13F filer

Oarsman Capital

As of Jun 30, 2026 Filed Aug 7, 2026 CIK 1569667 SEC filings ↗

13F Value

$944.8M

Positions

244

Top Position

AGG9.1%

Top 5

38.5%

Latest filing changes

vs Mar 31, 2026

1 SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF +16.2%+$10.5M

2 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +67.1%+$10.3M

3 APG Api Group >999%+$9.7M

4 SCHC Schwab International Small-Cap Equity ETF +390.0%+$7.2M

5 VTV Vanguard Morningstar Value Index Fund — ETF Shares +10.0%+$6.8M

Holdings244

#
1	AGG iShares Core U.S. Aggregate Bond ETF	9.1%	$86.3M	-4.8%	871.5K	11.3%	ETF
2	SCHF Schwab International Equity ETF	8.9%	$84.1M	+8.2%	3.04M	8.6%	ETF
3	VTV Vanguard Morningstar Value Index Fund — ETF Shares	8.0%	$75.3M	+10.0%	345.7K	7.7%	ETF
4	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	7.9%	$75.1M	+16.2%	631.0K	6.6%	ETF
5	SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	4.6%	$43.4M	+8.8%	642.1K	4.3%	ETF
6	RSP Invesco S&P 500 Equal Weight ETF	4.0%	$38.2M	+7.0%	179.5K	4.0%	ETF
7	SPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF	3.6%	$33.7M	+6.2%	583.5K	3.3%	ETF
8	GVI iShares Intermediate Government/Credit Bond ETF	3.0%	$28.4M	-6.7%	267.5K	3.8%	ETF
9	GOOG Alphabet Class C	2.7%	$25.7M	+10.3%	72.7K	2.3%	Common Stock
10	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.7%	$25.6M	+67.1%	291.7K	1.7%	ETF
11	EMXC iShares MSCI Emerging Markets ex China ETF	1.8%	$17.0M	+2.3%	166.3K	1.6%	ETF
12	IVV iShares Core S&P 500 ETF	1.7%	$16.2M	-9.0%	21.7K	1.9%	ETF
13	AAPL Apple	1.6%	$15.1M	+3.8%	52.3K	1.6%	Common Stock
14	CSSD Cohen & Steers Short Duration Preferred and Income Active ETF	1.6%	$14.8M	+2.9%	588.6K	1.8%	ETF
15	NVDA NVIDIA	1.5%	$13.7M	-2.9%	68.6K	1.5%	Common Stock
16	XC Wisdomtree Tr — True Emerging Mk	1.3%	$12.1M	+7.8%	382.5K	1.4%	Equity
17	MSFT Microsoft	1.3%	$11.9M	+3.8%	31.9K	1.4%	Common Stock
18	APG Api Group	1.1%	$10.4M	>999%	246.5K	0.1%	Common Stock
19	AVGO Broadcom	1.0%	$9.7M	+1.0%	25.5K	1.0%	Common Stock
20	SCHC Schwab International Small-Cap Equity ETF	1.0%	$9.1M	+390.0%	189.2K	0.2%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing18

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.