OARSMAN CAPITAL, INC.

All 13F Filings

Location
Milwaukee, WI
Most recent 13F
Q2 2026
Holdings value ($000)
944,845
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/7/2026 244 944,845 13F-HR OARSMAN CAPITAL, INC.
Q1 2026 4/27/2026 239 805,532 13F-HR OARSMAN CAPITAL, INC.
Q4 2025 2/13/2026 241 770,673 13F-HR OARSMAN CAPITAL, INC.
Q3 2025 11/21/2025 249 713,328 13F-HR OARSMAN CAPITAL, INC.
Q2 2025 8/1/2025 250 637,749 13F-HR OARSMAN CAPITAL, INC.
Q2 2014 8/8/2014 170 137,839 13F-HR OARSMAN CAPITAL, INC.
Q1 2014 4/25/2014 167 129,548 13F-HR OARSMAN CAPITAL, INC.
Q4 2013 2/6/2014 163 124,555 13F-HR OARSMAN CAPITAL, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 294.7 K 31.2% 44.49 K 0 44.49 K
ETFs 650.1 K 68.8% 95.02 K 0 95.02 K
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
944,845
Holdings
244
QoQ value change ($000)
139,313 (17.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.