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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 1 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 167,808.0 $32.2M 4.00% -60K -26.3% $191.92 +5.3%
2 GOOG ALPHABET INC CAP STK CL C Communication Services 65,859.0 $18.9M 2.35% -5K -6.7% $286.86 +38.8%
3 IVV ISHARES CORE S&P 500 ETF 23,832.0 $15.6M 1.93% -2K -7.1% $653.22 +13.3%
4 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 162,507.0 $12.8M 1.59% -54K -25.1% $78.66 +18.5%
5 AAAU GOLDMAN SACHS PHYSICAL GOLD ETF Financial Services 191,704.0 $8.9M 1.10% -2K -1.2% $46.19 -2.7%
6 RSPG INVESCO EQUAL WEIGHT ENERGY ETF 56,008.0 $6.1M 0.76% -2K -3.2% $109.47 -0.4%
7 C CITIGROUP INC COM NEW Financial Services 38,243.0 $4.3M 0.54% -3K -7.2% $113.41 +8.2%
8 AZN ASTRAZENECA PLC ORD Healthcare 16,553.0 $3.3M 0.41% -12K -42.2% $197.22 -6.6%
9 KR KROGER CO COM Consumer Defensive 43,748.0 $3.2M 0.39% -2K -4.1% $72.36 -7.0%
10 SPY STATE STREET SPDR S&P 500 ETF Financial Services 4,350.0 $2.8M 0.35% -389.0 -8.2% $650.29 +13.2%
11 GLD SPDR GOLD SHARES Financial Services 6,528.0 $2.8M 0.35% -183.0 -2.7% $430.29 -2.9%
12 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 30,088.0 $2.6M 0.32% -170.0 -0.6% $86.64 +8.0%
13 IWF ISHARES RUSSELL 1000 GROWTH ETF 5,675.0 $2.4M 0.30% -12K -67.0% $426.43 -71.0%
14 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 17,743.0 $2.1M 0.26% -350.0 -1.9% $118.45 +6.8%
15 BAC BANK OF AMER CORP COM Financial Services 41,993.0 $2.0M 0.25% -274.0 -0.7% $48.75 +3.7%
16 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 31,908.0 $2.0M 0.25% -2K -5.8% $64.08 +8.1%
17 IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST Financial Services 42,907.0 $2.0M 0.25% -2K -4.6% $46.70 -2.8%
18 QCOM QUALCOMM INC COM Technology 14,012.0 $1.8M 0.22% -292.0 -2.0% $128.78 +54.9%
19 TSLA TESLA INC COM Consumer Cyclical 4,684.0 $1.7M 0.22% -379.0 -7.5% $371.75 +10.7%
20 DFAS DIMENSIONAL U.S. SMALL CAP ETF 24,477.0 $1.7M 0.22% -1K -5.0% $71.13 +6.7%
Page 1 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%