13F Filings History of OARSMAN CAPITAL, INC.

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$769,614,909
Signature - Title
Derek Joseph Pawlak - Portfolio Manager
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 239 stock holdings with total value $769,614,909 as of Q4 2025. Top holdings included AGG, SCHF, SPYG, VTV, and RSP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 239 $769,614,909 +$62,764,126 -$20,559,639 +$42,204,487 AGG, SCHF, SPYG, VTV, RSP 13F-HR 13 Feb 2026, 15:47
Q3 2025 247 $712,906,537 +$112,252,343 -$76,125,822 +$36,126,521 AGG, SPYG, SCHF, VTV, RSP 13F-HR 20 Nov 2025, 20:33
Q2 2025 249 $637,685,027 +$57,488,648 -$14,981,234 +$42,507,414 SPYG, VTV, IUSB, SCHF, GVI 13F-HR 01 Aug 2025, 17:13
Q1 2025 233 $556,593,323 +$51,174,675 -$56,530,677 -$5,356,002 VTV, SPYG, SCHF, GVI, IUSB 13F-HR 14 May 2025, 15:25
Q4 2024 900 $573,212,793 +$62,477,248 -$14,468,553 +$48,008,695 SPYG, VTV, SCHF, IUSB, GVI 13F-HR 12 Feb 2025, 20:20
Q3 2024 904 $540,544,869 +$88,357,618 -$20,609,828 +$67,747,790 SPYG, VTV, SCHF, GVI, IUSB 13F-HR 08 Nov 2024, 14:10
Q2 2024 230 $454,013,511 +$57,709,529 -$21,105,910 +$36,603,619 SPYG, VTV, GVI, SCHF, IUSB 13F-HR 12 Aug 2024, 15:57
Q1 2024 234 $418,582,154 +$56,846,995 -$40,197,439 +$16,649,556 SPYG, VTV, GVI, JPST, SCHF 13F-HR 15 May 2024, 16:11
Q4 2023 233 $376,807,230 +$120,289,591 -$5,034,854 +$115,254,737 SPYG, VTV, JPST, SCHF, MSFT 13F-HR 16 Feb 2024, 08:45
Q3 2023 178 $239,309,264 +$23,943,452 -$6,063,426 +$17,880,026 SPYG, VTV, SCHF, GOOG, MSFT 13F-HR 27 Oct 2023, 12:00
Q2 2023 174 $228,422,060 +$19,094,902 -$16,160,828 +$2,934,074 MSFT, SCHF, SPYG, GOOG, VTV 13F-HR 10 Aug 2023, 11:20
Q1 2023 173 $213,929,032 +$23,269,108 -$16,066,750 +$7,202,358 SCHF, MSFT, GOOG, SPYG, SPSM 13F-HR 11 May 2023, 11:32
Q4 2022 161 $195,892,557 +$17,331,597 -$22,156,416 -$4,824,819 SCHF, GOOG, MSFT, SPSM, SPYV 13F-HR 09 Feb 2023, 15:06
Q3 2022 161 $186,274,000 +$21,783,556 -$14,394,957 +$7,388,599 SCHF, GOOG, MSFT, SPSM, AAPL 13F-HR 10 Nov 2022, 14:52
Q2 2022 163 $201,380,000 +$8,995,946 -$27,594,264 -$18,598,318 GOOG, MSFT, SCHF, SPSM, SPYV 13F-HR 10 Aug 2022, 10:22
Q1 2022 189 $256,049,000 +$30,270,004 -$21,489,880 +$8,780,124 GOOG, MSFT, AAPL, SPSM, SCHF 13F-HR 11 May 2022, 11:09
Q4 2021 181 $253,649,000 +$8,874,907 -$19,400,180 -$10,525,273 GOOG, MSFT, AAPL, GLD, SPSM 13F-HR 10 Feb 2022, 12:55
Q3 2021 194 $247,046,000 +$10,947,094 -$16,668,959 -$5,721,865 GOOG, MSFT, AAPL, GLD, SPSM 13F-HR 12 Nov 2021, 10:15
Q2 2021 191 $251,694,000 +$21,616,954 -$14,599,328 +$7,017,626 GOOG, MSFT, AAPL, GLD, SPSM 13F-HR 12 Aug 2021, 13:15
Q1 2021 189 $231,115,000 +$17,318,736 -$60,146,939 -$42,828,203 MSFT, AAPL, GOOG, GLD, FI 13F-HR 12 May 2021, 12:49
Q4 2020 183 $257,383,000 +$22,335,329 -$12,033,459 +$10,301,870 SPYG, AAPL, GLD, MSFT, GOOG 13F-HR 11 Feb 2021, 13:14
Q3 2020 173 $221,935,000 +$23,676,401 -$7,843,267 +$15,833,134 SPYG, GLD, MSFT, AAPL, GOOG 13F-HR 12 Nov 2020, 10:57
Q2 2020 170 $202,365,000 +$82,639,877 -$4,228,113 +$78,411,764 SPYG, MSFT, AAPL, GLD, GOOG 13F-HR 13 Aug 2020, 12:01
Q1 2020 117 $108,288,000 +$6,638,284 -$80,646,850 -$74,008,566 SPYG, SH, SPYV, AAPL, GLD 13F-HR 13 May 2020, 12:11
Q4 2019 181 $218,762,000 +$11,979,757 -$17,070,722 -$5,090,965 SPYG, AAPL, MSFT, GOOG, IAGG 13F-HR 13 Feb 2020, 11:23
Q3 2019 181 $210,123,000 +$5,958,279 -$15,859,038 -$9,900,759 SPYG, MSFT, IAGG, AAPL, VZ 13F-HR 12 Nov 2019, 10:42
Q2 2019 177 $220,661,000 +$14,566,308 -$5,771,539 +$8,794,769 SPYG, MSFT, C, IAGG, ATI 13F-HR 13 Aug 2019, 11:22
Q1 2019 174 $210,517,000 +$10,716,746 -$14,102,421 -$3,385,675 SPYG, IAGG, MSFT, VZ, OI 13F-HR 14 May 2019, 11:20
Q4 2018 171 $194,937,000 +$7,784,361 -$24,714,309 -$16,929,948 SPYG, VZ, IAGG, OI, ABBV 13F-HR 13 Feb 2019, 11:56
Q3 2018 181 $248,302,000 +$23,978,550 -$6,336,454 +$17,642,096 MTG, ATI, VZ, OI, CVS 13F-HR 07 Nov 2018, 13:38
Q2 2018 175 $220,096,000 +$11,194,602 -$10,632,057 +$562,545 MTG, SPYG, C, VZ, ATI 13F-HR 10 Aug 2018, 11:53
Q1 2018 177 $219,694,000 +$9,395,261 -$12,462,564 -$3,067,303 MTG, OI, KSS, C, MOD 13F-HR 14 May 2018, 11:02
Q4 2017 188 $232,312,000 +$21,589,620 -$31,950,294 -$10,360,674 MTG, KSS, OI, C, ATI 13F-HR 08 Feb 2018, 13:15
Q3 2017 184 $236,574,000 +$15,116,152 -$7,145,593 +$7,970,559 MTG, OI, ATI, VEA, C 13F-HR 13 Nov 2017, 11:45
Q2 2017 179 $218,718,000 +$6,973,182 -$5,567,852 +$1,405,330 OI, MTG, GE, C, MOD 13F-HR 10 Aug 2017, 13:11
Q1 2017 184 $214,850,000 +$57,694,098 -$4,109,118 +$53,584,980 GE, MTG, OI, C, ATI 13F-HR 11 May 2017, 10:55
Q4 2016 151 $155,297,000 +$5,691,788 -$52,038,670 -$46,346,882 MTG, C, KSS, ATI, OI 13F-HR 09 Feb 2017, 11:50
Q3 2016 183 $196,090,000 +$9,618,056 -$13,496,653 -$3,878,597 GE, KSS, ATI, MTG, OI 13F-HR 10 Nov 2016, 11:39
Q2 2016 186 $192,402,000 +$12,187,568 -$9,416,090 +$2,771,478 GE, JCI, KSS, VZ, OI 13F-HR 12 Aug 2016, 12:56
Q1 2016 184 $188,025,000 +$15,718,890 -$10,381,121 +$5,337,769 GE, JCI, ATI, KSS, VZ 13F-HR 12 May 2016, 12:18
Q4 2015 187 $178,691,000 +$14,876,700 -$11,877,120 +$2,999,580 GE, KSS, JCI, C, WBA 13F-HR 11 Feb 2016, 13:07
Q3 2015 184 $169,215,000 +$39,594,202 -$6,572,767 +$33,021,435 GE, WBA, JCI, C, AAPL 13F-HR 10 Nov 2015, 10:26
Q2 2015 179 $146,634,000 +$9,601,427 -$6,455,597 +$3,145,830 WBA, GE, AAPL, JNJ, MGK 13F-HR 13 Aug 2015, 13:09
Q1 2015 170 $144,798,000 +$8,125,371 -$2,639,644 +$5,485,727 GE, WBA, AAPL, JNJ, MGK 13F-HR 14 May 2015, 12:34
Q4 2014 165 $138,746,000 +$7,545,495 -$7,864,165 -$318,670 GE, WBA, JNJ, AAPL, RPM 13F-HR 05 Feb 2015, 17:38
Q3 2014 162 $135,662,000 +$3,733,286 -$4,017,452 -$284,166 GE, JNJ, AAPL, RPM, WAG 13F-HR 06 Nov 2014, 12:45
Q2 2014 164 $137,839,000 +$9,519,941 -$3,482,671 +$6,037,270 GE, WAG, JNJ, RPM, AAPL 13F-HR 08 Aug 2014, 12:55
Q1 2014 161 $129,548,000 +$5,502,599 -$2,674,979 +$2,827,620 GE, WAG, JNJ, RPM, AAPL 13F-HR 25 Apr 2014, 17:12
Q4 2013 157 $124,555,000 $0 $0 $0 GE, JNJ, WAG, RPM, AAPL 13F-HR 06 Feb 2014, 11:23