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 MUA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,173,826 | 110,634 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,080,489 | 100,886 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $993,172 | 89,475 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $716,289 | 68,874 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $414,355 | 38,260 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $345,220 | 31,270 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $355,222 | 28,647 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $285,394 | 24,603 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $232,148 | 20,952 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $106,694 | 10,075 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $201,870 | 22,430 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $296,543 | 29,130 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $363,600 | 34,530 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $372,532 | 34,430 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $610,346 | 59,430 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $807,899 | 66,330 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,111,232 | 86,815 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,058,997 | 71,265 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,156,946 | 76,165 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,252,107 | 74,265 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,140,942 | 74,865 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,165,371 | 79,385 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,090,273 | 79,235 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,076,324 | 77,545 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $426,493 | 31,995 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||