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CIK: 0001569667
Total reported value
$944.8M
$944.8M
239 檔
30.9%
The Q4 2025 SEC filing reveals that Oarsman Capital, Inc. held a total portfolio value of $944.8M, covering 239 public equity positions.
In Q4 2025, Oarsman Capital, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 37 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AGG, SCHF, SPYG) accounted for 30.9% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.83% | -2.15% | +11.18% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.07% | +0.28% | +20.02% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.46% | +1.35% | +6.87% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.85% | +0.32% | +6.41% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.66% | +0.04% | +13.91% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.63% | +0.25% | +10.19% | |
| 7 | GVI | Ishares Intermediate Governm | ETF-Other | 3.25% | -0.80% | +6.38% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.99% | +0.36% | +2.67% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.98% | +0.26% | +5.07% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | -0.21% | -1.11% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.05% | +0.21% | +11.37% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.15% | +5.20% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.76% | +0.01% | +12.73% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +1.05% | +7.42% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | -0.08% | +5.11% | |
| 16 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.07% | -0.24% | +6.80% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.05% | +0.04% | +8.23% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.05% | +1.22% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.88% | -0.21% | -42.00% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.01% | +2.70% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.05% | +2.52% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.07% | +4.12% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.15% | +6.00% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | +0.01% | +6.93% | |
| 25 | C | Citigroup Inc | Stock-Financials | 0.62% | +0.03% | +0.55% | |
| 26 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | -0.17% | +4.67% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.11% | +3.56% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.01% | +4.53% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.19% | -0.96% | |
| 30 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 0.55% | +0.05% | +15.35% | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 0.55% | +0.10% | -16.71% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.07% | -3.32% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | +0.01% | +1.80% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.53% | -0.04% | +7.54% | |
| 35 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.50% | -0.12% | +2.79% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.06% | -2.55% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.02% | +10.00% | |
| 38 | PH | Parker Hannifin CORP | Stock-Industrials | 0.46% | -0.05% | +1.01% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.42% | -0.08% | +1.63% | |
| 40 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.42% | +0.20% | +31.31% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.02% | +10.18% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.40% | -0.07% | -8.81% | |
| 43 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.38% | -0.07% | +4.90% | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.38% | +0.07% | +2.59% | |
| 45 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.37% | -0.31% | EXIT | |
| 46 | KR | Kroger Co | Stock-Consumer Staples | 0.37% | -0.12% | +5.21% | |
| 47 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.37% | -0.02% | +7.12% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.36% | -0.22% | +103.79% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.06% | +3.02% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.01% | -4.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +1% | +20.02% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | +2.67% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +13.91% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +11.18% | Add |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +11.37% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +12.73% | Add |
| 7 | INTU | Intuit Inc | +0.2% | +103.79% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.52% | Add |
| 9 | V | Visa Inc-class A Shares | +0.2% | +239.95% | Add |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +10.19% | Add |
| 11 | AAAU | Goldman Sachs Physical Gold | +0.1% | +6.80% | Add |
| 12 | FCX | Freeport-mcmoran Inc | +0.1% | +7.12% | Add |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +6.87% | Add |
| 14 | VTV | Vanguard Value ETF | +0.1% | +6.41% | Add |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +6.93% | Add |
| 16 | HPE | Hewlett Packard Enterprise | +0.1% | +31.31% | Add |
| 17 | UBER | Uber Technologies Inc | +0.1% | +62.95% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | -1.43% | Trim |
| 19 | CAT | Caterpillar Inc | +0.1% | -0.96% | Trim |
| 20 | WFC | Wells Fargo & Co | +0.1% | +7.54% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +10.00% | Add |
| 22 | CMI | Cummins Inc | +0.1% | +2.59% | Add |
| 23 | C | Citigroup Inc | 0% | +0.55% | Add |
| 24 | WMT | Walmart Inc | 0% | +6.00% | Add |
| 25 | PH | Parker Hannifin CORP | 0% | +1.01% | Add |
| 26 | BMY | Bristol-myers Squibb Co | 0% | +4.06% | Add |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +7.42% | Add |
| 28 | BAC | Bank Of America CORP | 0% | +13.67% | Add |
| 29 | CSCO | Cisco Systems Inc | 0% | +3.02% | Add |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | +8.23% | Add |
| 31 | JPRE | Jpmorgan Realty Income ETF | 0% | +15.35% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +10.18% | Add |
| 33 | TJX | Tjx Companies Inc | 0% | +3.56% | Add |
| 34 | AMZN | Amazon.com Inc | — | +2.70% | Add |
| 35 | AVGO | Broadcom Inc | 0% | +1.22% | Add |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | +5.07% | Add |
| 37 | NVDA | Nvidia CORP | -0.1% | +5.11% | Add |
| 38 | GVI | Ishares Intermediate Governm | -0.1% | +6.38% | Add |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.1% | -18.27% | Trim |
| 40 | ORLY | O'reilly Automotive Inc | -0.1% | +4.90% | Add |
| 41 | APH | Amphenol Corp-cl A | -0.1% | -16.71% | Trim |
| 42 | TYL | Tyler Technologies Inc | -0.1% | -22.38% | Trim |
| 43 | ORCL | Oracle CORP | -0.1% | -6.74% | Trim |
| 44 | OBDC | Blue Owl Capital CORP | -0.2% | -90.00% | Trim |
| 45 | FISV | Fiserv Inc | -0.6% | -37.25% | Trim |
| 46 | JPST | Jpmorgan Ultra-short Income | -0.8% | -42.00% | Trim |
| 47 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 49 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | — | 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 239 disclosed positions in Q4 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.
Top New Position Initiated
AZN
市值: $2.6M
Top Position Liquidated / Trimmed
AZNN
前期市值: $2.0M
During Q4 2025, Oarsman Capital, Inc.'s top holdings by market value included AGG (9.8%)、SCHF (8.1%)、SPYG (7.5%). The largest single position, AGG, represented 9.8% of total portfolio value.
In Q4 2025, Oarsman Capital, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 37 positions, trimming 9 holdings, and fully liquidating 2 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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