Oarsman Capital, Inc. Portfolio Holdings

Oarsman Capital, Inc.

  • $706 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.35 Million 0.33% of portfolio
66,740
Q3 2025 Added 1.77%
$193B
$2.32 Million 0.33% of portfolio
20,300
Q3 2025 Added 54.93%
$130B
$2.34 Million 0.33% of portfolio
6,571
Q3 2025 Reduced 1.11%
$319B
$2.36 Million 0.33% of portfolio
34,513
Q3 2025 Added 5.46%
$65.2B
$2.37 Million 0.33% of portfolio
5,600
Q3 2025 Added 4.56%
$19.5B
$2.27 Million 0.32% of portfolio
4,334
Q3 2025 Added 1.12%
$1.29T
$2.22 Million 0.31% of portfolio
4,986
Q3 2025 Added 52.1%
$187B
$2.21 Million 0.31% of portfolio
13,308
Q3 2025 Added 1.98%
$46.8B
$2.11 Million 0.3% of portfolio
2,213
Q3 2025 Added 4.39%
$0
$2.15 Million 0.3% of portfolio
19,434
Q3 2025 Reduced 3.34%
$57.4B
$2.05 Million 0.29% of portfolio
52,211
Q3 2025 Added 4.83%
$0
$1.98 Million 0.28% of portfolio
28,960
Q3 2025 Reduced 9.75%
$277B
$1.95 Million 0.28% of portfolio
25,461
Q3 2025 Added 9.14%
$0
$1.95 Million 0.28% of portfolio
31,048
Q3 2025 Added 5.98%
$413B
$1.92 Million 0.27% of portfolio
37,185
Q3 2025 Added 1.76%
$34.1B
$1.94 Million 0.27% of portfolio
11,227
Q3 2025 Added 0.75%
$181B
$1.83 Million 0.26% of portfolio
18,630
Q3 2025 Added 1.35%
$22.7B
$1.85 Million 0.26% of portfolio
107,274
Q3 2025 Added 1.41%
$2.46B
$1.84 Million 0.26% of portfolio
47,745
Q3 2025 Reduced 1.03%
$0
$1.79 Million 0.25% of portfolio
12,646
Q3 2025 Reduced 8.0%
$204B
$1.75 Million 0.25% of portfolio
12,432
Q3 2025 Added 0.63%
$99.5B
$1.7 Million 0.24% of portfolio
37,774
Q3 2025 Reduced 4.81%
$0
$1.63 Million 0.23% of portfolio
2,666
Q3 2025 Reduced 0.04%
$8.56B
$1.63 Million 0.23% of portfolio
57,443
Q3 2025 Reduced 1.48%
$5.27B
$1.61 Million 0.23% of portfolio
119,965
Q3 2025 Reduced 4.67%
$300B
$1.55 Million 0.22% of portfolio
4,492
Q3 2025 Reduced 6.49%
$971B
$1.49 Million 0.21% of portfolio
1,957
Q3 2025 Added 3.6%
$0
$1.48 Million 0.21% of portfolio
32,423
Q3 2025 Added 11.15%
$404B
$1.4 Million 0.2% of portfolio
1,517
Q3 2025 Added 7.59%
$182B
$1.39 Million 0.2% of portfolio
2,031
Q3 2025 Added 1.75%
$0
$1.37 Million 0.19% of portfolio
4,187
Q3 2025 Reduced 29.05%
$151B
$1.34 Million 0.19% of portfolio
3,789
Q3 2025 Reduced 17.14%
$2.76B
$1.24 Million 0.18% of portfolio
49,460
Q3 2025 Reduced 8.71%
$2.05B
$1.18 Million 0.17% of portfolio
91,158
Q3 2025 Reduced 30.08%
$0
$1.14 Million 0.16% of portfolio
44,438
Q3 2025 Added 7.93%
$0
$1.15 Million 0.16% of portfolio
10,781
Q3 2025 Reduced 2.0%
$13.8B
$1.07 Million 0.15% of portfolio
9,100
Q3 2025 Reduced 2.83%
$0
$1.09 Million 0.15% of portfolio
7,683
Q3 2025 Reduced 0.75%
$0
$993,000 0.14% of portfolio
89,475
Q3 2025 Added 29.91%
$39.4B
$1.01 Million 0.14% of portfolio
1,404
Q3 2025 Reduced 4.81%
$224B
$951,000 0.13% of portfolio
3,132
Q3 2025 Added 12.26%
$0
$902,000 0.13% of portfolio
13,828
Q3 2025 Reduced 22.05%
$14.7B
$929,000 0.13% of portfolio
11,400
Q3 2025 Reduced 2.19%
$0
$952,000 0.13% of portfolio
42,350
Q2 2025 Reduced 3.75%
$346B
$946,000 0.13% of portfolio
6,159
Q3 2025 Added 2.92%
$0
$902,000 0.13% of portfolio
1,503
Q3 2025 Reduced 0.92%
$0
$843,000 0.12% of portfolio
30,234
Q3 2025 Reduced 9.32%
$21B
$846,000 0.12% of portfolio
35,796
Q3 2025 Added 8.54%
$0
$816,000 0.12% of portfolio
29,902
Q3 2025 Reduced 0.56%

Summary

  • Portfolio
  • No. of Stocks 251
  • Current Value $706 Million
  • Prior Value $629 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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