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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OARSMAN CAPITAL, INC.

Quarter ended Q3 2025 · Filed November 21, 2025 · Accession 0001569667-25-000013

Total Value
$713.3M
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE U.S. AGGREGATE BOND ETF464287226682,039$68.4M9.59%
2STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409504,155$52.7M7.39%
3SCHWAB INTERNATIONAL EQUITY ETF8085248052,154,586$50.2M7.03%
4VANGUARD VALUE ETF922908744259,846$48.5M6.79%
5INVESCO S&P 500 EQUAL WEIGHT ETFIVZ199,917$37.9M5.32%
6STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847438,325$25.1M3.51%
7ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF464288612219,518$23.6M3.31%
8STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853466,303$21.6M3.03%
9ISHARES CORE S&P 500 ETF46428720025,931$17.4M2.43%
10ALPHABET INC CAP STK CL CGOOG70,473$17.2M2.41%
11MICROSOFT CORP COMMSFT28,473$14.7M2.07%
12ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764194,831$13.2M1.84%
13NVIDIA CORPORATION COMNVDA65,697$12.3M1.72%
14STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854154,040$12.1M1.69%
15JPMORGAN ULTRA-SHORT INCOME ETF46641Q837230,287$11.7M1.64%
16APPLE INC COMAAPL44,340$11.3M1.58%
17ISHARES RUSSELL 1000 GROWTH ETF46428761415,872$7.4M1.04%
18BROADCOM INC COMAVGO22,126$7.3M1.02%
19GOLDMAN SACHS PHYSICAL GOLD ETF38150K103181,729$6.9M0.97%
20FISERV INC COMFISV49,132$6.3M0.89%
21AMAZON COM INC COMAMZN27,702$6.1M0.85%
22META PLATFORMS INC CL AMETA7,332$5.4M0.75%
23ALPHABET INC CAP STK CL AGOOG20,096$4.9M0.68%
24AMPHENOL CORP NEW CL A03209510137,364$4.6M0.65%
25INVESCO EQUAL WEIGHT ENERGY ETFIVZ55,294$4.4M0.62%
26WALMART INC COMWMT41,752$4.3M0.60%
27BERKSHIRE HATHAWAY INC DEL CL BBRK-A8,463$4.3M0.60%
28ABBVIE INC COMABBV18,231$4.2M0.59%
29TJX COS INC87254010928,822$4.2M0.58%
30CITIGROUP INC COM NEWC-PR40,985$4.2M0.58%
31GOLDMAN SACHS GROUP INC COMGSCE5,206$4.1M0.58%
32INTERNATIONAL BUSINESS MACHS COMINTR13,615$3.8M0.54%
33INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ282,386$3.8M0.53%
34JPMORGAN REALTY INCOME ETF46641Q12678,341$3.8M0.53%
35CATERPILLAR INC COMCAT7,599$3.6M0.51%
36JOHNSON & JOHNSON COMJNJ18,520$3.4M0.48%
37WELLS FARGO CO NEW COM94974610140,651$3.4M0.48%
38SCHWAB US AGGREGATE BOND ETF808524839143,502$3.4M0.47%
39OREILLY AUTOMOTIVE INC COM67103H10730,926$3.3M0.47%
40MEDTRONIC PLC SHSMDT33,537$3.2M0.45%
41PARKER-HANNIFIN CORP COMPH3,969$3.0M0.42%
42JOHNSON CTLS INTL PLC SHSG5150210526,880$3.0M0.41%
43KROGER CO COMKR43,348$2.9M0.41%
44SPDR S&P 500 ETF TRUSTSPY4,301$2.9M0.40%
45LEIDOS HOLDINGS INC COMLDOS14,805$2.8M0.39%
46JPMORGAN CHASE & CO. COMVYLD8,736$2.8M0.39%
47HEWLETT PACKARD ENTERPRISE CO COMHPE-PC103,572$2.5M0.36%
48ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83430,324$2.5M0.35%
49VANGUARD FTSE DEVELOPED MARKETS ETF92194385841,454$2.5M0.35%
50ORACLE CORP COMORCL-PD8,688$2.4M0.34%
51ISHARES RUSSELL 1000 VALUE ETF46428759811,725$2.4M0.33%
52CUMMINS INC COMCMI5,600$2.4M0.33%
53CISCO SYS INC COMCSCO34,513$2.4M0.33%
54GLOBAL X CYBERSECURITY ETF37954Y38466,740$2.3M0.33%
55SPDR GOLD SHARESGLD6,571$2.3M0.33%
56DISNEY WALT CO COM25468710620,300$2.3M0.33%
57TYLER TECHNOLOGIES INCTYL4,334$2.3M0.32%
58TESLA INC COMTSLA4,986$2.2M0.31%
59QUALCOMM INC COMQCOM13,308$2.2M0.31%
60ISHARES S&P SMALL-CAP 600 VALUE ETF46428787919,434$2.1M0.30%
61GRAINGER W W INC COM3848021042,213$2.1M0.30%
62FREEPORT-MCMORAN INC CL BFCX52,211$2.0M0.29%
63DIMENSIONAL U.S. SMALL CAP ETF25434V50028,960$2.0M0.28%
64ASTRAZENECA PLC SPONSORED ADRAZN25,461$2.0M0.27%
65GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF37954Y29331,048$1.9M0.27%
66RAYMOND JAMES FINL INC75473010911,227$1.9M0.27%
67BANK AMERICA CORP COM06050510437,185$1.9M0.27%
68HUNTINGTON BANCSHARES INC COMHBANP107,274$1.9M0.26%
69VERTEX PHARMACEUTICALSVRTX4,716$1.8M0.26%
70ISHARES GOLD TRUST MICRO ETF OF BENEF INTERESTIAU47,745$1.8M0.26%
71UBER TECHNOLOGIES INC COMUBER18,630$1.8M0.26%
72ISHARES S&P SMALL-CAP 600 GROWTH ETF46428788712,646$1.8M0.25%
73PEPSICO INC COMPEP12,432$1.7M0.24%
74BRISTOL-MYERS SQUIBB CO COMCELG-RI37,774$1.7M0.24%
75VANGUARD S&P 500 ETF9229083632,666$1.6M0.23%
76MGIC INVT CORP WIS COM55284810357,443$1.6M0.23%
77UNITEDHEALTH GROUP INC COMUNH4,492$1.6M0.22%
78BLUE OWL CAPITAL CORPORATION COMOWL119,965$1.5M0.21%
79ELI LILLY & CO COMLLY1,957$1.5M0.21%
80SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF80852488832,423$1.5M0.21%
81COSTCO WHSL CORP NEW COM22160K1051,517$1.4M0.20%
82INTUIT COMINTU2,031$1.4M0.19%
83VANGUARD TOTAL STOCK MARKET ETF9229087694,187$1.4M0.19%
84ADOBE INC COMADBE3,789$1.3M0.19%
85OLIN CORPOLN49,460$1.2M0.17%
86O-I GLASS INC COMOI91,158$1.2M0.17%
87ISHARES NATIONAL MUNI BOND ETF46428841410,781$1.1M0.16%
88SCHWAB U.S. BROAD MARKET ETF80852410244,438$1.1M0.16%
89ISHARES RUSSELL MID-CAP GROWTH ETF4642874817,683$1.1M0.15%
90RPM INTL INC COM7496851039,100$1.1M0.15%
91AXON ENTERPRISE INC COMAXON1,404$1.0M0.14%
92BLACKROCK MUNIASSETS FD INC COMBLK89,475$993,1750.14%
93COHEN & STEERS REIT & PFD & IN COM19247X10042,350$952,0280.13%
94MCDONALDS CORP COMMCD3,132$951,7830.13%
95PROCTER AND GAMBLE CO COM7427181096,159$946,3190.13%
96OMNICOM GROUP INC COMOMC11,400$929,4420.13%
97ISHARES ESG SELECT S&P MIDCAP ETF46428750713,828$902,4150.13%
98INVESCO QQQ TRUST SERIES IIVZ1,503$902,3150.13%
99COTERRA ENERGY INC COMCTRA35,796$846,5820.12%
100WISDOMTREE INTERNATIONAL EQUITY FUNDWT12,757$844,7420.12%
101SCHWAB U.S. SMALL-CAP ETF80852460730,234$843,5290.12%
102ISHARES BITCOIN TRUST ETFIBIT12,630$820,9500.12%
103SCHWAB US DIVIDEND EQUITY ETF80852479729,902$816,3280.11%
104PFIZER INC COMPFE31,717$808,1440.11%
105PALANTIR TECHNOLOGIES INC CL APLTR4,425$807,2090.11%
106CHEVRON CORP NEW COMCVX5,025$780,3130.11%
107ABBOTT LABS COMABLZF5,738$768,5480.11%
108FASTENAL CO COMFAST15,582$764,1410.11%
109UNITED PARCEL SERVICE INC CL BUPS9,057$756,5310.11%
110BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$754,2000.11%
111GENERAL DYNAMICS CORP COMGD2,186$745,4260.10%
112MASTERCARD INCORPORATED CL AMA1,290$733,7650.10%
113SCHWAB U.S. LARGE-CAP ETF80852420126,864$707,5940.10%
114AMGEN INC COMAMGN2,484$700,9850.10%
115ISHARES MSCI EAFE ETF4642874657,382$689,2570.10%
116INTUITIVE SURGICAL INC COM NEWISRG1,510$675,3170.09%
117SCHWAB U.S. LARGE-CAP GROWTH ETF80852430020,986$669,6570.09%
118VERIZON COMMUNICATIONSVZ14,937$656,4940.09%
119NETFLIX INC COMNFLX544$652,2120.09%
120INGERSOLL RAND INC COMIR7,840$647,7410.09%
121HOME DEPOT INC COMHD1,593$645,4850.09%
122ADVANCED MICRO DEVICES INC COMAMD3,972$642,6300.09%
123API GROUP CORP COM STKAPG18,021$619,3820.09%
124XCEL ENERGY INC COMXELLL7,600$612,9400.09%
125NOVARTIS AG SPONSORED ADRNVSEF4,779$612,8590.09%
126ISHARES CORE S&P U.S. GROWTH ETF4642876713,720$612,0890.09%
127ISHARES GLOBAL INFRASTRUCTURE ETF4642883729,479$579,3560.08%
128ISHARES MSCI ACWI EX U.S. ETF4642882408,876$577,0290.08%
129COSTAR GROUP INCCSGP6,787$572,6190.08%
130ALLIANT ENERGY CORP COMLNT8,439$568,8730.08%
131ACCENTURE PLC IRELAND SHS CLASS AACN2,301$567,4270.08%
132EXXON MOBIL CORP COMXOM4,965$559,8560.08%
133UNITED AIRLS HLDGS INC COMUNTCW5,792$558,9280.08%
134WEC ENERGY GROUP INC COMWEC4,807$550,8340.08%
135SERVICENOW INC COMNOW591$543,8850.08%
136MARCUS CORP DEL COMMCS34,825$540,1360.08%
137VISA INC COM CL AV1,577$538,3910.08%
138FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H10120,575$532,9010.07%
139CASEYS GEN STORES INC COM147528103925$522,9210.07%
140COPART INC COMCPRT11,596$521,4720.07%
141SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF78468R44017,760$508,8340.07%
142VANGUARD FTSE EMERGING MARKETS ETF9220428589,342$506,1640.07%
143VANGUARD MEGA CAP GROWTH ETF9219108161,242$499,8060.07%
144MARVELL TECHNOLOGY INC COMMRVL5,921$497,7920.07%
145STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R78811,230$494,1130.07%
146ISHARES MBS ETF4642885885,159$490,8790.07%
147HILTON WORLDWIDE HLDGS INC COMHLT1,840$477,3700.07%
148SCHWAB U.S. LARGE-CAP VALUE ETF80852440916,383$476,9190.07%
149STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A5088,527$471,8080.07%
150PROGRESSIVE CORP COM7433151031,817$448,7080.06%
151AT&T INC COMT-PC15,593$440,3350.06%
152ISHARES CORE MSCI EAFE ETF46432F8425,008$437,2480.06%
153ISHARES CORE S&P SMALL CAP ETF4642878043,609$428,8570.06%
154HERSHEY CO COMHSY2,069$387,0060.05%
155MGE ENERGY INC COMMGEE4,526$380,9780.05%
156CADENCE DESIGN SYSTEM INC COMCDNS1,084$380,7660.05%
157ISHARES S&P 500 VALUE ETF4642874081,837$379,3590.05%
158US BANCORP DEL COM NEWUSB-PS7,797$376,8290.05%
159BOEING CO COMBA-PA1,705$368,0660.05%
160TRANSDIGM GROUP INC COMTDG279$367,7280.05%
161INVESCO BULLETSHARES 2028 CB ETFIVZ17,862$367,4210.05%
162GE AEROSPACE COM NEW3696043011,211$364,1580.05%
163AUTODESK INC COMADSK1,126$357,6960.05%
164RAMBUS INC DEL COMRMBS3,420$356,3640.05%
165TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,275$356,0950.05%
166ISHARES S&P 500 GROWTH ETF4642873092,918$352,2610.05%
167WD 40 CO COMWDFC1,778$351,3330.05%
168HEICO CORP NEW CL AHEI-A1,348$342,5130.05%
169KIMBERLY-CLARK CORP COMKMB2,719$338,0570.05%
170ISHARES MSCI EMERGING MARKETS ETF4642872346,307$336,7940.05%
171ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF4642881823,661$333,9560.05%
172CINTAS CORP COMCTAS1,608$330,0580.05%
173APPLIED MATLS INC COM0382221051,581$323,6940.05%
174INTERCONTINENTAL EXCHANGE INC COM45866F1041,911$321,9650.05%
175GRAYSCALE BITCOIN TRUST ETFGBTC3,523$316,2600.04%
176ADVANCED DRAIN SYS INC DEL COM00790R1042,278$315,9590.04%
177GENUINE PARTS CO COMGPC2,265$313,9290.04%
178IDEXX LABS INC COM45168D104475$303,4730.04%
179SCHWAB CHARLES CORP COMSCHW-PJ3,138$299,5590.04%
180VERISK ANALYTICS INC COMVRSK1,179$296,5300.04%
181VANGUARD FTSE ALL-WORLD EX-US ETF9220427754,132$294,9180.04%
182ULTA BEAUTY INCULTA538$294,1520.04%
183ZOETIS INC CL AZTS1,999$292,4940.04%
184ATI INC COMATI3,570$290,3840.04%
185COLGATE PALMOLIVE CO COMCL3,610$288,5830.04%
186PHILIP MORRIS INTL INC COM7181721091,739$282,1140.04%
187PAYCHEX INC COMPAYX2,205$279,5060.04%
188PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4672,685$276,7360.04%
189TARGET CORP COMTGT3,071$275,4690.04%
190ISHARES SILVER TRUSTSLV6,497$275,2780.04%
191THERMO FISHER SCIENTIFIC INC COMTMO553$268,2230.04%
192GSK PLC SPONSORED ADRGLAXF6,191$267,2040.04%
193SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF8085247307,365$266,3180.04%
194DEERE & CO COMDE582$266,3070.04%
195VANGUARD SMALL-CAP ETF9229087511,044$265,5060.04%
196DANAHER CORPORATION2358511021,319$261,5050.04%
197NXP SEMICONDUCTORS N V COMNXPI1,148$261,4340.04%
198CLOUDFLARE INC CL A COMNET1,218$261,3710.04%
199TRANE TECHNOLOGIES PLC SHSTT617$260,3490.04%
200PRUDENTIAL FINL INC COMPUKPF2,490$258,3130.04%
201THE CIGNA GROUP COM125523100895$257,9840.04%
202STERIS PLC SHS USDSTE1,039$257,0900.04%
203ISHARES CORE DIVIDEND GROWTH ETF46434V6213,767$256,4570.04%
204T. ROWE PRICE EQUITY INCOME ETF87283Q2065,716$250,6930.04%
205LOWES COS INC COM548661107997$250,5560.04%
206UNION PAC CORP COMUNP1,057$249,8160.04%
207SALESFORCE INC COMCRM1,051$248,9910.03%
208RANGE RES CORP COMRRC6,610$248,8000.03%
209JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3324,332$247,3610.03%
210ENERGY TRANSFER L P COM UT LTD PTNET-PI14,358$246,3830.03%
211GENERAC HLDGS INC COMGNRC1,459$244,2370.03%
212ALPHABET INC CAP STK CL CGOOG1,000$243,5500.03%
213TOTALENERGIES SE SPONSORED ADSTTE4,064$242,5800.03%
214L3HARRIS TECHNOLOGIES INC COMLHX790$241,2740.03%
215SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8895,630$240,9080.03%
216ZIMMER BIOMET HOLDINGS INC COMZBH2,430$239,3550.03%
217ISHARES RUSSELL 2000 GROWTH ETF464287648724$231,7090.03%
218VANGUARD LARGE-CAP ETF922908637750$230,8950.03%
219CROWDSTRIKE HLDGS INC CL ACRWD465$228,0270.03%
220VANGUARD INTERMEDIATE-TERM BOND ETF9219378192,903$226,6730.03%
221ISHARES RUSSELL MID-CAP VALUE ETF4642874731,602$223,7510.03%
222CHURCH & DWIGHT CO INC COMCHD2,546$223,1060.03%
223VEEVA SYS INC CL A COMVEEV736$219,2620.03%
224TRAVELERS COMPANIES INC COMTRV777$216,9540.03%
225PAYPAL HLDGS INC COMPYPL3,233$216,8050.03%
226ISHARES MSCI EAFE VALUE ETF4642888773,168$214,8850.03%
227FAIR ISAAC CORP COMFICO143$214,0040.03%
228GE VERNOVA INC COMGEV343$210,9110.03%
229WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDWT4,580$210,6340.03%
230WISDOMTREE TRUE EMERGING MARKETS FUNDWT6,079$210,5330.03%
231REGAL REXNORD CORPORATION COMRRX1,455$208,7050.03%
232S&P GLOBAL INC COMSPGI426$207,3380.03%
233TEXAS ROADHOUSE INC COMTXRH1,243$206,5240.03%
234ISHARES RUSSELL 1000 ETF464287622562$205,4000.03%
235EMERSON ELEC CO COMEMR1,559$204,5100.03%
236SPDR S&P MIDCAP 400 ETF TRUSTMDY340$202,6500.03%
237ISHARES ESG AWARE MSCI USA ETF46435G4251,390$202,3840.03%
238DATADOG INC CL A COMDDOG1,419$202,0660.03%
239SEA LTD SPONSORD ADSSE1,124$200,8930.03%
240EATON CORP PLC SHSETN536$200,5980.03%
241VERALTO CORP COM SHSVLTO1,877$200,1070.03%
242UR-ENERGY INC COMURG90,025$161,1450.02%
243RIVIAN AUTOMOTIVE INC COM CL ARIVN10,134$148,7670.02%
244FORD MTR CO COM34537086012,149$145,3020.02%
245AGNC INVT CORP COM00123Q10414,397$140,9470.02%
246PATTERSON-UTI ENERGY INC COMPTEN26,850$139,0830.02%
247BLACKROCK CR ALLOCATION INCOME COMBLK11,558$127,7110.02%
248TESLA INC COMTSLA200$88,9440.01%
249HANESBRANDS INC COM41034510210,800$71,1720.01%
250TESLA INC COMTSLA100$44,4720.01%
251TESLA INC COMTSLA100$44,4720.01%