Oarsman Capital, Inc. Top Holdings and 13F Report (2025) About Oarsman Capital, Inc.Investment ActivityOarsman Capital, Inc. has $556.65 million in total holdings as of March 31, 2025.Oarsman Capital, Inc. owns shares of 233 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 9.19% of the portfolio was purchased this quarter.About 10.26% of the portfolio was sold this quarter.This quarter, Oarsman Capital, Inc. has purchased 901 new stocks and bought additional shares in 107 stocks.Oarsman Capital, Inc. sold shares of 100 stocks and completely divested from 670 stocks this quarter.Largest Holdings Vanguard Value ETF $41,085,211SPDR Portfolio S&P 500 Growth ETF $35,482,298Schwab International Equity ETF $33,863,144iShares Intermediate Government/Credit Bond ETF $32,876,875iShares Core Total USD Bond Market ETF $30,772,895 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $456,740 Holding464288372 - iShares Global Infrastructure ETF $453,324 Holding Largest Purchases this Quarter iShares Intermediate Government/Credit Bond ETF 70,696 shares (about $7.50M)Vanguard Value ETF 33,394 shares (about $5.77M)Dimensional U.S. Small Cap ETF 81,168 shares (about $4.85M)iShares Core Total USD Bond Market ETF 84,073 shares (about $3.87M)Schwab International Equity ETF 124,333 shares (about $2.46M) Largest Sales this Quarter Vanguard Total Stock Market ETF 14,685 shares (about $4.04M)Pacer US Small Cap Cash Cows ETF 86,018 shares (about $3.23M)iShares Core S&P 500 ETF 3,213 shares (about $1.81M)AT&T 55,536 shares (about $1.57M)Alphabet 8,332 shares (about $1.30M) 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 PortfolioSectorVTVVanguard Value ETF$41,085,211$5,768,485 ▲16.3%237,8447.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$35,482,298$1,305,289 ▲3.8%441,4876.4%ETFSCHFSchwab International Equity ETF$33,863,144$2,459,307 ▲7.8%1,711,9896.1%ETFGVIiShares Intermediate Government/Credit Bond ETF$32,876,875$7,495,182 ▲29.5%310,1015.9%ETFIUSBiShares Core Total USD Bond Market ETF$30,772,895$3,874,081 ▲14.4%667,8155.5%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$25,126,658$2,162,256 ▲9.4%145,0484.5%ETFIVViShares Core S&P 500 ETF$16,488,893$1,805,378 ▼-9.9%29,3453.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$14,086,208$1,822,298 ▲14.9%345,5892.5%ETFJPSTJPMorgan Ultra-Short Income ETF$12,029,367$1,238,206 ▲11.5%237,5942.2%ETFGOOGAlphabet$11,626,739$1,301,702 ▼-10.1%74,4212.1%Computer and TechnologyMSFTMicrosoft$10,420,430$25,902 ▼-0.2%27,7591.9%Computer and TechnologyFIFiserv$10,383,427$45,049 ▼-0.4%47,0201.9%Business ServicesEMXCiShares MSCI Emerging Markets ex China ETF$10,099,852$802,550 ▲8.6%183,3341.8%ManufacturingSPLGSPDR Portfolio S&P 500 ETF$9,166,808$422,311 ▲4.8%139,3981.6%ETFAAPLApple$8,867,913$158,379 ▼-1.8%39,9221.6%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$7,671,961$1,528,742 ▲24.9%149,9021.4%ETFIWFiShares Russell 1000 Growth ETF$7,101,682$1,038,874 ▼-12.8%19,6671.3%ETFNVDANVIDIA$7,062,995$297,069 ▲4.4%65,1691.3%Computer and TechnologyAAAUGoldman Sachs Physical Gold ETF$5,310,928$148,749 ▲2.9%171,9861.0%FinanceAMZNAmazon.com$4,911,947$472,987 ▲10.7%25,8170.9%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$4,856,759$4,849,768 ▲69,374.4%81,2850.9%ETFBRK.BBerkshire Hathaway$4,679,248$60,714 ▼-1.3%8,7860.8%FinanceRSPGInvesco S&P 500 Equal Weight Energy ETF$4,626,812$11,544 ▼-0.2%56,5140.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,935,631$314,467 ▼-7.4%39,7860.7%FinanceAVGOBroadcom$3,897,385$603,577 ▼-13.4%23,2780.7%Computer and TechnologyABBVAbbVie$3,688,041$3,143 ▼-0.1%17,6020.7%MedicalPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$3,639,724$224,377 ▲6.6%267,0380.7%ManufacturingWMTWalmart$3,609,807$242,035 ▼-6.3%41,1190.6%Retail/WholesaleIBMInternational Business Machines$3,442,057$842,237 ▲32.4%13,8420.6%Computer and TechnologyTJXTJX Companies$3,183,161$1,255,774 ▲65.2%26,1340.6%Retail/WholesaleGOOGLAlphabet$3,139,316$122,783 ▼-3.8%20,3010.6%Computer and TechnologyMETAMeta Platforms$3,116,404$298,557 ▲10.6%5,4070.6%Computer and TechnologyMDTMedtronic$2,995,336$263,562 ▲9.6%33,3330.5%MedicalGSThe Goldman Sachs Group$2,926,213$21,850 ▲0.8%5,3570.5%FinanceJNJJohnson & Johnson$2,914,198$95,360 ▲3.4%17,5720.5%MedicalKRKroger$2,903,296$156,838 ▲5.7%42,8910.5%Retail/WholesaleWFCWells Fargo & Company$2,780,075$22,686 ▲0.8%38,7250.5%FinanceIWDiShares Russell 1000 Value ETF$2,744,690$1,058,588 ▼-27.8%14,5870.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,691,974$152,392 ▼-5.4%116,2340.5%ETFQCOMQUALCOMM$2,650,590$59,755 ▲2.3%17,2550.5%Computer and TechnologyUNHUnitedHealth Group$2,601,683$117,330 ▲4.7%4,9670.5%MedicalJPREJPMorgan Realty Income ETF$2,530,642$760,306 ▲42.9%52,5030.5%ETFPHParker-Hannifin$2,524,919$1,326,281 ▲110.6%4,1540.5%IndustrialsCATCaterpillar$2,500,127$55,404 ▲2.3%7,5810.4%IndustrialsMBBiShares MBS ETF$2,479,168$655,522 ▼-20.9%26,4360.4%ETFAPHAmphenol$2,413,495$57,784 ▲2.5%36,7970.4%Computer and TechnologyTYLTyler Technologies$2,387,769$57,558 ▲2.5%4,1070.4%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$2,356,085$3,225,672 ▼-57.8%62,8290.4%ETFSPYSPDR S&P 500 ETF Trust$2,319,690$520,210 ▲28.9%4,1470.4%FinanceIJSiShares S&P Small-Cap 600 Value ETF$2,222,057$191,061 ▼-7.9%22,7950.4%ETFVEAVanguard FTSE Developed Markets ETF$2,212,910$23,839 ▲1.1%43,5360.4%ETFJPMJPMorgan Chase & Co.$2,191,622$121,430 ▲5.9%8,9340.4%FinanceIXUSiShares Core MSCI Total International Stock ETF$2,188,823$198,051 ▲9.9%31,3540.4%ManufacturingBMYBristol-Myers Squibb$2,173,676$578,366 ▲36.3%35,6400.4%MedicalJCPBJPMorgan Core Plus Bond ETF$2,119,105$1,046,452 ▼-33.1%45,0490.4%ETFVRTXVertex Pharmaceuticals$2,105,088$85,328 ▲4.2%4,3420.4%MedicalJCIJohnson Controls International$2,056,103$110,792 ▲5.7%25,6660.4%ConstructionGWWW.W. Grainger$2,024,460$90,898 ▲4.7%2,0490.4%IndustrialsCSCOCisco Systems$1,991,850$273,804 ▲15.9%32,2780.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,979,228$4,036,240 ▼-67.1%7,2010.4%ETFOBDCBlue Owl Capital$1,965,253$618,845 ▲46.0%134,0550.4%FinanceFCXFreeport-McMoRan$1,916,607$62,090 ▲3.3%50,6240.3%Basic MaterialsIJTiShares S&P Small-Cap 600 Growth ETF$1,907,714$217,128 ▼-10.2%15,3230.3%ETFADBEAdobe$1,891,954$14,191 ▼-0.7%4,9330.3%Computer and TechnologyGLDSPDR Gold Shares$1,886,741$136,578 ▼-6.8%6,5480.3%FinanceBACBank of America$1,850,235$18,486 ▼-1.0%44,3380.3%FinanceMLPXGlobal X MLP & Energy Infrastructure ETF$1,763,558$83,590 ▲5.0%27,6380.3%ETFAZNAstraZeneca$1,742,288$273,856 ▲18.6%23,7050.3%MedicalORLYO'Reilly Automotive$1,739,152$1,148,929 ▲194.7%1,2140.3%Retail/WholesaleVOOVanguard S&P 500 ETF$1,720,868$467,599 ▼-21.4%3,3490.3%ETFBUGGlobal X Cybersecurity ETF$1,631,792$77,584 ▲5.0%50,4570.3%ManufacturingPEPPepsiCo$1,618,474$147,993 ▲10.1%10,7940.3%Consumer StaplesLDOSLeidos$1,603,113$691,174 ▲75.8%11,8800.3%AerospaceCMICummins$1,591,913$219,401 ▲16.0%5,0790.3%Auto/Tires/TrucksHBANHuntington Bancshares$1,583,556$43,499 ▲2.8%105,5000.3%FinanceLLYEli Lilly and Company$1,554,731$53,697 ▼-3.3%1,8820.3%MedicalOIO-I Glass$1,553,4170.0%135,4330.3%IndustrialsMTGMGIC Investment$1,516,511$633,451 ▼-29.5%61,1990.3%FinanceIAUMiShares Gold Trust Micro$1,510,187$42,703 ▼-2.7%48,4500.3%FinanceRJFRaymond James$1,509,463$29,450 ▲2.0%10,8660.3%FinanceOLNOlin$1,376,880$479,031 ▲53.4%56,8020.2%Basic MaterialsCCitigroup$1,339,155$28,325 ▲2.2%18,8640.2%FinanceCOSTCostco Wholesale$1,276,845$34,995 ▲2.8%1,3500.2%Retail/WholesaleORCLOracle$1,262,351$95,211 ▼-7.0%9,0290.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,262,344$36,527 ▼-2.8%21,6340.2%ETFDISWalt Disney$1,247,414$1,127,391 ▲939.3%12,6380.2%Consumer DiscretionaryIEIiShares 3-7 Year Treasury Bond ETF$1,206,631$1,128,544 ▼-48.3%10,2140.2%ETFVZVerizon Communications$1,200,360$23,769 ▼-1.9%26,4630.2%Computer and TechnologyINTUIntuit$1,193,597$34,997 ▲3.0%1,9440.2%Computer and TechnologyMUBiShares National Muni Bond ETF$1,159,945$2,425 ▲0.2%11,0010.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,134,581$481,663 ▼-29.8%23,4660.2%ManufacturingRPMRPM International$1,083,343$44,537 ▼-3.9%9,3650.2%ConstructionUPSUnited Parcel Service$1,044,795$956,913 ▲1,088.9%9,4990.2%TransportationPGProcter & Gamble$996,957$249,836 ▼-20.0%5,8500.2%Consumer StaplesCMCSAComcast$994,035$80,921 ▲8.9%26,9390.2%Consumer DiscretionarySCHCSchwab International Small-Cap Equity ETF$990,181$97,378 ▲10.9%27,5970.2%ETFRNPCohen & Steers REIT and Preferred Income Fund$971,080$88,280 ▲10.0%44,0000.2%Financial ServicesCTRACoterra Energy$952,467$3,555 ▲0.4%32,9570.2%EnergyCVXChevron$925,555$57,711 ▼-5.9%5,5330.2%EnergyIWPiShares Russell Mid-Cap Growth ETF$909,490$176,235 ▲24.0%7,7410.2%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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