Oarsman Capital, Inc. Portfolio Holdings

Oarsman Capital, Inc.

  • $533 Million
  • Q3 2024

Oarsman Capital, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $533 Million distributed in 918 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $31.7M, Vanguard Value ETF with a value of $27.9M, Schwab Strategic Tr Intl Eqty with a value of $26.3M, Ishares Tr with a value of $24.5M, and Ishares Core Total Usd Bond Ma with a value of $23.7M.

Examining the 13F form we can see an increase of $83.2M in the current position value, from $450M to 533M.

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 $533 Million
ETFs: $317 Million
Technology: $63.8 Million
Financial Services: $29.3 Million
Communication Services: $27.5 Million
Healthcare: $27.2 Million
Industrials: $21.1 Million
Consumer Cyclical: $16.4 Million
Consumer Defensive: $14.5 Million
Other: $15.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.9B
$2,000 0.0% of portfolio
16
Q3 2024 New
$31B
$7,000 0.0% of portfolio
108
Q3 2024 New
$21.9B
$22,000 0.0% of portfolio
92
Q3 2024 New
$17.2B
$12,000 0.0% of portfolio
125
Q3 2024 New
$125B
$23,000 0.0% of portfolio
375
Q3 2024 New
$38.4B
$12,000 0.0% of portfolio
66
Q3 2024 New
$64.7B
$11,000 0.0% of portfolio
46
Q3 2024 New
$1.95B
$7,000 0.0% of portfolio
1,000
Q3 2024 New
$22.4B
$5,000 0.0% of portfolio
247
Q3 2024 New
$6.42B
$25,000 0.0% of portfolio
1,360
Q3 2024 New
$77.1B
$11,000 0.0% of portfolio
144
Q3 2024 New
$37.1B
$26,000 0.0% of portfolio
111
Q3 2024 New
$74.8B
$17,000 0.0% of portfolio
50
Q3 2024 New
$8.74B
$20,000 0.0% of portfolio
225
Q3 2024 New
$2.81B
$14,000 0.0% of portfolio
500
Q3 2024 New
$3.49B
$0 0.0% of portfolio
4
Q3 2024 New
$649M
$2,000 0.0% of portfolio
1,000
Q3 2024 New
$3.19B
$17,000 0.0% of portfolio
366
Q3 2024 New
$21.1B
$21,000 0.0% of portfolio
469
Q3 2024 New
$2.47B
$19,000 0.0% of portfolio
207
Q3 2024 New
$72.1B
$7,000 0.0% of portfolio
50
Q3 2024 New
$8.57B
$4,000 0.0% of portfolio
100
Q3 2024 New
$40.5B
$16,000 0.0% of portfolio
357
Q3 2024 New
$63.1B
$11,000 0.0% of portfolio
165
Q3 2024 New
$89.8B
$7,000 0.0% of portfolio
20
Q3 2024 New
$19.3B
$6,000 0.0% of portfolio
250
Q3 2024 New
$4.71B
$0 0.0% of portfolio
42
Q3 2024 New
$9.68B
$1,000 0.0% of portfolio
22
Q3 2024 New
$28B
$24,000 0.0% of portfolio
140
Q3 2024 New
$0
$4,000 0.0% of portfolio
175
Q3 2024 New
$49B
$25,000 0.0% of portfolio
135
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 New
$88B
$9,000 0.0% of portfolio
19
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 New
$17.6B
$6,000 0.0% of portfolio
61
Q3 2024 New
$8.7B
$4,000 0.0% of portfolio
200
Q3 2024 New
$15.3B
$3,000 0.0% of portfolio
31
Q3 2024 New
$1.54B
$0 0.0% of portfolio
500
Q3 2024 New
$0
$1,000 0.0% of portfolio
125
Q3 2024 New
$6.27B
$2,000 0.0% of portfolio
40
Q3 2024 New
$9.96B
$2,000 0.0% of portfolio
24
Q3 2024 New
$2.15B
$5,000 0.0% of portfolio
430
Q3 2024 New
$86B
$10,000 0.0% of portfolio
45
Q3 2024 New
$30.7B
$14,000 0.0% of portfolio
119
Q3 2024 New
$7.17B
$1,000 0.0% of portfolio
100
Q3 2024 New
$3.17B
$0 0.0% of portfolio
205
Q3 2024 New
$18.5B
$13,000 0.0% of portfolio
307
Q3 2024 New
$0
$0 0.0% of portfolio
1
Q3 2024 New
$0
$21,000 0.0% of portfolio
3,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 918
  • Current Value $533 Million
  • Prior Value $450 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 676 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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