OARSMAN CAPITAL, INC. - Portfolio overview

OARSMAN CAPITAL, INC. has 270 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES CORE U.S. AGGREGATE BOND ETF, 10.89%
2. SCHF - SCHWAB INTERNATIONAL EQUITY ETF, 8.32%
3. VTV - VANGUARD VALUE ETF, 7.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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