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
$222B
$268,000 0.04% of portfolio
553
Q3 2025 Reduced 1.95%
$0
$266,000 0.04% of portfolio
7,365
Q3 2025 Reduced 19.89%
$40.4B
$279,000 0.04% of portfolio
2,205
Q2 2025 Added 2.8%
$0
$250,000 0.04% of portfolio
5,716
Q3 2025 Added 0.02%
$0
$226,000 0.03% of portfolio
2,903
Q3 2025 Added 5.18%
$0
$231,000 0.03% of portfolio
724
Q3 2025 New
$20.4B
$223,000 0.03% of portfolio
2,546
Q3 2025 Reduced 3.27%
$67.3B
$216,000 0.03% of portfolio
777
Q1 2025 Reduced 11.4%
$159B
$207,000 0.03% of portfolio
426
Q3 2025 New
$75.4B
$204,000 0.03% of portfolio
1,559
Q2 2025 New
$0
$205,000 0.03% of portfolio
562
Q3 2025 New
$0
$202,000 0.03% of portfolio
1,390
Q3 2025 New
$52.5B
$246,000 0.03% of portfolio
14,358
Q3 2025 New
$79.1B
$200,000 0.03% of portfolio
1,124
Q3 2025 New
$0
$240,000 0.03% of portfolio
5,630
Q3 2024 New
$71.6B
$216,000 0.03% of portfolio
3,233
Q3 2025 Reduced 1.07%
$55.4B
$241,000 0.03% of portfolio
790
Q3 2025 New
$18.9B
$239,000 0.03% of portfolio
2,430
Q3 2025 Reduced 20.41%
$9.13B
$208,000 0.03% of portfolio
1,455
Q3 2025 Reduced 3.06%
$0
$247,000 0.03% of portfolio
4,332
Q3 2025 New
$44B
$214,000 0.03% of portfolio
143
Q3 2025 Added 6.72%
$0
$202,000 0.03% of portfolio
340
Q3 2025 New
$0
$230,000 0.03% of portfolio
750
Q2 2025 New
$41.2B
$219,000 0.03% of portfolio
736
Q3 2025 Added 1.38%
$0
$210,000 0.03% of portfolio
4,580
Q3 2025 Reduced 39.07%
$11.2B
$206,000 0.03% of portfolio
1,243
Q3 2025 Added 2.9%
$115B
$228,000 0.03% of portfolio
465
Q3 2025 New
$9.65B
$244,000 0.03% of portfolio
1,459
Q3 2025 New
$0
$223,000 0.03% of portfolio
1,602
Q3 2025 Reduced 11.34%
$140B
$200,000 0.03% of portfolio
536
Q3 2025 New
$53.8B
$202,000 0.03% of portfolio
1,419
Q3 2025 Reduced 14.62%
$1.3B
$139,000 0.02% of portfolio
26,850
Q3 2025 New
$5.6B
$140,000 0.02% of portfolio
14,397
Q2 2025 Added 32.36%
$0
$127,000 0.02% of portfolio
11,558
Q1 2025 Added 89.94%
$270M
$157,000 0.02% of portfolio
90,025
Q2 2025 New
$13.3B
$148,000 0.02% of portfolio
10,134
Q3 2025 Reduced 5.01%
$52.1B
$145,000 0.02% of portfolio
12,149
Q3 2025 New
$2.32B
$71,000 0.01% of portfolio
10,800
Q4 2024 Reduced 1.82%
-
$0 0.0% of portfolio
-
Q3 2025 New
Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K 1 ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.68%
Gsk PLC Sponsored Adr
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 7.17%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.88%
Veralto Corp Com Shs
-
$0 0.0% of portfolio
-
Q3 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 31.58%
Ge Vernova Inc Com
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$0 0.0% of portfolio
55,294
Q3 2025 Reduced 4.85%

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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