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  Name: OARSMAN CAPITAL, INC.
  City: MILWAUKEE
  State: WI
  Zip: 53202
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $418,577,000
  Total Value Change : $41,765,000
  Securities Held Change : 1
   
All Securities Held : 234
  New Positions : 20
  Closed Positions : 20
  Increased Positions : 82
  Unchanged Positions : 19
  Decreased Positions : 113

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Holdings Found : 20     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 72 New $47.23 $1,309,000 27,600 0.31% 1,309,000 27,600 0.003    N/A
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 74 New $45.44 $1,289,000 28,023 0.31% 1,289,000 28,023 0.019    N/A
   (PH)1 Year Chart         PH Parker Hannifin Corp 136 New $546.07 $447,000 805 0.11% 447,000 805 0.001    Industrial Equipment ...
   (PRU)1 Year Chart         PRU Prudential Financial Inc 155 New $119.49 $360,000 3,070 0.09% 360,000 3,070 0.001    Life & Health Insurance
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 180 New $218.15 $278,000 1,350 0.07% 278,000 1,350 0    Semiconductor Equipme...
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 195 New $0.00 $259,000 2,575 0.06% 259,000 2,575 0.003    N/A
   (UL)1 Year Chart         UL Unilever Plc (ADR) 200 New $54.21 $250,000 4,990 0.06% 250,000 4,990 0    Food - Major Diversified
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 210 New $136.89 $228,000 1,660 0.05% 228,000 1,660 0    Business Services
   (UPS)1 Year Chart         UPS United Parcel Service Inc 213 New $143.77 $224,000 1,509 0.05% 224,000 1,509 0    AirDelivery & Freight...
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 214 New $0.00 $223,000 3,523 0.05% 223,000 3,523 0.001    N/A
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) 217 New $40.41 $218,000 5,078 0.05% 218,000 5,078 0    Drug Manufacturers - ...
   (ATI)1 Year Chart         ATI Allegheny Technologies Inc 218 New $59.70 $216,000 4,220 0.05% 216,000 4,220 0.003    Steel & Iron
   (BURL)1 Year Chart         BURL Burlington Stores, Inc. 221 New $185.20 $209,000 899 0.05% 209,000 899 0.001    Discount, Variety Stores
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 222 New $75.33 $207,000 2,726 0.05% 207,000 2,726 0.002    Closed - End Fund - Debt
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 225 New $292.84 $204,000 656 0.05% 204,000 656 0    Technical & System So...
   (TEQI)1 Year Chart         TEQI T Rowe Price Equity Income Etf 226 New $0.00 $204,000 5,159 0.05% 204,000 5,159 0    N/A
   (WMB)1 Year Chart         WMB Williams Companies Inc 228 New $40.72 $202,000 5,180 0.05% 202,000 5,180 0    Oil & Gas Pipelines &...
   (TRV)1 Year Chart         TRV Travelers Companies Inc 229 New $216.54 $202,000 877 0.05% 202,000 877 0    Property & Casualty I...
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 230 New $123.79 $201,000 1,602 0.05% 201,000 1,602 0.001    Closed - End Fund - E...
   (HBI)1 Year Chart         HBI Hanesbrands Inc. 234 New $4.94 $81,000 14,000 0.02% 81,000 14,000 0.004    Textile - Apparel Clo...

      20 Records Found
  1    
Page 1 of 1
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