AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
ISHARES CORE U.S. AGGREGATE BOND ETFETFCutUS$86.26M9.13%
SCHWAB INTERNATIONAL EQUITY ETFETFAddedUS$84.14M8.91%
VANGUARD MORNINGSTAR VALUE ETFETFAddedUS$75.34M7.97%
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFETFAddedUS$75.09M7.95%
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETFETFAddedUS$43.38M4.59%
RSPINVESCO S&P 500 EQUAL WEIGHT ETFETFAddedUS$38.19M4.04%
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETFETFAddedUS$33.65M3.56%
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFETFCutUS$28.38M3.00%
GOOGALPHABET INC CAP STK CL CStockAddedUS$25.68M2.72%
STATE STREET SPDR PORTFOLIO S&P 500 ETFETFAddedUS$25.63M2.71%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.