Institutions / Oarsman Capital, Inc.
Oarsman Capital, Inc.
CIK 1569667 · Institution · as of Jun 30, 2026
Portfolio value
$944.84M
Positions
244
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$944.84M+22.8%Positions
244+2.1%Top holdings
Jun 30, 2026View all 244 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core U.S. Aggregate Bond ETF | $86.26M | 9.1% |
| Schwab International Equity ETF | $84.14M | 8.9% |
| Vanguard Morningstar Value ETF | $75.34M | 8.0% |
| State Street SPDR Portfolio S&P 500 Growth ETF | $75.09M | 7.9% |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF | $43.38M | 4.6% |
| Invesco S&P 500 Equal Weight ETF | $38.19M | 4.0% |
| State Street SPDR Portfolio S&P 600 Small Cap ETF | $33.65M | 3.6% |
| iShares Intermediate GOVERNMENT/CREDIT Bond ETF | $28.38M | 3.0% |
| Alphabet Inc. | $25.68M | 2.7% |
| State Street SPDR Portfolio S&P 500 ETF | $25.63M | 2.7% |
| iShares MSCI Emerging Markets Ex China ETF | $17.01M | 1.8% |
| iShares Core S&P 500 ETF | $16.24M | 1.7% |
| Apple Inc. | $15.14M | 1.6% |
| Cohen & Steers Short Duration Preferred and Income Active ETF | $14.81M | 1.6% |
| NVIDIA Corp | $13.73M | 1.5% |
| WisdomTree True Emerging Markets Fund | $12.13M | 1.3% |
| Microsoft Corp | $11.89M | 1.3% |
| APi Group Corp | $10.44M | 1.1% |
| Broadcom Inc. | $9.65M | 1.0% |
| Schwab International Small-Cap Equity ETF | $9.10M | 1.0% |
| Caterpillar Inc | $8.18M | 0.9% |
| Goldman Sachs Physical Gold ETF | $8.10M | 0.9% |
| Alphabet Inc. | $7.62M | 0.8% |
| Amazon.com Inc | $7.45M | 0.8% |
| JPMorgan Ultra-Short Income ETF | $7.37M | 0.8% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908744 | $15.08M | +69K +25.03% | 345,705 7.97% of portfolio | medium |
| Q2 2026 as of | New | 19249U401 | $14.81M | +589K | 588,572 1.57% of portfolio | medium |
| Q2 2026 as of | Add | 808524805 | $12.51M | +452K +17.46% | 3,037,490 8.91% of portfolio | medium |
| Q2 2026 as of | Add | 97717Y535 | $11.91M | +376K +5551.42% | 382,488 1.28% of portfolio | medium |
| Q2 2026 as of | Add | 464287226 | $11.20M | +113K +14.93% | 871,502 9.13% of portfolio | medium |
| Q2 2026 as of | Add | 78464A854 | $11.09M | +126K +76.27% | 291,664 2.71% of portfolio | medium |
| Q2 2026 as of | Add | 78464A409 | $10.97M | +92K +17.12% | 631,032 7.95% of portfolio | medium |
| Q2 2026 as of | Add | 78464A847 | $10.75M | +159K +32.93% | 642,059 4.59% of portfolio | medium |
| Q2 2026 as of | Trim | 46137V357 | $-10.27M | -48K -21.19% | 179,477 4.04% of portfolio | medium |
| Q2 2026 as of | Add | APi Group Corp | $9.68M | +228K +1267.90% | 246,509 1.10% of portfolio | medium |