Oarsman-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OI",
  null,
  null,
  "MGEE",
  "RJF",
  "AAXJ",
  null,
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "GOOGL",
  "AXP",
  null,
  "APG",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "BTZ",
  "CMI",
  "NUV",
  "UEC",
  "FCX",
  "GD",
  "HLT",
  "HD",
  null,
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  "UNP",
  "QCOM",
  "ISRG",
  "HEI-A",
  "EMXC",
  "AMAT",
  "RIVN",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "MCS",
  "IVW",
  "IJH",
  null,
  null,
  "RNP",
  null,
  null,
  "IWS",
  null,
  "WDFC",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "GPC",
  null,
  "NVS",
  "ORLY",
  null,
  "FAST",
  "ANSS",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "PAYX",
  "EEM",
  "IWF",
  null,
  "PYPL",
  "PEP",
  "PGR",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "PG",
  "VZ",
  "AMGN",
  "KVUE",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  "NOW",
  "SPDW",
  "GLD",
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  "IBM",
  "CI",
  "TXRH",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "TYL",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "WMS",
  "AGNC",
  "SCHW",
  "VWO",
  null,
  null,
  "TTE",
  "MUA",
  "ULTA",
  null,
  "SNY",
  "GL",
  "IT",
  "GSK",
  "VRTX",
  "VRSK",
  "RRC",
  "MTG",
  "ADSK",
  "AXON",
  "APH",
  "FI",
  "WSO",
  "DLTR",
  "WEC",
  "IWP",
  "IR",
  null,
  null,
  null,
  "AMZN",
  "OLN",
  "SCHB",
  null,
  "IVE",
  null,
  null,
  null,
  "HBAN",
  "VEU",
  "USB",
  "VEA",
  "MGK",
  "BND",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WBD",
  "WMT",
  "WFC",
  null,
  "XEL",
  "WDAY",
  "IUSG",
  null,
  "LNT",
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  "JCI",
  "NXPI",
  null,
  "CRM",
  "IXUS",
  "HBI",
  null,
  "ZBH",
  "DGRO",
  null,
  "SPYV",
  "GWW",
  "STE",
  "KMB",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "CDNS",
  "CASY",
  "CVX",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CMCSA",
  "CL",
  "CPRT",
  "CTRA",
  "COST",
  "CSGP",
  "DHR",
  "DE",
  null,
  "RSP",
  "EWJ",
  "IJT",
  "EFA",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 233
Total Value: 555814806
Accession Number: 0001569667-25-000002
Form Type: 13F-HR
CIK: oarsman-capital
Manager Name: Oarsman-Capital

Data Enrichment

84% identified

195 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

233 positions • $555.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.6K

Value:$289.8K

% of Portfolio:0.1% ($289.8K/$555.8M)

Philip Morris International Inc.

PM|718172109

Shares:1.8K

Value:$285.1K

% of Portfolio:0.1% ($285.1K/$555.8M)

464287309

IVW|464287309

Shares:3.0K

Value:$282.9K

% of Portfolio:0.1% ($282.9K/$555.8M)

464287234

EEM|464287234

Shares:6.4K

Value:$280.0K

% of Portfolio:0.1% ($280.0K/$555.8M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.1K

Value:$279.5K

% of Portfolio:0.1% ($279.5K/$555.8M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.4K

Value:$278.0K

% of Portfolio:0.1% ($278.0K/$555.8M)

GENUINE PARTS CO

GPC|372460105

Shares:2.3K

Value:$276.4K

% of Portfolio:0.0% ($276.4K/$555.8M)

DEERE & CO

DE|244199105

Shares:588

Value:$276.1K

% of Portfolio:0.0% ($276.1K/$555.8M)

Salesforce, Inc.

CRM|79466L302

Shares:1.0K

Value:$274.6K

% of Portfolio:0.0% ($274.6K/$555.8M)

CINTAS CORP

CTAS|172908105

Shares:1.3K

Value:$271.5K

% of Portfolio:0.0% ($271.5K/$555.8M)

RANGE RESOURCES CORP

RRC|75281A109

Shares:6.7K

Value:$268.9K

% of Portfolio:0.0% ($268.9K/$555.8M)

TotalEnergies SE

TTE|89151E109

Shares:4.1K

Value:$262.9K

% of Portfolio:0.0% ($262.9K/$555.8M)

87283Q206

Shares:6.2K

Value:$260.2K

% of Portfolio:0.0% ($260.2K/$555.8M)

HEICO CORP

HEI-A|422806208

Shares:1.2K

Value:$254.6K

% of Portfolio:0.0% ($254.6K/$555.8M)

GSK plc

GSK|37733W204

Shares:6.6K

Value:$253.9K

% of Portfolio:0.0% ($253.9K/$555.8M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$252.6K

% of Portfolio:0.0% ($252.6K/$555.8M)

ANSYS INC

ANSS|03662Q105

Shares:783

Value:$247.9K

% of Portfolio:0.0% ($247.9K/$555.8M)

ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

Shares:2.3K

Value:$247.5K

% of Portfolio:0.0% ($247.5K/$555.8M)

Workday, Inc.

WDAY|98138H101

Shares:1.1K

Value:$245.4K

% of Portfolio:0.0% ($245.4K/$555.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.0K

Value:$241.4K

% of Portfolio:0.0% ($241.4K/$555.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.6K	QoQ 0.00% (+0) YoY -25.83% (-917)	All Managers (Combined)	$289.8K	0.1% ($289.8K/$555.8M)	QoQ +5.13% (+$14.2K) YoY -21.72% (-$80.4K)
Philip Morris International Inc.(PMcusip718172109)	1.8K	QoQ +13.09% (+208) YoY NEW(+1.8K)	All Managers (Combined)	$285.1K	0.1% ($285.1K/$555.8M)	QoQ +49.19% (+$94.0K) YoY NEW(+$285.1K)
(IVWcusip464287309)	3.0K	QoQ -14.84% (-531) YoY -11.80% (-408)	All Managers (Combined)	$282.9K	0.1% ($282.9K/$555.8M)	QoQ -22.13% (-$80.4K) YoY -3.04% (-$8.9K)
(EEMcusip464287234)	6.4K	QoQ -5.52% (-375) YoY +6.11% (+369)	All Managers (Combined)	$280.0K	0.1% ($280.0K/$555.8M)	QoQ -1.28% (-$3.6K) YoY +12.87% (+$31.9K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.1K	QoQ +5.47% (-57) YoY +67.53% (+443)	All Managers (Combined)	$279.5K	0.1% ($279.5K/$555.8M)	QoQ -10.72% (-$33.6K) YoY +36.88% (+$75.3K)
DANAHER CORP /DE/(DHRcusip235851102)	1.4K	QoQ -3.00% (-42) YoY +1.34% (-18)	All Managers (Combined)	$278.0K	0.1% ($278.0K/$555.8M)	QoQ -13.37% (-$42.9K) YoY -16.80% (-$56.1K)
GENUINE PARTS CO(GPCcusip372460105)	2.3K	QoQ -1.69% (-40) YoY +76.42% (+1.0K)	All Managers (Combined)	$276.4K	0.0% ($276.4K/$555.8M)	QoQ +0.30% (-$851) YoY +35.67% (+$72.7K)
DEERE & CO(DEcusip244199105)	588	QoQ +0.68% (+4) YoY -9.81% (-64)	All Managers (Combined)	$276.1K	0.0% ($276.1K/$555.8M)	QoQ +11.49% (+$28.5K) YoY +3.08% (-$8.3K)
Salesforce, Inc.(CRMcusip79466L302)	1.0K	QoQ -0.29% (-3) YoY +0.78% (-8)	All Managers (Combined)	$274.6K	0.0% ($274.6K/$555.8M)	QoQ -19.96% (-$68.5K) YoY -10.16% (-$31.1K)
CINTAS CORP(CTAScusip172908105)	1.3K	QoQ +3.85% (+49) YoY +250.39% (+944)	All Managers (Combined)	$271.5K	0.0% ($271.5K/$555.8M)	QoQ +16.82% (+$39.1K) YoY +4.82% (+$12.5K)
RANGE RESOURCES CORP(RRCcusip75281A109)	6.7K	QoQ -9.89% (-740) YoY -23.24% (-2.0K)	All Managers (Combined)	$268.9K	0.0% ($268.9K/$555.8M)	QoQ 0.00% (-$22) YoY -10.98% (-$33.2K)
TotalEnergies SE(TTEcusip89151E109)	4.1K	QoQ -7.38% (-324) YoY +16.04% (+562)	All Managers (Combined)	$262.9K	0.0% ($262.9K/$555.8M)	QoQ +9.93% (-$23.8K) YoY +9.06% (+$21.9K)
(cusip87283Q206)✕	6.2K	QoQ +0.01% (+1) YoY +20.43% (+1.1K)	All Managers (Combined)	$260.2K	0.0% ($260.2K/$555.8M)	QoQ +3.25% (+$8.2K) YoY +27.22% (+$55.7K)
HEICO CORP(HEI-Acusip422806208)	1.2K	QoQ -25.03% (-403) YoY -26.44% (-434)	All Managers (Combined)	$254.6K	0.0% ($254.6K/$555.8M)	QoQ -15.00% (-$44.9K) YoY +0.80% (-$2.0K)
GSK plc(GSKcusip37733W204)	6.6K	QoQ +0.39% (+26) YoY +29.06% (+1.5K)	All Managers (Combined)	$253.9K	0.0% ($253.9K/$555.8M)	QoQ +15.00% (+$33.1K) YoY +16.63% (+$36.2K)
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ -5.48% (-62) YoY -5.89% (-67)	All Managers (Combined)	$252.6K	0.0% ($252.6K/$555.8M)	QoQ -2.05% (-$5.3K) YoY -9.56% (-$26.7K)
ANSYS INC(ANSScusip03662Q105)	783	QoQ -0.25% (-2) YoY -0.12% (-1)	All Managers (Combined)	$247.9K	0.0% ($247.9K/$555.8M)	QoQ -6.39% (-$16.9K) YoY -8.93% (-$24.3K)
ADVANCED DRAINAGE SYSTEMS, INC.(WMScusip00790R104)	2.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$247.5K	0.0% ($247.5K/$555.8M)	QoQ -6.01% (-$15.8K) YoY -36.91% (-$144.9K)
Workday, Inc.(WDAYcusip98138H101)	1.1K	QoQ +13.25% (+123) YoY NEW(+1.1K)	All Managers (Combined)	$245.4K	0.0% ($245.4K/$555.8M)	QoQ +2.50% (+$6.0K) YoY NEW(+$245.4K)
LOWES COMPANIES INC(LOWcusip548661107)	1.0K	QoQ 0.00% (-0) YoY -5.90% (-65)	All Managers (Combined)	$241.4K	0.0% ($241.4K/$555.8M)	QoQ -5.49% (-$14.0K) YoY -13.85% (-$38.8K)