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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 9 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EEM ISHARES MSCI EMERGING MARKETS ETF 6,340.0 $360K 0.04% -3K -31.2% $56.79 +14.6%
162 IJR ISHARES CORE S&P SMALL CAP ETF 2,893.0 $360K 0.04% -816.0 -22.0% $124.31 +7.7%
163 WDFC WD 40 CO COM Basic Materials 1,747.0 $356K 0.04% -25.0 -1.4% $203.94 -1.0%
164 TOTALENERGIES SE ACT 3,908.0 $356K 0.04% -84.0 -2.1% $90.98
165 MGEE MGE ENERGY INC COM Utilities 4,527.0 $350K 0.04% $77.28 -2.0%
166 GSK GSK PLC SPONSORED ADR Healthcare 6,309.0 $348K 0.04% $55.19 -7.7%
167 WM WASTE MGMT INC DEL COM Industrials 1,489.0 $342K 0.04% +473.0 +46.6% $229.79 -4.8%
168 IDXX IDEXX LABS INC COM Healthcare 593.0 $333K 0.04% +165.0 +38.5% $561.89 -5.2%
169 VEU VANGUARD FTSE ALL-WORLD EX-US ETF 4,378.0 $329K 0.04% +89.0 +2.1% $75.11 +7.9%
170 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 5,752.0 $326K 0.04% +157.0 +2.8% $56.68 -1.4%
171 PANW PALO ALTO NETWORKS INC COM Technology 2,033.0 $326K 0.04% NEW $160.32 +48.6%
172 SCHW SCHWAB CHARLES CORP COM Financial Services 3,302.0 $310K 0.04% +154.0 +4.9% $93.99 -4.8%
173 HSY HERSHEY CO COM Consumer Defensive 1,469.0 $305K 0.04% $207.89 -8.5%
174 GE GE AEROSPACE COM NEW Industrials 1,066.0 $302K 0.04% $283.73 +2.8%
175 PGR PROGRESSIVE CORP COM Financial Services 1,521.0 $302K 0.04% -168.0 -9.9% $198.24 -1.2%
176 TEQI T. ROWE PRICE EQUITY INCOME ETF 6,661.0 $300K 0.04% +944.0 +16.5% $45.02 +8.6%
177 PWR QUANTA SVCS INC COM Industrials 535.0 $294K 0.04% -5.0 -0.9% $549.02 +42.1%
178 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 2,140.0 $293K 0.04% -138.0 -6.1% $137.13 +2.2%
179 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,410.0 $291K 0.04% $85.23 +3.4%
180 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,744.0 $288K 0.04% $165.37 +16.0%
Page 9 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%