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Portfolio (Quarterly) Guide ↗

OARSMAN CAPITAL, INC.

· CIK 0001569667
13F Portfolio $805.5B AUM 239 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 76 Added 100 Reduced 22 Exited
Page 6 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 1,792.0 $826K 0.10% +250.0 +16.2% $460.99 -8.0%
102 AMGN AMGEN INC COM Healthcare 2,339.0 $823K 0.10% $351.85 -8.4%
103 MA MASTERCARD INCORPORATED CL A Financial Services 1,617.0 $808K 0.10% +200.0 +14.1% $499.66 -1.4%
104 HD HOME DEPOT INC COM Consumer Cyclical 2,448.0 $805K 0.10% +102.0 +4.3% $328.90 -9.2%
105 SCHA SCHWAB U.S. SMALL-CAP ETF 27,687.0 $805K 0.10% -747.0 -2.6% $29.08 +11.9%
106 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 6,273.0 $804K 0.10% -1K -18.4% $128.12 +6.2%
107 PG PROCTER & GAMBLE CO COM Consumer Defensive 5,488.0 $793K 0.10% -146.0 -2.6% $144.44 -1.1%
108 RPM RPM INTL INC COM Basic Materials 7,890.0 $784K 0.10% -280.0 -3.4% $99.40 -3.1%
109 IGF ISHARES GLOBAL INFRASTRUCTURE ETF 11,660.0 $781K 0.10% -417.0 -3.5% $67.00 -1.0%
110 IJH ISHARES ESG SELECT S&P MIDCAP ETF 11,438.0 $772K 0.10% -1K -11.1% $67.53 +7.0%
111 EFA ISHARES MSCI EAFE ETF 7,933.0 $771K 0.10% -283.0 -3.4% $97.13 +5.5%
112 OI O-I GLASS INC COM Consumer Cyclical 70,925.0 $745K 0.09% -18K -20.3% $10.51 -20.6%
113 GD GENERAL DYNAMICS CORP COM Industrials 2,131.0 $731K 0.09% $343.22 -2.1%
114 APG API GROUP CORP COM STK Industrials 18,021.0 $730K 0.09% $40.52 +5.7%
115 BERKSHIRE HATHAWAY INC DEL CL A 1.0 $718K 0.09% $718140.00
116 DSI ISHARES ESG MSCI KLD 400 ETF 5,921.0 $718K 0.09% -59.0 -1.0% $121.19 +16.3%
117 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,194.0 $689K 0.09% -315.0 -20.9% $577.02 +23.1%
118 PFE PFIZER INC COM Healthcare 24,020.0 $674K 0.08% -7K -21.7% $28.08 -10.2%
119 CASY CASEYS GEN STORES INC COM Consumer Cyclical 925.0 $673K 0.08% $727.86 +18.3%
120 ABT ABBOTT LABORATORIES COM Healthcare 6,530.0 $670K 0.08% +434.0 +7.1% $102.67 -17.3%
Page 6 of 12  ·  239 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 28.4%
Financial Services 17.9%
Communication Services 13.8%
Industrials 11.2%
Healthcare 10.8%
Consumer Cyclical 7.9%
Consumer Defensive 5.4%
Basic Materials 2.3%
Energy 1.5%
Utilities 0.9%