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 $805.5M across 231 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($90.9M, 11.28%), SCHF ($69.5M, 8.62%), VTV ($61.7M, 7.65%), SPYG ($53.2M, 6.60%), SPMD ($35.0M, 4.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $90.9M | 11.28% | 915,513 | Added |
| 2 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $69.5M | 8.62% | 2.8M | Added |
| 3 | VTV | VANGUARD VALUE ETF | $61.7M | 7.65% | 314,273 | Added |
| 4 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $53.2M | 6.60% | 543,010 | Added |
| 5 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $35.0M | 4.34% | 590,328 | Added |
| 6 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $32.2M | 4.00% | 167,808 | Trimmed |
| 7 | GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $30.6M | 3.80% | 286,732 | Added |
| 8 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $26.6M | 3.30% | 549,596 | Added |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $19.0M | 2.36% | 66,159 | Trimmed |
| 10 | IVV | ISHARES CORE S&P 500 ETF | $15.6M | 1.93% | 23,832 | Trimmed |
| 11 | CSRE | COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF | $14.3M | 1.77% | 571,991 | New |
| 12 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $13.4M | 1.66% | 174,534 | Added |
| 13 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $12.8M | 1.59% | 162,507 | Trimmed |
| 14 | AAPL | APPLE INC COM | $12.8M | 1.59% | 50,397 | Added |
| 15 | NVDA | NVIDIA CORPORATION COM | $12.3M | 1.53% | 70,633 | Added |
| 16 | MSFT | MICROSOFT CORP COM | $11.4M | 1.41% | 30,696 | Added |
| 17 | XC | WISDOMTREE TRUE EMERGING MARKETS FUND | $11.1M | 1.37% | 354,790 | Added |
| 18 | AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $8.9M | 1.10% | 191,704 | Trimmed |
| 19 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $8.0M | 0.99% | 157,238 | Added |
| 20 | AVGO | BROADCOM INC COM | $7.8M | 0.97% | 25,289 | Added |
| 21 | AMZN | AMAZON COM INC COM | $6.3M | 0.78% | 30,292 | Added |
| 22 | RSPG | INVESCO EQUAL WEIGHT ENERGY ETF | $6.1M | 0.76% | 56,008 | Trimmed |
| 23 | GOOGL | ALPHABET INC CAP STK CL A | $6.1M | 0.76% | 21,204 | Added |
| 24 | WMT | WALMART INC COM | $5.5M | 0.68% | 44,131 | Trimmed |
| 25 | CAT | CATERPILLAR INC COM | $5.5M | 0.68% | 7,726 | Added |
Source: SEC Form 13F filings · as of 2026-03-31