1y return+17.7%S&P 500 +20.9%
3y return+50.4%S&P 500 +68.5%
5y return+49.8%S&P 500 +74.5%
10y return+127.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $227 against $357 in the S&P 500.2
Oarsman Capital, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AGGIshares Core U.s. Aggregate Bond Etf | $86.3M | 9.1% | −4.8% |
| SCHFSchwab International Equity Etf | $84.1M | 8.9% | +8.2% |
| VTVVanguard Morningstar Value Etf | $75.3M | 8.0% | +10.0% |
| SPYGState Street Spdr Portfolio S&p 500 Growth Etf | $75.1M | 7.9% | +16.2% |
| SPMDState Street Spdr Portfolio S&p 400 Mid Cap Etf | $43.4M | 4.6% | +8.8% |
| RSPInvesco S&p 500 Equal Weight Etf | $38.2M | 4.0% | +7.0% |
| SPSMState Street Spdr Portfolio S&p 600 Small Cap Etf | $33.7M | 3.6% | +6.2% |
| GVIIshares Intermediate Government/credit Bond Etf | $28.4M | 3.0% | −6.7% |
| GOOGAlphabet Inc Cap Stk Cl C | $25.7M | 2.7% | +10.3% |
| SPYMState Street Spdr Portfolio S&p 500 Etf | $25.6M | 2.7% | +67.1% |
| EMXCIshares Msci Emerging Markets Ex China Etf | $17.0M | 1.8% | +2.3% |
| IVVIshares Core S&p 500 Etf | $16.2M | 1.7% | −9.0% |
| AAPLApple Inc Com | $15.1M | 1.6% | +3.8% |
| CSSDCohen & Steers Short Duration Preferred And Income Active Etf | $14.8M | 1.6% | +2.9% |
| NVDANvidia Corporation Com | $13.7M | 1.5% | −2.9% |
| XCWisdomtree True Emerging Markets Fund | $12.1M | 1.3% | +7.8% |
| MSFTMicrosoft Corp Com | $11.9M | 1.3% | +3.8% |
| APGApi Group Corp Com Stk | $10.4M | 1.1% | +1267.9% |
| AVGOBroadcom Inc Com | $9.7M | 1.0% | +1.0% |
| SCHCSchwab International Small-cap Equity Etf | $9.1M | 1.0% | +390.0% |
| CATCaterpillar Inc Com | $8.2M | 0.9% | |
| AAAUGoldman Sachs Physical Gold Etf | $8.1M | 0.9% | +6.8% |
| GOOGLAlphabet Inc Cap Stk Cl A | $7.6M | 0.8% | |
| AMZNAmazon Com Inc Com | $7.5M | 0.8% | +3.2% |
| JPSTJpmorgan Ultra-short Income Etf | $7.4M | 0.8% | −7.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $13.7M |
| AVGOBroadcom Inc Com | December 31, 2020 | +762.7% | $9.7M |
| CATCaterpillar Inc Com | June 30, 2020 | +741.8% | $8.2M |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2020 | +404.0% | $7.6M |
| GSGoldman Sachs Group Inc Com | September 30, 2020 | +403.3% | $5.8M |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $25.7M |
| APHAmphenol Corp Cl A | March 31, 2023 | +331.5% | $5.6M |
| AAPLApple Inc Com | June 30, 2020 | +217.3% | $15.1M |
| Johnson Ctls Intl PLC ShsCUSIP G51502105 | December 31, 2020 | +213.6% | $4.5M |
| WMTWalmart Inc Com | June 30, 2020 | +183.7% | $5.0M |
Sold off last quarter
- LDOSLeidos Holdings Inc Com was $2.5M
- CTRACoterra Energy Inc Com was $934K
- Exxon Mobil Corp ComCUSIP 30231G102 was $832K
- NOWServicenow Inc Com was $364K
- CPRTCopart Inc Com was $284K
- VZVerizon Communications was $242K
- Honeywell Intl Inc ComCUSIP 438516106 was $233K
- APAApa Corporation Com was $232K
- GPCGenuine Parts Co Com was $217K
- SHELShell PLC Spon Ads was $211K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +5.7% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −2.1% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Oarsman Capital, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1569667&type=13F-HR&dateb=&owner=include&count=40CIK 1569667
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1569667/000156966726000003/Filed August 7, 2026 · accession 0001569667-26-000003