Fund HoldingsOARSMAN CAPITAL, INC.

Total Portfolio Value
$418.58M
Total Bought
$66.24M
Total Sold
$37.54M
Net Transaction
+$28.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF88,812181,182+92,3709,30418,8394.50%+9,535
SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
274,530347,397+72,86717,86125,4126.07%+7,551
VANGUARD VALUE ETF101,130121,364+20,23415,11919,7654.72%+4,646
ISHARES CORE S&P 500 ETF24,51629,832+5,31611,70915,6843.75%+3,974
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
294,533360,567+66,03414,79418,1914.35%+3,396
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
021,992+21,99203,7250.89%+3,725
SCHWAB INTERNATIONAL EQUITY ETF399,989452,459+52,47014,78417,6554.22%+2,871
PACER US SMALL CAP CASH COWS 100 ETF
US SM CAP CA ETF
25,18378,998+53,8151,2103,8840.93%+2,674
NVIDIA CORPORATION COM(NVDA)7,7776,921-8563,8516,2541.49%+2,402
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
55,02490,110+35,0862,6814,8061.15%+2,126
ISHARES RUSSELL 1000 GROWTH ETF17,85721,910+4,0535,4147,3851.76%+1,971
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
82,282105,815+23,5334,6006,5111.56%+1,911
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
188,684225,844+37,1607,9599,7202.32%+1,762
ISHARES CORE 1-5 YEAR USD BOND ETF
CORE 1 5 YR USD
027,600+27,60001,3090.31%+1,309
SCHWAB US AGGREGATE BOND ETF028,023+28,02301,2890.31%+1,289
ALPHABET INC CAP STK CL C(GOOG)79,77381,978+2,20511,24212,4822.98%+1,240
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
222,906251,493+28,58710,26911,4662.74%+1,196
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
103,468120,213+16,7455,7336,9211.65%+1,187
FISERV INC COM(FISV)50,43449,141-1,2936,7007,8541.88%+1,154
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
0280,903+280,90303,8960.93%+3,896
ISHARES MBS ETF33,42441,112+7,6883,1453,8000.91%+655
ISHARES RUSSELL 1000 VALUE ETF15,81018,015+2,2052,6133,2270.77%+614
ALPHABET INC CAP STK CL A(GOOG)020,585+20,58503,1070.74%+3,107
PFIZER INC COM(PFE)034,112+34,11209470.23%+947
TJX COS INC(TJX)7,68012,345+4,6657201,2520.30%+532
GRAINGER W W INC COM(GWW)1,4301,621+1911,1851,6490.39%+464
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST(IAU)71,70787,280+15,5731,4771,9350.46%+458
AMPHENOL CORP NEW CL A12,51614,703+2,1871,2411,6960.41%+455
PARKER-HANNIFIN CORP COM(PH)0805+80504470.11%+447
AMAZON COM INC COM(AMZN)17,71917,179-5402,6923,0990.74%+407
PRUDENTIAL FINL INC COM(PFH)03,070+3,07003600.09%+360
INVESCO CEF INCOME COMPOSITE ETF023,268+23,26807750.19%+775
INTERNATIONAL BUSINESS MACHS COM(IBM)03,713+3,71307090.17%+709
APPLIED MATLS INC COM01,350+1,35002780.07%+278
DEERE & CO COM(DE)0652+65202680.06%+268
UNILEVER PLC SPON ADR NEW(UL)04,990+4,99002500.06%+250
ISHARES CORE S&P MID-CAP ETF4,37124,035+19,6641,2111,4600.35%+248
ISHARES 3-7 YEAR TREASURY BOND ETF24,77927,068+2,2892,9023,1350.75%+232
TARGET CORP COM(TGT)8,5538,178-3751,2181,4490.35%+231
INTERCONTINENTAL EXCHANGE INC COM(ICE)01,660+1,66002280.05%+228
UNITED PARCEL SERVICE INC CL B(UPS)01,509+1,50902240.05%+224
GRAYSCALE BITCOIN TRUST(GBTC)03,523+3,52302230.05%+223
BROADCOM INC COM(AVGO)3,1882,852-3363,5593,7800.90%+222
GSK PLC SPONSORED ADR(GSK)05,078+5,07802180.05%+218
ATI INC COM(ATI)04,220+4,22002160.05%+216
BURLINGTON STORES INC COM(BURL)0899+89902090.05%+209
SCHWAB U.S. LARGE-CAP VALUE ETF02,726+2,72602070.05%+207
T. ROWE PRICE EQUITY INCOME ETF
PRICE EQT INCOME
05,159+5,15902040.05%+204
CADENCE DESIGN SYSTEM INC COM(CDNS)0656+65602040.05%+204
CITIGROUP INC COM NEW(C)017,139+17,13901,0840.26%+1,084
WILLIAMS COS INC COM(WMB)05,180+5,18002020.05%+202
TRAVELERS COMPANIES INC COM(TRV)0877+87702020.05%+202
ISHARES RUSSELL MID-CAP VALUE ETF01,602+1,60202010.05%+201
WALMART INC COM(WMT)035,343+35,34302,1270.51%+2,127
KROGER CO COM(KR)35,48631,784-3,7021,6221,8160.43%+194
BERKSHIRE HATHAWAY INC DEL CL A02+201,2690.30%+1,269
TYLER TECHNOLOGIES INC(TYL)3,3803,756+3761,4131,5960.38%+183
VERIZON COMMUNICATIONS(VZ)28,38729,375+9881,0701,2330.29%+162
ISHARES NATIONAL MUNI BOND ETF6,7408,193+1,4537318820.21%+151
BLUE OWL CAPITAL CORPORATION COM(OBDC)102,564108,025+5,4611,5141,6610.40%+148
SPDR S&P 500 ETF TRUST(SPY)02,589+2,58901,3540.32%+1,354
WELLS FARGO CO NEW COM(WFC)39,28935,771-3,5181,9342,0730.50%+139
INGERSOLL RAND INC COM(IR)07,840+7,84007440.18%+744
US BANCORP DEL COM NEW(USB)7,0529,907+2,8553054430.11%+138
BRISTOL-MYERS SQUIBB CO COM(BMY)029,033+29,03301,5740.38%+1,574
PROGRESSIVE CORP COM(PGR)1,6221,895+2732583920.09%+134
COPART INC COM(CPRT)012,732+12,73207370.18%+737
BLACKROCK MUNIASSETS FD INC COM020,952+20,95202320.06%+232
META PLATFORMS INC CL A(META)02,208+2,20801,0720.26%+1,072
EDWARDS LIFESCIENCES CORP4,5074,821+3143444610.11%+117
AXON ENTERPRISE INC COM(AXON)01,823+1,82305700.14%+570
FASTENAL CO COM(FAST)08,033+8,03306200.15%+620
BANK AMERICA CORP COM041,020+41,02001,5550.37%+1,555
ISHARES RUSSELL MID-CAP GROWTH ETF04,465+4,46505100.12%+510
ISHARES S&P SMALL-CAP 600 GROWTH ETF20,30020,239-612,5402,6460.63%+106
HUNTINGTON BANCSHARES INC COM(HBAN)0121,152+121,15201,6900.40%+1,690
VISA INC COM CL A(V)01,569+1,56904380.10%+438
COSTCO WHSL CORP NEW COM(COST)1,3471,356+98899930.24%+104
HOME DEPOT INC COM(HD)01,417+1,41705440.13%+544
QUALCOMM INC COM(QCOM)14,71613,145-1,5712,1282,2250.53%+97
ELI LILLY & CO COM(LLY)2,5872,062-5251,5081,6040.38%+96
CATERPILLAR INC COM(CAT)7,7656,525-1,2402,2962,3910.57%+95
AT&T INC COM(T)088,764+88,76401,5620.37%+1,562
COSTAR GROUP INC(CSGP)8,2058,353+1487178070.19%+90
OREILLY AUTOMOTIVE INC COM(ORLY)0432+43204880.12%+488
HANESBRANDS INC COM014,000+14,0000810.02%+81
FREEPORT-MCMORAN INC CL B(FCX)45,64143,033-2,6081,9432,0230.48%+80
WISDOMTREE INTERNATIONAL EQUITY FUND(WT)019,875+19,87501,0890.26%+1,089
OLIN CORP(OLN)016,275+16,27509570.23%+957
ADVANCED DRAIN SYS INC DEL COM(WMS)02,278+2,27803920.09%+392
UBER TECHNOLOGIES INC COM(UBER)4,2254,302+772603310.08%+71
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF016,033+16,03305740.14%+574
MERCK & CO INC COM(MRK)2,1542,270+1162353000.07%+65
ISHARES S&P 500 VALUE ETF03,078+3,07805750.14%+575
INTUIT COM(INTU)1,8471,868+211,1541,2140.29%+60
ORACLE CORP COM(ORCL)09,882+9,88201,2410.30%+1,241
IDEX CORP(IEX)01,945+1,94504750.11%+475
MEDTRONIC PLC SHS(MDT)016,462+16,46201,4350.34%+1,435
THERMO FISHER SCIENTIFIC INC COM(TMO)0895+89505200.12%+520
THE CIGNA GROUP COM(CI)0895+89503250.08%+325
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