OARSMAN CAPITAL, INC.
Q2 2025 13F Holdings
- Locationmilwaukee, WI
- Num holdings
250
- Value ($000)
$637,749
- Date Filed08/01/2025
- Form type13F-HR
- CIK0001569667
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 78464A409 | $45.29M | 7 % | 475,148 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $44.75M | 7 % | 253,213 | ||
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 | $41.70M | 7 % | 902,048 | ||
SCHF SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $41.42M | 7 % | 1,874,331 | ||
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | ETF | 464288612 | $34.47M | 5 % | 322,816 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $33.64M | 5 % | 185,078 | ||
KRE SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 78468R853 | $18.38M | 3 % | 431,350 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $18.01M | 3 % | 29,012 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $13.96M | 2 % | 28,068 | ||
JPST JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | $12.88M | 2 % | 254,047 |
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