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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$465B
$12.3 Million 1.74% of portfolio
65,697
Q3 2025 Reduced 0.89%
$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%
$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%
$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%
$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%
$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
$593B
$2.44 Million 0.35% of portfolio
8,688
Q3 2025 Reduced 1.47%
$193B
$2.32 Million 0.33% of portfolio
20,300
Q3 2025 Added 54.93%
$319B
$2.36 Million 0.33% of portfolio
34,513
Q3 2025 Added 5.46%
$65.2B
$2.37 Million 0.33% of portfolio
5,600
Q3 2025 Added 4.56%
$19.5B
$2.27 Million 0.32% of portfolio
4,334
Q3 2025 Added 1.12%
$1.29T
$2.22 Million 0.31% of portfolio
4,986
Q3 2025 Added 52.1%
$187B
$2.21 Million 0.31% of portfolio
13,308
Q3 2025 Added 1.98%
$46.8B
$2.11 Million 0.3% of portfolio
2,213
Q3 2025 Added 4.39%
$57.4B
$2.05 Million 0.29% of portfolio
52,211
Q3 2025 Added 4.83%
$277B
$1.95 Million 0.28% of portfolio
25,461
Q3 2025 Added 9.14%
$413B
$1.92 Million 0.27% of portfolio
37,185
Q3 2025 Added 1.76%
$34.1B
$1.94 Million 0.27% of portfolio
11,227
Q3 2025 Added 0.75%
$111B
$1.85 Million 0.26% of portfolio
4,716
Q3 2025 Added 7.5%
$181B
$1.83 Million 0.26% of portfolio
18,630
Q3 2025 Added 1.35%
$22.7B
$1.85 Million 0.26% of portfolio
107,274
Q3 2025 Added 1.41%
$204B
$1.75 Million 0.25% of portfolio
12,432
Q3 2025 Added 0.63%
$99.5B
$1.7 Million 0.24% of portfolio
37,774
Q3 2025 Reduced 4.81%
$8.56B
$1.63 Million 0.23% of portfolio
57,443
Q3 2025 Reduced 1.48%
$5.27B
$1.61 Million 0.23% of portfolio
119,965
Q3 2025 Reduced 4.67%
$300B
$1.55 Million 0.22% of portfolio
4,492
Q3 2025 Reduced 6.49%
$971B
$1.49 Million 0.21% of portfolio
1,957
Q3 2025 Added 3.6%
$404B
$1.4 Million 0.2% of portfolio
1,517
Q3 2025 Added 7.59%

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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