Oarsman Capital, Inc.
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Added | 922908744 | $15.08M |
| New | 19249U401 | $14.81M |
| Added | 808524805 | $12.51M |
| Added | 97717Y535 | $11.91M |
| Added | 464287226 | $11.20M |
| Added | 78464A854 | $11.09M |
| Added | 78464A409 | $10.97M |
| Added | 78464A847 | $10.75M |
| Trimmed | 46137V357 | $10.27M |
| Added | APi Group Corp | $9.68M |
| Added | 808524888 | $7.35M |
| Added | 78468R853 | $5.40M |
| Trimmed | 46434G764 | $5.18M |
| Added | 464288612 | $3.60M |
| Added | Netflix Inc | $3.28M |
| Trimmed | 464287200 | $2.96M |
| Exited | Leidos Holdings Inc | $2.87M |
| Trimmed | 464287598 | $2.51M |
| Trimmed | G0593M107 | $2.32M |
| Exited | 37954Y384 | $2.12M |
| Trimmed | ADVANCED MICRO DEVICES INC | $1.78M |
| Added | Broadcom Inc. | $1.19M |
| Added | 464287614 | $1.11M |
| Exited | Coterra Energy Inc. | $942.7K |
| Added | 46641Q126 | $909.5K |
| Trimmed | Tesla Inc | $889.6K |
| Added | FREEPORT-MCMORAN INC | $860.6K |
| Added | Uber Technologies, Inc | $819.6K |
| Trimmed | INTUIT INC. | $792.2K |
| Trimmed | TYLER TECHNOLOGIES, INC. | $773.0K |
| New | ExxonMobilXOM | $758.7K |
| Added | Alphabet Inc. | $738.1K |
| New | INTEL CORP | $731.2K |
| Added | Marvell Technology, Inc. | $730.2K |
| Added | MICROSOFT CORP | $717.7K |
| Added | Apple Inc. | $680.6K |
| Added | Amazon.com Inc | $669.7K |
| New | Palo Alto Networks Inc | $660.6K |
| Added | 46641Q837 | $614.1K |
| Exited | EXXON MOBIL CORP | $599.2K |
| Trimmed | OLIN Corp | $598.8K |
| Added | 464287622 | $526.2K |
| Exited | ServiceNow Inc | $515.0K |
| Trimmed | Hewlett Packard Enterprise Co | $511.5K |
| New | GE Vernova Inc. | $485.2K |
| Exited | VERIZON COMMUNICATIONS INC | $483.3K |
| New | 922908736 | $459.5K |
| New | 922908553 | $454.1K |
| Added | 38150K103 | $419.6K |
| New | 921937835 | $416.5K |