Oarsman Capital, Inc.
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| New | Devon Energy Corp | $412.0K |
| Added | 921910816 | $405.2K |
| Exited | CoStar Group Inc | $403.6K |
| Trimmed | 78462F103 | $399.5K |
| Exited | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $395.7K |
| New | 808524755 | $375.8K |
| New | The PNC Financial Services Group, Inc. | $369.1K |
| Trimmed | CITIGROUP INC | $367.7K |
| New | Robinhood Markets, Inc. | $347.6K |
| Trimmed | 25434V500 | $344.9K |
| Added | ELI LILLY & Co | $339.4K |
| New | REGAL REXNORD CORP | $336.6K |
| Exited | Copart Inc | $334.7K |
| New | Keysight Technologies, Inc. | $330.8K |
| New | 92204A504 | $327.5K |
| Added | BLACKROCK MUNIASSETS FUND, INC.MUA | $320.3K |
| Trimmed | QUALCOMM INC/DE | $318.4K |
| New | 464287655 | $316.7K |
| New | Rivian Automotive, Inc. / DE | $316.6K |
| Trimmed | CISCO SYSTEMS, INC. | $305.6K |
| Trimmed | Visa Inc | $305.0K |
| Added | AbbVie Inc. | $304.5K |
| Exited | 46138G649 | $301.0K |
| New | Merck & Co., Inc. | $292.9K |
| Exited | Salesforce Inc | $281.8K |
| Added | JOHNSON & JOHNSON | $277.3K |
| Trimmed | 46090E103 | $276.2K |
| Exited | Sea Ltd | $271.0K |
| Added | CUMMINS INC | $266.0K |
| New | CORNING INC /NY | $264.0K |
| Added | WELLS FARGO & COMPANY/MN | $262.0K |
| Exited | GENUINE PARTS CO | $257.8K |
| Added | Alphabet Inc. | $253.7K |
| New | TRUIST FINANCIAL CORP | $251.4K |
| Trimmed | 464287507 | $250.9K |
| Added | JPMORGAN CHASE & CO | $248.1K |
| Exited | FAIR ISAAC CORP | $241.8K |
| Trimmed | 78468R440 | $241.5K |
| Exited | 46434V621 | $241.4K |
| New | NEXTERA ENERGY INC | $241.3K |
| Exited | Verisk Analytics, Inc. | $240.7K |
| Exited | 389637109 | $239.5K |
| Added | 46090F100 | $234.7K |
| New | MICROCHIP TECHNOLOGY INC | $234.5K |
| Exited | Energy Transfer LPET | $230.5K |
| New | TARGET CORP | $229.2K |
| New | Marriott International Inc/MD | $224.5K |
| New | 464287499 | $220.3K |
| Added | O-I Glass, Inc. /DE | $218.5K |
| Exited | Zoetis Inc. | $218.3K |