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%
$944.84M$857.23M$769.61MQ4 '25Q2 '26

Positions

244+2.1%
244242239Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 244 →
CompanyClassValueShares% of portfolio
iShares Core U.S. Aggregate Bond ETF$86.26M871,5029.1%
Schwab International Equity ETF$84.14M3,037,4908.9%
Vanguard Morningstar Value ETF$75.34M345,7058.0%
State Street SPDR Portfolio S&P 500 Growth ETF$75.09M631,0327.9%
State Street SPDR Portfolio S&P 400 Mid Cap ETF$43.38M642,0594.6%
Invesco S&P 500 Equal Weight ETF$38.19M179,4774.0%
State Street SPDR Portfolio S&P 600 Small Cap ETF$33.65M583,5143.6%
iShares Intermediate GOVERNMENT/CREDIT Bond ETF$28.38M267,4983.0%
Alphabet Inc.$25.68M72,6682.7%
State Street SPDR Portfolio S&P 500 ETF$25.63M291,6642.7%
iShares MSCI Emerging Markets Ex China ETF$17.01M166,3201.8%
iShares Core S&P 500 ETF$16.24M21,6851.7%
Apple Inc.$15.14M52,3361.6%
Cohen & Steers Short Duration Preferred and Income Active ETF$14.81M588,5721.6%
NVIDIA Corp$13.73M68,6061.5%
WisdomTree True Emerging Markets Fund$12.13M382,4881.3%
Microsoft Corp$11.89M31,8771.3%
APi Group Corp$10.44M246,5091.1%
Broadcom Inc.$9.65M25,5491.0%
Schwab International Small-Cap Equity ETF$9.10M189,1761.0%
Caterpillar Inc$8.18M7,6830.9%
Goldman Sachs Physical Gold ETF$8.10M204,6940.9%
Alphabet Inc.$7.62M21,3130.8%
Amazon.com Inc$7.45M31,2600.8%
JPMorgan Ultra-Short Income ETF$7.37M145,7120.8%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add922908744$15.08M+69K
+25.03%
345,705
7.97% of portfolio
medium
Q2 2026
as of
New19249U401$14.81M+589K
588,572
1.57% of portfolio
medium
Q2 2026
as of
Add808524805$12.51M+452K
+17.46%
3,037,490
8.91% of portfolio
medium
Q2 2026
as of
Add97717Y535$11.91M+376K
+5551.42%
382,488
1.28% of portfolio
medium
Q2 2026
as of
Add464287226$11.20M+113K
+14.93%
871,502
9.13% of portfolio
medium
Q2 2026
as of
Add78464A854$11.09M+126K
+76.27%
291,664
2.71% of portfolio
medium
Q2 2026
as of
Add78464A409$10.97M+92K
+17.12%
631,032
7.95% of portfolio
medium
Q2 2026
as of
Add78464A847$10.75M+159K
+32.93%
642,059
4.59% of portfolio
medium
Q2 2026
as of
Trim46137V357$-10.27M-48K
-21.19%
179,477
4.04% of portfolio
medium
Q2 2026
as of
AddAPi Group Corp$9.68M+228K
+1267.90%
246,509
1.10% of portfolio
medium