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CIK: 0001569667
Total reported value
$944.8M
$944.8M
901 檔
16.2%
In Q4 2024, Oarsman Capital, Inc.'s U.S. equity holdings reached a combined market value of $944.8M, distributed across 901 disclosed stock positions.
In Q4 2024, Oarsman Capital, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 901 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.51% | +1.35% | +11.41% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 6.03% | +0.32% | +28.14% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.12% | +0.28% | +148.60% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.60% | — | +16.13% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-Other | 4.35% | -0.80% | +4.61% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.05% | +0.04% | +26.40% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.34% | -0.21% | -1.59% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.75% | +0.36% | -14.64% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.35% | +0.26% | +12.51% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.15% | +1.98% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.87% | -0.21% | -7.14% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.77% | +0.01% | +0.53% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 1.69% | -0.07% | -1.38% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.63% | +0.21% | +17.99% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | +1.05% | +26.00% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.58% | +0.04% | -5.35% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | -0.08% | -0.30% | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.14% | +0.25% | +9.98% | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.14% | — | +13.95% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | -0.02% | -17.98% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.05% | -5.57% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.01% | +7.05% | |
| 23 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.76% | -0.24% | +6.02% | |
| 24 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.75% | -0.17% | +5.71% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.73% | -2.15% | -1.04% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.07% | -3.73% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.05% | +0.06% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.15% | -2.59% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.65% | — | +0.70% | |
| 30 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.57% | -0.12% | -9.46% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.01% | -7.71% | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.54% | — | +1.15% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.53% | -0.02% | +5.72% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.53% | +0.01% | +1.86% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.07% | +2.45% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.49% | -0.07% | +101.52% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.47% | -0.04% | +1.69% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.19% | +4.09% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.47% | — | -4.38% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | +0.03% | +20.12% | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.43% | +0.10% | +2.10% | |
| 42 | KR | Kroger Co | Stock-Consumer Staples | 0.43% | -0.12% | +5.65% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.06% | +0.22% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.42% | -0.08% | +8.39% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.10% | -5.48% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.05% | +15.85% | |
| 47 | TYL | Tyler Technologies Inc | Stock-Tech | 0.40% | -0.13% | +1.47% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.40% | +0.01% | -4.57% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.01% | +5.62% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.03% | -12.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.9% | +28.14% | Add |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | +11.41% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +26.40% | Add |
| 4 | JPRE | Jpmorgan Realty Income ETF | +0.3% | +10246.20% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.3% | +148.60% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +26.00% | Add |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +16.13% | Add |
| 8 | MLPX | Global X Mlp & Energy Infras | +0.2% | +244.52% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | -5.57% | Trim |
| 10 | LDOS | Leidos Holdings Inc | +0.2% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.1% | +7.05% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | -5.48% | Trim |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +12.51% | Add |
| 14 | FISV | Fiserv Inc | +0.1% | -1.38% | Trim |
| 15 | WFC | Wells Fargo & Co | +0.1% | +1.69% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | -0.30% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.06% | Add |
| 18 | RJF | Raymond James Financial Inc | +0.1% | +3.13% | Add |
| 19 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | NEW | New buy |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +1.86% | Add |
| 21 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | +0.1% | NEW | New buy |
| 22 | AAPL | Apple Inc | 0% | +0.53% | Add |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +9.98% | Add |
| 24 | PG | Procter & Gamble Co/the | 0% | +40.96% | Add |
| 25 | PH | Parker Hannifin CORP | 0% | +29.57% | Add |
| 26 | CMI | Cummins Inc | 0% | +12.77% | Add |
| 27 | AXON | Axon Enterprise Inc | 0% | -6.05% | Trim |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +17.99% | Add |
| 29 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | +13.95% | Add |
| 30 | WMT | Walmart Inc | 0% | -2.59% | Trim |
| 31 | KR | Kroger Co | 0% | +5.65% | Add |
| 32 | TMO | Thermo Fisher Scientific Inc | 0% | -32.93% | Trim |
| 33 | IWB | Ishares Russell 1000 ETF | -0.1% | -60.64% | Trim |
| 34 | XEL | Xcel Energy Inc | -0.1% | -37.67% | Trim |
| 35 | KSS | Kohls CORP | -0.1% | -99.97% | Trim |
| 36 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -5.45% | Trim |
| 37 | LLY | Eli Lilly & Co | -0.1% | -4.18% | Trim |
| 38 | VOO | Vanguard S&p 500 ETF | -0.1% | -12.53% | Trim |
| 39 | BND | Vanguard Total Bond Market | -0.1% | -54.07% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.1% | +0.22% | Add |
| 41 | VEA | Vanguard Ftse Developed ETF | -0.1% | -6.15% | Trim |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | -12.54% | Trim |
| 43 | ADBE | Adobe Inc | -0.1% | -1.45% | Trim |
| 44 | PDBC | Invesco Optimum Yield Divers | -0.1% | -9.46% | Trim |
| 45 | FCX | Freeport-mcmoran Inc | -0.1% | +2.87% | Add |
| 46 | ABBV | Abbvie Inc | -0.1% | -7.71% | Trim |
| 47 | GVI | Ishares Intermediate Governm | -0.2% | +4.61% | Add |
| 48 | GOOG | Alphabet Inc-cl C | -0.2% | -14.64% | Trim |
| 49 | JPST | Jpmorgan Ultra-short Income | -0.3% | -7.14% | Trim |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -17.98% | Trim |
According to official SEC Form 13F filings, Oarsman Capital, Inc. reported a total U.S. public equity portfolio value of $944.8M across 901 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, VTV, SCHF) accounted for 16.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
LDOS
市值: $973.6K
Top Position Liquidated / Trimmed
GOOG
前期市值: $16.2M
During Q4 2024, Oarsman Capital, Inc.'s top holdings by market value included SPYG (6.5%)、VTV (6.0%)、SCHF (5.1%). The largest single position, SPYG, represented 6.5% of total portfolio value.
In Q4 2024, Oarsman Capital, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 22 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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