OARSMAN CAPITAL, INC.
CIK: 0001569667SEC EDGAR →
Portfolio Value
$771K
Holdings
239
As of
Q4 2025
New Positions
21
Closed Positions
23
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE U.S. AGGREGATE BOND ETF | 758,319 | $76K | 9.83% |
| 2 | SCHWAB INTERNATIONAL EQUITY ETF | 2,585,925 | $62K | 8.07% |
| 3 | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 538,799 | $57K | 7.46% |
| 4 | VANGUARD VALUE ETF | 276,495 | $53K | 6.85% |
| 5 | INVESCO S&P 500 EQUAL WEIGHT ETF | 227,723 | $44K | 5.66% |
| 6 | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 482,998 | $28K | 3.63% |
| 7 | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 233,532 | $25K | 3.25% |
| 8 | GOOGPut ALPHABET INC CAP STK CL C | 73,379 | $23K | 2.99% |
| 9 | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 489,940 | $23K | 2.98% |
| 10 | ISHARES CORE S&P 500 ETF | 25,642 | $18K | 2.28% |
Quarterly Changes
New Positions (13)
Closed Positions (21)
$2K · 25K shares
$1K · 4K shares
$338 · 3K shares
$279 · 2K shares
$276 · 3K shares
$275 · 3K shares
$257 · 1K shares
$250 · 997 shares
$242 · 4K shares
$223 · 3K shares
$219 · 736 shares
$216 · 3K shares
$210 · 343 shares
$208 · 1K shares
$204 · 2K shares
$202 · 1K shares
$200 · 2K shares
$148 · 10K shares
$145 · 12K shares
$127 · 12K shares
$71 · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 99 | $529K | 68.7% |
| Technology | 33 | $87K | 11.3% |
| Communication Services | 8 | $39K | 5.1% |
| Healthcare | 20 | $27K | 3.5% |
| Industrials | 26 | $26K | 3.3% |
| Consumer Cyclical | 12 | $20K | 2.6% |
| Unknown | 16 | $19K | 2.4% |
| Consumer Defensive | 8 | $13K | 1.6% |
| Basic Materials | 4 | $5K | 0.7% |
| Energy | 7 | $3K | 0.4% |
| Utilities | 3 | $2K | 0.2% |
| Real Estate | 3 | $718 | 0.1% |