EdgeMarket › What Oarsman Capital, Inc. reported owning
What Oarsman Capital, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
805.5MPositions
239Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 90.9M | 11.3% | 915.5K | 97.35 | -1.7% |
| SCHF Schwab International Equity ETF | 69.5M | 8.6% | 2.8M | 28.46 | +24.7% |
| VTV Vanguard Morningstar Value ETF | 61.7M | 7.7% | 314.3K | 226.40 | +24.6% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 53.2M | 6.6% | 543.0K | 120.21 | +22.2% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 35.0M | 4.3% | 590.3K | 67.27 | +20.8% |
| RSP Invesco S&P 500 Equal Weight ETF | 32.2M | 4.0% | 167.8K | 221.67 | +18.8% |
| GVI iShares Intermediate Government/Credit Bond ET | 30.6M | 3.8% | 286.7K | 105.29 | -1.4% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 26.6M | 3.3% | 549.6K | 57.28 | +28.7% |
| GOOG Alphabet Inc. | 18.9M | 2.3% | 65.9K | 341.75 | +70.7% |
| IVV iShares Core S&P 500 ETF | 15.6M | 1.9% | 23.8K | 769.31 | +20.0% |
| CSSD Cohen & Steers Short Duration Preferred and In | 14.3M | 1.8% | 572.0K | 25.16 | — |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 13.4M | 1.7% | 174.5K | 90.13 | +20.1% |
| AAPL Apple Inc. | 12.8M | 1.6% | 50.4K | 309.35 | +36.9% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 12.8M | 1.6% | 162.5K | 97.80 | +53.2% |
| NVDA NVIDIA CORP | 12.3M | 1.5% | 70.6K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 11.4M | 1.4% | 30.7K | 483.24 | -4.4% |
| XC WisdomTree True Emerging Markets Fund | 11.1M | 1.4% | 354.8K | 32.67 | -5.1% |
| AAAU Goldman Sachs Physical Gold ETF | 8.9M | 1.1% | 191.7K | 45.52 | +37.6% |
| JPST JPMorgan Ultra-Short Income ETF | 8.0M | 1.0% | 157.2K | 50.53 | -0.3% |
| AVGO Broadcom Inc. | 7.8M | 1.0% | 25.3K | 368.45 | +26.5% |
| AMZN AMAZON COM INC | 6.3M | 0.8% | 30.3K | 258.63 | +15.6% |
| RSPG Invesco S&P 500 Equal Weight Energy ETF | 6.1M | 0.8% | 56.0K | 113.87 | +52.6% |
| GOOGL Alphabet Inc. | 6.1M | 0.8% | 21.2K | 344.82 | +73.0% |
| WMT Walmart Inc. | 5.5M | 0.7% | 44.1K | 103.70 | +1.1% |
| CAT CATERPILLAR INC | 5.5M | 0.7% | 7.7K | 827.90 | +96.8% |
| PDBC Invesco Optimum Yield Diversified Commodity St | 5.1M | 0.6% | 294.5K | 18.65 | +43.1% |
| GS GOLDMAN SACHS GROUP INC | 4.8M | 0.6% | 5.7K | 1,039.28 | +44.2% |
| TJX TJX COMPANIES INC /DE/ | 4.8M | 0.6% | 30.0K | 140.53 | +1.6% |
| JNJ JOHNSON & JOHNSON | 4.6M | 0.6% | 18.9K | 270.24 | +51.1% |
| JPRE JPMorgan Realty Income ETF | 4.4M | 0.6% | 92.3K | 53.41 | +12.2% |
| META Meta Platforms, Inc. | 4.4M | 0.5% | 7.7K | 549.90 | -26.5% |
| C CITIGROUP INC | 4.3M | 0.5% | 38.2K | 131.65 | +41.3% |
| ABBV AbbVie Inc. | 4.3M | 0.5% | 19.6K | 264.96 | +26.7% |
| unmapped CUSIP 084670702 | 4.1M | 0.5% | 8.6K | — | — |
| JCI Johnson Controls International plc | 4.0M | 0.5% | 30.6K | 143.05 | +35.0% |
| APH AMPHENOL CORP /DE/ | 4.0M | 0.5% | 31.4K | 157.01 | +44.5% |
| FCX FREEPORT-MCMORAN INC | 3.9M | 0.5% | 66.2K | 76.66 | +85.6% |
| PH Parker-Hannifin Corp | 3.7M | 0.5% | 4.1K | 1,001.74 | +34.8% |
| WFC WELLS FARGO & COMPANY/MN | 3.6M | 0.4% | 45.4K | 83.84 | +7.3% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 3.4M | 0.4% | 14.1K | 235.68 | -2.8% |
| AZN ASTRAZENECA PLC | 3.3M | 0.4% | 16.6K | 165.98 | — |
| HPE Hewlett Packard Enterprise Co | 3.2M | 0.4% | 135.8K | 53.45 | +154.0% |
| CMI CUMMINS INC | 3.2M | 0.4% | 5.9K | 587.68 | +48.3% |
| KR KROGER CO | 3.2M | 0.4% | 43.7K | 57.90 | -19.4% |
| ORLY O REILLY AUTOMOTIVE INC | 3.1M | 0.4% | 33.8K | 89.11 | -14.3% |
| SCHZ Schwab US Aggregate Bond ETF | 3.1M | 0.4% | 133.5K | 22.77 | -1.8% |
| MDT Medtronic plc | 3.0M | 0.4% | 34.1K | 93.35 | +0.1% |
| SPY SPDR S&P 500 ETF TRUST | 2.8M | 0.4% | 4.3K | 765.72 | +20.0% |
| GLD SPDR GOLD TRUST | 2.8M | 0.3% | 6.5K | 423.36 | +37.3% |
| CSCO CISCO SYSTEMS, INC. | 2.8M | 0.3% | 36.1K | 111.04 | +65.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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