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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Verisk Analytics, Inc.

VRSK|92345Y106

Shares:1.2K

Value:$350.9K

% of Portfolio:0.1% ($350.9K/$555.8M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.7K

Value:$347.6K

% of Portfolio:0.1% ($347.6K/$555.8M)

US BANCORP \DE\

USB|902973304

Shares:8.1K

Value:$343.4K

% of Portfolio:0.1% ($343.4K/$555.8M)

ServiceNow, Inc.

NOW|81762P102

Shares:426

Value:$339.2K

% of Portfolio:0.1% ($339.2K/$555.8M)

464287804

IJR|464287804

Shares:3.2K

Value:$338.5K

% of Portfolio:0.1% ($338.5K/$555.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:4.0K

Value:$336.3K

% of Portfolio:0.1% ($336.3K/$555.8M)

PAYCHEX INC

PAYX|704326107

Shares:2.1K

Value:$330.9K

% of Portfolio:0.1% ($330.9K/$555.8M)

78468R440

Shares:11.8K

Value:$326.6K

% of Portfolio:0.1% ($326.6K/$555.8M)

922908751

VB|922908751

Shares:1.5K

Value:$325.7K

% of Portfolio:0.1% ($325.7K/$555.8M)

921937835

BND|921937835

Shares:4.4K

Value:$324.1K

% of Portfolio:0.1% ($324.1K/$555.8M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:2.9K

Value:$320.5K

% of Portfolio:0.1% ($320.5K/$555.8M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:4.6K

Value:$316.3K

% of Portfolio:0.1% ($316.3K/$555.8M)

Zoetis Inc.

ZTS|98978V103

Shares:1.9K

Value:$315.0K

% of Portfolio:0.1% ($315.0K/$555.8M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.8K

Value:$314.3K

% of Portfolio:0.1% ($314.3K/$555.8M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:4.0K

Value:$311.7K

% of Portfolio:0.1% ($311.7K/$555.8M)

S&P Global Inc.

SPGI|78409V104

Shares:613

Value:$311.5K

% of Portfolio:0.1% ($311.5K/$555.8M)

808524730

Shares:10.1K

Value:$311.4K

% of Portfolio:0.1% ($311.4K/$555.8M)

464288182

AAXJ|464288182

Shares:4.0K

Value:$297.2K

% of Portfolio:0.1% ($297.2K/$555.8M)

Cigna Group

CI|125523100

Shares:895

Value:$294.5K

% of Portfolio:0.1% ($294.5K/$555.8M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:587

Value:$292.1K

% of Portfolio:0.1% ($292.1K/$555.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Verisk Analytics, Inc.(VRSKcusip92345Y106)	1.2K	QoQ 0.00% (+0) YoY -0.84% (-10)	All Managers (Combined)	$350.9K	0.1% ($350.9K/$555.8M)	QoQ +8.05% (+$26.2K) YoY +25.19% (-$70.6K)
COLGATE PALMOLIVE CO(CLcusip194162103)	3.7K	QoQ 0.00% (+0) YoY -2.62% (-100)	All Managers (Combined)	$347.6K	0.1% ($347.6K/$555.8M)	QoQ +3.06% (+$10.4K) YoY +1.32% (-$4.5K)
US BANCORP \DE\(USBcusip902973304)	8.1K	QoQ -2.66% (-223) YoY -17.89% (-1.8K)	All Managers (Combined)	$343.4K	0.1% ($343.4K/$555.8M)	QoQ -14.08% (-$56.3K) YoY -22.45% (-$99.4K)
ServiceNow, Inc.(NOWcusip81762P102)	426	QoQ +11.81% (-45) YoY -7.59% (-35)	All Managers (Combined)	$339.2K	0.1% ($339.2K/$555.8M)	QoQ -16.03% (-$64.8K) YoY -3.50% (-$12.3K)
(IJRcusip464287804)	3.2K	QoQ -0.58% (-19) YoY +8.26% (+247)	All Managers (Combined)	$338.5K	0.1% ($338.5K/$555.8M)	QoQ -9.77% (-$36.7K) YoY +2.43% (+$8.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	4.0K	QoQ +37.22% (+1.1K) YoY NEW(+4.0K)	All Managers (Combined)	$336.3K	0.1% ($336.3K/$555.8M)	QoQ +53.13% (+$116.7K) YoY NEW(+$336.3K)
PAYCHEX INC(PAYXcusip704326107)	2.1K	QoQ -11.29% (-273) YoY -16.63% (-428)	All Managers (Combined)	$330.9K	0.1% ($330.9K/$555.8M)	QoQ -2.39% (-$8.1K) YoY +4.73% (-$15.0K)
(cusip78468R440)✕	11.8K	QoQ -2.07% (-250) YoY NEW(+11.8K)	All Managers (Combined)	$326.6K	0.1% ($326.6K/$555.8M)	QoQ +4.82% (-$15.0K) YoY NEW(+$326.6K)
(VBcusip922908751)	1.5K	QoQ +28.52% (+326) YoY +57.44% (+536)	All Managers (Combined)	$325.7K	0.1% ($325.7K/$555.8M)	QoQ +18.61% (+$51.1K) YoY +52.73% (+$112.5K)
(BNDcusip921937835)	4.4K	QoQ -7.25% (-345) YoY +31.50% (+1.1K)	All Managers (Combined)	$324.1K	0.1% ($324.1K/$555.8M)	QoQ -5.26% (-$18.0K) YoY +33.00% (+$80.4K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	2.9K	QoQ -6.51% (-200) YoY -6.51% (-200)	All Managers (Combined)	$320.5K	0.1% ($320.5K/$555.8M)	QoQ -11.91% (-$43.4K) YoY -11.06% (-$39.9K)
United Airlines Holdings, Inc.(UALcusip910047109)	4.6K	QoQ +98.82% (+2.3K) YoY -18.34% (-1.0K)	All Managers (Combined)	$316.3K	0.1% ($316.3K/$555.8M)	QoQ +41.39% (+$92.6K) YoY +17.76% (-$47.7K)
Zoetis Inc.(ZTScusip98978V103)	1.9K	QoQ +7.41% (+132) YoY NEW(+1.9K)	All Managers (Combined)	$315.0K	0.1% ($315.0K/$555.8M)	QoQ +8.54% (+$24.8K) YoY NEW(+$315.0K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.8K	QoQ +7.17% (+122) YoY +9.75% (+162)	All Managers (Combined)	$314.3K	0.1% ($314.3K/$555.8M)	QoQ +24.07% (+$61.0K) YoY +37.76% (+$86.2K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	4.0K	QoQ -13.11% (-601) YoY +4.29% (+164)	All Managers (Combined)	$311.7K	0.1% ($311.7K/$555.8M)	QoQ -8.09% (-$27.5K) YoY +12.86% (+$35.5K)
S&P Global Inc.(SPGIcusip78409V104)	613	QoQ -6.12% (-40) YoY +5.87% (+34)	All Managers (Combined)	$311.5K	0.1% ($311.5K/$555.8M)	QoQ -4.22% (-$13.7K) YoY +26.43% (+$65.1K)
(cusip808524730)✕	10.1K	QoQ -1.27% (-131) YoY -22.89% (-3.0K)	All Managers (Combined)	$311.4K	0.1% ($311.4K/$555.8M)	QoQ +4.66% (-$13.9K) YoY -14.45% (-$52.6K)
(AAXJcusip464288182)	4.0K	QoQ -2.42% (-100) YoY -14.96% (-707)	All Managers (Combined)	$297.2K	0.1% ($297.2K/$555.8M)	QoQ +0.03% (-$91) YoY -7.12% (-$22.8K)
Cigna Group(CIcusip125523100)	895	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$294.5K	0.1% ($294.5K/$555.8M)	QoQ +19.14% (+$47.3K) YoY -9.41% (-$30.6K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	587	QoQ -3.92% (-24) YoY -34.41% (-308)	All Managers (Combined)	$292.1K	0.1% ($292.1K/$555.8M)	QoQ -8.11% (-$25.8K) YoY -43.85% (-$228.1K)