Oarsman Capital, Inc. Portfolio Holdings

Oarsman Capital, Inc.

  • $629 Million
  • Q2 2025

Oarsman Capital, Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $629 Million distributed in 251 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $45.3M, Vanguard Value ETF with a value of $44.8M, Ishares Core Total Usd Bond Ma with a value of $41.7M, Schwab Strategic Tr Intl Eqty with a value of $41.4M, and Ishares Tr with a value of $34.5M.

Examining the 13F form we can see an increase of $83.5M in the current position value, from $546M to 629M.

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 $629 Million
ETFs: $409 Million
Technology: $75.1 Million
Financial Services: $32.4 Million
Communication Services: $26.8 Million
Healthcare: $23.4 Million
Industrials: $21.7 Million
Consumer Cyclical: $17.7 Million
Consumer Defensive: $12.9 Million
Other: $10.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$2.24 Million 0.36% of portfolio
24,893
Q2 2025 Added 1,950.49%
$2.06B
$1.92 Million 0.31% of portfolio
130,383
Q2 2025 Reduced 3.73%
$5.27B
$1.69 Million 0.27% of portfolio
125,847
Q2 2025 Reduced 6.12%
$8.35B
$1.62 Million 0.26% of portfolio
58,305
Q2 2025 Reduced 4.73%
$2.7B
$1.09 Million 0.17% of portfolio
54,177
Q2 2025 Reduced 4.62%
$8.29B
$613,000 0.1% of portfolio
12,014
Q4 2023 New
$3.08B
$400,000 0.06% of portfolio
4,525
Q2 2025 Added 1.57%
$2.99B
$404,000 0.06% of portfolio
1,774
Q1 2025 Added 0.4%
$9.81B
$308,000 0.05% of portfolio
3,570
Q2 2025 New
$8.45B
$249,000 0.04% of portfolio
3,900
Q2 2025 New
$8.94B
$268,000 0.04% of portfolio
6,610
Q2 2025 Reduced 1.86%
$3.68B
$202,000 0.03% of portfolio
500
Q2 2025 New
$9.51B
$217,000 0.03% of portfolio
1,501
Q2 2025 New
$5.22B
$132,000 0.02% of portfolio
14,397
Q2 2025 Added 32.36%
$2.16B
$49,000 0.01% of portfolio
10,800
Q4 2024 Reduced 1.82%
$3.77B
$68,000 0.01% of portfolio
10,000
Q1 2025 Added 900.0%

Summary

  • Portfolio
  • No. of Stocks 251
  • Current Value $629 Million
  • Prior Value $546 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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