StockDriftsStockDriftsTop 50 Oarsman Capital INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 9.13% | 871.5K | $86.3M | -4.81%(-44.01K) | $99.59(-2.20%) | 2026-06-30 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 8.91% | 3.04M | $84.1M | +8.23%(+230.94K) | $20.79(+37.86%) | 2026-06-30 | |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | 7.97% | 345.7K | $75.3M | +10.00%(+31.43K) | $164.77(+38.08%) | 2026-06-30 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 7.95% | 631.0K | $75.1M | +16.21%(+88.02K) | $73.64(+66.85%) | 2026-06-30 | |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 4.59% | 642.1K | $43.4M | +8.76%(+51.73K) | $55.14(+24.76%) | 2026-06-30 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 4.04% | 179.5K | $38.2M | +6.95%(+11.67K) | $176.99(+25.30%) | 2026-06-30 | |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 3.56% | 583.5K | $33.7M | +6.17%(+33.92K) | $41.32(+41.09%) | 2026-06-30 | |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 3% | 267.5K | $28.4M | -6.71%(-19.23K) | $104.47(+0.91%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.72% | 72.7K | $25.7M | +10.34%(+6.81K) | $98.16(+249.06%) | 2026-06-30 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 2.71% | 291.7K | $25.6M | +67.11%(+117.13K) | $70.02(+30.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.53% | +50.24% | +10.26% | +62.95% |
| Top 20 Holdings Unweighted | +14.45% | +49.91% | +10.41% | +64.05% |
Oarsman Capital INC reports $944.84M in US-listed equity holdings across 244 positions in its most recent 13F filing. Its largest disclosed positions are AGG (9.1%), SCHF (8.9%) and VTV (8.0%). The top 20 holdings account for 68.34% of reported assets. Its disclosed equity book has returned +50.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oarsman Capital INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1569667). View Oarsman Capital INC’s 13F filings on SEC