OARSMAN CAPITAL, INC.

Name: OARSMAN CAPITAL, INC. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001569667 · MILWAUKEE, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗

OARSMAN CAPITAL, INC. reported 244 positions worth $944.8M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AGG (9.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$944.8M

2026 Q2

Positions

244

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

54.6%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 244 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	SH	$86.3M	9.13%	871,502	—	—
▸ 2	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	SH	$84.1M	8.91%	3,037,490	—	—
▸ 3	VTV	VANGUARD MORNINGSTAR VALUE ETF	SH	$75.3M	7.97%	345,705	—	—
▸ 4	SPYG	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	SH	$75.1M	7.95%	631,032	—	—
▸ 5	SPMD	STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	SH	$43.4M	4.59%	642,059	—	—
▸ 6	RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	SH	$38.2M	4.04%	179,477	—	—
▸ 7	SPSM	STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	SH	$33.7M	3.56%	583,514	—	—
▸ 8	GVI	ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF	SH	$28.4M	3.00%	267,498	—	—
▸ 9	GOOG	ALPHABET INC CAP STK CL C	SH	$25.7M	2.72%	72,668	—	—
▸ 10	SPYM	STATE STREET SPDR PORTFOLIO S&P 500 ETF	SH	$25.6M	2.71%	291,664	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does OARSMAN CAPITAL, INC. hold as of Q2 2026?

OARSMAN CAPITAL, INC. reported 244 positions worth $944.8M in its Q2 2026 13F filing. Largest positions: AGG (9.1%), SCHF (8.9%), VTV (8.0%), SPYG (7.9%) and SPMD (4.6%).

What did OARSMAN CAPITAL, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did OARSMAN CAPITAL, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.