OARSMAN CAPITAL, INC.

Est. AUM

$805.5M

13F long equity, this entity only

Positions

239

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$90.9M	915513	11.28%	SOLE
2	SCHWAB INTERNATIONAL EQUITY ETF	ETF	$69.5M	2806554	8.62%	SOLE
3	VANGUARD VALUE ETF	ETF	$61.7M	314273	7.65%	SOLE
4	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	ETF	$53.2M	543010	6.60%	SOLE
5	STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	ETF	$35.0M	590328	4.34%	SOLE
6	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$32.2M	167808	4.00%	SOLE
7	ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF	ETF	$30.6M	286732	3.80%	SOLE
8	STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	ETF	$26.6M	549596	3.30%	SOLE
9	ALPHABET INC CAP STK CL C	Stock	$18.9M	65859	2.35%	SOLE
10	ISHARES CORE S&P 500 ETF	ETF	$15.6M	23832	1.93%	SOLE
11	COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF	ETF	$14.3M	571991	1.77%	SOLE
12	STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$13.4M	174534	1.66%	SOLE
13	APPLE INC COM	Stock	$12.8M	50397	1.59%	SOLE
14	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$12.8M	162507	1.59%	SOLE
15	NVIDIA CORPORATION COM	Stock	$12.3M	70633	1.53%	SOLE
16	MICROSOFT CORP COM	Stock	$11.4M	30696	1.41%	SOLE
17	WISDOMTREE TRUE EMERGING MARKETS FUND	ETF	$11.1M	354790	1.37%	SOLE
18	GOLDMAN SACHS PHYSICAL GOLD ETF	ETF	$8.9M	191704	1.10%	SOLE
19	JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$8.0M	157238	0.99%	SOLE
20	BROADCOM INC COM	Stock	$7.8M	25289	0.97%	SOLE
21	AMAZON COM INC COM	Stock	$6.3M	30292	0.78%	SOLE
22	INVESCO EQUAL WEIGHT ENERGY ETF	ETF	$6.1M	56008	0.76%	SOLE
23	ALPHABET INC CAP STK CL A	Stock	$6.1M	21204	0.76%	SOLE
24	WALMART INC COM	Stock	$5.5M	44131	0.68%	SOLE
25	CATERPILLAR INC COM	Stock	$5.5M	7726	0.68%	SOLE
26	INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF	ETF	$5.1M	294534	0.63%	SOLE
27	GOLDMAN SACHS GROUP INC COM	Stock	$4.8M	5700	0.60%	SOLE
28	TJX COS INC	Stock	$4.8M	29961	0.59%	SOLE
29	JOHNSON & JOHNSON COM	Stock	$4.6M	18908	0.57%	SOLE
30	JPMORGAN REALTY INCOME ETF	ETF	$4.4M	92339	0.55%	SOLE
31	META PLATFORMS INC CL A	Stock	$4.4M	7660	0.54%	SOLE
32	CITIGROUP INC COM NEW	Stock	$4.3M	38243	0.54%	SOLE
33	ABBVIE INC COM	Stock	$4.3M	19598	0.53%	SOLE
34	BERKSHIRE HATHAWAY INC DEL CL B	Stock	$4.1M	8575	0.51%	SOLE
35	JOHNSON CTLS INTL PLC SHS	Stock	$4.0M	30638	0.50%	SOLE
36	AMPHENOL CORP CL A	Stock	$4.0M	31436	0.49%	SOLE
37	FREEPORT MCMORAN INC CL B	Stock	$3.9M	66225	0.48%	SOLE
38	PARKER-HANNIFIN CORP COM	Stock	$3.7M	4116	0.46%	SOLE
39	WELLS FARGO & CO COM	Stock	$3.6M	45412	0.45%	SOLE
40	INTERNATIONAL BUSINESS MACHS COM	Stock	$3.4M	14076	0.42%	SOLE
41	ASTRAZENECA PLC ORD	ADR	$3.3M	16553	0.41%	SOLE
42	HEWLETT PACKARD ENTERPRISE CO COM	Stock	$3.2M	135754	0.40%	SOLE
43	CUMMINS INC COM	Stock	$3.2M	5894	0.39%	SOLE
44	KROGER CO COM	Stock	$3.2M	43748	0.39%	SOLE
45	OREILLY AUTOMOTIVE INC COM	Stock	$3.1M	33774	0.39%	SOLE
46	SCHWAB US AGGREGATE BOND ETF	ETF	$3.1M	133464	0.38%	SOLE
47	MEDTRONIC PLC SHS	Stock	$3.0M	34145	0.37%	SOLE
48	STATE STREET SPDR S&P 500 ETF	ETF	$2.8M	4350	0.35%	SOLE
49	SPDR GOLD SHARES	ETF	$2.8M	6528	0.35%	SOLE
50	CISCO SYS INC COM	Stock	$2.8M	36093	0.35%	SOLE

1–50 of 239

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.