Oarsman Capital, Inc. Top Holdings and 13F Report (2026) About Oarsman Capital, Inc.Investment ActivityOarsman Capital, Inc. has $805.53 million in total holdings as of March 31, 2026.Oarsman Capital, Inc. owns shares of 235 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 10.58% of the portfolio was purchased this quarter.About 5.40% of the portfolio was sold this quarter.This quarter, Oarsman Capital, Inc. has purchased 239 new stocks and bought additional shares in 87 stocks.Oarsman Capital, Inc. sold shares of 103 stocks and completely divested from 22 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $90,882,983Schwab International Equity ETF $69,462,218Vanguard Value ETF $61,660,379SPDR Portfolio S&P 500 Growth ETF $53,166,085SPDR Portfolio S&P 400 Mid Cap ETF $34,959,242 Largest New Holdings this Quarter 19249U401 - COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF $14,294,059 Holding922908736 - Vanguard Growth ETF $632,294 Holding808524755 - Schwab Fundamental International Equity ETF $379,354 Holding697435105 - Palo Alto Networks $325,931 Holding464287655 - iShares Russell 2000 ETF $270,320 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 157,194 shares (about $15.60M)COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF 571,991 shares (about $14.29M)WisdomTree Emerging Markets ex-China Fund 348,022 shares (about $10.86M)Vanguard Value ETF 37,778 shares (about $7.41M)SPDR Portfolio S&P 400 Mid Cap ETF 107,330 shares (about $6.36M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 59,915 shares (about $11.50M)iShares Russell 1000 Growth ETF 11,503 shares (about $4.91M)iShares MSCI Emerging Markets ex China ETF 54,485 shares (about $4.29M)AstraZeneca 12,091 shares (about $2.38M)iShares Russell 1000 Value ETF 10,333 shares (about $2.21M) 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 PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$90,882,983$15,604,650 ▲20.7%915,51311.3%FinanceSCHFSchwab International Equity ETF$69,462,218$5,460,568 ▲8.5%2,806,5548.6%ETFVTVVanguard Value ETF$61,660,379$7,412,046 ▲13.7%314,2737.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$53,166,085$412,299 ▲0.8%543,0106.6%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$34,959,242$6,356,086 ▲22.2%590,3284.3%ETFRSPInvesco S&P 500 Equal Weight ETF$32,205,642$11,498,862 ▼-26.3%167,8084.0%ETFGVIiShares Intermediate Government/Credit Bond ETF$30,588,621$5,675,386 ▲22.8%286,7323.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$26,556,476$2,882,578 ▲12.2%549,5963.3%ETFGOOGAlphabet$18,978,262$2,071,117 ▼-9.8%66,1592.4%Computer and TechnologyIVViShares Core S&P 500 ETF$15,567,442$1,182,321 ▼-7.1%23,8321.9%ETFCOHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF$14,294,059$14,294,059 ▲New Holding571,9911.8%ETFSPLGSPDR Portfolio S&P 500 ETF$13,358,826$694,064 ▲5.5%174,5341.7%ETFAAPLApple$12,790,274$104,815 ▲0.8%50,3971.6%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$12,782,765$4,285,778 ▼-25.1%162,5071.6%ManufacturingNVDANVIDIA$12,318,401$275,901 ▲2.3%70,6331.5%Computer and TechnologyMSFTMicrosoft$11,362,655$275,034 ▲2.5%30,6961.4%Computer and TechnologyXCWisdomTree Emerging Markets ex-China Fund$11,069,449$10,858,287 ▲5,142.2%354,7901.4%ETFAAAUGoldman Sachs Physical Gold ETF$8,854,808$110,163 ▼-1.2%191,7041.1%FinanceJPSTJPMorgan Ultra-Short Income ETF$7,957,832$1,197,891 ▲17.7%157,2381.0%ETFAVGOBroadcom$7,827,209$895,723 ▲12.9%25,2891.0%Computer and TechnologyAMZNAmazon.com$6,308,920$383,634 ▲6.5%30,2920.8%Retail/WholesaleRSPGInvesco S&P 500 Equal Weight Energy ETF$6,131,216$204,819 ▼-3.2%56,0080.8%ETFGOOGLAlphabet$6,097,540$172,827 ▲2.9%21,2040.8%Computer and TechnologyWALMART INC COM$5,484,605$15,659 ▼-0.3%44,1310.7%StockCATCaterpillar$5,473,587$141,693 ▲2.7%7,7260.7%IndustrialsPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$5,101,324$73,922 ▲1.5%294,5340.6%ManufacturingGSThe Goldman Sachs Group$4,822,421$112,523 ▲2.4%5,7000.6%FinanceTJXTJX Companies$4,784,808$18,206 ▲0.4%29,9610.6%Retail/WholesaleJNJJohnson & Johnson$4,621,885$210,219 ▲4.8%18,9080.6%MedicalJPREJPMorgan Realty Income ETF$4,438,734$94,698 ▲2.2%92,3390.6%ETFMETAMeta Platforms$4,382,359$14,875 ▲0.3%7,6600.5%Computer and TechnologyCCitigroup$4,337,116$336,486 ▼-7.2%38,2430.5%Financial ServicesABBVAbbVie$4,262,393$117,880 ▲2.8%19,5980.5%MedicalBRK.BBerkshire Hathaway$4,109,140$188,326 ▲4.8%8,5750.5%FinanceJCIJohnson Controls International$4,012,046$139,986 ▲3.6%30,6380.5%ConstructionAPHAmphenol$3,971,990$39,674 ▲1.0%31,4360.5%Computer and TechnologyFCXFreeport-McMoRan$3,892,712$605,259 ▲18.4%66,2250.5%Basic MaterialsPHParker-Hannifin$3,685,027$95,796 ▲2.7%4,1160.5%IndustrialsWFCWells Fargo & Company$3,615,211$135,097 ▲3.9%45,4120.4%FinanceIBMInternational Business Machines$3,411,967$52,358 ▲1.6%14,0760.4%Computer and TechnologyAZNCFAstraZeneca$3,264,583$2,384,587 ▼-42.2%16,5530.4%MedicalHPEHewlett Packard Enterprise$3,232,310$5,762 ▼-0.2%135,7540.4%Computer and TechnologyCMICummins$3,171,111$80,166 ▲2.6%5,8940.4%Auto/Tires/TrucksKRKroger$3,165,594$134,589 ▼-4.1%43,7480.4%Retail/WholesaleORLYO'Reilly Automotive$3,117,678$123,142 ▲4.1%33,7740.4%Retail/WholesaleSCHZSchwab U.S. Aggregate Bond ETF$3,099,041$60,628 ▲2.0%133,4640.4%ETFMDTMedtronic$2,958,696$5,372 ▲0.2%34,1450.4%MedicalSPYSPDR S&P 500 ETF Trust$2,828,742$252,961 ▼-8.2%4,3500.4%FinanceGLDSPDR Gold Shares$2,808,933$78,743 ▼-2.7%6,5280.3%FinanceCSCOCisco Systems$2,800,443$41,821 ▲1.5%36,0930.3%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$2,758,977$81,555 ▲3.0%37,3140.3%ETFIXUSiShares Core MSCI Total International Stock ETF$2,606,824$14,729 ▼-0.6%30,0880.3%ManufacturingLDOSLeidos$2,535,806$60,810 ▲2.5%16,3050.3%Computer and TechnologyBMYBristol Myers Squibb$2,526,289$142,405 ▲6.0%41,6540.3%MedicalJPMJPMorgan Chase & Co.$2,472,046$17,943 ▲0.7%8,4040.3%FinanceGWWW.W. Grainger$2,437,107$18,546 ▲0.8%2,2340.3%IndustrialsIWFiShares Russell 1000 Growth ETF$2,419,968$4,905,179 ▼-67.0%5,6750.3%ETFNFLXNetflix$2,298,658$1,681,375 ▲272.4%23,9070.3%Consumer DiscretionaryVRTXVertex Pharmaceuticals$2,225,109$86,182 ▲4.0%4,9830.3%MedicalUBERUber Technologies$2,193,937$10,286 ▲0.5%30,5010.3%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$2,101,658$41,457 ▼-1.9%17,7430.3%ETFINTUIntuit$2,050,881$261,171 ▲14.6%4,7430.3%Computer and TechnologyBACBank of America$2,047,159$13,358 ▼-0.6%41,9930.3%FinanceVEAVanguard FTSE Developed Markets ETF$2,044,667$126,366 ▼-5.8%31,9080.3%ETFIAUMiShares Gold Trust Micro$2,003,757$96,622 ▼-4.6%42,9070.2%FinanceDISWalt Disney$1,997,819$6,843 ▲0.3%20,7290.2%Consumer DiscretionaryPEPPepsiCo$1,941,494$2,951 ▼-0.2%12,5020.2%Consumer StaplesLLYEli Lilly and Company$1,895,580$121,405 ▲6.8%2,0610.2%MedicalCOSTCostco Wholesale$1,889,254$239,146 ▲14.5%1,8960.2%Retail/WholesaleVOOVanguard S&P 500 ETF$1,822,622$301,181 ▲19.8%3,0500.2%ETFTSLATesla$1,815,627$215,243 ▼-10.6%4,8840.2%Auto/Tires/TrucksSCHCSchwab International Small-Cap Equity ETF$1,804,659$103,855 ▲6.1%38,6110.2%ETFQCOMQualcomm$1,804,489$37,604 ▼-2.0%14,0120.2%Computer and TechnologyHBANHuntington Bancshares$1,775,460$29,860 ▲1.7%113,4480.2%FinanceVTIVanguard Total Stock Market ETF$1,751,687$122,554 ▲7.5%5,4600.2%ETFDFASDimensional U.S. Small Cap ETF$1,741,040$91,899 ▼-5.0%24,4770.2%ETFRJFRaymond James Financial$1,710,550$14,334 ▲0.8%11,8140.2%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$1,698,606$29,955 ▼-1.7%11,7380.2%ETFFISERV INC COM$1,669,145$51,224 ▼-3.0%29,9130.2%StockVVisa$1,381,657$238,790 ▼-14.7%4,5710.2%Business ServicesMTGMGIC Investment$1,288,429$89,250 ▼-6.5%49,0830.2%FinanceORCLOracle$1,247,858$55,905 ▲4.7%8,4820.2%Computer and TechnologyUNHUnitedHealth Group$1,204,580$39,233 ▼-3.2%4,4520.1%MedicalTYLTyler Technologies$1,186,347$34,580 ▲3.0%3,4650.1%Computer and TechnologyMUABlackRock MuniAssets Fund$1,173,826$103,426 ▲9.7%110,6340.1%FinanceUALUnited Airlines$1,173,800$461,086 ▲64.7%12,7490.1%TransportationMUBiShares National Muni Bond ETF$1,141,9620.0%10,7580.1%ETFSCHBSchwab US Broad Market ETF$1,098,885$44,678 ▼-3.9%43,7800.1%ETFOMCOmnicom Group$1,003,129$149,114 ▲17.5%13,3200.1%Business ServicesCVXChevron$978,902$38,486 ▼-3.8%4,7310.1%EnergyMCDMcDonald's$977,435$41,646 ▲4.5%3,1450.1%Retail/WholesaleCTRACoterra Energy$933,763$324,830 ▼-25.8%26,5730.1%EnergyUPSUnited Parcel Service$917,873$151,602 ▼-14.2%9,3300.1%TransportationSCHDSchwab US Dividend Equity ETF$889,422$25,649 ▼-2.8%28,9900.1%ETFSTATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E$862,076$881 ▼-0.1%24,4630.1%ETFMRVLMarvell Technology$858,397$283,095 ▲49.2%8,6660.1%Computer and TechnologyOLNOlin$846,710$794,088 ▼-48.4%28,4800.1%Basic MaterialsACWXiShares MSCI ACWI ex U.S. ETF$838,941$58,883 ▼-6.6%12,2530.1%ManufacturingRNPCohen & Steers REIT and Preferred Income Fund$836,8360.0%42,3500.1%Financial ServicesXOMExxonMobil$831,620$13,063 ▼-1.5%4,9020.1%EnergyShowing 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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