Chubb LTD

Financial Services
-52
- 27.96%
$271.57 - $301.89 $14.1K - $15.7K
134 $37K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-193
- 7.16%
$38.37 - $42.82 $7.41K - $8.26K
2.5K $95K
RGEN
Repligen Corp

Healthcare
-81
- 11.82%
$123.41 - $160.92 $10K - $13K
604 $86K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-112
- 8.5%
$174.04 - $205.27 $19.5K - $23K
1.21K $217K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-227
- 30.93%
N/A
507 $32K
SPGI
S&P Global Inc.

Financial Services
-7
- 1.06%
$480.36 - $529.17 $3.36K - $3.7K
653 $325K
OSK
Oshkosh Corp

Industrials
-70
- 4.56%
$93.84 - $115.52 $6.57K - $8.09K
1.46K $139K
DOCN
Digital Ocean Holdings, Inc.

Technology
-300
- 51.99%
$34.07 - $44.0 $10.2K - $13.2K
277 $9K
SLB
Schlumberger Limited

Energy
-161
- 8.24%
$36.83 - $45.59 $5.93K - $7.34K
1.79K $68K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-339
- 11.78%
$61.21 - $76.19 $20.8K - $25.8K
2.54K $190K
IEX
Idex Corp

Industrials
-34
- 3.66%
$202.75 - $236.06 $6.89K - $8.03K
895 $187K
FITB
Fifth Third Bancorp

Financial Services
-236
- 7.74%
$41.76 - $48.44 $9.86K - $11.4K
2.81K $118K
RDVY
First Trust Rising Dividend Ac

ETFs
-200
- 40.0%
$58.65 - $64.37 $11.7K - $12.9K
300 $17K
WEC
Wec Energy Group, Inc.

Utilities
-10
- 0.2%
$92.94 - $101.82 $929 - $1.02K
4.97K $467K
INTU
Intuit Inc

Technology
-39
- 2.02%
$602.01 - $706.25 $23.5K - $27.5K
1.89K $1.19M
XLY
Select Sector Spdr Consumer Di

ETFs
-53
- 88.33%
$194.8 - $239.43 $10.3K - $12.7K
7 $1K
LUV
Southwest Airlines CO

Industrials
-500
- 33.33%
$28.99 - $34.84 $14.5K - $17.4K
1K $33K
PCEF
Invesco Cef Income Composite E

ETFs
-423
- 8.99%
$19.05 - $19.86 $8.06K - $8.4K
4.28K $82K
VEEV
Veeva Systems Inc

Healthcare
-50
- 6.02%
$201.81 - $250.45 $10.1K - $12.5K
781 $164K
CRSP
Crispr Therapeutics Ag

Healthcare
-175
- 47.81%
$38.65 - $55.15 $6.76K - $9.65K
191 $7K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-39
- 10.08%
$131.66 - $144.0 $5.13K - $5.62K
348 $45K
PM
Philip Morris International Inc.

Consumer Defensive
-66
- 3.99%
$118.38 - $133.06 $7.81K - $8.78K
1.59K $191K
RTX
Raytheon Technologies Corp

Industrials
-32
- 3.58%
$114.45 - $127.21 $3.66K - $4.07K
863 $99K
CHY
Calamos Convertible & High Income Fund

Financial Services
-850
- 13.82%
$11.79 - $12.56 $10K - $10.7K
5.3K $64K
VBK
Vanguard Small Cap Growth ETF

ETFs
-50
- 12.66%
$264.18 - $304.19 $13.2K - $15.2K
345 $96K
GILD
Gilead Sciences, Inc.

Healthcare
-141
- 28.72%
$83.95 - $97.9 $11.8K - $13.8K
350 $32K
RPM
Rpm International Inc

Basic Materials
-226
- 2.27%
$120.09 - $140.26 $27.1K - $31.7K
9.75K $1.2M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-173
- 80.47%
$42.84 - $45.38 $7.41K - $7.85K
42 $1K
ADI
Analog Devices Inc

Technology
-26
- 21.85%
$206.35 - $236.48 $5.37K - $6.15K
93 $19K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-119
- 34.29%
$260.53 - $404.79 $31K - $48.2K
228 $87K
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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