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CIK: 0001569667
Total reported value
$944.8M
$944.8M
247 檔
27.3%
During the Q3 2025 filing period, Oarsman Capital, Inc. (CIK: 0001569667) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $944.8M across 247 reported positions.
In Q3 2025, Oarsman Capital, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.59% | -2.15% | +1531.05% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.39% | +1.35% | +6.10% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.03% | +0.28% | +14.95% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.79% | +0.32% | +2.62% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.32% | +0.04% | +8.02% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.51% | +0.25% | +114.39% | |
| 7 | GVI | Ishares Intermediate Governm | ETF-Other | 3.31% | -0.80% | -32.00% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.03% | +0.26% | +8.10% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.44% | +0.36% | +0.31% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.43% | -0.21% | -10.62% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.15% | +1.44% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.84% | +0.21% | +3.33% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | -0.08% | -0.89% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.69% | +1.05% | +5.67% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.64% | -0.21% | -9.35% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.58% | +0.01% | +5.53% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | +0.04% | -14.89% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | +0.05% | -4.07% | |
| 19 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.97% | -0.24% | -0.37% | |
| 20 | FISV | Fiserv Inc | Stock-Other | 0.89% | -0.07% | +7.41% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.01% | +9.63% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.07% | +24.59% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.05% | -1.23% | |
| 24 | APH | Amphenol Corp-cl A | Stock-Tech | 0.65% | +0.10% | +4.56% | |
| 25 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.62% | -0.17% | -4.85% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.15% | +1.25% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.07% | +0.58% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.01% | +2.87% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.58% | -0.11% | +27.11% | |
| 30 | C | Citigroup Inc | Stock-Financials | 0.58% | +0.03% | +0.07% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.58% | +0.01% | -4.27% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.01% | +2.39% | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.53% | -0.12% | -2.38% | |
| 34 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 0.53% | +0.05% | +21.56% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.19% | -0.13% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.06% | +4.82% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.48% | -0.04% | +1.55% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.47% | -0.07% | -5.10% | |
| 39 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.47% | -0.07% | +24.24% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.45% | -0.08% | +2.17% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.42% | -0.05% | +4.37% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.02% | +5.14% | |
| 43 | KR | Kroger Co | Stock-Consumer Staples | 0.41% | -0.12% | +4.65% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | -0.02% | -4.68% | |
| 45 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.39% | -0.31% | EXIT | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.01% | -0.24% | |
| 47 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.36% | +0.20% | — | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.35% | — | -0.43% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | -0.01% | -0.28% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.02% | -1.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +8.9% | +1531.05% | Add |
| 2 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +2.1% | +114.39% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1% | +6.10% | Add |
| 4 | SCHF | Schwab Intl Equity ETF | +1% | +14.95% | Add |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.8% | +8.02% | Add |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.5% | +8.10% | Add |
| 7 | NVDA | Nvidia CORP | +0.5% | -0.89% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | +0.31% | Trim |
| 9 | C | Citigroup Inc | +0.3% | +0.07% | Add |
| 10 | AVGO | Broadcom Inc | +0.3% | -4.07% | Trim |
| 11 | APH | Amphenol Corp-cl A | +0.2% | +4.56% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +1.44% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +24.59% | Add |
| 14 | TSLA | Tesla Inc | +0.2% | +54.86% | Add |
| 15 | UBER | Uber Technologies Inc | +0.2% | +1.35% | Add |
| 16 | ORLY | O'reilly Automotive Inc | +0.2% | +24.24% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.23% | Trim |
| 18 | ORCL | Oracle CORP | +0.1% | -1.47% | Trim |
| 19 | DIS | Walt Disney Co/the | +0.1% | +54.93% | Add |
| 20 | LDOS | Leidos Holdings Inc | +0.1% | +3.92% | Add |
| 21 | JPRE | Jpmorgan Realty Income ETF | +0.1% | +21.56% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | -0.13% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | -4.27% | Trim |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +5.67% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | +5.14% | Add |
| 26 | CMI | Cummins Inc | 0% | +4.56% | Add |
| 27 | BUG | Global X Cybersecurity ETF | 0% | +1.77% | Add |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +3.33% | Add |
| 29 | AAAU | Goldman Sachs Physical Gold | 0% | -0.37% | Add |
| 30 | TJX | Tjx Companies Inc | 0% | +27.11% | Add |
| 31 | AAPL | Apple Inc | 0% | +5.53% | Add |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | 0% | -5.10% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | +9.63% | Add |
| 34 | WMT | Walmart Inc | -0.1% | +1.25% | Add |
| 35 | UNH | Unitedhealth Group Inc | -0.3% | -6.49% | Trim |
| 36 | MBB | Ishares Mbs ETF | -0.4% | -80.58% | Trim |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.5% | -10.62% | Trim |
| 38 | VTV | Vanguard Value ETF | -0.6% | +2.62% | Add |
| 39 | DFAS | Dimensional US Small Cap ETF | -0.6% | -9.75% | Trim |
| 40 | FISV | Fiserv Inc | -1% | +7.41% | Add |
| 41 | GVI | Ishares Intermediate Governm | -2.6% | -32.00% | Trim |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | EXIT | Sold out |
| 43 | HPE | Hewlett Packard Enterprise | — | NEW | New buy |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | — | EXIT | Sold out |
| 45 | JCPB | Jpmorgan Core Plus Bond ETF | — | EXIT | Sold out |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | — | EXIT | Sold out |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | — | EXIT | Sold out |
| 48 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 49 | OMC | Omnicom Group | — | NEW | New buy |
| 50 | AMD | Advanced Micro Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Oarsman Capital, Inc. reported a total U.S. public equity portfolio value of $944.8M across 247 disclosed positions in Q3 2025.
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 AGG, SPYG, SCHF) accounted for 27.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
HPE
市值: $2.5M
Top Position Liquidated / Trimmed
IUSB
前期市值: $30.8M
During Q3 2025, Oarsman Capital, Inc.'s top holdings by market value included AGG (9.6%)、SPYG (7.4%)、SCHF (7.0%). The largest single position, AGG, represented 9.6% of total portfolio value.
In Q3 2025, Oarsman Capital, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 10 holdings, and fully liquidating 6 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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