Fund HoldingsOARSMAN CAPITAL, INC.

Total Portfolio Value
$770.67M
Total Bought
$83.17M
Total Sold
$26.71M
Net Transaction
+$56.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SCHWAB INTERNATIONAL EQUITY ETF2,154,5862,585,925+431,33950,15962,1668.07%+12,007
ISHARES CORE U.S. AGGREGATE BOND ETF682,039758,319+76,28068,37475,7419.83%+7,366
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
199,917227,723+27,80637,92443,6235.66%+5,698
ALPHABET INC CAP STK CL C(GOOG)70,47370,579+10617,16422,1482.87%+4,984
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
504,155538,799+34,64452,68957,4907.46%+4,801
VANGUARD VALUE ETF259,846276,495+16,64948,45952,8086.85%+4,349
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
438,325482,998+44,67325,06827,9703.63%+2,903
ASTRAZENECA PLC ORD(AZN)028,644+28,64402,6330.34%+2,633
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
194,831216,992+22,16113,15315,7712.05%+2,618
APPLE INC COM(AAPL)44,34049,984+5,64411,29013,5891.76%+2,298
ALPHABET INC CAP STK CL A(GOOG)20,09620,603+5074,8856,4490.84%+1,564
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF0233,532+233,532025,0703.25%+25,070
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
466,303489,940+23,63721,59922,9592.98%+1,359
INTUIT COM(INTU)04,139+4,13902,7420.36%+2,742
VISA INC COM CL A(V)05,361+5,36101,8800.24%+1,880
GOLDMAN SACHS PHYSICAL GOLD ETF(AAAU)181,729194,089+12,3606,9288,2581.07%+1,331
STATE STREET SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
154,040165,466+11,42612,06713,2741.72%+1,206
FREEPORT MCMORAN INC CL B(FCX)055,928+55,92802,8410.37%+2,841
ISHARES ESG MSCI KLD 400 ETF05,980+5,98007700.10%+770
GOLDMAN SACHS GROUP INC COM(GS)5,2065,567+3614,1454,8940.63%+748
HEWLETT PACKARD ENTERPRISE CO COM(HPE)103,572135,996+32,4242,5443,2670.42%+723
ISHARES RUSSELL 1000 GROWTH ETF017,178+17,17808,1311.05%+8,131
CATERPILLAR INC COM(CAT)7,5997,526-733,6264,3110.56%+685
WELLS FARGO & CO COM(WFC)40,65143,715+3,0643,4074,0740.53%+667
UBER TECHNOLOGIES INC COM(UBER)18,63030,358+11,7281,8252,4810.32%+655
CITIGROUP INC COM NEW(C)40,98541,210+2254,1604,8090.62%+649
ALPHABET INC CAP STK CL C(GOOG)(Put)1,0002,800+1,800244879+635
WALMART INC COM(WMT)41,75244,257+2,5054,3034,9310.64%+628
NVIDIA CORPORATION COM(NVDA)65,69769,051+3,35412,25812,8781.67%+620
JOHNSON CTLS INTL PLC SHS
SHS
26,88029,569+2,6892,9553,5410.46%+585
ELI LILLY & CO COM(LLY)01,929+1,92902,0730.27%+2,073
CUMMINS INC COM(CMI)5,6005,745+1452,3652,9330.38%+567
PARKER-HANNIFIN CORP COM(PH)3,9694,009+403,0093,5240.46%+515
AMAZON COM INC COM(AMZN)27,70228,450+7486,0836,5670.85%+484
JPMORGAN REALTY INCOME ETF
RLTY INCOME ETF
78,34190,369+12,0283,7554,2210.55%+466
BROADCOM INC COM(AVGO)22,12622,395+2697,3007,7511.01%+451
TJX COS INC(TJX)28,82229,847+1,0254,1664,5850.59%+419
BRISTOL-MYERS SQUIBB CO COM(BMY)039,306+39,30602,1200.28%+2,120
BANK AMERICA CORP COM37,18542,267+5,0821,9182,3250.30%+406
CISCO SYS INC COM(CSCO)34,51335,554+1,0412,3612,7390.36%+377
STATE STREET SPDR S&P 500 ETF(SPY)4,3014,739+4382,8653,2320.42%+366
VANGUARD TOTAL STOCK MARKET ETF05,078+5,07801,7030.22%+1,703
VERTEX PHARMACEUTICALS(VRTX)04,790+4,79002,1720.28%+2,172
SPDR GOLD SHARES(GLD)6,5716,711+1402,3362,6600.35%+324
UNITED PARCEL SVCS INC CL B(UPS)010,871+10,87101,0780.14%+1,078
UNITED AIRLS HLDGS INC COM(UAL)5,7927,741+1,9495598660.11%+307
ISHARES MSCI ACWI EX U.S. ETF013,113+13,11308800.11%+880
ISHARES S&P 500 GROWTH ETF05,309+5,30906540.08%+654
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
01,190+1,19003010.04%+301
JOHNSON & JOHNSON COM(JNJ)18,52018,048-4723,4343,7350.48%+301
WESTERN DIGITAL CORP COM(WDC)01,597+1,59702750.04%+275
INTERNATIONAL BUSINESS MACHS COM(IBM)013,860+13,86004,1050.53%+4,105
TOTALENERGIES SE ACT(TTE)03,992+3,99202610.03%+261
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
GLB X MLP ENRG I
31,04836,211+5,1631,9472,1920.28%+245
AMERICAN EXPRESS CO COM(AXP)0634+63402350.03%+235
QUALCOMM INC COM(QCOM)13,30814,304+9962,2142,4470.32%+233
QUANTA SVCS INC COM0540+54002280.03%+228
WISDOMTREE JAPAN HEDGED EQUITY FUND(WT)01,550+1,55002230.03%+223
WASTE MGMT INC DEL COM(WM)01,016+1,01602230.03%+223
ADVANCED MICRO DEVICES INC COM(AMD)3,9724,033+616438640.11%+221
ISHARES CORE S&P 500 ETF025,642+25,642017,5632.28%+17,563
SANOFI SA SPONSORED ADR(SNY)04,220+4,22002050.03%+205
INVESCO EQUAL WEIGHT ENERGY ETF
S&P500 EQL ENR
55,29457,879+2,5854,4024,6060.60%+204
MORGAN STANLEY COM NEW(MS)01,141+1,14102030.03%+203
INTUITIVE SURGICAL INC COM NEW01,542+1,54208730.11%+873
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
07,089+7,08906340.08%+634
KENVUE INC COM(KVUE)011,111+11,11101920.02%+192
SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF
STATE STRET SPDR
024,488+24,48806990.09%+699
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF32,42336,389+3,9661,4761,6570.21%+181
ISHARES SILVER TRUST(SLV)07,071+7,07104560.06%+456
HEALTHPEAK PROPERTIES INC COM(DOC)010,650+10,65001710.02%+171
ISHARES MSCI EMERGING MARKETS ETF09,219+9,21905040.07%+504
ISHARES GLOBAL INFRASTRUCTURE ETF012,077+12,07707410.10%+741
HOME DEPOT INC COM(HD)1,5932,346+7536458070.10%+162
ABBVIE INC COM(ABBV)18,23119,056+8254,2214,3540.56%+133
O-I GLASS INC COM(OI)088,965+88,96501,3130.17%+1,313
WW GRAINGER INC COM(GWW)02,217+2,21702,2370.29%+2,237
ISHARES MSCI EAFE ETF08,216+8,21607890.10%+789
ATI INC COM(ATI)03,370+3,37003870.05%+387
COTERRA ENERGY INC COM035,817+35,81709430.12%+943
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST(IAU)47,74544,976-2,7691,8381,9340.25%+95
BOEING CO COM(BA)1,7052,130+4253684630.06%+94
BLACKROCK MUNIASSETS FD INC COM89,475100,886+11,4119931,0800.14%+87
HUNTINGTON BANCSHARES INC COM(HBAN)107,274111,540+4,2661,8531,9350.25%+83
MEDTRONIC PLC SHS(MDT)33,53734,083+5463,1943,2740.42%+80
MASTERCARD INCORPORATED CL A(MA)01,417+1,41708090.10%+809
LEIDOS HOLDINGS INC COM(LDOS)14,80515,914+1,1092,7982,8710.37%+73
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
4,3325,595+1,2632473200.04%+73
API GROUP CORP COM STK(APG)018,021+18,02106890.09%+689
SEA LTD SPONSORD ADS(SE)1,1242,124+1,0002012710.04%+70
APPLIED MATLS INC COM01,529+1,52903930.05%+393
DANAHER CORPORATION(DHR)01,435+1,43503290.04%+329
AMGEN INC COM(AMGN)02,335+2,33507640.10%+764
TESLA INC COM(TSLA)4,9865,063+772,2172,2770.30%+60
ISHARES RUSSELL 2000 GROWTH ETF724900+1762322910.04%+59
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
30,32430,258-662,5042,5610.33%+57
AUTODESK INC COM01,398+1,39804140.05%+414
THERMO FISHER SCIENTIFIC INC COM(TMO)0558+55803230.04%+323
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
0290,266+290,26603,8460.50%+3,846
SCHWAB U.S. BROAD MARKET ETF44,43845,560+1,1221,1431,1950.16%+53
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