Oarsman Capital, Inc.

13F filer · CIK 0001569667

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$945MU.S. long equity reported on 13F

Positions16918 new · 14 closed

Net flow last quarter+$16.7MBuys minus sells

Top 10 positions weight17.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026169 positions
SPMDSupermedia Inc.	$43.4M	4.59%	Not reported	+8.8%	Q4 2017
GOOGAlphabet Inc.	$25.7M	2.72%	Not reported	+10.3%	Q4 2015
EMXCEmax Holdings Corp	$17M	1.80%	Not reported	+2.4%	Q3 2021
AAPLApple Inc.	$15.1M	1.60%	0.00%	+3.9%	Q2 2013
NVDANvidia Corp	$13.7M	1.45%	0.00%	-2.9%	Q3 2017
MSFTMicrosoft Corp	$11.9M	1.26%	0.00%	+3.9%	Q2 2013
APGAPi Group Corp	$10.4M	1.10%	0.06%	+1267.9%	Q4 2023
AVGOBroadcom Inc.	$9.65M	1.02%	0.00%	+1.0%	Q4 2020
CATCaterpillar Inc	$8.18M	0.87%	0.00%	-0.6%	Q2 2013
AAAUGoldman Sachs Physical Gold ETF	$8.1M	0.86%	0.34%	+6.8%	Q2 2024
GOOGLAlphabet Inc.	$7.62M	0.81%	0.00%	+0.5%	Q4 2015
AMZNAmazon Com Inc	$7.45M	0.79%	0.00%	+3.2%	Q3 2013
GSGoldman Sachs Group Inc	$5.8M	0.61%	0.00%	+0.6%	Q3 2020
HPEHewlett Packard Enterprise Co	$5.62M	0.60%	0.01%	-8.2%	Q3 2024
APHAmphenol Corp	$5.6M	0.59%	0.00%	+1.0%	Q1 2023
CCitigroup Inc	$5.4M	0.57%	0.00%	+0.9%	Q1 2014
ABBVAbbVie Inc.	$5.1M	0.54%	0.00%	+3.4%	Q2 2013
WMTWalmart Inc.	$5.01M	0.53%	0.00%	+0.3%	Q2 2013
JNJJohnson & Johnson	$4.86M	0.51%	0.00%	+1.2%	Q2 2013
TJXTJX Companies Inc	$4.57M	0.48%	0.00%	+0.7%	Q2 2023
JCIJohnson Controls International plc	$4.53M	0.48%	0.01%	+1.3%	Q2 2013
METAMeta Platforms, Inc.	$4.43M	0.47%	Not reported	+2.7%	Q3 2013
FCXFreeport-Mcmoran Inc	$4.38M	0.46%	0.00%	+5.1%	Q1 2021
CMICummins Inc	$4.36M	0.46%	0.00%	+3.8%	Q2 2024
BRK.BBerkshire Hathaway Inc	$4.13M	0.44%	Not reported	-3.8%	Q2 2013
IBMInternational Business Machines Corp	$4.02M	0.43%	0.00%	+1.5%	Q2 2013
WFCWells Fargo & Company	$3.87M	0.41%	0.00%	+3.2%	Q2 2013
CSCOCisco Systems, Inc.	$3.87M	0.41%	0.00%	-8.7%	Q2 2013
PHParker-Hannifin Corp	$3.84M	0.41%	0.00%	-4.5%	Q1 2024
NFLXNetflix Inc	$3.74M	0.40%	0.00%	+118.9%	Q3 2024
GWWW.W. Grainger, Inc.	$3.19M	0.34%	0.01%	+4.8%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$3.14M	0.33%	Not reported	-3.4%	Q2 2013
AZNAstrazeneca PLC	$3.12M	0.33%	Not reported	-0.8%	Q2 2021
ORLYO Reilly Automotive Inc	$3.05M	0.32%	0.00%	-2.0%	Q3 2023
UBERUber Technologies, Inc	$3.01M	0.32%	0.00%	+36.8%	Q4 2023
JPMJPMorgan Chase & Co	$2.98M	0.32%	0.00%	+8.3%	Q2 2013
MDTMedtronic plc	$2.72M	0.29%	0.00%	+1.9%	Q2 2013
LLYELI LILLY & Co	$2.65M	0.28%	0.00%	+7.3%	Q2 2020
VRTXVertex Pharmaceuticals Inc / Ma	$2.53M	0.27%	0.00%	+2.4%	Q4 2022
KRKroger Co	$2.51M	0.27%	0.01%	+3.3%	Q1 2023
BMYBristol Myers Squibb Co	$2.46M	0.26%	0.00%	+2.7%	Q4 2013
MRVLMarvell Technology, Inc.	$2.46M	0.26%	0.00%	-4.7%	Q4 2023
QCOMQualcomm Inc	$2.32M	0.25%	0.00%	-10.2%	Q2 2013
BACBank of America Corp	$2.32M	0.25%	0.00%	-2.9%	Q3 2015
GLDSPDR Gold Trust	$2.26M	0.24%	0.00%	-6.0%	Q2 2013
HBANHuntington Bancshares Inc	$2.09M	0.22%	0.01%	+4.1%	Q2 2021
DISWalt Disney Co	$1.97M	0.21%	0.00%	-1.3%	Q2 2013
UNHUnitedhealth Group Inc	$1.87M	0.20%	0.00%	+1.0%	Q4 2013
RJFRaymond James Financial Inc	$1.84M	0.19%	0.01%	+2.6%	Q4 2022
PEPPepsico Inc	$1.83M	0.19%	0.00%	+8.3%	Q2 2013

Q1 2026Reported Apr 28, 2026165 positions
SPMDSupermedia Inc.	$35M	4.34%	Not reported	+22.2%	Q4 2017
GOOGAlphabet Inc.	$18.9M	2.35%	Not reported	-6.7%	Q4 2015
AAPLApple Inc.	$12.8M	1.59%	0.00%	+0.8%	Q2 2013
EMXCEmax Holdings Corp	$12.8M	1.59%	Not reported	-25.1%	Q3 2021
NVDANvidia Corp	$12.3M	1.53%	0.00%	+2.3%	Q3 2017
MSFTMicrosoft Corp	$11.4M	1.41%	0.00%	+2.5%	Q2 2013
AAAUGoldman Sachs Physical Gold ETF	$8.85M	1.10%	0.31%	-1.2%	Q2 2024
AVGOBroadcom Inc.	$7.83M	0.97%	0.00%	+12.9%	Q4 2020
AMZNAmazon Com Inc	$6.31M	0.78%	0.00%	+6.5%	Q3 2013
GOOGLAlphabet Inc.	$6.1M	0.76%	0.00%	+2.9%	Q4 2015
WMTWalmart Inc.	$5.48M	0.68%	0.00%	-0.3%	Q2 2013
CATCaterpillar Inc	$5.47M	0.68%	0.00%	+2.7%	Q2 2013
GSGoldman Sachs Group Inc	$4.82M	0.60%	0.00%	+2.4%	Q3 2020
TJXTJX Companies Inc	$4.78M	0.59%	0.00%	+0.4%	Q2 2023
JNJJohnson & Johnson	$4.62M	0.57%	0.00%	+4.8%	Q2 2013
METAMeta Platforms, Inc.	$4.38M	0.54%	Not reported	+0.3%	Q3 2013
CCitigroup Inc	$4.34M	0.54%	0.00%	-7.2%	Q1 2014
ABBVAbbVie Inc.	$4.26M	0.53%	0.00%	+2.8%	Q2 2013
BRK.BBerkshire Hathaway Inc	$4.11M	0.51%	Not reported	+4.8%	Q2 2013
JCIJohnson Controls International plc	$4.01M	0.50%	0.01%	+3.6%	Q2 2013
APHAmphenol Corp	$3.97M	0.49%	0.00%	+1.0%	Q1 2023
FCXFreeport-Mcmoran Inc	$3.89M	0.48%	0.00%	+18.4%	Q1 2021
PHParker-Hannifin Corp	$3.69M	0.46%	0.00%	+2.7%	Q1 2024
WFCWells Fargo & Company	$3.62M	0.45%	0.00%	+3.9%	Q2 2013
IBMInternational Business Machines Corp	$3.41M	0.42%	0.00%	+1.6%	Q2 2013
AZNAstrazeneca PLC	$3.26M	0.41%	Not reported	+15.6%	Q2 2021
HPEHewlett Packard Enterprise Co	$3.23M	0.40%	0.01%	-0.2%	Q3 2024
CMICummins Inc	$3.17M	0.39%	0.00%	+2.6%	Q2 2024
KRKroger Co	$3.17M	0.39%	0.01%	-4.1%	Q1 2023
ORLYO Reilly Automotive Inc	$3.12M	0.39%	0.00%	+4.1%	Q3 2023
MDTMedtronic plc	$2.96M	0.37%	0.00%	+0.2%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.83M	0.35%	Not reported	-8.2%	Q2 2013
GLDSPDR Gold Trust	$2.81M	0.35%	0.00%	-2.7%	Q2 2013
CSCOCisco Systems, Inc.	$2.8M	0.35%	0.00%	+1.5%	Q2 2013
LDOSLeidos Holdings, Inc.	$2.54M	0.31%	0.01%	+2.5%	Q4 2024
BMYBristol Myers Squibb Co	$2.53M	0.31%	0.00%	+6.0%	Q4 2013
JPMJPMorgan Chase & Co	$2.47M	0.31%	0.00%	+0.7%	Q2 2013
GWWW.W. Grainger, Inc.	$2.44M	0.30%	0.00%	+0.8%	Q3 2023
NFLXNetflix Inc	$2.3M	0.29%	0.00%	+272.4%	Q3 2024
VRTXVertex Pharmaceuticals Inc / Ma	$2.23M	0.28%	0.00%	+4.0%	Q4 2022
UBERUber Technologies, Inc	$2.19M	0.27%	0.00%	+0.5%	Q4 2023
INTUIntuit Inc.	$2.05M	0.25%	0.00%	+14.6%	Q1 2023
BACBank of America Corp	$2.05M	0.25%	0.00%	-0.7%	Q3 2015
IAUMiShares Gold Trust Micro	$2M	0.25%	0.03%	-4.6%	Q1 2022
DISWalt Disney Co	$2M	0.25%	0.00%	+0.3%	Q2 2013
PEPPepsico Inc	$1.94M	0.24%	0.00%	-0.2%	Q2 2013
LLYELI LILLY & Co	$1.9M	0.24%	0.00%	+6.8%	Q2 2020
COSTCostco Wholesale Corp	$1.89M	0.23%	0.00%	+14.5%	Q4 2021
QCOMQualcomm Inc	$1.8M	0.22%	0.00%	-2.0%	Q2 2013
HBANHuntington Bancshares Inc	$1.78M	0.22%	0.01%	+1.7%	Q2 2021

Q4 2025Reported Feb 13, 2026168 positions
SPMDSupermedia Inc.	$28M	3.63%	Not reported	+10.2%	Q4 2017
GOOGAlphabet Inc.	$22.1M	2.87%	Not reported	+0.2%	Q4 2015
EMXCEmax Holdings Corp	$15.8M	2.05%	Not reported	+11.4%	Q3 2021
MSFTMicrosoft Corp	$14.5M	1.88%	0.00%	+5.2%	Q2 2013
AAPLApple Inc.	$13.6M	1.76%	0.00%	+12.7%	Q2 2013
NVDANvidia Corp	$12.9M	1.67%	0.00%	+5.1%	Q3 2017
AAAUGoldman Sachs Physical Gold ETF	$8.26M	1.07%	0.32%	+6.8%	Q2 2024
AVGOBroadcom Inc.	$7.75M	1.01%	0.00%	+1.2%	Q4 2020
AMZNAmazon Com Inc	$6.57M	0.85%	0.00%	+2.7%	Q3 2013
GOOGLAlphabet Inc.	$6.45M	0.84%	0.00%	+2.5%	Q4 2015
METAMeta Platforms, Inc.	$5.04M	0.65%	Not reported	+4.1%	Q3 2013
WMTWalmart Inc.	$4.93M	0.64%	0.00%	+6.0%	Q2 2013
GSGoldman Sachs Group Inc	$4.89M	0.63%	0.00%	+6.9%	Q3 2020
CCitigroup Inc	$4.81M	0.62%	0.00%	+0.6%	Q1 2014
TJXTJX Companies Inc	$4.58M	0.59%	0.00%	+3.6%	Q2 2023
ABBVAbbVie Inc.	$4.35M	0.56%	0.00%	+4.5%	Q2 2013
CATCaterpillar Inc	$4.31M	0.56%	0.00%	-1.0%	Q2 2013
APHAmphenol Corp	$4.21M	0.55%	0.00%	-16.7%	Q1 2023
BRK.BBerkshire Hathaway Inc	$4.11M	0.53%	Not reported	-3.3%	Q2 2013
IBMInternational Business Machines Corp	$4.11M	0.53%	0.00%	+1.8%	Q2 2013
WFCWells Fargo & Company	$4.07M	0.53%	0.00%	+7.5%	Q2 2013
JNJJohnson & Johnson	$3.73M	0.48%	0.00%	-2.6%	Q2 2013
JCIJohnson Controls International plc	$3.54M	0.46%	0.00%	+10.0%	Q2 2013
PHParker-Hannifin Corp	$3.52M	0.46%	0.00%	+1.0%	Q1 2024
MDTMedtronic plc	$3.27M	0.42%	0.00%	+1.6%	Q2 2013
HPEHewlett Packard Enterprise Co	$3.27M	0.42%	0.01%	+31.3%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$3.23M	0.42%	Not reported	+10.2%	Q2 2013
ORLYO Reilly Automotive Inc	$2.96M	0.38%	0.00%	+4.9%	Q3 2023
CMICummins Inc	$2.93M	0.38%	0.00%	+2.6%	Q2 2024
LDOSLeidos Holdings, Inc.	$2.87M	0.37%	0.01%	+7.5%	Q4 2024
KRKroger Co	$2.85M	0.37%	0.01%	+5.2%	Q1 2023
FCXFreeport-Mcmoran Inc	$2.84M	0.37%	0.00%	+7.1%	Q1 2021
INTUIntuit Inc.	$2.74M	0.36%	0.00%	+103.8%	Q1 2023
CSCOCisco Systems, Inc.	$2.74M	0.36%	0.00%	+3.0%	Q2 2013
JPMJPMorgan Chase & Co	$2.69M	0.35%	0.00%	-4.5%	Q2 2013
GLDSPDR Gold Trust	$2.66M	0.35%	0.00%	+2.1%	Q2 2013
AZNAstrazeneca PLC	$2.63M	0.34%	Not reported	+12.5%	Q2 2021
UBERUber Technologies, Inc	$2.48M	0.32%	0.00%	+63.0%	Q4 2023
QCOMQualcomm Inc	$2.45M	0.32%	0.00%	+7.5%	Q2 2013
DISWalt Disney Co	$2.35M	0.30%	0.00%	+1.8%	Q2 2013
BACBank of America Corp	$2.32M	0.30%	0.00%	+13.7%	Q3 2015
TSLATesla, Inc.	$2.28M	0.30%	0.00%	+1.5%	Q2 2017
GWWW.W. Grainger, Inc.	$2.24M	0.29%	0.00%	+0.2%	Q3 2023
VRTXVertex Pharmaceuticals Inc / Ma	$2.17M	0.28%	0.00%	+1.6%	Q4 2022
BMYBristol Myers Squibb Co	$2.12M	0.28%	0.00%	+4.1%	Q4 2013
LLYELI LILLY & Co	$2.07M	0.27%	0.00%	-1.4%	Q2 2020
FISVFiserv Inc	$2.07M	0.27%	0.01%	-37.3%	Q2 2013
HBANHuntington Bancshares Inc	$1.94M	0.25%	0.01%	+4.0%	Q2 2021
IAUMiShares Gold Trust Micro	$1.93M	0.25%	0.03%	-5.8%	Q1 2022
RJFRaymond James Financial Inc	$1.88M	0.24%	0.01%	+4.4%	Q4 2022

Q3 2025Reported Nov 21, 2025179 positions
SPMDSupermedia Inc.	$25.1M	3.51%	Not reported	+114.4%	Q4 2017
GOOGAlphabet Inc.	$17.2M	2.41%	Not reported	-1.1%	Q4 2015
MSFTMicrosoft Corp	$14.7M	2.07%	0.00%	+1.4%	Q2 2013
EMXCEmax Holdings Corp	$13.2M	1.84%	Not reported	+3.3%	Q3 2021
NVDANvidia Corp	$12.3M	1.72%	0.00%	-0.9%	Q3 2017
AAPLApple Inc.	$11.3M	1.58%	0.00%	+5.5%	Q2 2013
AVGOBroadcom Inc.	$7.3M	1.02%	0.00%	-4.1%	Q4 2020
AAAUGoldman Sachs Physical Gold ETF	$6.93M	0.97%	0.35%	-0.4%	Q2 2024
FISVFiserv Inc	$6.33M	0.89%	0.01%	+7.4%	Q2 2013
AMZNAmazon Com Inc	$6.08M	0.85%	0.00%	+9.6%	Q3 2013
METAMeta Platforms, Inc.	$5.38M	0.75%	Not reported	+24.6%	Q3 2013
GOOGLAlphabet Inc.	$4.89M	0.68%	0.00%	-1.2%	Q4 2015
APHAmphenol Corp	$4.62M	0.65%	0.00%	+4.6%	Q1 2023
WMTWalmart Inc.	$4.3M	0.60%	0.00%	+1.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$4.25M	0.60%	Not reported	+0.6%	Q2 2013
ABBVAbbVie Inc.	$4.22M	0.59%	0.00%	+2.9%	Q2 2013
TJXTJX Companies Inc	$4.17M	0.58%	0.00%	+27.1%	Q2 2023
CCitigroup Inc	$4.16M	0.58%	0.00%	+0.1%	Q1 2014
GSGoldman Sachs Group Inc	$4.15M	0.58%	0.00%	-4.3%	Q3 2020
IBMInternational Business Machines Corp	$3.84M	0.54%	0.00%	+2.4%	Q2 2013
CATCaterpillar Inc	$3.63M	0.51%	0.00%	-0.1%	Q2 2013
JNJJohnson & Johnson	$3.43M	0.48%	0.00%	+4.8%	Q2 2013
WFCWells Fargo & Company	$3.41M	0.48%	0.00%	+1.6%	Q2 2013
ORLYO Reilly Automotive Inc	$3.33M	0.47%	0.00%	+24.2%	Q3 2023
MDTMedtronic plc	$3.19M	0.45%	0.00%	+2.2%	Q2 2013
PHParker-Hannifin Corp	$3.01M	0.42%	0.00%	+4.4%	Q1 2024
JCIJohnson Controls International plc	$2.96M	0.41%	0.00%	+5.1%	Q2 2013
KRKroger Co	$2.92M	0.41%	0.01%	+4.7%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$2.87M	0.40%	Not reported	-4.7%	Q2 2013
LDOSLeidos Holdings, Inc.	$2.8M	0.39%	0.01%	+3.9%	Q4 2024
JPMJPMorgan Chase & Co	$2.76M	0.39%	0.00%	-0.2%	Q2 2013
HPEHewlett Packard Enterprise Co	$2.54M	0.36%	0.01%	Not reported	Q3 2024
ORCLOracle Corp	$2.44M	0.34%	0.00%	-1.5%	Q2 2013
CMICummins Inc	$2.37M	0.33%	0.00%	+4.6%	Q2 2024
CSCOCisco Systems, Inc.	$2.36M	0.33%	0.00%	+5.5%	Q2 2013
GLDSPDR Gold Trust	$2.34M	0.33%	0.00%	-1.1%	Q2 2013
DISWalt Disney Co	$2.32M	0.33%	0.00%	+54.9%	Q2 2013
TYLTyler Technologies Inc	$2.27M	0.32%	0.01%	+1.1%	Q1 2023
TSLATesla, Inc.	$2.22M	0.31%	0.00%	+52.1%	Q2 2017
QCOMQualcomm Inc	$2.21M	0.31%	0.00%	+2.0%	Q2 2013
GWWW.W. Grainger, Inc.	$2.11M	0.30%	0.00%	+4.4%	Q3 2023
FCXFreeport-Mcmoran Inc	$2.05M	0.29%	0.00%	+4.8%	Q1 2021
AZNAstrazeneca PLC	$1.95M	0.27%	Not reported	+9.1%	Q2 2021
RJFRaymond James Financial Inc	$1.94M	0.27%	0.01%	+0.8%	Q4 2022
BACBank of America Corp	$1.92M	0.27%	0.00%	+1.8%	Q3 2015
HBANHuntington Bancshares Inc	$1.85M	0.26%	0.01%	+1.4%	Q2 2021
VRTXVertex Pharmaceuticals Inc / Ma	$1.85M	0.26%	0.00%	+7.5%	Q4 2022
IAUMiShares Gold Trust Micro	$1.84M	0.26%	0.05%	-1.0%	Q1 2022
UBERUber Technologies, Inc	$1.83M	0.26%	0.00%	+1.4%	Q4 2023
PEPPepsico Inc	$1.75M	0.24%	0.00%	+0.6%	Q2 2013

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