Universe · entity
OARSMAN CAPITAL, INC.
Institutional manager (13F) · CIK 1569667
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $670M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE U.S. AGGREGATE BOND ETF | $91M | 915,513 |
| 2 | SCHWAB INTERNATIONAL EQUITY ETF | $69M | 2,806,554 |
| 3 | VANGUARD VALUE ETF | $62M | 314,273 |
| 4 | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $53M | 543,010 |
| 5 | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $35M | 590,328 |
| 6 | INVESCO S&P 500 EQUAL WEIGHT ETF | $32M | 167,808 |
| 7 | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $31M | 286,732 |
| 8 | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $27M | 549,596 |
| 9 | ALPHABET INC CAP STK CL C | $19M | 65,859 |
| 10 | ISHARES CORE S&P 500 ETF | $16M | 23,832 |
| 11 | COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF | $14M | 571,991 |
| 12 | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $13M | 174,534 |
| 13 | APPLE INC COM | $13M | 50,397 |
| 14 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $13M | 162,507 |
| 15 | NVIDIA CORPORATION COM | $12M | 70,633 |
| 16 | MICROSOFT CORP COM | $11M | 30,696 |
| 17 | WISDOMTREE TRUE EMERGING MARKETS FUND | $11M | 354,790 |
| 18 | GOLDMAN SACHS PHYSICAL GOLD ETF | $9M | 191,704 |
| 19 | JPMORGAN ULTRA-SHORT INCOME ETF | $8M | 157,238 |
| 20 | BROADCOM INC COM | $8M | 25,289 |
| 21 | AMAZON COM INC COM | $6M | 30,292 |
| 22 | INVESCO EQUAL WEIGHT ENERGY ETF | $6M | 56,008 |
| 23 | ALPHABET INC CAP STK CL A | $6M | 21,204 |
| 24 | WALMART INC COM | $5M | 44,131 |
| 25 | CATERPILLAR INC COM | $5M | 7,726 |
| 26 | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $5M | 294,534 |
| 27 | GOLDMAN SACHS GROUP INC COM | $5M | 5,700 |
| 28 | TJX COS INC | $5M | 29,961 |
| 29 | JOHNSON & JOHNSON COM | $5M | 18,908 |
| 30 | JPMORGAN REALTY INCOME ETF | $4M | 92,339 |
| 31 | META PLATFORMS INC CL A | $4M | 7,660 |
| 32 | CITIGROUP INC COM NEW | $4M | 38,243 |
| 33 | ABBVIE INC COM | $4M | 19,598 |
| 34 | BERKSHIRE HATHAWAY INC DEL CL B | $4M | 8,575 |
| 35 | JOHNSON CTLS INTL PLC SHS | $4M | 30,638 |
| 36 | AMPHENOL CORP CL A | $4M | 31,436 |
| 37 | FREEPORT MCMORAN INC CL B | $4M | 66,225 |
| 38 | PARKER-HANNIFIN CORP COM | $4M | 4,116 |
| 39 | WELLS FARGO & CO COM | $4M | 45,412 |
| 40 | INTERNATIONAL BUSINESS MACHS COM | $3M | 14,076 |
| 41 | ASTRAZENECA PLC ORD | $3M | 16,553 |
| 42 | HEWLETT PACKARD ENTERPRISE CO COM | $3M | 135,754 |
| 43 | CUMMINS INC COM | $3M | 5,894 |
| 44 | KROGER CO COM | $3M | 43,748 |
| 45 | OREILLY AUTOMOTIVE INC COM | $3M | 33,774 |
| 46 | SCHWAB US AGGREGATE BOND ETF | $3M | 133,464 |
| 47 | MEDTRONIC PLC SHS | $3M | 34,145 |
| 48 | STATE STREET SPDR S&P 500 ETF | $3M | 4,350 |
| 49 | SPDR GOLD SHARES | $3M | 6,528 |
| 50 | CISCO SYS INC COM | $3M | 36,093 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.