$232 Million is the total value of OARSMAN CAPITAL, INC.'s 192 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Exit | S&P 500 Index (iShares)etf | $0 | – | -799 | -100.0% | -0.08% | – |
| NVDA | Exit | NVidia Corp | $0 | – | -1,138 | -100.0% | -0.09% | – |
| MRK | Exit | Merck & Co. Inc. | $0 | – | -3,412 | -100.0% | -0.09% | – |
| IGSB | Exit | iShares Barclays 1-3 Yr Creditfixd | $0 | – | -2,186 | -100.0% | -0.10% | – |
| DWX | Exit | SPDR S&P International Dividenintl | $0 | – | -5,994 | -100.0% | -0.10% | – |
| VVC | Exit | Vectren Corp. | $0 | – | -4,624 | -100.0% | -0.13% | – |
| CEF | Exit | Central Fund of Canada Limitedcmdt | $0 | – | -37,720 | -100.0% | -0.20% | – |
| DJP | Exit | iPath Dow Jones-AIG Commoditycmdt | $0 | – | -20,684 | -100.0% | -0.20% | – |
| IEI | Exit | iShares 3-7 Year Treasury Bondfixd | $0 | – | -8,428 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-08
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.