account_balance

Investment manager · 13F filer · SEC CIK 1569667

Oarsman Capital, Inc.

Reported value$988Mas of Sep 30, 2026

Positions261 28 new, 11 sold out

Top 10 weight55.6%AGG alone is 9%

FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

AGGiShares Core U.S. Aggregate Bond ETF

8.8%Added +6%

SCHFSchwab International Equity ETF

8.6%Added +2%

SPYGState Street SPDR Portfolio S&P 500 Growth ETF

8.0%

VTVVanguard Morningstar Value ETF

7.7%

SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF

5.7%Added +40%

RSPInvesco S&P 500 Equal Weight ETF

4.6%Added +23%

SPYMState Street SPDR Portfolio S&P 500 ETF

3.3%Added +26%

SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF

3.2%Added +3%

GVIiShares Intermediate Government/Credit Bond ETF

3.1%Added +11%

GOOGAlphabet Inc.

2.4%

AAPLApple Inc.

1.9%+7%

NVDANVIDIA Corp

1.8%+13%

AGGiShares Core U.S. Aggregate Bond ETF

8.8%Added +6%

SCHFSchwab International Equity ETF

8.6%Added +2%

SPYGState Street SPDR Portfolio S&P 500 Growth ETF

8.0%

VTVVanguard Morningstar Value ETF

7.7%

SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF

5.7%+40%

RSPInvesco S&P 500 Equal Weight ETF

4.6%

SPYMState Street SPDR Portfolio S&P 500 ETF

3.3%

SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF

3.2%

GVI3.1%

GOOGAAPLNVDA

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

AGG iShares Core U.S. Aggregate Bond ETF 8.8% Added +6%

SCHF Schwab International Equity ETF 8.6% Added +2%

SPYG State Street SPDR Portfolio S&P 500 Growth ETF 8.0% Held

VTV Vanguard Morningstar Value ETF 7.7% Held

SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 5.7% Added +40%

RSP Invesco S&P 500 Equal Weight ETF 4.6% Added +23%

SPYM State Street SPDR Portfolio S&P 500 ETF 3.3% Added +26%

SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 3.2% Added +3%

GVI iShares Intermediate Government/Credit Bond ETF 3.1% Added +11%

GOOG Alphabet Inc. 2.4% Trimmed −4%AAPL Apple Inc. 1.9% Added +7%NVDA NVIDIA Corp 1.8% Added +13%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 7, 2026 filing

add_circleNew

MCK $2.39M
SYY $1.19M
LRCX $636K
SPCX $467K

arrow_upwardAdded

SPMD +40%
VOO +30%
SPYM +26%
RSP +23%

arrow_downwardTrimmed

HPE −25%
GS −21%
CAT −18%
JCI −16%

remove_circleSold out

BND $416K
NXPI $273K
HSY $258K
MCHP $234K

Oarsman Capital, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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