Oarsman Capital, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $450 Million distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $31.2M, Vanguard Value ETF with a value of $24.1M, Ishares Tr with a value of $22.2M, Schwab Strategic Tr Intl Eqty with a value of $20.2M, and Ishares Core Total Usd Bond Ma with a value of $19.5M.

Examining the 13F form we can see an increase of $36.7M in the current position value, from $413M to 450M.

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 $450 Million
ETFs: $270 Million
Technology: $58 Million
Communication Services: $27 Million
Financial Services: $22.2 Million
Healthcare: $22.2 Million
Industrials: $15 Million
Consumer Cyclical: $13 Million
Consumer Defensive: $11.6 Million
Other: $10.6 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $450 Million
  • Prior Value $413 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 14 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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