Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OARSMAN CAPITAL, INC. (CIK 1569667) reported $944.8M across 244 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGG ($86.3M, 9.13%), SCHF ($84.1M, 8.91%), VTV ($75.3M, 7.97%), SPYG ($75.1M, 7.95%), SPMD ($43.4M, 4.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $86.3M | 9.13% | 871,502 | Trimmed |
| 2 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $84.1M | 8.91% | 3.0M | Added |
| 3 | VTV | VANGUARD MORNINGSTAR VALUE ETF | $75.3M | 7.97% | 345,705 | Added |
| 4 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $75.1M | 7.95% | 631,032 | Added |
| 5 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $43.4M | 4.59% | 642,059 | Added |
| 6 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $38.2M | 4.04% | 179,477 | Added |
| 7 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $33.7M | 3.56% | 583,514 | Added |
| 8 | GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $28.4M | 3.00% | 267,498 | Trimmed |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $25.7M | 2.72% | 72,668 | Added |
| 10 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $25.6M | 2.71% | 291,664 | Added |
| 11 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $17.0M | 1.80% | 166,320 | Added |
| 12 | IVV | ISHARES CORE S&P 500 ETF | $16.2M | 1.72% | 21,685 | Trimmed |
| 13 | AAPL | APPLE INC COM | $15.1M | 1.60% | 52,336 | Added |
| 14 | CSSD | COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF | $14.8M | 1.57% | 588,572 | Added |
| 15 | NVDA | NVIDIA CORPORATION COM | $13.7M | 1.45% | 68,606 | Trimmed |
| 16 | XC | WISDOMTREE TRUE EMERGING MARKETS FUND | $12.1M | 1.28% | 382,488 | Added |
| 17 | MSFT | MICROSOFT CORP COM | $11.9M | 1.26% | 31,877 | Added |
| 18 | APG | API GROUP CORP COM STK | $10.4M | 1.10% | 246,509 | Added |
| 19 | AVGO | BROADCOM INC COM | $9.7M | 1.02% | 25,549 | Added |
| 20 | SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $9.1M | 0.96% | 189,176 | Added |
| 21 | CAT | CATERPILLAR INC COM | $8.2M | 0.87% | 7,683 | Trimmed |
| 22 | AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $8.1M | 0.86% | 204,694 | Added |
| 23 | GOOGL | ALPHABET INC CAP STK CL A | $7.6M | 0.81% | 21,313 | Added |
| 24 | AMZN | AMAZON COM INC COM | $7.5M | 0.79% | 31,260 | Added |
| 25 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $7.4M | 0.78% | 145,712 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30