OARSMAN CAPITAL, INC. Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$556.6M

Holdings

233

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (233 positions)

StockValue
MCDMCDONALDS CORP COM
$876K
PFEPFIZER INC COM
$876K
DWMWISDOMTREE INTERNATIONAL EQUITY FUND
$874K
SCHASCHWAB U.S. SMALL-CAP ETF
$869K
TSLATESLA INC COM
$854K
SCHBSCHWAB U.S. BROAD MARKET ETF
$808K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$808K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$798K
AMGNAMGEN INC COM
$791K
AXONAXON ENTERPRISE INC COM
$775K
ACNACCENTURE PLC IRELAND SHS CLASS A
$755K
ABTABBOTT LABS COM
$734K
CPRTCOPART INC COM
$688K
MAMASTERCARD INCORPORATED CL A
$668K
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
$648K
ISRGINTUITIVE SURGICAL INC COM NEW
$628K
IRINGERSOLL RAND INC COM
$627K
GDGENERAL DYNAMICS CORP COM
$627K
NDQINVESCO QQQ TRUST SERIES I
$619K
SCHXSCHWAB U.S. LARGE-CAP ETF
$611K
CSGPCOSTAR GROUP INC
$599K
NVSNNOVARTIS AG SPONSORED ADR
$597K
FASTFASTENAL CO COM
$587K
XELXCEL ENERGY INC COM
$585K
EFAISHARES MSCI EAFE ETF
$582K
LNTALLIANT ENERGY CORP COM
$562K
AQLTISHARES CORE MSCI EAFE ETF
$550K
XOMEXXON MOBIL CORP COM
$548K
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$532K
VVISA INC COM CL A
$523K
WECWEC ENERGY GROUP INC COM
$523K
HDHOME DEPOT INC COM
$511K
PGRPROGRESSIVE CORP COM
$508K
TAT&T INC COM
$505K
WBDWARNER BROS DISCOVERY SER A
$487K
MCSMARCUS CORP DEL COM
$475K
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$475K
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$456K
IGFISHARES GLOBAL INFRASTRUCTURE ETF
$453K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$439K
ACWXISHARES MSCI ACWI EX U.S. ETF
$435K
WDFCWD 40 CO COM
$432K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$430K
APGAPI GROUP CORP COM STK
$429K
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
$428K
MRVLMARVELL TECHNOLOGY INC COM
$425K
KMBKIMBERLY-CLARK CORP COM
$424K
IBITISHARES BITCOIN TRUST ETF
$417K
MG1MGE ENERGY INC COM
$414K
MUABLACKROCK MUNIASSETS FD INC COM
$414K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$403K
CASYCASEYS GEN STORES INC COM
$401K
NFLXNETFLIX INC COM
$399K
MGKVANGUARD MEGA CAP GROWTH ETF
$384K
IVEISHARES S&P 500 VALUE ETF
$379K
UBERUBER TECHNOLOGIES INC COM
$365K
BSCSINVESCO BULLETSHARES 2028 CB ETF
$363K
T7DTRANSDIGM GROUP INC COM
$361K
HLTHILTON WORLDWIDE HLDGS INC COM
$358K
ADSKAUTODESK INC COM
$353K
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
$351K
VRSKVERISK ANALYTICS INC COM
$350K
CLCOLGATE PALMOLIVE CO COM
$347K
USBUS BANCORP DEL COM NEW
$343K
NOWSERVICENOW INC COM
$339K
IJRISHARES CORE S&P SMALL CAP ETF
$338K
PLTRPALANTIR TECHNOLOGIES INC CL A
$336K
PAYXPAYCHEX INC COM
$330K
CERYSPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF
$326K
VBVANGUARD SMALL-CAP ETF
$325K
BNDVANGUARD TOTAL BOND MARKET ETF
$324K
PRUPRUDENTIAL FINL INC COM
$320K
UALUNITED AIRLS HLDGS INC COM
$316K
ICEINTERCONTINENTAL EXCHANGE INC COM
$314K
ZTSZOETIS INC CL A
$314K
SCHWSCHWAB CHARLES CORP COM
$311K
SPGIS&P GLOBAL INC COM
$311K
FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
$311K
AAXJISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF
$297K
CITHE CIGNA GROUP COM
$294K
TMOTHERMO FISHER SCIENTIFIC INC COM
$292K
CHDCHURCH & DWIGHT CO INC COM
$289K
4I1PHILIP MORRIS INTL INC COM
$285K
IVWISHARES S&P 500 GROWTH ETF
$282K
EEMISHARES MSCI EMERGING MARKETS ETF
$279K
CDNSCADENCE DESIGN SYSTEM INC COM
$279K
DHRDANAHER CORPORATION
$277K
GPCGENUINE PARTS CO COM
$276K
DEDEERE & CO COM
$276K
CRMSALESFORCE INC COM
$274K
CITCINTAS CORP COM
$271K
RRCRANGE RES CORP COM
$268K
TTENTOTALENERGIES SE SPONSORED ADS
$262K
TEQIT. ROWE PRICE EQUITY INCOME ETF
$260K
HEIHEICO CORP NEW CL A
$254K
GSKGSK PLC SPONSORED ADR
$253K
UNPUNION PAC CORP COM
$252K
AKXANSYS INC COM
$247K
WMSADVANCED DRAIN SYS INC DEL COM
$247K
WDAYWORKDAY INC CL A
$245K
PreviousPage 2 of 3Next