Oarsman Capital, Inc. has filed its 13F form on November 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $706 Million distributed in 251 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $68.4M, Spdr Portfolio with a value of $52.7M, Schwab Strategic Tr Intl Eqty with a value of $50.2M, Vanguard Value ETF with a value of $48.5M, and Invesco S&P 500 Equal Weight E with a value of $37.9M.
Examining the 13F form we can see an increase of $76.8M in the current position value, from $629M to 706M.
Oarsman Capital, Inc. is based out at Milwaukee, WI
Below you can find more details about Oarsman Capital, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$706 Million
ETFs: $458 Million
Technology: $85.5 Million
Financial Services: $34.1 Million
Communication Services: $33.2 Million
Healthcare: $25.1 Million
Industrials: $23.6 Million
Consumer Cyclical: $21.9 Million
Consumer Defensive: $13.1 Million
Other: $10.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
