Oarsman Capital, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $562 Million distributed in 909 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $37.4M, Vanguard Value ETF with a value of $34.6M, Schwab Strategic Tr Intl Eqty with a value of $29.4M, Ishares Core Total Usd Bond Ma with a value of $26.4M, and Ishares Tr with a value of $25M.
Examining the 13F form we can see an increase of $29.2M in the current position value, from $533M to 562M.
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
$562 Million
ETFs: $343 Million
Technology: $68 Million
Financial Services: $30.8 Million
Communication Services: $27.9 Million
Healthcare: $24.2 Million
Industrials: $21.4 Million
Consumer Cyclical: $17.7 Million
Consumer Defensive: $15 Million
Other: $14 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
