OARSMAN CAPITAL, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1569667
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$944.8M
Holdings
244
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
OARSMAN CAPITAL, INC. disclosed 244 positions worth $944.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 23 new positions and exited 18 and a full exit from $LDOS. The portfolio is most concentrated in Other (61.7% of disclosed assets). All figures are sourced directly from OARSMAN CAPITAL, INC.’s Form 13F-HR filing with the SEC under CIK 1569667.
AI Fund Analysis
StableISHARES CORE U.S. AGGREGAT
9.1% weight
Held 10 quarters
SCHWAB INTERNATIONAL EQUIT
8.9% weight
Held 10 quarters
VANGUARD MORNINGSTAR VALUE
8.0% weight
Held 10 quarters
STATE STREET SPDR PORTFOLI
8.0% weight
Held 10 quarters
STATE STREET SPDR PORTFOLI
4.6% weight
Held 10 quarters
SCHWAB INTERNATIONAL EQUIT
9 quarters accumulating
VANGUARD MORNINGSTAR VALUE
9 quarters accumulating
STATE STREET SPDR PORTFOLI
9 quarters accumulating
STATE STREET SPDR PORTFOLI
9 quarters accumulating
SCHWAB INTERNATIONAL SMALL
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE U.S. AGGREGATE BOND ETF - ETF
—Quality
$86.3M871,502 shSCHWAB INTERNATIONAL EQUITY ETF - ETF
—Quality
$84.1M3,037,490 shVANGUARD MORNINGSTAR VALUE ETF - ETF
—Quality
$75.3M345,705 shSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF
—Quality
$75.1M631,032 shSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF - ETF
—Quality
$43.4M642,059 sh- —
Quality
$38.2M179,477 sh STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF - ETF
—Quality
$33.7M583,514 shISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF - ETF
—Quality
$28.4M267,498 sh- 78.2
Quality
$25.7M72,668 sh STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF
—Quality
$25.6M291,664 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | — | $86.3M | 871,502 |
| SCHWAB INTERNATIONAL EQUITY ETF - ETF | — | $84.1M | 3,037,490 |
| VANGUARD MORNINGSTAR VALUE ETF - ETF | — | $75.3M | 345,705 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | — | $75.1M | 631,032 |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF - ETF | — | $43.4M | 642,059 |
 Invesco Ltd.$IVZ | — | $38.2M | 179,477 |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF - ETF | — | $33.7M | 583,514 |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF - ETF | — | $28.4M | 267,498 |
 Alphabet Inc.$GOOGL | 78.2 | $25.7M | 72,668 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | — | $25.6M | 291,664 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of OARSMAN CAPITAL, INC.'s 244 positions.
Showing top 10 of 244 holdings.
Sector Allocation
Other
$582.8M
Technology
$117.1M
Financials
$106.1M
Industrials
$52.0M
Healthcare
$30.3M
Consumer Discretionary
$30.0M
Materials
$8.1M
Communication Services
$7.4M
Top Holdings — OARSMAN CAPITAL, INC. (Q2 2026)
Top 150 of 244 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $86.3M | 9.1% | -5% | — |
| 2 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $84.1M | 8.9% | +8% | — |
| 3 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | $75.3M | 8.0% | +10% | — |
| 4 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | $75.1M | 8.0% | +16% | — |
| 5 | — | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF - ETF | $43.4M | 4.6% | +9% | — |
| 6 | $IVZ | Invesco Ltd. | $38.2M | 4.0% | +7% | — |
| 7 | — | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF - ETF | $33.7M | 3.6% | +6% | — |
| 8 | — | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF - ETF | $28.4M | 3.0% | -7% | — |
| 9 | $GOOGL | Alphabet Inc. | $25.7M | 2.7% | +10% | 78.2 |
| 10 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $25.6M | 2.7% | +67% | — |
| 11 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $17.0M | 1.8% | +2% | — |
| 12 | — | ISHARES CORE S&P 500 ETF - ETF | $16.2M | 1.7% | -9% | — |
| 13 |  $AAPL | Apple Inc. | $15.1M | 1.6% | +4% | 76.4 |
| 14 | — | COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF - ETF | $14.8M | 1.6% | +3% | — |
| 15 |  $NVDA | NVIDIA CORP | $13.7M | 1.4% | -3% | 85.9 |
| 16 |  $WT | WisdomTree, Inc. | $12.1M | 1.3% | +8% | 59.9 |
| 17 |  $MSFT | MICROSOFT CORP | $11.9M | 1.3% | +4% | 79.8 |
| 18 |  $APG | APi Group Corp | $10.4M | 1.1% | +1268% | 65.4 |
| 19 |  $AVGO | Broadcom Inc. | $9.7M | 1.0% | +1% | 84.5 |
| 20 | — | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF - ETF | $9.1M | 1.0% | +390% | — |
| 21 |  $CAT | CATERPILLAR INC | $8.2M | 0.9% | -1% | 66.5 |
| 22 |  $AAAU | Goldman Sachs Physical Gold ETF | $8.1M | 0.9% | +7% | — |
| 23 |  $GOOG | Alphabet Inc. | $7.6M | 0.8% | +1% | 78.2 |
| 24 |  $AMZN | AMAZON COM INC | $7.5M | 0.8% | +3% | 68.7 |
| 25 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $7.4M | 0.8% | -7% | — |
| 26 |  $GS | GOLDMAN SACHS GROUP INC | $5.8M | 0.6% | +1% | 73.5 |
| 27 | — | JPMORGAN REALTY INCOME ETF - ETF | $5.6M | 0.6% | +17% | — |
| 28 |  $HPE | Hewlett Packard Enterprise Co | $5.6M | 0.6% | -8% | 70.5 |
| 29 |  $APH | AMPHENOL CORP /DE/ | $5.6M | 0.6% | +1% | 79.3 |
| 30 | — | INVESCO EQUAL WEIGHT ENERGY ETF - ETF | $5.5M | 0.6% | +1% | — |
| 31 |  $C | CITIGROUP INC | $5.4M | 0.6% | +1% | 65 |
| 32 |  $ABBV | AbbVie Inc. | $5.1M | 0.5% | +3% | 72.6 |
| 33 |  $WMT | Walmart Inc. | $5.0M | 0.5% | +0% | 60.2 |
| 34 |  $JNJ | JOHNSON & JOHNSON | $4.9M | 0.5% | +1% | 69 |
| 35 | $IVZ | Invesco Ltd. | $4.8M | 0.5% | +4% | — |
| 36 |  $TJX | TJX COMPANIES INC /DE/ | $4.6M | 0.5% | +1% | 68.7 |
| 37 |  $JCI | Johnson Controls International plc | $4.5M | 0.5% | +1% | — |
| 38 |  $META | Meta Platforms, Inc. | $4.4M | 0.5% | +3% | 79.6 |
| 39 |  $FCX | FREEPORT-MCMORAN INC | $4.4M | 0.5% | +5% | 62 |
| 40 |  $CMI | CUMMINS INC | $4.4M | 0.5% | +4% | 58.1 |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.1M | 0.4% | -4% | 73.8 |
| 42 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.0M | 0.4% | +2% | 70 |
| 43 |  $WFC | WELLS FARGO & COMPANY/MN | $3.9M | 0.4% | +3% | 61.8 |
| 44 |  $CSCO | CISCO SYSTEMS, INC. | $3.9M | 0.4% | -9% | 70.3 |
| 45 |  $PH | Parker-Hannifin Corp | $3.8M | 0.4% | -5% | 65.8 |
| 46 |  $NFLX | NETFLIX INC | $3.7M | 0.4% | +119% | 78.8 |
| 47 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $3.2M | 0.3% | +360% | — |
| 48 |  $GWW | W.W. GRAINGER, INC. | $3.2M | 0.3% | +5% | 61.8 |
| 49 |  $SPY | SPDR S&P 500 ETF TRUST | $3.1M | 0.3% | -3% | — |
| 50 |  $AZN | ASTRAZENECA PLC | $3.1M | 0.3% | -1% | — |
| 51 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.0M | 0.3% | -2% | 67.4 |
| 52 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | $3.0M | 0.3% | +6% | — |
| 53 |  $UBER | Uber Technologies, Inc | $3.0M | 0.3% | +37% | 73.5 |
| 54 |  $JPM | JPMORGAN CHASE & CO | $3.0M | 0.3% | +8% | 70.7 |
| 55 | — | SCHWAB US AGGREGATE BOND ETF - ETF | $3.0M | 0.3% | -4% | — |
| 56 | — | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF - ETF | $2.8M | 0.3% | +0% | — |
| 57 |  $MDT | Medtronic plc | $2.7M | 0.3% | +2% | 68.7 |
| 58 |  $LLY | ELI LILLY & Co | $2.7M | 0.3% | +7% | 87.5 |
| 59 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.5M | 0.3% | +2% | 75.4 |
| 60 |  $KR | KROGER CO | $2.5M | 0.3% | +3% | 52.6 |
| 61 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.5M | 0.3% | +3% | 70.4 |
| 62 |  $MRVL | Marvell Technology, Inc. | $2.5M | 0.3% | -5% | 76.5 |
| 63 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF | $2.4M | 0.3% | -0% | — |
| 64 |  $QCOM | QUALCOMM INC/DE | $2.3M | 0.3% | -10% | 70.5 |
| 65 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.3M | 0.3% | -3% | 67.6 |
| 66 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $2.3M | 0.2% | -0% | — |
| 67 |  $GLD | SPDR GOLD TRUST | $2.3M | 0.2% | -6% | — |
| 68 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $2.1M | 0.2% | +4% | 65 |
| 69 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETF | $2.1M | 0.2% | -1% | — |
| 70 |  $DIS | Walt Disney Co | $2.0M | 0.2% | -1% | 60.1 |
| 71 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $1.9M | 0.2% | -5% | — |
| 72 |  $UNH | UNITEDHEALTH GROUP INC | $1.9M | 0.2% | +1% | 62.7 |
| 73 | — | VANGUARD S&P 500 ETF - ETF | $1.9M | 0.2% | -11% | — |
| 74 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.8M | 0.2% | +3% | 66.3 |
| 75 |  $PEP | PEPSICO INC | $1.8M | 0.2% | +8% | 63.4 |
| 76 | — | DIMENSIONAL U.S. SMALL CAP ETF - ETF | $1.8M | 0.2% | -12% | — |
| 77 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.7M | 0.2% | -4% | 66.2 |
| 78 |  $IAUM | iShares Gold Trust Micro | $1.7M | 0.2% | -2% | — |
| 79 |  $V | VISA INC. | $1.5M | 0.2% | -2% | 82.9 |
| 80 |  $MUA | BLACKROCK MUNIASSETS FUND, INC. | $1.4M | 0.1% | +17% | — |
| 81 |  $MTG | MGIC INVESTMENT CORP | $1.3M | 0.1% | -3% | 56.6 |
| 82 |  $FISV | FISERV INC | $1.3M | 0.1% | -10% | 60.7 |
| 83 | — | SCHWAB U.S. BROAD MARKET ETF - ETF | $1.3M | 0.1% | -1% | — |
| 84 |  $TSLA | Tesla, Inc. | $1.2M | 0.1% | -37% | 53.9 |
| 85 |  $ORCL | ORACLE CORP | $1.2M | 0.1% | -1% | 66.2 |
| 86 |  $UAL | United Airlines Holdings, Inc. | $1.2M | 0.1% | -31% | 60.8 |
| 87 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.1% | +15% | 72.3 |
| 88 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $1.1M | 0.1% | -3% | — |
| 89 |  $OI | O-I Glass, Inc. /DE/ | $1.1M | 0.1% | +57% | 33.5 |
| 90 |  $WDC | WESTERN DIGITAL CORP | $1.0M | 0.1% | -0% | 80.7 |
| 91 |  $UPS | UNITED PARCEL SERVICE INC | $1.0M | 0.1% | -0% | 58.6 |
| 92 | — | SCHWAB U.S. SMALL-CAP ETF - ETF | $992,491 | 0.1% | -1% | — |
| 93 |  $AMGN | AMGEN INC | $975,395 | 0.1% | +15% | 79.2 |
| 94 |  $MA | Mastercard Inc | $941,447 | 0.1% | +13% | 85.1 |
| 95 | — | ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | $918,430 | 0.1% | +0% | — |
| 96 | — | ISHARES MSCI ACWI EX U.S. ETF - ETF | $917,635 | 0.1% | -2% | — |
| 97 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $862,635 | 0.1% | -6% | — |
| 98 |  $MCD | MCDONALDS CORP | $859,856 | 0.1% | +1% | 69 |
| 99 |  $CNS | COHEN & STEERS, INC. | $859,705 | 0.1% | +0% | 64 |
| 100 |  $RPM | RPM INTERNATIONAL INC/DE/ | $856,967 | 0.1% | -2% | 59.6 |
| 101 |  $OMC | OMNICOM GROUP INC. | $846,285 | 0.1% | -13% | 59.1 |
| 102 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $835,204 | 0.1% | -5% | — |
| 103 | — | ISHARES MSCI EAFE ETF - ETF | $834,212 | 0.1% | +1% | — |
| 104 |  $PG | PROCTER & GAMBLE Co | $830,129 | 0.1% | +3% | 64.6 |
| 105 |  $FAST | FASTENAL CO | $822,802 | 0.1% | +19% | 66.9 |
| 106 |  $CVX | CHEVRON CORP | $788,798 | 0.1% | +1% | 62.8 |
| 107 | — | ISHARES GLOBAL INFRASTRUCTURE ETF - ETF | $776,556 | 0.1% | +0% | — |
| 108 |  $XOM.R34088 | EXXON MOBIL CORP | $758,658 | 0.1% | +13% | 57.9 |
| 109 | — | ISHARES RUSSELL 1000 ETF - ETF | $756,347 | 0.1% | +229% | — |
| 110 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 111 |  $GD | GENERAL DYNAMICS CORP | $743,196 | 0.1% | -2% | 68.7 |
| 112 | — | ISHARES ESG SELECT S&P MIDCAP ETF - ETF | $741,644 | 0.1% | -16% | — |
| 113 |  $CASY | CASEYS GENERAL STORES INC | $735,181 | 0.1% | +0% | 65.1 |
| 114 |  $INTC | INTEL CORP | $731,210 | 0.1% | +4% | 45.6 |
| 115 |  $HD | HOME DEPOT, INC. | $722,166 | 0.1% | -16% | 60.3 |
| 116 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $694,107 | 0.1% | -7% | — |
| 117 | — | ISHARES ESG MSCI KLD 400 ETF - ETF | $673,505 | 0.1% | -20% | — |
| 118 |  $PANW | Palo Alto Networks Inc | $660,556 | 0.1% | -5% | 65.5 |
| 119 |  $ISRG | INTUITIVE SURGICAL INC | $652,593 | 0.1% | -8% | 79.9 |
| 120 | $WT | WisdomTree, Inc. | $650,656 | 0.1% | -6% | 59.9 |
| 121 |  $BA | BOEING CO | $649,629 | 0.1% | +49% | 61.6 |
| 122 |  $IR | Ingersoll Rand Inc. | $637,882 | 0.1% | -1% | 64.4 |
| 123 |  $NVS | NOVARTIS AG | $627,820 | 0.1% | -7% | — |
| 124 |  $AXON | AXON ENTERPRISE, INC. | $622,277 | 0.1% | -2% | 56.6 |
| 125 |  $MCS | MARCUS CORP | $616,412 | 0.1% | +0% | 52.6 |
| 126 |  $LNT | ALLIANT ENERGY CORP | $608,870 | 0.1% | -1% | 53.6 |
| 127 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $607,467 | 0.1% | +0% | — |
| 128 |  $XEL | XCEL ENERGY INC | $593,819 | 0.1% | -1% | 56.4 |
| 129 |  $PWR | QUANTA SERVICES, INC. | $583,952 | 0.1% | +52% | 72.1 |
| 130 | — | STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E - ETF | $577,175 | 0.1% | -29% | — |
| 131 |  $ATI | ATI INC | $565,677 | 0.1% | +0% | 63.1 |
| 132 |  $PFE | PFIZER INC | $565,190 | 0.1% | -2% | 62 |
| 133 |  $AMD | ADVANCED MICRO DEVICES INC | $559,997 | 0.1% | -63% | 79.8 |
| 134 | — | ISHARES CORE S&P U.S. GROWTH ETF - ETF | $557,311 | 0.1% | +0% | — |
| 135 |  $HLT | Hilton Worldwide Holdings Inc. | $552,860 | 0.1% | +0% | 63.3 |
| 136 | — | ISHARES CORE MSCI EAFE ETF - ETF | $532,620 | 0.1% | -9% | — |
| 137 | — | ISHARES S&P 500 GROWTH ETF - ETF | $522,339 | 0.1% | -1% | — |
| 138 | — | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - ETF | $510,493 | 0.1% | +375% | — |
| 139 |  $ABT | ABBOTT LABORATORIES | $507,883 | 0.1% | -14% | 65.5 |
| 140 | — | SCHWAB U.S. LARGE-CAP VALUE ETF - ETF | $498,745 | 0.1% | -2% | — |
| 141 |  $PLTR | Palantir Technologies Inc. | $498,648 | 0.1% | -3% | 84.6 |
| 142 | — | VANGUARD MORNINGSTAR SMALL-CAP ETF - ETF | $495,889 | 0.1% | -4% | — |
| 143 |  $OLN | OLIN Corp | $495,104 | 0.1% | -12% | 44.2 |
| 144 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $491,294 | 0.1% | +36% | 72.6 |
| 145 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $489,355 | 0.1% | -6% | — |
| 146 |  $GEV | GE Vernova Inc. | $485,217 | 0.1% | +42% | 81.1 |
| 147 |  $USB | US BANCORP \DE\ | $471,107 | 0.1% | -2% | 65.3 |
| 148 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF | $470,508 | 0.1% | +0% | — |
| 149 | — | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND - ETF | $465,878 | 0.1% | -0% | — |
| 150 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | $459,522 | 0.1% | +268% | — |
New Positions (23)
VANGUARD TOTAL BOND MARKET ETF - ETF$416,455
$DVN DEVON ENERGY CORP/DE$412,018
$CRWD CrowdStrike Holdings, Inc.$406,754 ISHARES ESG AWARE MSCI USA ETF - ETF$397,063
$HOOD Robinhood Markets, Inc.$347,570 VANGUARD HEALTH CARE ETF - ETF$327,544
$MRK Merck & Co., Inc.$292,852
$MS MORGAN STANLEY$264,854
$GLW CORNING INC /NY$264,047
$TFC TRUIST FINANCIAL CORP$251,392
$NEE NEXTERA ENERGY INC$241,280
$MCHP MICROCHIP TECHNOLOGY INC$234,475
$TXRH Texas Roadhouse, Inc.$234,002
$TGT TARGET CORP$229,221
$MAR MARRIOTT INTERNATIONAL INC /MD/$224,537Exited Positions (18)
$LDOS Leidos Holdings, Inc.
$CTRA Coterra Energy Inc.
$NOW ServiceNow, Inc.
$CPRT COPART INC
$VZ VERIZON COMMUNICATIONS INC
$HON HONEYWELL INTERNATIONAL INC
$APA APA Corp
$GPC GENUINE PARTS CO
$SHEL Shell plc
$COP CONOCOPHILLIPS
$VRSK Verisk Analytics, Inc.
$ICE Intercontinental Exchange, Inc.
$DOC HEALTHPEAK PROPERTIES, INC.
$AGNC AGNC Investment Corp.$GOOGPUT Alphabet Inc.Browse Top Institutional Investors
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