OARSMAN CAPITAL, INC. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$574.0M
Holdings
901
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (901 positions)
| Stock | Value |
|---|---|
CVXCHEVRON CORP NEW COM | $851K |
DWMWISDOMTREE INTERNATIONAL EQUITY FUND | $847K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $839K |
CTRACOTERRA ENERGY INC COM | $838K |
XRNPXCOHEN & STEERS REIT & PFD & IN COM | $836K |
MCDMCDONALDS CORP COM | $832K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $816K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $791K |
CPRTCOPART INC COM | $734K |
ISRGINTUITIVE SURGICAL INC COM NEW | $721K |
NDQINVESCO QQQ TRUST SERIES I | $710K |
IRINGERSOLL RAND INC COM | $709K |
AMGNAMGEN INC COM | $680K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $680K |
MAMASTERCARD INCORPORATED CL A | $664K |
MRVLMARVELL TECHNOLOGY INC COM | $661K |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $629K |
ABTABBOTT LABS COM | $622K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $616K |
GDGENERAL DYNAMICS CORP COM | $608K |
HDHOME DEPOT INC COM | $597K |
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $572K |
XELXCEL ENERGY INC COM | $558K |
FASTFASTENAL CO COM | $556K |
NVSNNOVARTIS AG SPONSORED ADR | $544K |
CSGPCOSTAR GROUP INC | $543K |
IVEISHARES S&P 500 VALUE ETF | $542K |
ACWXISHARES MSCI ACWI EX U.S. ETF | $540K |
EFAISHARES MSCI EAFE ETF | $538K |
VVISA INC COM CL A | $536K |
MCSMARCUS CORP DEL COM | $532K |
LNTALLIANT ENERGY CORP COM | $517K |
ORLYOREILLY AUTOMOTIVE INC COM | $488K |
XOMEXXON MOBIL CORP COM | $482K |
WBDWARNER BROS DISCOVERY SER A | $480K |
WECWEC ENERGY GROUP INC COM | $467K |
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $461K |
MG1MGE ENERGY INC COM | $442K |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $441K |
PGRPROGRESSIVE CORP COM | $437K |
KMBKIMBERLY-CLARK CORP COM | $436K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $436K |
APGAPI GROUP CORP COM STK | $432K |
WDFCWD 40 CO COM | $428K |
MGKVANGUARD MEGA CAP GROWTH ETF | $427K |
IBITISHARES BITCOIN TRUST ETF | $418K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $406K |
NOWSERVICENOW INC COM | $403K |
USBUS BANCORP DEL COM NEW | $399K |
AQLTISHARES CORE MSCI EAFE ETF | $375K |
IJRISHARES CORE S&P SMALL CAP ETF | $375K |
ADSKAUTODESK INC COM | $367K |
CASYCASEYS GEN STORES INC COM | $366K |
HLTHILTON WORLDWIDE HLDGS INC COM | $364K |
IVWISHARES S&P 500 GROWTH ETF | $363K |
PRUPRUDENTIAL FINL INC COM | $363K |
BSCSINVESCO BULLETSHARES 2028 CB ETF | $359K |
MUABLACKROCK MUNIASSETS FD INC COM | $345K |
NFLXNETFLIX INC COM | $345K |
CRMSALESFORCE INC COM | $343K |
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $342K |
BNDVANGUARD TOTAL BOND MARKET ETF | $342K |
SCHWSCHWAB CHARLES CORP COM | $339K |
PAYXPAYCHEX INC COM | $339K |
CLCOLGATE PALMOLIVE CO COM | $337K |
T7DTRANSDIGM GROUP INC COM | $326K |
SPGIS&P GLOBAL INC COM | $325K |
VRSKVERISK ANALYTICS INC COM | $324K |
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | $323K |
DHRDANAHER CORPORATION | $320K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $317K |
CDNSCADENCE DESIGN SYSTEM INC COM | $313K |
CERYSPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF | $311K |
XMUIXBLACKROCK MUNICIPAL INCOME COM | $310K |
UBERUBER TECHNOLOGIES INC COM | $301K |
HEIHEICO CORP NEW CL A | $299K |
FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $297K |
AAXJISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | $297K |
ZTSZOETIS INC CL A | $290K |
RRXREGAL REXNORD CORPORATION COM | $287K |
PYPLPAYPAL HLDGS INC COM | $286K |
EEMISHARES MSCI EMERGING MARKETS ETF | $283K |
ULTAULTA BEAUTY INC | $279K |
CHDCHURCH & DWIGHT CO INC COM | $275K |
GPCGENUINE PARTS CO COM | $275K |
VBVANGUARD SMALL-CAP ETF | $274K |
RRCRANGE RES CORP COM | $268K |
KVUEKENVUE INC COM | $268K |
AKXANSYS INC COM | $264K |
BGBUNGE GLOBAL SA COM SHS | $263K |
WMSADVANCED DRAIN SYS INC DEL COM | $263K |
AMATAPPLIED MATLS INC COM | $262K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $260K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $260K |
ITGARTNER INC COM | $260K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $259K |
UNPUNION PAC CORP COM | $257K |
LOWLOWES COS INC COM | $255K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $253K |
EWJISHARES MSCI JAPAN ETF | $253K |