Portfolio (Quarterly) Guide ↗

OARSMAN CAPITAL, INC.

· CIK 0001569667

13F Portfolio $806M 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 30.6%

Financial Services 19.3%

Industrials 12.0%

Healthcare 11.7%

Consumer Cyclical 8.5%

Communication Services 7.0%

Consumer Defensive 5.9%

Basic Materials 2.4%

Energy 1.6%

Utilities 0.9%