Oarsman Capital, Inc. Portfolio Holdings
Oarsman Capital, Inc.
- $546 Million
- Q1 2025
Oarsman Capital, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $546 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $41.1M, Spdr Portfolio with a value of $35.5M, Schwab Strategic Tr Intl Eqty with a value of $33.9M, Ishares Tr with a value of $32.9M, and Ishares Core Total Usd Bond Ma with a value of $30.8M.
Examining the 13F form we can see an decrease of $16.3M in the current position value, from $562M to 546M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|
Summary
- Portfolio
- No. of Stocks 235
- Current Value $546 Million
- Prior Value $562 Million
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 2 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks