OARSMAN CAPITAL, INC. 13F Holdings
CIK 0001569667 · MILWAUKEE, WI
As of Sep 30, 2025, OARSMAN CAPITAL, INC. reported 251 positions worth $702.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 682,039 | $68.4M | 9.73% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 504,155 | $52.7M | 7.50% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 2,154,586 | $50.2M | 7.14% |
| VANGUARD VALUE INDEX FUND | VTV | — | 259,846 | $48.5M | 6.89% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 199,917 | $37.9M | 5.40% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 438,325 | $25.1M | 3.57% |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | GVI | — | 219,518 | $23.6M | 3.36% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 466,303 | $21.6M | 3.07% |
| ISHARES CORE S&P 500 ETF | IVV | — | 25,931 |