OARSMAN CAPITAL, INC.
Top Portfolio Positions
157 positions ·
$248,763,143 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
50,397 | $12,790,254 | 5.14% | |
| NVDA |
Nvidia Corp
Technology
|
70,633 | $12,318,395 | 4.95% | |
| MSFT |
Microsoft Corp
Technology
|
30,696 | $11,362,738 | 4.57% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
191,704 | $8,854,807 | 3.56% | |
| AVGO |
Broadcom Inc.
Technology
|
25,289 | $7,827,198 | 3.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,292 | $6,308,914 | 2.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,204 | $6,097,422 | 2.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
44,131 | $5,484,600 | 2.20% | |
| CAT |
Caterpillar Inc
Industrials
|
7,726 | $5,473,561 | 2.20% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
5,700 | $4,822,143 | 1.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,854,807 | 191,704 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,258,486 | 194,089 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,927,509 | 181,729 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $5,961,224 | 182,412 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,310,927 | 171,986 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,336,363 | 167,169 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,104,332 | 157,677 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $238,153 | 10,350 | Shares | Sole | 2024-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||