OARSMAN CAPITAL, INC.

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CIK 1569667

13F portfolio (2026-Q1)

$805M

Positions

235

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

235

Top 5

38.5%

Top 10

53.9%

Effective N

24.7

HHI

0.040

This quarter

18 new · 0 exit →

By sector

Unclassified69.4%

Information Technology9.2%

Communication Services4.4%

Financials3.9%

Consumer Discretionary3.8%

Industrials3.5%

Health Care3.2%

Materials1.1%

Other1.4%

By market cap

Unknown70.0%

Mega (>$200B)18.3%

Large ($10–200B)11.0%

Mid ($2–10B)0.4%

Small ($300M–2B)0.2%

By region

Other69.4%

North America30.0%

Europe0.6%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	69.94%	90
Software & IT Services	3.99%	5
Semiconductors & Semiconductor Equipment	3.31%	9
Specialty Retail	3.03%	10
Technology Hardware & Equipment	2.98%	10
Pharmaceuticals & Biotechnology	2.77%	12
Machinery	2.26%	9
Software	2.21%	9
Banks	1.85%	7
Commercial Services & Supplies	0.93%	7
Capital Markets	0.87%	4
Metals & Mining	0.55%	3
Health Care Equipment & Supplies	0.47%	2
Media & Entertainment	0.47%	3
Insurance	0.44%	6
Chemicals	0.42%	6
Food & Staples Retailing	0.39%	1
Oil, Gas & Consumable Fuels	0.38%	7
Distributors	0.33%	2
Aerospace & Defense	0.27%	6
Automobiles & Components	0.26%	3
Utilities	0.25%	4
Entertainment	0.25%	1
Beverages	0.24%	1
Communications Equipment	0.22%	1
Hotels, Restaurants & Leisure	0.18%	2
Airlines	0.15%	1
Road & Rail	0.15%	2
Electrical Equipment & Components	0.10%	3
Construction Materials	0.09%	1
Diversified Telecommunication Services	0.08%	2
Equity Real Estate Investment Trusts (REITs)	0.04%	2
Food Products	0.04%	1
Construction & Engineering	0.04%	1
Tobacco	0.04%	1
Textiles, Apparel & Luxury Goods	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AGG	ISHARES TR	Unclassified	11.29%
2	SCHF	SCHWAB STRATEGIC TR	Unclassified	8.63%
3	VTV	VANGUARD INDEX FDS	Unclassified	7.66%
4	SPYG	SPDR SERIES TRUST STATE STREET SPD	Unclassified	6.60%
5	SPMD	SPDR SERIES TRUST	Unclassified	4.34%
6	RSP	INVESCO EXCHANGE TRADED FD T	Unclassified	4.00%
7	GVI	ISHARES TR	Unclassified	3.80%
8	SPSM	SPDR SERIES TRUST	Unclassified	3.30%
9	GOOG	Alphabet Inc.	Communication Services	2.35%
10	IVV	ISHARES TR	Unclassified	1.93%

146/235 names classified · sector 30.6% of weight · industry 30.1% · mkt cap 30.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyMSFT, AAPL, GE, CSCO, NVDA · other

FinancialsMTG, JPM, C, BRK.B, BAC · other

Health CareJNJ, ABBV, MDT, PFE, GILD · other

Consumer DiscretionaryKSS, AMZN, MOD, ADNT, GM · other

IndustrialsFISV, RRX, JCI, ACN, CCL · other

Communication ServicesGOOG, VZ, T, GOOGL, QUAD · other

MaterialsRPM, ATI, PG, OLN, OI · other

EnergyCVX, RRC, XOM, SLB, OXY · other

Consumer StaplesPEP, CVS, PM, KO, KR · other

UtilitiesLNT, MGEE, WEC, D, XEL · other

Real EstateWY, PSA, AGNC, SBAC, WPC · other

UnclassifiedSPYG, SCHF, VTV, AGG, IUSB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 30.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 29% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (134 classified)OARSMAN CAPITAL, INC. centroid (Large Core)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsIndustrialsHealth CareMaterialsConsumer StaplesEnergyUtilitiesReal Estate

Style box summary for OARSMAN CAPITAL, INC.: centroid Large Core. Heaviest cells: Large Growth 14.4%, Large Core 5.7%, Large Value 4.8%.

Classified: 29.2% of book weight (134/235 names) · unclassified 70.8%: AGG, SCHF, VTV, SPYG, SPMD, RSP, GVI, SPSM, IVV, CSSD +91 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 235 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AGGISHARES TR	915,513	$91M	11.3%	ADD 21%
2	SCHFSCHWAB STRATEGIC TR	2,806,554	$69M	8.6%	ADD 9%
3	VTVVANGUARD INDEX FDS	314,273	$62M	7.7%	ADD 14%
4	SPYGSPDR SERIES TRUST STATE STREET SPD	543,010	$53M	6.6%	HOLD
5	SPMDSPDR SERIES TRUST	590,328	$35M	4.3%	ADD 22%
6	RSPINVESCO EXCHANGE TRADED FD T	167,808	$32M	4.0%	TRIM −26%
7	GVIISHARES TR	286,732	$31M	3.8%	ADD 23%
8	SPSMSPDR SERIES TRUST	549,596	$27M	3.3%	ADD 12%
9	GOOGALPHABET INC	65,859	$19M	2.3%	TRIM −7%
10	IVVISHARES TR	23,832	$16M	1.9%	TRIM −7%
11	CSSDCohen & Steers Short Dp Etf	571,991	$14M	1.8%	NEW
12	SPYMSPDR SERIES TRUST	174,534	$13M	1.7%	ADD 5%
13	AAPLAPPLE INC	50,397	$13M	1.6%	HOLD
14	EMXCISHARES INC	162,507	$13M	1.6%	TRIM −25%
15	NVDANVIDIA CORPORATION	70,633	$12M	1.5%	ADD 2%
16	MSFTMICROSOFT CORP	30,696	$11M	1.4%	ADD 2%
17	XCWISDOMTREE TR	354,790	$11M	1.4%	ADD 5142%
18	AAAUGOLDMAN SACHS PHYSICAL GOLD	191,704	$9M	1.1%	HOLD
19	JPSTJ P MORGAN EXCHANGE TRADED F	157,238	$8M	1.0%	ADD 18%
20	AVGOBROADCOM INC	25,289	$8M	1.0%	ADD 13%
21	AMZNAMAZON COM INC	30,292	$6M	0.8%	ADD 6%
22	RSPGINVESCO EXCHANGE TRADED FD T	56,008	$6M	0.8%	TRIM −3%
23	GOOGLALPHABET INC	21,204	$6M	0.8%	ADD 3%
24	WMTWALMART INC	44,131	$5M	0.7%	HOLD
25	CATCATERPILLAR INC	7,726	$5M	0.7%	ADD 3%
26	PDBCINVESCO ACTVELY MNGD ETC FD	294,534	$5M	0.6%	HOLD
27	GSGOLDMAN SACHS GROUP INC	5,700	$5M	0.6%	ADD 2%
28	TJXTJX COS INC NEW	29,961	$5M	0.6%	HOLD
29	JNJJOHNSON & JOHNSON	18,908	$5M	0.6%	ADD 5%
30	JPREJ P MORGAN EXCHANGE TRADED F	92,339	$4M	0.6%	ADD 2%
31	METAMETA PLATFORMS INC	7,660	$4M	0.5%	HOLD
32	CCITIGROUP INC	38,243	$4M	0.5%	TRIM −7%
33	ABBVABBVIE INC	19,598	$4M	0.5%	ADD 3%
34	BRK.BBERKSHIRE HATHAWAY INC DEL	8,575	$4M	0.5%	ADD 5%
35	JCIJOHNSON CONTROLS INTERNATION	30,638	$4M	0.5%	ADD 4%
36	APHAMPHENOL CORP	31,436	$4M	0.5%	HOLD
37	FCXFREEPORT MCMORAN INC	66,225	$4M	0.5%	ADD 18%
38	PHPARKER-HANNIFIN CORP	4,116	$4M	0.5%	ADD 3%
39	WFCWELLS FARGO CO NEW	45,412	$4M	0.4%	ADD 4%
40	IBMINTERNATIONAL BUSINESS MACHS	14,076	$3M	0.4%	HOLD
41	AZNASTRAZENECA PLC	16,553	$3M	0.4%	TRIM −42%
42	HPEHEWLETT PACKARD ENTERPRISE C	135,754	$3M	0.4%	HOLD
43	CMICUMMINS INC	5,894	$3M	0.4%	ADD 3%
44	KRKROGER CO	43,748	$3M	0.4%	TRIM −4%
45	ORLYOREILLY AUTOMOTIVE INC	33,774	$3M	0.4%	ADD 4%
46	SCHZSCHWAB STRATEGIC TR	133,464	$3M	0.4%	HOLD
47	MDTMEDTRONIC PLC	34,145	$3M	0.4%	HOLD
48	SPYSTATE STR SPDR S&P 500 ETF T	4,350	$3M	0.4%	TRIM −8%
49	GLDSPDR GOLD TR	6,528	$3M	0.3%	TRIM −3%
50	CSCOCISCO SYS INC	36,093	$3M	0.3%	HOLD
51	MLPXGLOBAL X FDS	37,314	$3M	0.3%	ADD 3%
52	IXUSISHARES TR	30,088	$3M	0.3%	HOLD
53	LDOSLEIDOS HOLDINGS INC	16,305	$3M	0.3%	ADD 2%
54	BMYBRISTOL-MYERS SQUIBB CO	41,654	$3M	0.3%	ADD 6%
55	JPMJPMORGAN CHASE & CO	8,404	$2M	0.3%	HOLD
56	GWWWW GRAINGER INC	2,234	$2M	0.3%	HOLD
57	IWFISHARES TR	5,675	$2M	0.3%	TRIM −67%
58	NFLXNETFLIX INC	23,907	$2M	0.3%	ADD 272%
59	VRTXVERTEX PHARMACEUTICALS INC	4,983	$2M	0.3%	ADD 4%
60	UBERUBER TECHNOLOGIES INC	30,501	$2M	0.3%	HOLD
61	IJSISHARES TR	17,743	$2M	0.3%	HOLD
62	INTUINTUIT	4,743	$2M	0.3%	ADD 15%
63	BACBANK AMERICA CORP	41,993	$2M	0.3%	HOLD
64	VEAVANGUARD TAX-MANAGED FDS	31,908	$2M	0.3%	TRIM −6%
65	IAUMISHARES GOLD TR	42,907	$2M	0.2%	TRIM −5%
66	DISDISNEY WALT CO	20,729	$2M	0.2%	HOLD
67	PEPPEPSICO INC	12,502	$2M	0.2%	HOLD
68	LLYELI LILLY & CO	2,061	$2M	0.2%	ADD 7%
69	COSTCOSTCO WHSL CORP NEW	1,896	$2M	0.2%	ADD 14%
70	VOOVANGUARD INDEX FDS	3,050	$2M	0.2%	ADD 20%
71	SCHCSCHWAB STRATEGIC TR	38,611	$2M	0.2%	ADD 6%
72	QCOMQUALCOMM INC	14,012	$2M	0.2%	TRIM −2%
73	HBANHUNTINGTON BANCSHARES INC	113,448	$2M	0.2%	HOLD
74	VTIVANGUARD INDEX FDS	5,460	$2M	0.2%	ADD 8%
75	TSLATESLA INC	4,684	$2M	0.2%	TRIM −7%
76	DFASDIMENSIONAL ETF TRUST	24,477	$2M	0.2%	TRIM −5%
77	RJFRAYMOND JAMES FINL INC	11,814	$2M	0.2%	HOLD
78	IJTISHARES TR	11,738	$2M	0.2%	HOLD
79	FISVFISERV INC	29,913	$2M	0.2%	TRIM −3%
80	VVISA INC	4,571	$1M	0.2%	TRIM −15%
81	MTGMGIC INVT CORP WIS	49,083	$1M	0.2%	TRIM −6%
82	ORCLORACLE CORP	8,482	$1M	0.2%	ADD 5%
83	UNHUNITEDHEALTH GROUP INC	4,452	$1M	0.1%	TRIM −3%
84	TYLTYLER TECHNOLOGIES INC	3,465	$1M	0.1%	ADD 3%
85	MUABLACKROCK MUNIASSETS FD INC	110,634	$1M	0.1%	ADD 10%
86	UALUNITED AIRLS HLDGS INC	12,749	$1M	0.1%	ADD 65%
87	MUBISHARES TR	10,758	$1M	0.1%	HOLD
88	SCHBSCHWAB STRATEGIC TR	43,780	$1M	0.1%	TRIM −4%
89	OMCOMNICOM GROUP INC	13,320	$1M	0.1%	ADD 17%
90	CVXCHEVRON CORP NEW	4,731	$978,902	0.1%	TRIM −4%
91	MCDMCDONALDS CORP	3,145	$977,435	0.1%	ADD 4%
92	CTRACOTERRA ENERGY INC	26,573	$933,763	0.1%	TRIM −26%
93	UPSUNITED PARCEL SERVICE INC	9,330	$917,873	0.1%	TRIM −14%
94	SCHDSCHWAB STRATEGIC TR	28,990	$889,422	0.1%	TRIM −3%
95	CERYSPDR SERIES TRUST	24,463	$862,076	0.1%	HOLD
96	MRVLMARVELL TECHNOLOGY INC	8,666	$858,397	0.1%	ADD 49%
97	OLNOLIN CORP	28,480	$846,710	0.1%	TRIM −48%
98	ACWXISHARES TR	12,253	$838,941	0.1%	TRIM −7%
99	XRNPXCOHEN & STEERS REIT & PFD &	42,350	$836,836	0.1%	HOLD
100	XOMEXXON MOBIL CORP	4,902	$831,620	0.1%	HOLD
101	ISRGINTUITIVE SURGICAL INC	1,792	$826,094	0.1%	ADD 16%
102	AMGNAMGEN INC	2,339	$822,977	0.1%	HOLD
103	MAMASTERCARD INCORPORATED	1,617	$807,950	0.1%	ADD 14%
104	HDHOME DEPOT INC	2,448	$805,142	0.1%	ADD 4%
105	SCHASCHWAB STRATEGIC TR	27,687	$805,138	0.1%	TRIM −3%
106	IWPISHARES TR	6,273	$803,697	0.1%	TRIM −18%
107	PGPROCTER AND GAMBLE CO	5,488	$792,687	0.1%	TRIM −3%
108	RPMRPM INTL INC	7,890	$784,266	0.1%	TRIM −3%
109	IGFISHARES TR	11,660	$781,220	0.1%	TRIM −3%
110	IJHISHARES TR	11,438	$772,408	0.1%	TRIM −11%
111	EFAISHARES TR	7,933	$770,524	0.1%	TRIM −3%
112	OIO-I GLASS INC	70,925	$745,422	0.1%	TRIM −20%
113	GDGENERAL DYNAMICS CORP	2,131	$731,402	0.1%	HOLD
114	APGAPI GROUP CORP	18,021	$730,211	0.1%	HOLD
115	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.1%	HOLD
116	DSIISHARES TR	5,921	$717,566	0.1%	HOLD
117	QQQINVESCO QQQ TR	1,194	$688,963	0.1%	TRIM −21%
118	PFEPFIZER INC	24,020	$674,471	0.1%	TRIM −22%
119	CASYCASEYS GEN STORES INC	925	$673,271	0.1%	HOLD
120	ABTABBOTT LABS	6,530	$670,435	0.1%	ADD 7%
121	FASTFASTENAL CO	14,364	$666,490	0.1%	TRIM −7%
122	DWMWISDOMTREE TR	9,487	$663,052	0.1%	TRIM −17%
123	NVSNOVARTIS AG	4,320	$659,880	0.1%	TRIM −2%
124	SCHXSCHWAB U.S. LARGE-CAP ETF	25,346	$649,871	0.1%	TRIM −4%
125	PLTRPALANTIR TECHNOLOGIES INC	4,387	$641,730	0.1%	ADD 2%
126	VUGVANGUARD INDEX FDS	1,448	$632,294	0.1%	NEW
127	IRINGERSOLL RAND INC	7,840	$628,141	0.1%	HOLD
128	XELXCEL ENERGY INC	7,500	$595,800	0.1%	HOLD
129	LNTALLIANT ENERGY CORP	8,029	$576,161	0.1%	TRIM −5%
130	IEFAISHARES TR	6,074	$549,904	0.1%	TRIM −14%
131	AMDADVANCED MICRO DEVICES INC	2,574	$523,629	0.1%	TRIM −36%
132	IBITISHARES BITCOIN TRUST ETF	13,612	$522,973	0.1%	HOLD
133	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	17,901	$521,461	0.1%	TRIM −14%
134	HLTHILTON WORLDWIDE HLDGS INC	1,673	$508,726	0.1%	HOLD
135	FTGCFIRST TR EXCHANGE TRAD FD VI	17,229	$494,654	0.1%	TRIM −7%
136	WECWEC ENERGY GROUP INC	4,241	$490,981	0.1%	TRIM −5%
137	AXONAXON ENTERPRISE INC	1,132	$480,749	0.1%	TRIM −11%
138	AMATAPPLIED MATLS INC	1,406	$480,557	0.1%	TRIM −8%
139	MBBISHARES TR	4,988	$473,611	0.1%	TRIM −3%
140	VWOVANGUARD INTL EQUITY INDEX F	8,691	$469,764	0.1%	TRIM −6%
141	IUSGISHARES TR	2,963	$459,591	0.1%	TRIM −20%
142	MCSMARCUS CORP DEL	26,275	$451,142	0.1%	TRIM −25%
143	MGKVanguard Mega Cap Growth ETF	1,223	$449,379	0.1%	ADD 2%
144	VBVANGUARD INDEX FDS	1,706	$446,836	0.1%	ADD 57%
145	SCHVSCHWAB STRATEGIC TR	14,649	$446,784	0.1%	TRIM −13%
146	SPYDSPDR SERIES TRUST	9,626	$438,194	0.1%	HOLD
147	SPYVSPDR SERIES TRUST	7,739	$437,881	0.1%	TRIM −8%
148	WDCWESTERN DIGITAL CORP	1,597	$432,106	0.1%	HOLD
149	IVWISHARES TR	3,818	$431,854	0.1%	TRIM −28%
150	ADSKAUTODESK INC	1,763	$422,062	0.1%	ADD 26%
151	ATIALLEGHENY TECHNOLOGIES INC	2,870	$417,470	0.1%	TRIM −15%
152	USBUS BANCORP	7,972	$414,615	0.1%	HOLD
153	BABOEING CO	2,017	$401,489	0.0%	TRIM −5%
154	ACNACCENTURE PLC IRELAND	1,944	$385,476	0.0%	TRIM −14%
155	FNDFSCHWAB STRATEGIC TR	7,753	$379,354	0.0%	NEW
156	SLVISHARES SILVER TR	5,490	$374,089	0.0%	TRIM −22%
157	TAT&T INC	12,672	$367,352	0.0%	TRIM −18%
158	BSCSINVESCO EXCH TRD SLF IDX FD	17,862	$364,796	0.0%	HOLD
159	NOWSERVICENOW INC	3,477	$363,520	0.0%	ADD 3%
160	ULTAULTA BEAUTY INC	690	$360,670	0.0%	ADD 26%
161	EEMISHARES TR	6,340	$360,049	0.0%	TRIM −31%
162	IJRISHARES TR	2,893	$359,629	0.0%	TRIM −22%
163	WDFCW D 40 Co.	1,747	$356,283	0.0%	HOLD
164	TTETotalEnergies SE	3,908	$355,550	0.0%	TRIM −2%
165	MGEEMGE ENERGY INC	4,527	$349,862	0.0%	HOLD
166	GSKGSK PLC	6,309	$348,194	0.0%	HOLD
167	WMWASTE MGMT INC DEL	1,489	$342,157	0.0%	ADD 47%
168	IDXXIDEXX LABS INC	593	$333,201	0.0%	ADD 39%
169	VEUVANGUARD INTL EQUITY INDEX F	4,378	$328,815	0.0%	ADD 2%
170	JEPIJPMorgan Equity Premium Income ETF	5,752	$326,028	0.0%	ADD 3%
171	PANWPALO ALTO NETWORKS INC	2,033	$325,931	0.0%	NEW
172	SCHWSCHWAB CHARLES CORP	3,302	$310,350	0.0%	ADD 5%
173	HSYHERSHEY CO	1,469	$305,390	0.0%	HOLD
174	GEGE AEROSPACE	1,066	$302,459	0.0%	HOLD
175	PGRPROGRESSIVE CORP	1,521	$301,523	0.0%	TRIM −10%
176	TEQIT ROWE PRICE ETF INC	6,661	$299,857	0.0%	ADD 17%
177	PWRQUANTA SVCS INC	535	$293,726	0.0%	HOLD
178	WMSADVANCED DRAIN SYS INC DEL	2,140	$293,458	0.0%	TRIM −6%
179	CLCOLGATE PALMOLIVE CO	3,410	$290,634	0.0%	HOLD
180	PMPHILIP MORRIS INTL INC	1,744	$288,402	0.0%	HOLD
181	CPRTCOPART INC	8,548	$283,794	0.0%	HOLD
182	RRCRANGE RES CORP	6,200	$280,116	0.0%	TRIM −3%
183	GNRCGENERAC HLDGS INC	1,431	$279,517	0.0%	TRIM −4%
184	CTASCINTAS CORP	1,631	$275,867	0.0%	HOLD
185	TDGTRANSDIGM GROUP INC	236	$273,515	0.0%	TRIM −3%
186	AAXJISHARES TR	2,835	$272,982	0.0%	TRIM −23%
187	LHXL3HARRIS TECHNOLOGIES INC	790	$272,669	0.0%	HOLD
188	DHRDANAHER CORP DEL	1,435	$272,076	0.0%	HOLD
189	IWMISHARES TR	1,090	$270,320	0.0%	NEW
190	CDNSCADENCE DESIGN SYSTEM INC	963	$267,589	0.0%	TRIM −12%
191	KEYSKEYSIGHT TECHNOLOGIES INC	945	$266,840	0.0%	NEW
192	DEDEERE & CO	469	$264,223	0.0%	TRIM −20%
193	TMOTHERMO FISHER SCIENTIFIC INC	534	$262,484	0.0%	TRIM −4%
194	RMBSRAMBUS INC DEL	3,020	$259,811	0.0%	TRIM −12%
195	UNPUNION PAC CORP	1,045	$253,425	0.0%	HOLD
196	GEVGE VERNOVA INC	290	$253,141	0.0%	NEW
197	SPDWSPDR INDEX SHS FDS	5,530	$252,445	0.0%	HOLD
198	NETCLOUDFLARE INC	1,218	$251,322	0.0%	HOLD
199	RRXREGAL REXNORD CORPORATION	1,316	$246,434	0.0%	NEW
200	DXJWISDOMTREE TR	1,550	$245,799	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AGGISHARES TR

43K

40K

42K

682K

758K

916K

$91M

SCHFSCHWAB STRATEGIC TR

1.6M

1.7M

1.9M

2.2M

2.6M

2.8M

$69M

VTVVANGUARD INDEX FDS

204K

238K

253K

260K

276K

314K

$62M

SPYGSPDR SERIES TRUST STATE STREET SPD

425K

441K

475K

504K

539K

543K

$53M

SPMDSPDR SERIES TRUST

120K

150K

204K

438K

483K

590K

$35M

RSPINVESCO EXCHANGE TRADED FD T

133K

145K

185K

200K

228K

168K

$32M

GVIISHARES TR

239K

310K

323K

220K

234K

287K

$31M

SPSMSPDR SERIES TRUST

301K

346K

431K

466K

490K

550K

$27M

GOOGALPHABET INC

79K

74K

71K

70K

71K

66K

$19M

IVVISHARES TR

33K

29K

26K

24K

$16M

CSSDCohen & Steers Short Dp Etf

—

572K

$14M

SPYMSPDR SERIES TRUST

133K

139K

146K

154K

165K

175K

$13M

AAPLAPPLE INC

41K

40K

42K

44K

50K

$13M

EMXCISHARES INC

169K

183K

189K

195K

217K

163K

$13M

NVDANVIDIA CORPORATION

62K

65K

66K

69K

71K

$12M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆OARSMAN CAPITAL, INC.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 235 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

OARSMAN CAPITAL, INC.