• 13F History

OARSMAN CAPITAL, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$573M
Signature - Title
Derek Joseph 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 900 stock holdings with total value $573M as of Q4 2024. Top holdings included SPYG, VTV, SCHF, IUSB, and GVI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 900 $573M +$62.5M -$14.5M +$48M SPYG, VTV, SCHF, IUSB, GVI 13F-HR 2/12/2025, 08:20 PM
Q3 2024 904 $541M +$88.4M -$20.6M +$67.7M SPYG, VTV, SCHF, GVI, IUSB 13F-HR 11/8/2024, 02:10 PM
Q2 2024 230 $454M +$57.7M -$21M +$36.7M SPYG, VTV, GVI, SCHF, IUSB 13F-HR 8/12/2024, 03:57 PM
Q1 2024 233 $418M +$56.8M -$40.2M +$16.7M 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 -$4.17M +$19.8M SPYG, VTV, SCHF, GOOG, MSFT 13F-HR 10/27/2023, 12:00 PM
Q2 2023 174 $228M +$19.1M -$14M +$5.08M MSFT, SCHF, SPYG, GOOG, VTV 13F-HR 8/10/2023, 11:20 AM
Q1 2023 173 $214M +$23.3M -$12.4M +$10.8M SCHF, MSFT, GOOG, SPYG, SPSM 13F-HR 5/11/2023, 11:32 AM
Q4 2022 161 $196M +$17.3M -$18.6M -$1.26M SCHF, GOOG, MSFT, SPSM, SPYV 13F-HR 2/9/2023, 02:06 PM
Q3 2022 162 $187M +$22.1M -$8.75M +$13.4M SCHF, GOOG, MSFT, SPSM, AAPL 13F-HR 11/10/2022, 01:52 PM
Q2 2022 163 $201M +$9M -$18.3M -$9.31M GOOG, MSFT, SCHF, SPSM, SPYV 13F-HR 8/10/2022, 10:22 AM
Q1 2022 189 $255M +$30.2M -$16.7M +$13.4M GOOG, MSFT, AAPL, SPSM, SCHF 13F-HR 5/11/2022, 11:09 AM
Q4 2021 181 $252M +$8.87M -$14.2M -$5.36M GOOG, MSFT, AAPL, GLD, SPSM 13F-HR 2/10/2022, 11:55 AM
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 -$10.6M +$11.8M SPYG, AAPL, GLD, MSFT, GOOG 13F-HR 2/11/2021, 12:14 PM
Q3 2020 173 $222M +$23.7M -$6.3M +$17.4M SPYG, GLD, MSFT, AAPL, GOOG 13F-HR 11/12/2020, 09:57 AM
Q2 2020 170 $202M +$82.6M -$2.91M +$79.7M SPYG, MSFT, AAPL, GLD, GOOG 13F-HR 8/13/2020, 12:01 PM
Q1 2020 117 $108M +$6.64M -$49.6M -$43M SPYG, SH, SPYV, AAPL, GLD 13F-HR 5/13/2020, 12:11 PM
Q4 2019 181 $219M +$12M -$14.9M -$2.91M SPYG, AAPL, MSFT, GOOG, IAGG 13F-HR 2/13/2020, 10:23 AM
Q3 2019 181 $210M +$5.96M -$15.1M -$9.15M SPYG, MSFT, IAGG, AAPL, VZ 13F-HR 11/12/2019, 09:42 AM
Q2 2019 176 $221M +$14.6M -$3.26M +$11.3M SPYG, MSFT, C, IAGG, ATI 13F-HR 8/13/2019, 11:22 AM
Q1 2019 174 $210M +$10.7M -$13.1M -$2.36M SPYG, IAGG, MSFT, VZ, OIXXXX 13F-HR 5/14/2019, 11:20 AM
Q4 2018 171 $195M +$7.78M -$19.1M -$11.3M SPYG, VZ, IAGG, OIXXXX, ABBV 13F-HR 2/13/2019, 10:56 AM
Q3 2018 181 $248M +$24M -$5.5M +$18.5M MTG, ATI, VZ, OIXXXX, CVS 13F-HR 11/7/2018, 12:38 PM
Q2 2018 175 $220M +$11.2M -$6.97M +$4.22M MTG, SPYG, C, VZ, ATI 13F-HR 8/10/2018, 11:53 AM
Q1 2018 177 $218M +$9.28M -$8.68M +$603K MTG, OIXXXX, KSS, C, MOD 13F-HR 5/14/2018, 11:02 AM
Q4 2017 188 $232M +$21.6M -$28.6M -$6.96M MTG, KSS, OIXXXX, C, ATI 13F-HR 2/8/2018, 12:15 PM
Q3 2017 184 $237M +$15.1M -$3.63M +$11.5M MTG, OIXXXX, ATI, VEA, C 13F-HR 11/13/2017, 10:45 AM
Q2 2017 179 $219M +$6.97M -$4.1M +$2.87M OIXXXX, MTG, GEXXXX, C, MOD 13F-HR 8/10/2017, 01:11 PM
Q1 2017 184 $215M +$57.7M -$3.58M +$54.1M GEXXXX, MTG, OIXXXX, C, ATI 13F-HR 5/11/2017, 10:55 AM
Q4 2016 150 $155M +$5.69M -$41.4M -$35.7M MTG, C, KSS, ATI, OIXXXX 13F-HR 2/9/2017, 10:50 AM
Q3 2016 183 $196M +$9.62M -$5.92M +$3.7M GEXXXX, KSS, ATI, MTG, OIXXXX 13F-HR 11/10/2016, 10:39 AM
Q2 2016 186 $192M +$12.2M -$6.16M +$6.03M GEXXXX, JCI, KSS, VZ, OIXXXX 13F-HR 8/12/2016, 12:56 PM
Q1 2016 183 $188M +$15.7M -$6.34M +$9.38M GEXXXX, JCI, ATI, KSS, VZ 13F-HR 5/12/2016, 12:18 PM
Q4 2015 187 $179M +$14.9M -$7.46M +$7.42M GEXXXX, KSS, JCI, C, WBA 13F-HR 2/11/2016, 12:07 PM
Q3 2015 184 $169M +$39.6M -$3.51M +$36.1M GEXXXX, WBA, JCI, C, AAPL 13F-HR 11/10/2015, 09:26 AM
Q2 2015 179 $147M +$9.6M -$3.33M +$6.28M WBA, GEXXXX, AAPL, JNJ, MGK 13F-HR 8/13/2015, 01:09 PM
Q1 2015 170 $145M +$8.13M -$560K +$7.57M GEXXXX, WBA, AAPL, JNJ, MGK 13F-HR 5/14/2015, 12:34 PM
Q4 2014 165 $138M +$7.44M -$3.88M +$3.56M GEXXXX, WBA, JNJ, AAPL, RPM 13F-HR 2/5/2015, 04:38 PM
Q3 2014 162 $136M +$3.73M -$2.72M +$1.02M GEXXXX, JNJ, AAPL, RPM, WAG 13F-HR 11/6/2014, 11:45 AM
Q2 2014 163 $138M +$9.52M -$2M +$7.52M GEXXXX, WAG, JNJ, RPM, AAPL 13F-HR 8/8/2014, 12:55 PM
Q1 2014 160 $130M +$5.5M -$2.49M +$3.01M GEXXXX, WAG, JNJ, RPM, AAPL 13F-HR 4/25/2014, 05:12 PM
Q4 2013 157 $125M GEXXXX, JNJ, WAG, RPM, AAPL 13F-HR 2/6/2014, 10:23 AM