Portfolio (Quarterly)
Guide ↗
OARSMAN CAPITAL, INC.
· CIK 0001569667| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | URG | UR-ENERGY INC COM | Energy | 90,025.0 | $125K | 0.02% | NEW | — | $1.39 | -24.5% |
① 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
33.3%
Financial Services
20.1%
Healthcare
11.2%
Industrials
10.4%
Consumer Cyclical
8.7%
Communication Services
6.8%
Consumer Defensive
5.2%
Basic Materials
2.1%
Energy
1.2%
Utilities
0.8%