§ 13F · FUND PROFILE
OARSMAN CAPITAL, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $637.7T (13F)Positions · 251Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$770.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 758K | $75.7T | 9.8% | NEW |
| 2 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 2.59M | $62.2T | 8.1% | NEW |
| 3 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 539K | $57.5T | 7.5% | NEW |
| 4 | VTV | VANGUARD VALUE ETF | 276K | $52.8T | 6.9% | NEW |
| 5 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 228K | $43.6T | 5.7% | NEW |
| 6 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 483K | $28.0T | 3.6% | NEW |
| 7 | GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 234K | $25.1T | 3.3% | NEW |
| 8 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 490K | $23.0T | 3.0% | NEW |
| 9 | GOOG | ALPHABET INC CAP STK CL C | 71K | $22.1T | 2.9% | NEW |
| 10 | IVV | ISHARES CORE S&P 500 ETF | 26K | $17.6T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OARSMAN SIGNAL
AC read
OARSMAN CAPITAL, INC. is a Other fund managing $637748.6 trillion in assets. The fund runs a broad portfolio of 251 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed