DOSSIER · 13F-HR · Q1 2026

OARSMAN CAPITAL, INC.

$806M in tracked AUM across 239 positions as of Q1 2026.

OC
CIK 0001569667 · last filed Mar 31, 2026
Total AUM
$806M
as of Q1 2026
Holdings
239
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

OARSMAN CAPITAL, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$91M916K11.3%
02
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
$69M2.8M8.6%
03
VTV
VANGUARD VALUE ETF
$62M314K7.7%
04
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
$53M543K6.6%
05
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
$35M590K4.3%
06
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
$32M168K4.0%
07
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
$31M287K3.8%
08
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
$27M550K3.3%
09
GOOG
ALPHABET INC CAP STK CL C
$19M66K2.4%
10
IVV
ISHARES CORE S&P 500 ETF
$16M24K1.9%

Filing history

2026Q1Mar 31
$806M 4.5%
239 positionsView →
2025Q4Dec 31
$771M 8.0%
245 positionsView →
2025Q3Sep 30
$713M 11.9%
251 positionsView →
2025Q2Jun 30
$638M 14.6%
251 positionsLocked
2025Q1Mar 31
$557M 3.0%
235 positionsLocked
2024Q4Dec 31
$574M 5.7%
909 positionsLocked
2024Q3Sep 30
$543M 18.9%
918 positionsLocked
2024Q2Jun 30
$457M 9.1%
239 positionsLocked
2024Q1Mar 31
$419M 11.1%
240 positionsLocked
2023Q4Dec 31
$377M 57.5%
235 positionsLocked
2023Q3Sep 30
$239M 4.8%
180 positionsLocked
2023Q2Jun 30
$228M 6.8%
176 positionsLocked
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