Portfolio (Quarterly) Guide ↗

OARSMAN CAPITAL, INC.

· CIK 0001569667

13F Portfolio $805.5B AUM 239 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 20 New 76 Added 100 Reduced 22 Exited

Page 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	KVUE	KENVUE INC COM	Consumer Defensive	11,111	$192K	0.03%	SOLD
22	PTEN	PATTERSON-UTI ENERGY INC COM	Energy	26,850	$164K	0.02%	SOLD

Page 2 of 2 · 22 positions

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Sector Allocation

Technology 28.4%

Financial Services 17.9%

Communication Services 13.8%

Industrials 11.2%

Healthcare 10.8%

Consumer Cyclical 7.9%

Consumer Defensive 5.4%

Basic Materials 2.3%

Energy 1.5%

Utilities 0.9%