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Portfolio (Quarterly) Guide ↗

OARSMAN CAPITAL, INC.

· CIK 0001569667
13F Portfolio $771M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 241 New
Page 4 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 36,211.0 $2.2M 0.28% NEW $60.53 +25.8%
62 VRTX VERTEX PHARMACEUTICALS Healthcare 4,790.0 $2.2M 0.28% NEW $453.36 -0.7%
63 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 39,306.0 $2.1M 0.28% NEW $53.94 +5.7%
64 BUG GLOBAL X CYBERSECURITY ETF 69,545.0 $2.1M 0.28% NEW $30.46 +4.0%
65 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 33,880.0 $2.1M 0.28% NEW $62.47 +10.6%
66 LLY ELI LILLY & CO COM Healthcare 1,929.0 $2.1M 0.27% NEW $1074.55 -6.3%
67 FISV FISERV INC COM Technology 30,831.0 $2.1M 0.27% NEW $67.17 -20.4%
68 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 18,093.0 $2.1M 0.27% NEW $113.72 +10.5%
69 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 111,540.0 $1.9M 0.25% NEW $17.35 -10.6%
70 IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST Financial Services 44,976.0 $1.9M 0.25% NEW $42.99 +5.4%
71 RJF RAYMOND JAMES FINL INC Financial Services 11,715.0 $1.9M 0.24% NEW $160.59 -3.1%
72 V VISA INC COM CL A Financial Services 5,361.0 $1.9M 0.24% NEW $350.73 -8.0%
73 PEP PEPSICO INC COM Consumer Defensive 12,521.0 $1.8M 0.23% NEW $143.52 +3.6%
74 DFAS DIMENSIONAL U.S. SMALL CAP ETF 25,769.0 $1.8M 0.23% NEW $69.67 +8.6%
75 VTI VANGUARD TOTAL STOCK MARKET ETF 5,078.0 $1.7M 0.22% NEW $335.28 +8.2%
76 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 11,945.0 $1.7M 0.22% NEW $141.16 +12.3%
77 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 36,389.0 $1.7M 0.21% NEW $45.53 +9.4%
78 VOO VANGUARD S&P 500 ETF 2,546.0 $1.6M 0.21% NEW $627.13 +8.3%
79 ORCL ORACLE CORP COM Technology 8,102.0 $1.6M 0.20% NEW $194.92 +0.4%
80 MTG MGIC INVT CORP WIS COM Financial Services 52,483.0 $1.5M 0.20% NEW $29.22 -11.3%
Page 4 of 13  ·  241 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Financial Services 18.5%
Communication Services 14.4%
Healthcare 10.3%
Industrials 9.5%
Consumer Cyclical 8.0%
Consumer Defensive 4.7%
Basic Materials 1.9%
Energy 1.1%
Utilities 0.7%