OARSMAN CAPITAL, INC.

Q2 2025 13F Holdings

  • Location
    milwaukee, WI
  • Num holdings

    250

  • Value ($000)

    $637,749

  • Date Filed
    08/01/2025
  • Form type
    13F-HR
  • CIK
    0001569667
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE

SPDR PORTFOLIO S&P 500 GROWTH ETF

ETF
$45.29M
7 %

475,148

VTV

VANGUARD VALUE ETF

ETF
$44.75M
7 %

253,213

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

ETF
$41.7M
7 %

902,048

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
$41.42M
7 %

1,874,331

GVI

ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF

ETF
$34.47M
5 %

322,816

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

ETF
$33.64M
5 %

185,078

KRE

SPDR PORTFOLIO S&P 600 SMALL CAP ETF

ETF
$18.38M
3 %

431,350

IVV

ISHARES CORE S&P 500 ETF

ETF
$18.01M
3 %

29,012

MSFT

MICROSOFT CORP COM

STOCK
$13.96M
2 %

28,068

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

ETF
$12.88M
2 %

254,047

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 10 of 250