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

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25434V500

Shares:81.3K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$555.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.8K

Value:$4.7M

% of Portfolio:0.8% ($4.7M/$555.8M)

46137V365

Shares:56.5K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$555.8M)

464287226

Shares:39.8K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$555.8M)

Broadcom Inc.

AVGO|11135F101

Shares:23.3K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$555.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:17.6K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$555.8M)

46090F100

Shares:267.0K

Value:$3.6M

% of Portfolio:0.7% ($3.6M/$555.8M)

Walmart Inc.

WMT|931142103

Shares:41.1K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$555.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:13.8K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$555.8M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:26.1K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$555.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:20.3K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$555.8M)

Meta Platforms, Inc.

META|30303M102

Shares:5.4K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$555.8M)

Medtronic plc

MDT|G5960L103

Shares:33.3K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$555.8M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:5.4K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$555.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:17.6K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$555.8M)

KROGER CO

KR|501044101

Shares:42.9K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$555.8M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:38.7K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$555.8M)

464287598

IWD|464287598

Shares:14.6K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$555.8M)

808524839

Shares:116.2K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$555.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:17.3K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$555.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V500)✕	81.3K	QoQ +69374.35% (+81.2K) YoY NEW(+81.3K)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$555.8M)	QoQ +63687.22% (+$4.8M) YoY NEW(+$4.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.8K	QoQ -1.28% (-114) YoY +90.42% (+4.2K)	All Managers (Combined)	$4.7M	0.8% ($4.7M/$555.8M)	QoQ +15.98% (-$645.1K) YoY +141.16% (+$2.7M)
(cusip46137V365)✕	56.5K	QoQ -0.24% (-141) YoY +21.88% (+10.1K)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$555.8M)	QoQ +6.94% (-$300.7K) YoY +20.10% (+$774.6K)
(cusip464287226)✕	39.8K	QoQ -7.39% (-3.2K) YoY -9.76% (-4.3K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$555.8M)	QoQ -5.46% (-$227.7K) YoY -8.86% (-$382.6K)
Broadcom Inc.(AVGOcusip11135F101)	23.3K	QoQ -13.40% (-3.6K) YoY +716.19% (+20.4K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$555.8M)	QoQ -37.46% (-$2.3M) YoY +3.09% (+$117.1K)
AbbVie Inc.(ABBVcusip00287Y109)	17.6K	QoQ -0.08% (-15) YoY +0.29% (+52)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$555.8M)	QoQ +17.80% (-$557.5K) YoY +15.39% (+$492.1K)
(cusip46090F100)✕	267.0K	QoQ +6.56% (+16.5K) YoY -4.93% (-13.9K)	All Managers (Combined)	$3.6M	0.7% ($3.6M/$555.8M)	QoQ +11.82% (+$384.7K) YoY -6.58% (-$256.4K)
Walmart Inc.(WMTcusip931142103)	41.1K	QoQ -6.28% (-2.8K) YoY +16.34% (+5.8K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$555.8M)	QoQ -8.93% (-$354.4K) YoY +69.74% (+$1.5M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	13.8K	QoQ +32.39% (+3.4K) YoY +272.79% (+10.1K)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$555.8M)	QoQ +49.76% (+$1.1M) YoY +385.45% (+$2.7M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	26.1K	QoQ +65.15% (+10.3K) YoY +111.69% (+13.8K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$555.8M)	QoQ +66.51% (+$1.3M) YoY +154.23% (+$1.9M)
Alphabet Inc.(GOOGLcusip02079K305)	20.3K	QoQ -3.76% (-794) YoY -1.37% (-284)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$555.8M)	QoQ -21.38% (-$854.0K) YoY +1.04% (-$32.4K)
Meta Platforms, Inc.(METAcusip30303M102)	5.4K	QoQ +10.59% (+518) YoY +144.88% (+3.2K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$555.8M)	QoQ +8.86% (+$253.9K) YoY +190.63% (+$2.0M)
Medtronic plc(MDTcusipG5960L103)	33.3K	QoQ +9.64% (+2.9K) YoY +102.48% (+16.9K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$555.8M)	QoQ +23.34% (+$567.0K) YoY +108.77% (+$1.6M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	5.4K	QoQ +0.75% (-40) YoY +23.66% (+1.0K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$555.8M)	QoQ -3.88% (-$118.4K) YoY +61.72% (+$1.1M)
JOHNSON & JOHNSON(JNJcusip478160104)	17.6K	QoQ +3.38% (+575) YoY +7.60% (+1.2K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$555.8M)	QoQ +18.55% (+$456.1K) YoY +12.81% (+$330.9K)
KROGER CO(KRcusip501044101)	42.9K	QoQ +5.71% (+2.3K) YoY +34.94% (+11.1K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$555.8M)	QoQ +17.01% (+$422.2K) YoY +59.88% (+$1.1M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	38.7K	QoQ +0.82% (+316) YoY +8.25% (+3.0K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$555.8M)	QoQ +3.04% (+$82.2K) YoY +34.08% (+$706.8K)
(IWDcusip464287598)	14.6K	QoQ -27.83% (-5.6K) YoY -19.02% (-3.4K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$555.8M)	QoQ -26.65% (-$997.3K) YoY -14.93% (-$482.0K)
(cusip808524839)✕	116.2K	QoQ -5.35% (-6.6K) YoY +314.78% (+88.2K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$555.8M)	QoQ -3.43% (-$95.9K) YoY +108.83% (+$1.4M)
QUALCOMM INC/DE(QCOMcusip747525103)	17.3K	QoQ +2.30% (+389) YoY +31.26% (+4.1K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$555.8M)	QoQ +2.29% (+$59.6K) YoY +19.10% (+$425.2K)