OARSMAN CAPITAL, INC.
CIK 1569667
13F filing for Q2 2026・No. 2,673
- Holdings
- US$944.84M
- Quarter change
- +US$139.31M
- Entries
- 244
- Net bought (estimate)
- +US$56.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 15
- Cut 107
- Added 87
- Corporate actions 0
- Unchanged 26
Largest holdings
244 stocks worth US$944.84M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES CORE U.S. AGGREGATE BOND ETFETF | Cut | 871,502 | US$86.26M | 9.13% |
| SCHWAB INTERNATIONAL EQUITY ETFETF | Added | 3,037,490 | US$84.14M | 8.91% |
| VANGUARD MORNINGSTAR VALUE ETFETF | Added | 345,705 | US$75.34M | 7.97% |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFETF | Added | 631,032 | US$75.09M | 7.95% |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETFETF | Added | 642,059 | US$43.38M | 4.59% |
| RSPINVESCO S&P 500 EQUAL WEIGHT ETFETF | Added | 179,477 | US$38.19M | 4.04% |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETFETF | Added | 583,514 | US$33.65M | 3.56% |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFETF | Cut | 267,498 | US$28.38M | 3.00% |
| GOOGALPHABET INC CAP STK CL CStock | Added | 72,668 | US$25.68M | 2.72% |
| STATE STREET SPDR PORTFOLIO S&P 500 ETFETF | Added | 291,664 | US$25.63M | 2.71% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.