Oarsman Capital, Inc.
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$1.6B
Holdings
234
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
Q4 2025: Exited (was 682.0k shares)
11.4%
02
$SCHF
SCHWAB INTERNATIONAL EQUITY ETF
Q4 2025: Exited (was 2.15M shares)
8.7%
03
$VTV
VANGUARD VALUE ETF
Q4 2025: Exited (was 259.8k shares)
7.7%
04
$SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Q4 2025: Exited (was 504.2k shares)
6.6%
05
$SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Q4 2025: Exited (was 438.3k shares)
4.4%
06
$RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
Q4 2025: Sold 74.0% (199.9k → 52.0k shares)
4.0%
07
$GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
Q4 2025: Exited (was 219.5k shares)
3.8%
08
$SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Q4 2025: Exited (was 466.3k shares)
3.3%
09
$GOOG
ALPHABET INC CAP STK CL C
Q1 2026: Sold 98.0% (29.1k → 570 shares)
2.4%
10
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: Sold 2.3% (1.04M → 1.02M shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:54 UTC.