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 IAUM
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,003,756 | 42,907 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,933,518 | 44,976 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,838,182 | 47,745 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,591,437 | 48,240 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,510,186 | 48,450 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,303,789 | 49,820 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,324,496 | 50,457 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,031,763 | 87,576 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,934,997 | 87,280 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,477,164 | 71,707 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $1,152,885 | 62,487 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,248,809 | 65,110 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,200,597 | 60,975 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,060,441 | 58,234 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,565,473 | 214,917 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,832,621 | 267,587 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,936,954 | 255,008 | Shares | Sole | 2022-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||