Institutional Fund
Oarsman Capital, Inc.
Milwaukee, WICIK 15696675 filings on record
Portfolio Value
$805.34M
Q1 2026
Holdings
235
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+4.6%
from $769.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.3%
- Schwab Strategic Tr8.6%
- Vanguard Index Fds7.7%
- Spdr Series Trust6.6%
- Spdr Series Trust4.3%
- Invesco Exchange Traded Fd T4.0%
- Other57.5%
Portfolio Holdings
235 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 915.5K | $90.88M | 11.3% | +157.2K | Added |
| 2 | Schwab Strategic Tr | 2.81M | $69.46M | 8.6% | +220.6K | Added |
| 3 | Vanguard Index Fds | 314.3K | $61.66M | 7.7% | +37.8K | Added |
| 4 | Spdr Series Trust | 543.0K | $53.17M | 6.6% | +4.2K | Added |
| 5 | Spdr Series Trust | 590.3K | $34.96M | 4.3% | +107.3K | Added |
| 6 | Invesco Exchange Traded Fd T | 167.8K | $32.21M | 4.0% | −59.9K | Reduced |
| 7 | Ishares Tr | 286.7K | $30.59M | 3.8% | +53.2K | Added |
| 8 | Spdr Series Trust | 549.6K | $26.56M | 3.3% | +59.7K | Added |
| 9 | Alphabet Inc | 65.9K | $18.89M | 2.3% | −4.7K | Reduced |
| 10 | Ishares Tr | 23.8K | $15.57M | 1.9% | −1.8K | Reduced |
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