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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PFIZER INC

PFE|717081103

Shares:34.6K

Value:$876.9K

% of Portfolio:0.2% ($876.9K/$555.8M)

MCDONALDS CORP

MCD|580135101

Shares:2.8K

Value:$876.2K

% of Portfolio:0.2% ($876.2K/$555.8M)

97717W703

Shares:15.0K

Value:$874.3K

% of Portfolio:0.2% ($874.3K/$555.8M)

808524607

SCHA|808524607

Shares:37.1K

Value:$869.6K

% of Portfolio:0.2% ($869.6K/$555.8M)

808524102

SCHB|808524102

Shares:37.6K

Value:$808.8K

% of Portfolio:0.1% ($808.8K/$555.8M)

808524797

SCHD|808524797

Shares:28.9K

Value:$808.8K

% of Portfolio:0.1% ($808.8K/$555.8M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$555.8M)

AMGEN INC

AMGN|031162100

Shares:2.5K

Value:$792.0K

% of Portfolio:0.1% ($792.0K/$555.8M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:1.5K

Value:$775.8K

% of Portfolio:0.1% ($775.8K/$555.8M)

Accenture plc

ACN|G1151C101

Shares:2.4K

Value:$755.8K

% of Portfolio:0.1% ($755.8K/$555.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:5.5K

Value:$734.5K

% of Portfolio:0.1% ($734.5K/$555.8M)

COPART INC

CPRT|217204106

Shares:12.2K

Value:$688.0K

% of Portfolio:0.1% ($688.0K/$555.8M)

Mastercard Inc

MA|57636Q104

Shares:1.2K

Value:$668.7K

% of Portfolio:0.1% ($668.7K/$555.8M)

33739H101

Shares:25.4K

Value:$648.6K

% of Portfolio:0.1% ($648.6K/$555.8M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.3K

Value:$628.0K

% of Portfolio:0.1% ($628.0K/$555.8M)

Ingersoll Rand Inc.

IR|45687V106

Shares:7.8K

Value:$627.4K

% of Portfolio:0.1% ($627.4K/$555.8M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:2.3K

Value:$627.2K

% of Portfolio:0.1% ($627.2K/$555.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.3K

Value:$619.5K

% of Portfolio:0.1% ($619.5K/$555.8M)

808524201

SCHX|808524201

Shares:27.7K

Value:$611.1K

% of Portfolio:0.1% ($611.1K/$555.8M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:7.6K

Value:$599.4K

% of Portfolio:0.1% ($599.4K/$555.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PFIZER INC(PFEcusip717081103)	34.6K	QoQ +3.08% (-1.0K) YoY +1.44% (-492)	All Managers (Combined)	$876.9K	0.2% ($876.9K/$555.8M)	QoQ -1.54% (-$13.7K) YoY -7.36% (-$69.7K)
MCDONALDS CORP(MCDcusip580135101)	2.8K	QoQ -2.36% (-68) YoY -6.84% (-206)	All Managers (Combined)	$876.2K	0.2% ($876.2K/$555.8M)	QoQ +5.20% (-$43.3K) YoY +3.20% (-$27.2K)
(cusip97717W703)✕	15.0K	QoQ -6.56% (-1.1K) YoY -24.35% (-4.8K)	All Managers (Combined)	$874.3K	0.2% ($874.3K/$555.8M)	QoQ +3.11% (-$26.4K) YoY -19.72% (-$214.8K)
(SCHAcusip808524607)	37.1K	QoQ -5.67% (-2.2K) YoY +73.90% (-15.8K)	All Managers (Combined)	$869.6K	0.2% ($869.6K/$555.8M)	QoQ -14.53% (-$147.9K) YoY -17.25% (-$181.3K)
(SCHBcusip808524102)	37.6K	QoQ +1.57% (-581) YoY +501.92% (+31.3K)	All Managers (Combined)	$808.8K	0.1% ($808.8K/$555.8M)	QoQ -3.66% (-$30.8K) YoY +112.26% (+$427.8K)
(SCHDcusip808524797)	28.9K	QoQ -3.26% (-976) YoY +182.14% (-18.7K)	All Managers (Combined)	$808.8K	0.1% ($808.8K/$555.8M)	QoQ -0.99% (-$8.1K) YoY -2.15% (-$17.8K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY -50.00% (-1)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$555.8M)	QoQ +17.25% (+$117.5K) YoY -37.07% (-$470.4K)
AMGEN INC(AMGNcusip031162100)	2.5K	QoQ -2.56% (-67) YoY -10.80% (-308)	All Managers (Combined)	$792.0K	0.1% ($792.0K/$555.8M)	QoQ +16.46% (-$112.0K) YoY -2.26% (-$18.4K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	1.5K	QoQ 0.00% (-0) YoY -19.08% (-348)	All Managers (Combined)	$775.8K	0.1% ($775.8K/$555.8M)	QoQ -11.50% (-$100.8K) YoY +36.01% (-$205.4K)
Accenture plc(ACNcusipG1151C101)	2.4K	QoQ -2.96% (-74) YoY -12.37% (-342)	All Managers (Combined)	$755.8K	0.1% ($755.8K/$555.8M)	QoQ -13.92% (-$122.3K) YoY -21.11% (-$202.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	5.5K	QoQ +0.58% (+32) YoY +21.87% (+994)	All Managers (Combined)	$734.5K	0.1% ($734.5K/$555.8M)	QoQ +17.95% (+$111.8K) YoY +42.24% (+$218.1K)
COPART INC(CPRTcusip217204106)	12.2K	QoQ -4.97% (-637) YoY -4.50% (-574)	All Managers (Combined)	$688.0K	0.1% ($688.0K/$555.8M)	QoQ -6.30% (-$46.3K) YoY -6.70% (-$49.4K)
Mastercard Inc(MAcusip57636Q104)	1.2K	QoQ -3.32% (-42) YoY +42.35% (+363)	All Managers (Combined)	$668.7K	0.1% ($668.7K/$555.8M)	QoQ +0.62% (-$4.2K) YoY +62.03% (+$256.0K)
(cusip33739H101)✕	25.4K	QoQ +6.23% (+1.5K) YoY +4.76% (+1.2K)	All Managers (Combined)	$648.6K	0.1% ($648.6K/$555.8M)	QoQ +13.28% (+$76.1K) YoY +12.72% (+$73.2K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.3K	QoQ -8.31% (-115) YoY -3.79% (-50)	All Managers (Combined)	$628.0K	0.1% ($628.0K/$555.8M)	QoQ -13.00% (-$93.9K) YoY +19.39% (-$102.0K)
Ingersoll Rand Inc.(IRcusip45687V106)	7.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$627.4K	0.1% ($627.4K/$555.8M)	QoQ -11.52% (-$81.8K) YoY -15.71% (-$117.0K)
GENERAL DYNAMICS CORP(GDcusip369550108)	2.3K	QoQ -0.43% (-10) YoY -2.74% (-65)	All Managers (Combined)	$627.2K	0.1% ($627.2K/$555.8M)	QoQ +3.00% (-$18.3K) YoY -6.15% (-$41.2K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.3K	QoQ -4.96% (-69) YoY +10.45% (+125)	All Managers (Combined)	$619.5K	0.1% ($619.5K/$555.8M)	QoQ -12.82% (-$91.2K) YoY +16.65% (+$88.4K)
(SCHXcusip808524201)	27.7K	QoQ +4.04% (-1.1K) YoY +114.79% (-14.8K)	All Managers (Combined)	$611.1K	0.1% ($611.1K/$555.8M)	QoQ -0.89% (-$5.5K) YoY -23.58% (-$188.6K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	7.6K	QoQ -0.32% (-25) YoY -9.43% (-788)	All Managers (Combined)	$599.4K	0.1% ($599.4K/$555.8M)	QoQ +10.30% (-$56.0K) YoY -25.71% (-$207.5K)