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:

Search and click to pin securities to the top

Page 11 of 12

Sort by:

STERIS plc

STE|G8473T100

Shares:1.0K

Value:$235.5K

% of Portfolio:0.0% ($235.5K/$555.8M)

46434G822

EWJ|46434G822

Shares:3.4K

Value:$234.7K

% of Portfolio:0.0% ($234.7K/$555.8M)

46434V621

DGRO|46434V621

Shares:3.8K

Value:$232.7K

% of Portfolio:0.0% ($232.7K/$555.8M)

WATSCO INC

WSO|942622200

Shares:453

Value:$230.3K

% of Portfolio:0.0% ($230.3K/$555.8M)

389637109

Shares:3.5K

Value:$229.6K

% of Portfolio:0.0% ($229.6K/$555.8M)

464287473

IWS|464287473

Shares:1.8K

Value:$227.6K

% of Portfolio:0.0% ($227.6K/$555.8M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:2.0K

Value:$227.6K

% of Portfolio:0.0% ($227.6K/$555.8M)

GARTNER INC

IT|366651107

Shares:535

Value:$224.6K

% of Portfolio:0.0% ($224.6K/$555.8M)

GLOBE LIFE INC.

GL|37959E102

Shares:1.7K

Value:$221.3K

% of Portfolio:0.0% ($221.3K/$555.8M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:3.4K

Value:$219.6K

% of Portfolio:0.0% ($219.6K/$555.8M)

46428Q109

Shares:7.0K

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$555.8M)

922042775

VEU|922042775

Shares:3.6K

Value:$216.9K

% of Portfolio:0.0% ($216.9K/$555.8M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:789

Value:$212.3K

% of Portfolio:0.0% ($212.3K/$555.8M)

TARGET CORP

TGT|87612E106

Shares:2.0K

Value:$211.9K

% of Portfolio:0.0% ($211.9K/$555.8M)

BOEING CO

BA|097023105

Shares:1.2K

Value:$211.7K

% of Portfolio:0.0% ($211.7K/$555.8M)

UNILEVER PLC

UL|904767704

Shares:3.5K

Value:$211.2K

% of Portfolio:0.0% ($211.2K/$555.8M)

DOLLAR TREE, INC.

DLTR|256746108

Shares:2.8K

Value:$211.2K

% of Portfolio:0.0% ($211.2K/$555.8M)

464288877

Shares:3.6K

Value:$210.9K

% of Portfolio:0.0% ($210.9K/$555.8M)

Sanofi

SNY|80105N105

Shares:3.7K

Value:$207.6K

% of Portfolio:0.0% ($207.6K/$555.8M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:777

Value:$205.5K

% of Portfolio:0.0% ($205.5K/$555.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STERIS plc(STEcusipG8473T100)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$235.5K	0.0% ($235.5K/$555.8M)	QoQ +10.25% (+$21.9K) YoY +0.81% (+$1.9K)
(EWJcusip46434G822)	3.4K	QoQ -9.27% (-350) YoY -37.13% (-2.0K)	All Managers (Combined)	$234.7K	0.0% ($234.7K/$555.8M)	QoQ -7.30% (-$18.5K) YoY -39.59% (-$153.8K)
(DGROcusip46434V621)	3.8K	QoQ -10.98% (-465) YoY NEW(+3.8K)	All Managers (Combined)	$232.7K	0.0% ($232.7K/$555.8M)	QoQ -10.34% (-$26.9K) YoY NEW(+$232.7K)
WATSCO INC(WSOcusip942622200)	453	QoQ 0.00% (+0) YoY NEW(+453)	All Managers (Combined)	$230.3K	0.0% ($230.3K/$555.8M)	QoQ +7.26% (+$15.6K) YoY NEW(+$230.3K)
(cusip389637109)✕	3.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$229.6K	0.0% ($229.6K/$555.8M)	QoQ -11.95% (-$31.2K) YoY +3.16% (+$7.0K)
(IWScusip464287473)	1.8K	QoQ -10.36% (-209) YoY +12.79% (+205)	All Managers (Combined)	$227.6K	0.0% ($227.6K/$555.8M)	QoQ -12.70% (-$33.1K) YoY +13.37% (+$26.8K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	2.0K	QoQ -2.42% (-50) YoY NEW(+2.0K)	All Managers (Combined)	$227.6K	0.0% ($227.6K/$555.8M)	QoQ +4.54% (-$9.9K) YoY NEW(+$227.6K)
GARTNER INC(ITcusip366651107)	535	QoQ -0.37% (-2) YoY +0.94% (-5)	All Managers (Combined)	$224.6K	0.0% ($224.6K/$555.8M)	QoQ -13.68% (-$35.6K) YoY -11.11% (-$28.1K)
GLOBE LIFE INC.(GLcusip37959E102)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$221.3K	0.0% ($221.3K/$555.8M)	QoQ +18.11% (+$33.9K) YoY NEW(+$221.3K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	3.4K	QoQ +0.20% (-7) YoY NEW(+3.4K)	All Managers (Combined)	$219.6K	0.0% ($219.6K/$555.8M)	QoQ -23.39% (-$67.0K) YoY NEW(+$219.6K)
(cusip46428Q109)✕	7.0K	QoQ -13.35% (-1.1K) YoY -43.03% (-5.3K)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$555.8M)	QoQ +1.98% (-$4.2K) YoY -22.39% (-$63.0K)
(VEUcusip922042775)	3.6K	QoQ +0.33% (+12) YoY NEW(+3.6K)	All Managers (Combined)	$216.9K	0.0% ($216.9K/$555.8M)	QoQ +6.02% (+$12.3K) YoY NEW(+$216.9K)
AMERICAN EXPRESS CO(AXPcusip025816109)	789	QoQ -4.93% (-41) YoY -21.17% (-212)	All Managers (Combined)	$212.3K	0.0% ($212.3K/$555.8M)	QoQ -13.82% (-$34.1K) YoY -6.86% (-$15.6K)
TARGET CORP(TGTcusip87612E106)	2.0K	QoQ -85.69% (-12.2K) YoY -75.16% (-6.1K)	All Managers (Combined)	$211.9K	0.0% ($211.9K/$555.8M)	QoQ -88.96% (-$1.7M) YoY -85.37% (-$1.2M)
BOEING CO(BAcusip097023105)	1.2K	QoQ +9.72% (+110) YoY NEW(+1.2K)	All Managers (Combined)	$211.7K	0.0% ($211.7K/$555.8M)	QoQ +5.72% (+$11.5K) YoY NEW(+$211.7K)
UNILEVER PLC(ULcusip904767704)	3.5K	QoQ -14.79% (-616) YoY -28.91% (-1.4K)	All Managers (Combined)	$211.2K	0.0% ($211.2K/$555.8M)	QoQ -10.51% (-$24.8K) YoY -15.66% (-$39.2K)
DOLLAR TREE, INC.(DLTRcusip256746108)	2.8K	QoQ +10.83% (+275) YoY NEW(+2.8K)	All Managers (Combined)	$211.2K	0.0% ($211.2K/$555.8M)	QoQ +11.02% (+$21.0K) YoY NEW(+$211.2K)
(cusip464288877)✕	3.6K	QoQ +30.57% (+838) YoY NEW(+3.6K)	All Managers (Combined)	$210.9K	0.0% ($210.9K/$555.8M)	QoQ +46.68% (+$67.1K) YoY NEW(+$210.9K)
Sanofi(SNYcusip80105N105)	3.7K	QoQ -12.79% (-549) YoY NEW(+3.7K)	All Managers (Combined)	$207.6K	0.0% ($207.6K/$555.8M)	QoQ +0.28% (-$584) YoY NEW(+$207.6K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	777	QoQ -11.40% (-100) YoY -11.40% (-100)	All Managers (Combined)	$205.5K	0.0% ($205.5K/$555.8M)	QoQ -2.73% (-$5.8K) YoY +1.80% (-$3.7K)