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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 8 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IUSG ISHARES CORE S&P U.S. GROWTH ETF 2,963.0 $460K 0.06% -757.0 -20.4% $155.11 +18.7%
142 MCS MARCUS CORP DEL COM Communication Services 26,275.0 $451K 0.06% -9K -24.6% $17.17 +4.7%
143 MGK VANGUARD MEGA CAP GROWTH ETF 1,223.0 $449K 0.06% +25.0 +2.1% $367.44 -76.1%
144 VB VANGUARD SMALL-CAP ETF 1,706.0 $447K 0.06% +616.0 +56.5% $261.92 +6.3%
145 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 14,649.0 $447K 0.06% -2K -12.9% $30.50 +6.3%
146 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 9,626.0 $438K 0.05% $45.52 +2.4%
147 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 7,739.0 $438K 0.05% -706.0 -8.4% $56.58 +5.8%
148 WDC WESTERN DIGITAL CORP COM Technology 1,597.0 $432K 0.05% $270.57 +68.4%
149 IVW ISHARES S&P 500 GROWTH ETF 3,818.0 $432K 0.05% -1K -28.1% $113.11 +19.3%
150 ADSK AUTODESK INC COM Technology 1,763.0 $422K 0.05% +365.0 +26.1% $239.40 +3.7%
151 ATI ATI INC COM Industrials 2,870.0 $417K 0.05% -500.0 -14.8% $145.46 +1.2%
152 USB US BANCORP COM NEW Financial Services 7,972.0 $415K 0.05% +103.0 +1.3% $52.01 +1.5%
153 BA BOEING CO COM Industrials 2,017.0 $401K 0.05% -113.0 -5.3% $199.05 +9.5%
154 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 1,944.0 $385K 0.05% -305.0 -13.6% $198.29 -8.8%
155 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 7,753.0 $379K 0.05% NEW $48.93 +7.3%
156 SLV ISHARES SILVER TRUST Financial Services 5,490.0 $374K 0.05% -2K -22.4% $68.14 -2.7%
157 T AT&T INC COM Communication Services 12,672.0 $367K 0.05% -3K -17.7% $28.99 -15.0%
158 BSCS INVESCO BULLETSHARES 2028 CB ETF 17,862.0 $365K 0.04% $20.42 -0.5%
159 NOW SERVICENOW INC COM Technology 3,477.0 $364K 0.04% +115.0 +3.4% $104.55 +3.0%
160 ULTA ULTA BEAUTY INC Consumer Cyclical 690.0 $361K 0.04% +143.0 +26.1% $522.71 -9.7%
Page 8 of 12  ·  239 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%