Oarsman Capital, Inc. Portfolio Holdings

Oarsman Capital, Inc.

  • $706 Million
  • Q3 2025

Oarsman Capital, Inc. has filed its 13F form on November 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $706 Million distributed in 251 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $68.4M, Spdr Portfolio with a value of $52.7M, Schwab Strategic Tr Intl Eqty with a value of $50.2M, Vanguard Value ETF with a value of $48.5M, and Invesco S&P 500 Equal Weight E with a value of $37.9M.

Examining the 13F form we can see an increase of $76.8M in the current position value, from $629M to 706M.

Oarsman Capital, Inc. is based out at Milwaukee, WI

Below you can find more details about Oarsman Capital, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $706 Million
ETFs: $458 Million
Technology: $85.5 Million
Financial Services: $34.1 Million
Communication Services: $33.2 Million
Healthcare: $25.1 Million
Industrials: $23.6 Million
Consumer Cyclical: $21.9 Million
Consumer Defensive: $13.1 Million
Other: $10.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.4 Million 9.68% of portfolio
682,039
Q3 2025 Added 1,531.05%
$0
$52.7 Million 7.46% of portfolio
504,155
Q3 2025 Added 6.1%
$0
$50.2 Million 7.1% of portfolio
2,154,586
Q3 2025 Added 14.95%
$0
$48.5 Million 6.86% of portfolio
259,846
Q3 2025 Added 2.62%
$0
$37.9 Million 5.37% of portfolio
199,917
Q3 2025 Added 8.02%
$0
$25.1 Million 3.55% of portfolio
438,325
Q3 2025 Added 114.39%
$0
$23.6 Million 3.34% of portfolio
219,518
Q3 2025 Reduced 32.0%
$0
$21.6 Million 3.06% of portfolio
466,303
Q3 2025 Added 8.1%
$0
$17.4 Million 2.46% of portfolio
25,931
Q3 2025 Reduced 10.62%
$1.74T
$17.2 Million 2.43% of portfolio
70,473
Q3 2025 Reduced 1.09%
$3.78T
$14.7 Million 2.09% of portfolio
28,473
Q3 2025 Added 1.44%
$0
$13.2 Million 1.86% of portfolio
194,831
Q3 2025 Added 3.33%
$465B
$12.3 Million 1.74% of portfolio
65,697
Q3 2025 Reduced 0.89%
$0
$12.1 Million 1.71% of portfolio
154,040
Q3 2025 Added 5.67%
$0
$11.7 Million 1.65% of portfolio
230,287
Q3 2025 Reduced 9.35%
$4.3T
$11.3 Million 1.6% of portfolio
44,340
Q3 2025 Added 5.53%
$139B
$7.3 Million 1.03% of portfolio
22,126
Q3 2025 Reduced 4.07%
$1.34B
$6.93 Million 0.98% of portfolio
181,729
Q3 2025 Reduced 0.37%
$79.5B
$6.15 Million 0.87% of portfolio
49,132
Q3 2025 Added 7.41%
$2.39T
$6.08 Million 0.86% of portfolio
27,702
Q3 2025 Added 9.63%
$1.37T
$5.38 Million 0.76% of portfolio
7,332
Q3 2025 Added 24.59%
$1.65T
$4.89 Million 0.69% of portfolio
20,096
Q3 2025 Reduced 1.23%
$79.6B
$4.62 Million 0.65% of portfolio
37,364
Q3 2025 Added 4.56%
$279B
$4.3 Million 0.61% of portfolio
41,752
Q3 2025 Added 1.25%
$414B
$4.22 Million 0.6% of portfolio
18,231
Q3 2025 Added 2.87%
$662B
$4.25 Million 0.6% of portfolio
8,463
Q3 2025 Added 0.58%
$170B
$4.17 Million 0.59% of portfolio
28,822
Q3 2025 Added 27.11%
$190B
$4.16 Million 0.59% of portfolio
40,985
Q3 2025 Added 0.07%
$265B
$4.15 Million 0.59% of portfolio
5,206
Q3 2025 Reduced 4.27%
$266B
$3.84 Million 0.54% of portfolio
13,615
Q3 2025 Added 2.39%
$0
$3.79 Million 0.54% of portfolio
282,386
Q3 2025 Reduced 2.38%
$0
$3.75 Million 0.53% of portfolio
78,341
Q3 2025 Added 21.56%
$291B
$3.63 Million 0.51% of portfolio
7,599
Q3 2025 Reduced 0.13%
$522B
$3.43 Million 0.49% of portfolio
18,520
Q3 2025 Added 4.82%
$0
$3.37 Million 0.48% of portfolio
143,502
Q3 2025 Reduced 5.1%
$317B
$3.41 Million 0.48% of portfolio
40,651
Q3 2025 Added 1.55%
$6.2B
$3.33 Million 0.47% of portfolio
30,926
Q3 2025 Added 24.24%
$128B
$3.19 Million 0.45% of portfolio
33,537
Q3 2025 Added 2.17%
$107B
$3.01 Million 0.43% of portfolio
3,969
Q3 2025 Added 4.36%
$81.8B
$2.96 Million 0.42% of portfolio
26,880
Q3 2025 Added 5.14%
$0
$2.87 Million 0.41% of portfolio
4,301
Q3 2025 Reduced 4.68%
$47.8B
$2.92 Million 0.41% of portfolio
43,348
Q3 2025 Added 4.65%
$26.1B
$2.8 Million 0.4% of portfolio
14,805
Q3 2025 Added 3.92%
$881B
$2.76 Million 0.39% of portfolio
8,736
Q3 2025 Reduced 0.24%
$29.4B
$2.54 Million 0.36% of portfolio
103,572
Q3 2025 New
$0
$2.48 Million 0.35% of portfolio
41,454
Q3 2025 Reduced 0.28%
$0
$2.5 Million 0.35% of portfolio
30,324
Q3 2025 Reduced 0.43%
$593B
$2.44 Million 0.35% of portfolio
8,688
Q3 2025 Reduced 1.47%
$0
$2.39 Million 0.34% of portfolio
11,725
Q3 2025 Reduced 21.25%

Summary

  • Portfolio
  • No. of Stocks 251
  • Current Value $706 Million
  • Prior Value $629 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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