Oarsman Capital, Inc. Portfolio Holdings

Oarsman Capital, Inc.

  • $533 Million
  • Q3 2024

Oarsman Capital, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $533 Million distributed in 918 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $31.7M, Vanguard Value ETF with a value of $27.9M, Schwab Strategic Tr Intl Eqty with a value of $26.3M, Ishares Tr with a value of $24.5M, and Ishares Core Total Usd Bond Ma with a value of $23.7M.

Examining the 13F form we can see an increase of $83.2M in the current position value, from $450M to 533M.

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 $533 Million
ETFs: $317 Million
Technology: $63.8 Million
Financial Services: $29.3 Million
Communication Services: $27.5 Million
Healthcare: $27.2 Million
Industrials: $21.1 Million
Consumer Cyclical: $16.4 Million
Consumer Defensive: $14.5 Million
Other: $15.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121M
$0 0.0% of portfolio
1,000
Q3 2024 New
$296M
$14,000 0.0% of portfolio
155
Q3 2024 New
$52.4M
$2,000 0.0% of portfolio
1,000
Q3 2024 New
$156M
$3,000 0.0% of portfolio
1,085
Q3 2024 New
$240M
$2,000 0.0% of portfolio
75
Q3 2024 New
$61.8M
$26,000 0.0% of portfolio
9,698
Q3 2024 New
$173M
$0 0.0% of portfolio
32
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 918
  • Current Value $533 Million
  • Prior Value $450 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 676 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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