OARSMAN CAPITAL, INC.
•CIK: 1569667•Filing: Q4 2025
**OARSMAN CAPITAL, INC.** manages $746M across a diversified portfolio of 239 holdings. The strategy exhibits a significant allocation to fixed income and broad market exposure, evidenced by the top holdings including AGG ($75.7M) and SCHF ($62.2M). Further concentration is noted in sector and factor plays, with SPYG ($57.5M) and VTV ($52.8M) representing core equity components. This structure suggests a tactical approach balancing fixed income stability with targeted equity factor exposure.
Total AUM
$745.2M
+ $1.1M in options
QoQ Performance
+4.5%
Positions
237
+ 2 options
Top 10 Concentration
54.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG
SCHF
SPYG
VTV
RSP
AGG10.1%
SCHF8.3%
SPYG7.7%
VTV7.1%
RSP5.8%
SPMD3.7%
GVI3.4%
SPSM3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.5%
Technology10.4%
Financial3.1%
ETF3.0%
Healthcare2.7%
Consumer2.4%
Industrial1.4%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
+47 more exited positions
Changes from Q3 2025
NEW5 new positions
↑109 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023