§ 13F · FUND PROFILE
OARSMAN CAPITAL, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $638M (13F)Positions · 251Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 916K | $91M | 11.3% | +21% |
| 2 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 2.81M | $69M | 8.6% | +9% |
| 3 | VTV | VANGUARD VALUE ETF | 314K | $62M | 7.7% | +14% |
| 4 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 543K | $53M | 6.6% | +1% |
| 5 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 590K | $35M | 4.3% | +22% |
| 6 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 168K | $32M | 4.0% | −26% |
| 7 | GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 287K | $31M | 3.8% | +23% |
| 8 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 550K | $27M | 3.3% | +12% |
| 9 | GOOG | ALPHABET INC CAP STK CL C | 66K | $19M | 2.3% | −10% |
| 10 | IVV | ISHARES CORE S&P 500 ETF | 24K | $16M | 1.9% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OARSMAN SIGNAL
AC read
OARSMAN CAPITAL, INC. is a Other fund managing $638 million in assets. The fund runs a broad portfolio of 251 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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