Oarsman Capital, Inc. holds a focused book of 244 stocks worth $944.8M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Ishares Core U.S. Aggregate. Their largest long position is Ishares Core U.S. Aggregate at 9% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+22.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning Oarsman Capital, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Oarsman Capital, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $604.2B |
| LPL Financial LLC | 79 / 80 | $88.8B |
| Cetera Investment Advisers | 79 / 80 | $24.5B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $18.2B |
| ROYAL BANK OF CANADA | 78 / 80 | $173.6B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $167.2B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $112.6B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $95.6B |
Ranked by how many of Oarsman Capital, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core U.S. Aggregate Bond ETF ETF | $86.3M | 871.5K | 9.1% | ▼−4.8% Reduced · −44K sh | |
| 2 | Schwab International Equity ETF ETF | $84.1M | 3.04M | 8.9% | ▲+8.2% Added · +231K sh | |
| 3 | Vanguard Morningstar Value ETF ETF | $75.3M | 345.7K | 8.0% | ▲+10% Added · +31K sh | |
| 4 | State Street SPDR Portfolio S&P 500 Growth ETF ETF | $75.1M | 631.0K | 7.9% | ▲+16% Added · +88K sh | |
| 5 | State Street SPDR Portfolio S&P 400 Mid Cap ETF ETF | $43.4M | 642.1K | 4.6% | ▲+8.8% Added · +52K sh | |
| 6 | Invesco S&P 500 Equal Weight ETF ETF | $38.2M | 179.5K | 4.0% | ▲+7.0% Added · +12K sh | |
| 7 | State Street SPDR Portfolio S&P 600 Small Cap ETF ETF | $33.7M | 583.5K | 3.6% | ▲+6.2% Added · +34K sh | |
| 8 | Ishares Intermediate Government/credit Bond ETF ETF | $28.4M | 267.5K | 3.0% | ▼−6.7% Reduced · −19K sh | |
| 9 | Alphabet Inc Cap STK CL C Stock | $25.7M | 72.7K | 2.7% | ▲+10% Added · +7K sh | |
| 10 | State Street SPDR Portfolio S&P 500 ETF ETF | $25.6M | 291.7K | 2.7% | ▲+67% Added · +117K sh | |
| 11 | Ishares Msci Emerging Markets Ex China ETF ETF | $17.0M | 166.3K | 1.8% | ▲+2.3% Added · +4K sh | |
| 12 | Ishares Core S&P 500 ETF ETF | $16.2M | 21.7K | 1.7% | ▼−9.0% Reduced · −2K sh | |
| 13 | Apple Inc Com Stock | $15.1M | 52.3K | 1.6% | ▲+3.8% Added · +2K sh | |
| 14 | Cohen & Steers Short Duration Preferred And Income Active ETF ETF | $14.8M | 588.6K | 1.6% | ▲+2.9% Added · +17K sh | |
| 15 | Nvidia Corporation Com Stock | $13.7M | 68.6K | 1.5% | ▼−2.9% Reduced · −2K sh | |
| 16 | Wisdomtree True Emerging Markets Fund ETF | $12.1M | 382.5K | 1.3% | ▲+7.8% Added · +28K sh | |
| 17 | Microsoft Corp Com Stock | $11.9M | 31.9K | 1.3% | ▲+3.8% Added · +1K sh | |
| 18 | Api Group Corp Com STK Stock | $10.4M | 246.5K | 1.1% | ▲14× Added · +228K sh | |
| 19 | Broadcom Inc Com Stock | $9.7M | 25.5K | 1.0% | ▲+1.0% Added · +260 sh | |
| 20 | Schwab International Small-Cap Equity ETF ETF | $9.1M | 189.2K | 1.0% | ▲+390% Added · +151K sh | |
| 21 | Caterpillar Inc Com Stock | $8.2M | 7.7K | 0.9% | ▼−0.6% Reduced · −43 sh | |
| 22 | Goldman Sachs Physical Gold ETF ETF | $8.1M | 204.7K | 0.9% | ▲+6.8% Added · +13K sh | |
| 23 | Alphabet Inc Cap STK CL A Stock | $7.6M | 21.3K | 0.8% | ▲+0.5% Added · +109 sh | |
| 24 | Amazon Com Inc Com Stock | $7.5M | 31.3K | 0.8% | ▲+3.2% Added · +968 sh | |
| 25 | JPMorgan Ultra-Short Income ETF ETF | $7.4M | 145.7K | 0.8% | ▼−7.3% Reduced · −12K sh | |
| 26 | Goldman Sachs Group Inc Com Stock | $5.8M | 5.7K | 0.6% | ▲+0.6% Added · +36 sh | |
| 27 | JPMorgan Realty Income ETF ETF | $5.6M | 107.8K | 0.6% | ▲+17% Added · +15K sh | |
| 28 | Hewlett Packard Enterprise Co Com Stock | $5.6M | 124.7K | 0.6% | ▼−8.2% Reduced · −11K sh | |
| 29 | Amphenol Corp CL A Stock | $5.6M | 31.7K | 0.6% | ▲+1.0% Added · +308 sh | |
| 30 | Invesco Equal Weight Energy ETF ETF | $5.5M | 56.5K | 0.6% | ▲+0.9% Added · +509 sh | |
| 31 | Citigroup Inc Com New Stock | $5.4M | 38.6K | 0.6% | ▲+0.9% Added · +340 sh | |
| 32 | Abbvie Inc Com Stock | $5.1M | 20.3K | 0.5% | ▲+3.4% Added · +668 sh | |
| 33 | Walmart Inc Com Stock | $5.0M | 44.2K | 0.5% | ▲+0.3% Added · +115 sh | |
| 34 | Johnson & Johnson Com Stock | $4.9M | 19.1K | 0.5% | ▲+1.2% Added · +232 sh | |
| 35 | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF ETF | $4.8M | 305.0K | 0.5% | ▲+3.6% Added · +11K sh | |
| 36 | TJX Cos Inc Stock | $4.6M | 30.2K | 0.5% | ▲+0.7% Added · +211 sh | |
| 37 | Johnson CTLS Intl PLC SHS Stock | $4.5M | 31.0K | 0.5% | ▲+1.3% Added · +395 sh | |
| 38 | Meta Platforms Inc CL A Stock | $4.4M | 7.9K | 0.5% | ▲+2.6% Added · +203 sh | |
| 39 | Freeport McMoran Inc CL B Stock | $4.4M | 69.6K | 0.5% | ▲+5.1% Added · +3K sh | |
| 40 | Cummins Inc Com Stock | $4.4M | 6.1K | 0.5% | ▲+3.8% Added · +224 sh | |
| 41 | Berkshire Hathaway Inc Del CL B New Stock | $4.1M | 8.3K | 0.4% | ▼−3.8% Reduced · −325 sh | |
| 42 | International Business Machs Com Stock | $4.0M | 14.3K | 0.4% | ▲+1.5% Added · +212 sh | |
| 43 | Wells Fargo & Co Com Stock | $3.9M | 46.9K | 0.4% | ▲+3.2% Added · +1K sh | |
| 44 | Cisco Sys Inc Com Stock | $3.9M | 33.0K | 0.4% | ▼−8.7% Reduced · −3K sh | |
| 45 | Parker-Hannifin Corp Com Stock | $3.8M | 3.9K | 0.4% | ▼−4.5% Reduced · −187 sh | |
| 46 | Netflix Inc. Com Stock | $3.7M | 52.3K | 0.4% | ▲+119% Added · +28K sh | |
| 47 | Ishares Russell 1000 Growth ETF ETF | $3.2M | 26.1K | 0.3% | ▲+360% Added · +20K sh | |
| 48 | WW Grainger Inc Com Stock | $3.2M | 2.3K | 0.3% | ▲+4.8% Added · +108 sh | |
| 49 | State Street SPDR S&P 500 ETF ETF | $3.1M | 4.2K | 0.3% | ▼−3.4% Reduced · −146 sh | |
| 50 | AstraZeneca PLC Ord ADR | $3.1M | 16.4K | 0.3% | ▼−0.8% Reduced · −125 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1569667/holdings"
Use Arkolith to show OARSMAN CAPITAL, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.