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OARSMAN CAPITAL, INC. - Portfolio Stock Holdings

OARSMAN CAPITAL, INC. disclosed 256 stock positions in a recent SEC 13F filing. $944,538,039 of stock holdings were filed, with the largest holdings including AGG, SCHF, and VTV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,166,995,377 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

256

Est. Stock Holding Value:

$944,538,039

Top Stock Holdings By Sector

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Portfolio Stock Holdings - OARSMAN CAPITAL, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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