Fund HoldingsOARSMAN CAPITAL, INC.

Total Portfolio Value
$574.04M
Total Bought
$47.33M
Total Sold
$23.76M
Net Transaction
+$23.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD VALUE ETF159,558204,450+44,89227,85434,6136.03%+6,759
SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
381,706425,246+43,54031,65937,3796.51%+5,720
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
104,877132,566+27,68918,79023,2304.05%+4,440
SCHWAB INTERNATIONAL EQUITY ETF638,6481,587,656+949,00826,26129,3725.12%+3,110
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
502,675583,742+81,06723,68626,3854.60%+2,699
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
0132,976+132,97609,1671.60%+9,167
JPMORGAN REALTY INCOME ETF
RLTY INCOME ETF
036,729+36,72901,7370.30%+1,737
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
267,431300,881+33,45012,17113,5162.35%+1,345
BROADCOM INC COM(AVGO)28,46826,883-1,5854,9116,2331.09%+1,322
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
GLB X MLP ENRG I
7,64226,328+18,6864161,5940.28%+1,178
FISERV INC COM(FISV)47,88447,224-6608,6029,7011.69%+1,098
ALPHABET INC CAP STK CL C(GOOG)079,053+79,053015,0552.62%+15,055
AMAZON COM INC COM(AMZN)21,79523,331+1,5364,0615,1190.89%+1,058
LEIDOS HOLDINGS INC COM(LDOS)06,758+6,75809740.17%+974
NVIDIA CORPORATION COM(NVDA)062,428+62,42808,3831.46%+8,383
APPLE INC COM(AAPL)40,42040,635+2159,41810,1761.77%+758
TESLA INC COM(TSLA)5,9955,650-3451,5682,2820.40%+713
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
143,029168,766+25,7378,7419,3581.63%+618
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
109,141120,032+10,8915,9686,5651.14%+597
WELLS FARGO CO NEW COM(WFC)038,409+38,40902,6980.47%+2,698
ALPHABET INC CAP STK CL A(GOOG)021,095+21,09503,9930.70%+3,993
PACER US SMALL CAP CASH COWS 100 ETF
US SM CAP CA ETF
130,620148,847+18,2276,0766,5511.14%+474
GOLDMAN SACHS GROUP INC COM(GS)5,2205,317+972,5853,0450.53%+460
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF228,862239,405+10,54324,51124,9534.35%+442
RAYMOND JAMES FINL INC(RJF)010,654+10,65401,6550.29%+1,655
INVESCO BULLETSHARES 2028 CB ETF
INVSCO BLSH 28
017,862+17,86203600.06%+360
PROCTER AND GAMBLE CO COM(PG)07,316+7,31601,2270.21%+1,227
WALMART INC COM(WMT)45,04443,876-1,1683,6373,9640.69%+327
SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF
STATE STRET SPDR
012,035+12,03503120.05%+312
PARKER-HANNIFIN CORP COM(PH)1,5221,972+4509621,2540.22%+293
KROGER CO COM(KR)38,40540,574+2,1692,2012,4810.43%+281
CUMMINS INC COM(CMI)3,8834,379+4961,2571,5270.27%+269
AXON ENTERPRISE INC COM(AXON)01,475+1,47508770.15%+877
GOLDMAN SACHS PHYSICAL GOLD ETF(AAAU)157,677167,169+9,4924,1044,3360.76%+232
MARVELL TECHNOLOGY INC COM(MRVL)05,992+5,99206620.12%+662
JPMORGAN CHASE & CO. COM(JPM)08,439+8,43902,0230.35%+2,023
INVESCO EQUAL WEIGHT ENERGY ETF
S&P500 EQL ENR
056,655+56,65504,3260.75%+4,326
BANK AMERICA CORP COM044,781+44,78101,9680.34%+1,968
QUALCOMM INC COM(QCOM)016,866+16,86602,5910.45%+2,591
AMPHENOL CORP NEW CL A035,916+35,91602,4940.43%+2,494
CISCO SYS INC COM(CSCO)27,30727,841+5341,4531,6480.29%+195
SPDR S&P 500 ETF TRUST(SPY)2,9813,217+2361,7111,8860.33%+175
ISHARES BITCOIN TRUST ETF(IBIT)07,887+7,88704180.07%+418
ISHARES CORE 1-5 YEAR USD BOND ETF
CORE 1 5 YR USD
29,53733,428+3,8911,4381,5970.28%+159
BAXTER INTL INC COM05,375+5,37501570.03%+157
NETFLIX INC COM(NFLX)268388+1201903460.06%+156
TJX COS INC(TJX)15,04015,824+7841,7681,9120.33%+144
CITIGROUP INC COM NEW(C)018,465+18,46501,3000.23%+1,300
JOHNSON CTLS INTL PLC SHS
SHS
22,86624,283+1,4171,7751,9170.33%+142
BRISTOL-MYERS SQUIBB CO COM(BMY)25,87626,157+2811,3391,4790.26%+141
ISHARES MSCI ACWI EX U.S. ETF010,357+10,35705400.09%+540
META PLATFORMS INC CL A(META)4,7724,889+1172,7312,8630.50%+131
GLOBAL X CYBERSECURITY ETF
CYBRSCURTY ETF
45,72448,058+2,3341,4151,5420.27%+127
ISHARES RUSSELL 1000 GROWTH ETF23,81922,544-1,2758,9419,0531.58%+112
INTERNATIONAL BUSINESS MACHS COM(IBM)9,89910,455+5562,1892,2980.40%+110
ISHARES RUSSELL MID-CAP GROWTH ETF5,8176,241+4246827910.14%+109
THE TRADE DESK INC COM CL A(TTD)01,766+1,76602080.04%+208
WARNER BROS DISCOVERY SER A(WBD)045,478+45,47804810.08%+481
GENUINE PARTS CO COM(GPC)02,360+2,36002760.05%+276
COTERRA ENERGY INC COM032,834+32,83408390.15%+839
PALANTIR TECHNOLOGIES INC CL A(PLTR)02,904+2,90402200.04%+220
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF024,883+24,88308540.15%+854
GRAINGER W W INC COM(GWW)1,8981,957+591,9722,0630.36%+92
VANGUARD GROWTH ETF0478+47801960.03%+196
INVESCO BULLETSHARES 2026 CB ETF
BULSHS 2026 CB
04,369+4,3690850.01%+85
GRAYSCALE BITCOIN TRUST ETF(GBTC)3,5233,52301782610.05%+83
SCHWAB LONG-TERM U.S. TREASURY ETF02,629+2,6290830.01%+83
ISHARES CORE S&P 500 ETF33,08532,558-52719,08419,1663.34%+82
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)0190+1900810.01%+81
MASTERCARD INCORPORATED CL A(MA)1,1831,262+795846650.12%+80
SERVICENOW INC COM(NOW)0381+38104040.07%+404
COPART INC COM(CPRT)012,795+12,79507340.13%+734
VISA INC COM CL A(V)01,697+1,69705360.09%+536
MARCUS CORP DEL COM(MCS)024,775+24,77505330.09%+533
GAP INC COM(GAP)03,000+3,0000710.01%+71
FIRST TRUST MID CAP VALUE ALPHADEX FUND
MID CAP VAL FD
01,169+1,1690630.01%+63
MICROSTRATEGY INC CL A NEW(MSTR)0500+50001450.03%+145
ISHARES ESG AWARE MSCI USA ETF
ESG AWR MSCI USA
0997+99701280.02%+128
BLACKROCK CR ALLOCATION INCOME COM06,085+6,0850640.01%+64
ADVANCED MICRO DEVICES INC COM(AMD)01,182+1,18201430.02%+143
INVESCO BULLETSHARES 2030 CB ETF
INVSCO 30 CORP
03,030+3,0300500.01%+50
FAIR ISAAC CORP COM(FICO)053+5301060.02%+106
SALESFORCE INC COM(CRM)01,026+1,02603430.06%+343
WEST PHARMACEUTICAL SVSC INC COM(WST)0478+47801570.03%+157
SCHWAB U.S. BROAD MARKET ETF11,95936,985+25,0267968400.15%+44
TESLA INC COM(TSLA)(Call)0300+3000121+121
COSTCO WHSL CORP NEW COM(COST)01,313+1,31301,2030.21%+1,203
CADENCE DESIGN SYSTEM INC COM(CDNS)01,042+1,04203130.05%+313
SCHWAB U.S. LARGE-CAP VALUE ETF012,405+12,40503230.06%+323
SCHWAB CHARLES CORP COM(SCHW)04,583+4,58303390.06%+339
AT&T INC COM(T)073,411+73,41101,6720.29%+1,672
BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A(BIPC)0923+9230370.01%+37
API GROUP CORP COM STK(APG)012,014+12,01404320.08%+432
ISHARES MBS ETF033,426+33,42603,0640.53%+3,064
EXPEDIA GROUP INC COM NEW(EXPE)01,351+1,35102520.04%+252
LIQUIDITY SVCS INC COM(LQDT)03,045+3,0450980.02%+98
CARLYLE GROUP INC COM(CG)0916+9160460.01%+46
INVESCO FTSE RAFI US 1500 SMALL-MID ETF
RAFI US 1500
0781+7810320.01%+32
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF01,365+1,3650320.01%+32
BOEING CO COM(BA)01,131+1,13102000.03%+200
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