$237 Million is the total value of OARSMAN CAPITAL, INC.'s 188 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DD | Exit | Du Pont E.I. De Nemour & Co. | $0 | – | -5,775 | -100.0% | -0.21% | – |
DOW | Exit | Dow Chemical Corp. | $0 | – | -10,042 | -100.0% | -0.29% | – |
CCL | Exit | Carnival Corporation | $0 | – | -16,870 | -100.0% | -0.51% | – |
GM | Exit | General Motors Corp. | $0 | – | -37,480 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-13
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 | 2024-02-16 |
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 |
13F-HR | 2021-11-12 |
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.