OARSMAN CAPITAL, INC.

13F Filings History

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$454M
Signature - Title
Derek Pawlak - CCO
Location
Milwaukee, WI
Summary
This page shows a list of all the recent 13F filings made by OARSMAN CAPITAL, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OARSMAN CAPITAL, INC. reported 230 stock holdings with total value $454M as of Q2 2024. Top holdings included SPYG, VTV, GVI, SCHF, and IUSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 230 $454M +$57.7M -$21.1M +$36.6M SPYG, VTV, GVI, SCHF, IUSB 13F-HR 8/12/2024, 03:57 PM
Q1 2024 234 $419M +$56.8M -$40.2M +$16.6M SPYG, VTV, GVI, JPST, SCHF 13F-HR 5/15/2024, 04:11 PM
Q4 2023 233 $377M +$120M -$5.03M +$115M SPYG, VTV, JPST, SCHF, MSFT 13F-HR 2/16/2024, 08:45 AM
Q3 2023 178 $239M +$23.9M -$6.06M +$17.9M SPYG, VTV, SCHF, GOOG, MSFT 13F-HR 10/27/2023, 12:00 PM
Q2 2023 174 $228M +$19.1M -$16.2M +$2.93M MSFT, SCHF, SPYG, GOOG, VTV 13F-HR 8/10/2023, 11:20 AM
Q1 2023 173 $214M +$23.3M -$16.1M +$7.2M SCHF, MSFT, GOOG, SPYG, SPSM 13F-HR 5/11/2023, 11:32 AM
Q4 2022 161 $196M +$17.3M -$22.2M -$4.82M SCHF, GOOG, MSFT, SPSM, SPYV 13F-HR 2/9/2023, 03:06 PM
Q3 2022 161 $186M +$21.8M -$14.4M +$7.39M SCHF, GOOG, MSFT, SPSM, AAPL 13F-HR 11/10/2022, 02:52 PM
Q2 2022 163 $201M +$9M -$27.6M -$18.6M GOOG, MSFT, SCHF, SPSM, SPYV 13F-HR 8/10/2022, 10:22 AM
Q1 2022 189 $256M +$30.3M -$21.5M +$8.78M GOOG, MSFT, AAPL, SPSM, SCHF 13F-HR 5/11/2022, 11:09 AM
Q4 2021 181 $254M +$8.87M -$19.4M -$10.5M GOOG, MSFT, AAPL, GLD, SPSM 13F-HR 2/10/2022, 12:55 PM
Q3 2021 194 $247M +$10.9M -$16.7M -$5.72M GOOG, MSFT, AAPL, GLD, SPSM 13F-HR 11/12/2021, 10:15 AM
Q2 2021 191 $252M +$21.6M -$14.6M +$7.02M GOOG, MSFT, AAPL, GLD, SPSM 13F-HR 8/12/2021, 01:15 PM
Q1 2021 189 $231M +$17.3M -$60.1M -$42.8M MSFT, AAPL, GOOG, GLD, FI 13F-HR 5/12/2021, 12:49 PM
Q4 2020 183 $257M +$22.3M -$12M +$10.3M SPYG, AAPL, GLD, MSFT, GOOG 13F-HR 2/11/2021, 01:14 PM
Q3 2020 173 $222M +$23.7M -$7.84M +$15.8M SPYG, GLD, MSFT, AAPL, GOOG 13F-HR 11/12/2020, 10:57 AM
Q2 2020 170 $202M +$82.6M -$4.23M +$78.4M SPYG, MSFT, AAPL, GLD, GOOG 13F-HR 8/13/2020, 12:01 PM
Q1 2020 117 $108M +$6.64M -$80.6M -$74M SPYG, SH, SPYV, AAPL, GLD 13F-HR 5/13/2020, 12:11 PM
Q4 2019 181 $219M +$12M -$17.1M -$5.09M SPYG, AAPL, MSFT, GOOG, IAGG 13F-HR 2/13/2020, 11:23 AM
Q3 2019 181 $210M +$5.96M -$15.9M -$9.9M SPYG, MSFT, IAGG, AAPL, VZ 13F-HR 11/12/2019, 10:42 AM
Q2 2019 177 $221M +$14.6M -$5.77M +$8.79M SPYG, MSFT, C, IAGG, ATI 13F-HR 8/13/2019, 11:22 AM
Q1 2019 174 $211M +$10.7M -$14.1M -$3.39M SPYG, IAGG, MSFT, VZ, OI 13F-HR 5/14/2019, 11:20 AM
Q4 2018 171 $195M +$7.78M -$24.7M -$16.9M SPYG, VZ, IAGG, OI, ABBV 13F-HR 2/13/2019, 11:56 AM
Q3 2018 181 $248M +$24M -$6.34M +$17.6M MTG, ATI, VZ, OI, CVS 13F-HR 11/7/2018, 01:38 PM
Q2 2018 175 $220M +$11.2M -$10.6M +$563K MTG, SPYG, C, VZ, ATI 13F-HR 8/10/2018, 11:53 AM
Q1 2018 177 $220M +$9.4M -$12.5M -$3.07M MTG, OI, KSS, C, MOD 13F-HR 5/14/2018, 11:02 AM
Q4 2017 188 $232M +$21.6M -$32M -$10.4M MTG, KSS, OI, C, ATI 13F-HR 2/8/2018, 01:15 PM
Q3 2017 184 $237M +$15.1M -$7.15M +$7.97M MTG, OI, ATI, VEA, C 13F-HR 11/13/2017, 11:45 AM
Q2 2017 179 $219M +$6.97M -$5.57M +$1.41M OI, MTG, GE, C, MOD 13F-HR 8/10/2017, 01:11 PM
Q1 2017 184 $215M +$57.7M -$4.11M +$53.6M GE, MTG, OI, C, ATI 13F-HR 5/11/2017, 10:55 AM
Q4 2016 151 $155M +$5.69M -$52M -$46.3M MTG, C, KSS, ATI, OI 13F-HR 2/9/2017, 11:50 AM
Q3 2016 183 $196M +$9.62M -$13.5M -$3.88M GE, KSS, ATI, MTG, OI 13F-HR 11/10/2016, 11:39 AM
Q2 2016 186 $192M +$12.2M -$9.42M +$2.77M GE, JCI, KSS, VZ, OI 13F-HR 8/12/2016, 12:56 PM
Q1 2016 184 $188M +$15.7M -$10.4M +$5.34M GE, JCI, ATI, KSS, VZ 13F-HR 5/12/2016, 12:18 PM
Q4 2015 187 $179M +$14.9M -$11.9M +$3M GE, KSS, JCI, C, WBA 13F-HR 2/11/2016, 01:07 PM
Q3 2015 184 $169M +$39.6M -$6.57M +$33M GE, WBA, JCI, C, AAPL 13F-HR 11/10/2015, 10:26 AM
Q2 2015 179 $147M +$9.6M -$6.46M +$3.15M WBA, GE, AAPL, JNJ, MGK 13F-HR 8/13/2015, 01:09 PM
Q1 2015 170 $145M +$8.13M -$2.64M +$5.49M GE, WBA, AAPL, JNJ, MGK 13F-HR 5/14/2015, 12:34 PM
Q4 2014 165 $139M +$7.55M -$7.86M -$319K GE, WBA, JNJ, AAPL, RPM 13F-HR 2/5/2015, 05:38 PM
Q3 2014 162 $136M +$3.73M -$4.02M -$284K GE, JNJ, AAPL, RPM, WAG 13F-HR 11/6/2014, 12:45 PM
Q2 2014 164 $138M +$9.52M -$3.48M +$6.04M GE, WAG, JNJ, RPM, AAPL 13F-HR 8/8/2014, 12:55 PM
Q1 2014 161 $130M +$5.5M -$2.67M +$2.83M GE, WAG, JNJ, RPM, AAPL 13F-HR 4/25/2014, 05:12 PM
Q4 2013 157 $125M $0 $0 GE, JNJ, WAG, RPM, AAPL 13F-HR 2/6/2014, 11:23 AM