Institutional filer · SEC 13F · Q3 2025
OARSMAN CAPITAL, INC.
The reported 13F portfolio of OARSMAN CAPITAL, INC. (CIK 1569667) - top holdings, how concentrated the book is, and what changed last quarter.
- $712.9M
- Reported book
- 247
- Positions
- #75
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, OARSMAN CAPITAL, INC. ranks #75 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $712.9M across 247 positions, a moderately concentrated portfolio.
- $712.9M
- reported 13F value
- 247
- disclosed positions
- 9.6%
- in ISHARES CORE U.S. AGGR
- #75
- of 360 filers
Top-5 share 36.1% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, OARSMAN CAPITAL, INC. ranks #75 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where OARSMAN CAPITAL, INC. sits by disclosed position count
OARSMAN CAPITAL, INC. reports 247 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
OARSMAN CAPITAL, INC. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
247 96th of 360 higher than 264 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
OARSMAN CAPITAL, INC. reports $0.71B across 247 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1569667 · Q3 2025 $713M book
BOOK-HEAVY · POS-MID · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #75/360
- POS-MID 247 names
- CONC-HEAVY 36% top-5
- LEAD-HEAVY 9.6% top
- PHOTO-FINISH Foresight Ltd Liabil…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: Foresight Group Ltd Liability Partnership
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · OARSMAN CAPITAL, INC.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$712.9M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
Latest Quarter Trades · Q3 2025
New positions (200)
Frequently Asked Questions
- How big is OARSMAN CAPITAL, INC.'s 13F portfolio?
- OARSMAN CAPITAL, INC. reports $712.9M of long US-equity positions across 247 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does OARSMAN CAPITAL, INC. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, OARSMAN CAPITAL, INC. ranks #75 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is OARSMAN CAPITAL, INC.'s largest position?
- OARSMAN CAPITAL, INC.'s largest reported position is ISHARES CORE U.S. AGGREGATE BOND ETF at $68.4M, about 9.6% of its reported book as of Q3 2025.
- What did OARSMAN CAPITAL, INC. trade last quarter?
- In its Q3 2025 filing, OARSMAN CAPITAL, INC. opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for OARSMAN CAPITAL, INC.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($712.9M here).
Similar holding count
Nearest filers by number of disclosed positions (247 here).
Using this filing
- The rankings sort every tracked filer the same way OARSMAN CAPITAL, INC. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Foresight Group Ltd Liability Partnership reported the nearest book value ($709.4M) this quarter, a useful scale comparison for OARSMAN CAPITAL, INC.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.