$145 Million is the total value of OARSMAN CAPITAL, INC.'s 175 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | New | Medtronic plc | $2,001,000 | – | 25,655 | +100.0% | 1.38% | – |
| RPG | New | Rydex S&P 500 Pure Growth ETFetf | $227,000 | – | 2,736 | +100.0% | 0.16% | – |
| RWX | New | DJ Wilshire Int'l Real Estatereal | $225,000 | – | 5,198 | +100.0% | 0.16% | – |
| SCHF | New | Schwab International Equity ETintl | $221,000 | – | 7,318 | +100.0% | 0.15% | – |
| NEM | New | Newmont Mining Corp | $212,000 | – | 9,744 | +100.0% | 0.15% | – |
| SCHA | New | Schwab U.S. Small-Cap ETFsmlc | $208,000 | – | 3,615 | +100.0% | 0.14% | – |
| LMT | New | Lockheed Martin Corp. | $203,000 | – | 999 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 42 | Q3 2023 | 4.7% |
| APPLE INC COM | 42 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.5% |
| FISERV INC COM | 42 | Q3 2023 | 2.7% |
| ABBVIE INC COM | 42 | Q3 2023 | 2.2% |
| MGIC INVT CORP WIS COM | 42 | Q3 2023 | 3.0% |
| VERIZON COMMUNICATIONS INC COM | 42 | Q3 2023 | 2.5% |
| JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 1.9% |
| PEPSICO INC COM | 42 | Q3 2023 | 1.8% |
| RPM INTL INC COM | 42 | Q3 2023 | 2.0% |
View OARSMAN CAPITAL, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-16 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
View OARSMAN CAPITAL, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.