Oarsman Capital, Inc. Top Holdings and 13F Report (2025) About Oarsman Capital, Inc.Investment ActivityOarsman Capital, Inc. has $574.04 million in total holdings as of December 31, 2024.Oarsman Capital, Inc. owns shares of 901 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 10.88% of the portfolio was purchased this quarter.About 2.90% of the portfolio was sold this quarter.This quarter, Oarsman Capital, Inc. has purchased 906 new stocks and bought additional shares in 258 stocks.Oarsman Capital, Inc. sold shares of 240 stocks and completely divested from 66 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $37,379,149Vanguard Value ETF $34,613,323Schwab International Equity ETF $29,371,640iShares Core Total USD Bond Market ETF $26,385,147iShares Intermediate Government/Credit Bond ETF $24,953,222 Largest New Holdings this Quarter Leidos $973,586 HoldingInvesco BulletShares 2028 Corporate Bond ETF $359,562 HoldingSPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF $311,535 HoldingBaxter International $156,735 HoldingInvesco BulletShares 2026 Corporate Bond ETF $84,890 Holding Largest Purchases this Quarter Schwab International Equity ETF 949,008 shares (about $17.56M)Vanguard Value ETF 44,892 shares (about $7.60M)Invesco S&P 500 Equal Weight ETF 27,689 shares (about $4.85M)SPDR Portfolio S&P 500 Growth ETF 43,540 shares (about $3.83M)iShares Core Total USD Bond Market ETF 81,067 shares (about $3.66M) Largest Sales this Quarter Alphabet 14,191 shares (about $2.70M)Vanguard Total Stock Market ETF 4,797 shares (about $1.39M)JPMorgan Ultra-Short Income ETF 16,393 shares (about $825.72K)iShares Russell 1000 Growth ETF 1,275 shares (about $512.01K)Vanguard Total Bond Market ETF 5,599 shares (about $402.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOarsman Capital, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$37,379,149$3,827,169 ▲11.4%425,2466.5%ETFVTVVanguard Value ETF$34,613,323$7,600,202 ▲28.1%204,4506.0%ETFSCHFSchwab International Equity ETF$29,371,640$17,556,650 ▲148.6%1,587,6565.1%ETFIUSBiShares Core Total USD Bond Market ETF$26,385,147$3,664,230 ▲16.1%583,7424.6%ManufacturingGVIiShares Intermediate Government/Credit Bond ETF$24,953,222$1,098,899 ▲4.6%239,4054.3%ETFRSPInvesco S&P 500 Equal Weight ETF$23,229,588$4,851,953 ▲26.4%132,5664.0%ETFIVViShares Core S&P 500 ETF$19,166,116$310,232 ▼-1.6%32,5583.3%ETFGOOGAlphabet$15,759,516$2,702,540 ▼-14.6%82,7532.7%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$13,515,553$1,502,572 ▲12.5%300,8812.4%ETFMSFTMicrosoft$11,729,388$227,186 ▲2.0%27,8282.0%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$10,735,762$825,715 ▼-7.1%213,1381.9%ETFAAPLApple$10,175,698$53,840 ▲0.5%40,6351.8%Computer and TechnologyFIFiserv$9,700,754$135,577 ▼-1.4%47,2241.7%Business ServicesEMXCiShares MSCI Emerging Markets ex China ETF$9,358,098$1,427,120 ▲18.0%168,7661.6%ManufacturingSPLGSPDR Portfolio S&P 500 ETF$9,167,359$1,891,574 ▲26.0%132,9761.6%ETFIWFiShares Russell 1000 Growth ETF$9,053,220$512,015 ▼-5.4%22,5441.6%ETFNVDANVIDIA$8,383,428$25,649 ▼-0.3%62,4281.5%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$6,564,553$595,629 ▲10.0%120,0321.1%ETFCALFPacer US Small Cap Cash Cows 100 ETF$6,550,754$802,170 ▲14.0%148,8471.1%ETFVTIVanguard Total Stock Market ETF$6,342,687$1,390,198 ▼-18.0%21,8861.1%ETFAVGOBroadcom$6,232,563$367,467 ▼-5.6%26,8831.1%Computer and TechnologyAMZNAmazon.com$5,118,593$336,983 ▲7.0%23,3310.9%Retail/WholesaleAAAUGoldman Sachs Physical Gold ETF$4,335,530$246,175 ▲6.0%167,1690.8%Finance, Insurance, And Real EstateRSPGInvesco S&P 500 Equal Weight Energy ETF$4,326,158$233,813 ▲5.7%56,6550.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,163,309$43,605 ▼-1.0%42,9650.7%FinanceBRK.BBerkshire Hathaway$4,034,192$156,382 ▼-3.7%8,9000.7%FinanceGOOGLAlphabet$3,993,289$2,272 ▲0.1%21,0950.7%Computer and TechnologyWMTWalmart$3,964,161$105,528 ▼-2.6%43,8760.7%Retail/WholesaleIWDiShares Russell 1000 Value ETF$3,742,033$25,918 ▲0.7%20,2130.7%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$3,254,978$340,156 ▼-9.5%250,5760.6%ManufacturingABBVAbbVie$3,130,555$261,398 ▼-7.7%17,6170.5%MedicalJCPBJPMorgan Core Plus Bond ETF$3,100,281$35,290 ▲1.2%67,2950.5%ETFMBBiShares MBS ETF$3,064,496$165,849 ▲5.7%33,4260.5%ETFGSThe Goldman Sachs Group$3,044,591$55,544 ▲1.9%5,3170.5%FinanceMETAMeta Platforms$2,862,513$68,504 ▲2.5%4,8890.5%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$2,787,874$1,404,470 ▲101.5%122,8140.5%ETFWFCWells Fargo & Company$2,697,865$44,954 ▲1.7%38,4090.5%FinanceCATCaterpillar$2,689,248$105,567 ▲4.1%7,4130.5%Industrial ProductsIJSiShares S&P Small-Cap 600 Value ETF$2,688,597$123,053 ▼-4.4%24,7550.5%ETFQCOMQUALCOMM$2,591,019$433,987 ▲20.1%16,8660.5%Computer and TechnologyAPHAmphenol$2,494,363$51,185 ▲2.1%35,9160.4%Computer and TechnologyKRKroger$2,481,123$132,636 ▲5.6%40,5740.4%Retail/WholesaleJNJJohnson & Johnson$2,458,090$5,351 ▲0.2%16,9970.4%MedicalMDTMedtronic$2,428,381$187,960 ▲8.4%30,4000.4%MedicalTSLATesla$2,402,848$139,325 ▼-5.5%5,9500.4%Auto/Tires/TrucksUNHUnitedHealth Group$2,399,533$328,336 ▲15.9%4,7430.4%MedicalTYLTyler Technologies$2,311,173$33,445 ▲1.5%4,0080.4%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$2,310,360$110,733 ▼-4.6%17,0670.4%ETFIBMInternational Business Machines$2,298,312$122,225 ▲5.6%10,4550.4%Computer and TechnologyVOOVanguard S&P 500 ETF$2,294,652$328,654 ▼-12.5%4,2590.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$2,284,077$327,353 ▼-12.5%19,7670.4%ETFADBEAdobe$2,210,060$32,462 ▼-1.4%4,9700.4%Computer and TechnologyGWWW.W. Grainger$2,063,278$62,204 ▲3.1%1,9570.4%Industrial ProductsVEAVanguard FTSE Developed Markets ETF$2,059,479$134,949 ▼-6.1%43,0670.4%ETFMTGMGIC Investment$2,057,125$20,035 ▼-1.0%86,7620.4%FinanceJPMJPMorgan Chase & Co.$2,022,890$27,087 ▼-1.3%8,4390.4%FinanceBACBank of America$1,968,122$16,130 ▲0.8%44,7810.3%FinanceTGTTarget$1,919,770$188,165 ▲10.9%14,2020.3%Retail/WholesaleJCIJohnson Controls International$1,916,657$111,844 ▲6.2%24,2830.3%ConstructionTJXTJX Companies$1,911,652$94,713 ▲5.2%15,8240.3%Retail/WholesaleIXUSiShares Core MSCI Total International Stock ETF$1,886,114$17,130 ▲0.9%28,5170.3%ManufacturingSPYSPDR S&P 500 ETF Trust$1,885,606$138,329 ▲7.9%3,2170.3%FinanceFCXFreeport-McMoRan$1,865,327$52,056 ▲2.9%48,9840.3%Basic MaterialsJPREJPMorgan Realty Income ETF$1,736,546$1,719,762 ▲10,246.2%36,7290.3%ETFGLDSPDR Gold Shares$1,700,237$78,692 ▼-4.4%7,0220.3%FinanceVRTXVertex Pharmaceuticals$1,677,648$17,316 ▲1.0%4,1660.3%MedicalTAT&T$1,671,576$19,332 ▼-1.1%73,4110.3%Computer and TechnologyHBANHuntington Bancshares$1,669,341$176,221 ▼-9.5%102,6020.3%FinanceRJFRaymond James$1,654,824$50,170 ▲3.1%10,6540.3%FinanceCSCOCisco Systems$1,648,199$31,613 ▲2.0%27,8410.3%Computer and TechnologyORCLOracle$1,618,080$13,665 ▼-0.8%9,7100.3%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$1,596,856$185,873 ▲13.2%33,4280.3%ManufacturingMLPXGlobal X MLP & Energy Infrastructure ETF$1,594,397$1,131,605 ▲244.5%26,3280.3%ETFBUGGlobal X Cybersecurity ETF$1,542,181$74,898 ▲5.1%48,0580.3%ManufacturingCMICummins$1,526,616$172,917 ▲12.8%4,3790.3%Auto/Tires/TrucksLLYEli Lilly and Company$1,503,376$65,633 ▼-4.2%1,9470.3%MedicalPEPPepsiCo$1,491,281$3,650 ▲0.2%9,8070.3%Consumer StaplesBMYBristol-Myers Squibb$1,479,439$15,893 ▲1.1%26,1570.3%MedicalOIO-I Glass$1,468,094$189,234 ▲14.8%135,4330.3%Industrial ProductsOBDCBlue Owl Capital$1,388,645$180,320 ▼-11.5%91,8420.2%FinanceIJHiShares Core S&P Mid-Cap ETF$1,387,021$101,254 ▼-6.8%22,2600.2%ETFGNRCGenerac$1,342,733$26,979 ▲2.1%8,6600.2%Industrial ProductsAZNAstraZeneca$1,309,021$75,413 ▼-5.4%19,9790.2%MedicalIAUMiShares Gold Trust Micro$1,303,789$16,670 ▼-1.3%49,8200.2%Finance, Insurance, And Real EstateCCitigroup$1,299,751$1,197 ▼-0.1%18,4650.2%FinancePHParker-Hannifin$1,254,031$286,163 ▲29.6%1,9720.2%Industrial ProductsOLNOlin$1,251,952$386,672 ▲44.7%37,0400.2%Basic MaterialsPGProcter & Gamble$1,226,527$356,424 ▲41.0%7,3160.2%Consumer StaplesCOSTCostco Wholesale$1,203,103$3,665 ▲0.3%1,3130.2%Retail/WholesaleRPMRPM International$1,199,835$27,812 ▼-2.3%9,7500.2%ConstructionINTUIntuit$1,185,980$24,512 ▼-2.0%1,8870.2%Computer and TechnologyMUBiShares National Muni Bond ETF$1,169,706$25,252 ▲2.2%10,9780.2%ETFVZVerizon Communications$1,079,230$14,397 ▼-1.3%26,9870.2%Computer and TechnologySCHASchwab US Small-Cap ETF$1,017,513$497,029 ▲95.5%39,3470.2%ETFLDOSLeidos$973,586$973,586 ▲New Holding6,7580.2%AerospaceCMCSAComcast$928,706$49,239 ▲5.6%24,7460.2%Consumer DiscretionaryPFEPfizer$890,592$25,442 ▼-2.8%33,5690.2%MedicalACNAccenture$878,068$36,938 ▼-4.0%2,4960.2%Computer and TechnologyAXONAxon Enterprise$876,622$56,460 ▼-6.1%1,4750.2%AerospaceSCHCSchwab International Small-Cap Equity ETF$854,234$176,079 ▲26.0%24,8830.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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