Investments: OARSMAN CAPITAL, INC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
706.683.729 $+55.077.600 $654.435.333 $+75.039.051 $582.246.078 $+79.580.571 $502.665.507 $+502.665.507 $
BANK OF AMERICA CORP /DE/BAC486.566.755 $+36.539.114 $450.027.641 $+66.522.596 $383.505.045 $+62.902.414 $320.602.631 $+320.602.631 $
BlackRock, Inc.BLK45.441.718 $+5.360.200 $40.081.518 $-13.247.812 $53.329.330 $+3.875.109 $49.454.221 $+49.454.221 $
ALPHA PRO TECH LTDAPT29.192.786 $+6.900.210 $22.292.576 $+6.067.505 $16.225.071 $+1.459.016 $14.766.055 $+14.766.055 $
MICROSOFT CORPMSFT14.485.631 $-261.708 $14.747.339 $+786.240 $13.961.099 $+3.540.669 $10.420.430 $+10.420.430 $
APPFOLIO INCAPPF13.588.626 $+2.298.234 $11.290.392 $+2.669.954 $8.620.438 $-247.475 $8.867.913 $+8.867.913 $
NVIDIA CORPNVDA12.877.974 $+620.303 $12.257.671 $+1.784.526 $10.473.145 $+3.410.150 $7.062.995 $+7.062.995 $
FISERV INCFISV2.070.918 $-4.263.671 $6.334.589 $-1.552.134 $7.886.723 $-2.496.704 $10.383.427 $+10.383.427 $
AMAZON COM INCAMZN6.566.835 $+484.302 $6.082.533 $+538.762 $5.543.771 $+631.824 $4.911.947 $+4.911.947 $
BERKSHIRE HATHAWAY INCBRK-B4.867.482 $-141.407 $5.008.889 $+192.820 $4.816.069 $-661.621 $5.477.690 $+5.477.690 $
Walmart Inc.WMT4.930.666 $+627.711 $4.302.955 $+270.787 $4.032.168 $+422.361 $3.609.807 $+3.609.807 $
GOLDMAN SACHS GROUP INCGS4.893.763 $+748.319 $4.145.444 $+296.824 $3.848.620 $+922.407 $2.926.213 $+2.926.213 $
CITIGROUP INCC4.808.815 $+648.790 $4.160.025 $+673.716 $3.486.309 $+2.147.154 $1.339.155 $+1.339.155 $
AbbVie Inc.ABBV4.354.005 $+132.703 $4.221.302 $+931.572 $3.289.730 $-398.311 $3.688.041 $+3.688.041 $
CATERPILLAR INCCAT4.311.455 $+685.355 $3.626.100 $+672.384 $2.953.716 $+453.589 $2.500.127 $+2.500.127 $
JOHNSON & JOHNSONJNJ3.734.965 $+300.946 $3.434.019 $+735.123 $2.698.896 $-215.302 $2.914.198 $+2.914.198 $
Parker-Hannifin CorpPH3.523.973 $+514.824 $3.009.149 $+353.066 $2.656.083 $+131.164 $2.524.919 $+2.524.919 $
Medtronic plcMDT3.274.048 $+79.949 $3.194.099 $+332.625 $2.861.474 $-133.862 $2.995.336 $+2.995.336 $
Hewlett Packard Enterprise CoHPE3.266.613 $+722.885 $2.543.728 $+2.543.728 $
KROGER COKR2.849.590 $-72.495 $2.922.085 $-49.103 $2.971.188 $+67.892 $2.903.296 $+2.903.296 $
CUMMINS INCCMI2.932.569 $+567.090 $2.365.479 $+611.479 $1.754.000 $+162.087 $1.591.913 $+1.591.913 $
FREEPORT-MCMORAN INCFCX2.840.566 $+792.838 $2.047.728 $-111.361 $2.159.089 $+242.482 $1.916.607 $+1.916.607 $
JPMORGAN CHASE & COJPM2.688.391 $-67.350 $2.755.741 $+216.974 $2.538.767 $+347.145 $2.191.622 $+2.191.622 $
SPS COMMERCE INCSPSC2.659.636 $+323.843 $2.335.793 $+310.198 $2.025.595 $+138.854 $1.886.741 $+1.886.741 $
RESOURCES MANAGEMENT CORP /CT/ /ADV2.633.263 $+2.633.263 $
UNITEDHEALTH GROUP INCUNH1.517.569 $-33.633 $1.551.202 $+52.567 $1.498.635 $-1.103.048 $2.601.683 $+2.601.683 $
TYLER TECHNOLOGIES INCTYL1.527.088 $-740.287 $2.267.375 $-273.537 $2.540.912 $+153.143 $2.387.769 $+2.387.769 $
ORACLE CORPORCL1.579.223 $-864.281 $2.443.504 $+515.610 $1.927.894 $+665.543 $1.262.351 $+1.262.351 $
Walt Disney CoDIS2.350.230 $+25.911 $2.324.319 $+699.361 $1.624.958 $+377.544 $1.247.414 $+1.247.414 $
ELI LILLY & CoLLY2.072.812 $+579.900 $1.492.912 $+20.002 $1.472.910 $-81.821 $1.554.731 $+1.554.731 $
ASTRAZENECA PLCAZN1.953.385 $+323.183 $1.630.202 $-112.086 $1.742.288 $+1.742.288 $
PEPSICO INCPEP1.796.994 $+51.065 $1.745.929 $+114.659 $1.631.270 $+12.796 $1.618.474 $+1.618.474 $
MGIC INVESTMENT CORPMTG1.533.553 $-96.105 $1.629.658 $+6.447 $1.623.211 $+106.700 $1.516.511 $+1.516.511 $
OLIN CorpOLN1.149.608 $-86.397 $1.236.005 $+147.589 $1.088.416 $-288.464 $1.376.880 $+1.376.880 $
VERIZON COMMUNICATIONS INCVZ483.333 $-173.161 $656.494 $+26.517 $629.977 $-570.383 $1.200.360 $+1.200.360 $
UNITED PARCEL SERVICE INCUPS1.078.325 $+321.794 $756.531 $-285.977 $1.042.508 $-2.287 $1.044.795 $+1.044.795 $
COMCAST CORPCMCSA1.013.263 $+19.228 $994.035 $+994.035 $
PROCTER & GAMBLE CoPG807.451 $-138.868 $946.319 $-7.052 $953.371 $-43.586 $996.957 $+996.957 $
MCDONALDS CORPMCD920.252 $-31.531 $951.783 $+136.629 $815.154 $-61.044 $876.198 $+876.198 $
CHEVRON CORPCVX749.384 $-30.929 $780.313 $+27.667 $752.646 $-172.909 $925.555 $+925.555 $
PFIZER INCPFE763.679 $-44.465 $808.144 $-5.893 $814.037 $-62.835 $876.872 $+876.872 $
INTUITIVE SURGICAL INCISRG873.327 $+198.010 $675.317 $-62.634 $737.951 $+109.949 $628.002 $+628.002 $
ADVANCED MICRO DEVICES INCAMD863.707 $+221.077 $642.630 $+128.668 $513.962 $+513.962 $
iShares Bitcoin Trust ETFIBIT666.005 $-154.945 $820.950 $+233.395 $587.555 $+169.823 $417.732 $+417.732 $
Mastercard IncMA808.937 $+75.172 $733.765 $-41.150 $774.915 $+106.209 $668.706 $+668.706 $
PALATIN TECHNOLOGIES INCPTNT762.014 $-45.195 $807.209 $+188.998 $618.211 $+281.877 $336.334 $+336.334 $
AMGEN INCAMGN764.269 $+63.284 $700.985 $-38.363 $739.348 $-52.612 $791.960 $+791.960 $
FASTENAL COFAST616.557 $-147.584 $764.141 $+109.697 $654.444 $+66.460 $587.984 $+587.984 $
Accenture plcACN603.407 $+35.980 $567.427 $-141.241 $708.668 $-47.093 $755.761 $+755.761 $
GENERAL DYNAMICS CORPGD716.412 $-29.014 $745.426 $+87.441 $657.985 $+30.778 $627.207 $+627.207 $
APi Group CorpAPG689.483 $+70.101 $619.382 $+6.067 $613.315 $+183.694 $429.621 $+429.621 $
COPART INCCPRT334.654 $-186.818 $521.472 $-111.433 $632.905 $-55.116 $688.021 $+688.021 $
NETFLIX INCNFLX601.939 $-50.273 $652.212 $+50.943 $601.269 $+202.146 $399.123 $+399.123 $
NOVARTIS AGNVS610.764 $-2.095 $612.859 $-1.146 $614.005 $+16.584 $597.421 $+597.421 $
XCEL ENERGY INCXEL561.336 $-51.604 $612.940 $+53.022 $559.918 $-25.657 $585.575 $+585.575 $
EXXON MOBIL CORPXOM599.151 $+39.295 $559.856 $+39.387 $520.469 $-28.474 $548.943 $+548.943 $
ALLIANT ENERGY CORPLNT548.619 $-20.254 $568.873 $+56.450 $512.423 $-50.253 $562.676 $+562.676 $
MARCUS CORPMCS540.136 $+0 $540.136 $+60.047 $480.089 $+4.841 $475.248 $+475.248 $
AT&T INC.T382.357 $-57.978 $440.335 $-67.285 $507.620 $+2.106 $505.514 $+505.514 $
TransDigm Group INCTDG324.483 $-43.245 $367.728 $-118.877 $486.605 $+125.566 $361.039 $+361.039 $
BOEING COBA462.516 $+94.450 $368.066 $+101.544 $266.522 $+54.869 $211.653 $+211.653 $
WD 40 COWDFC348.907 $-2.426 $351.333 $-53.299 $404.632 $-28.224 $432.856 $+432.856 $
MORGAN STANLEYMS422.163 $+211.630 $210.533 $+210.533 $
MGE ENERGY INCMGEE354.942 $-26.036 $380.978 $-19.245 $400.223 $-13.914 $414.137 $+414.137 $
HERSHEY COHSY267.329 $-119.677 $387.006 $+387.006 $
ATI INCATI386.741 $+96.357 $290.384 $-17.850 $308.234 $+308.234 $
GENERAL ELECTRIC COGE326.845 $-37.313 $364.158 $+114.175 $249.983 $+249.983 $
RAMBUS INCRMBS314.264 $-42.100 $356.364 $+106.686 $249.678 $+249.678 $
HEICO CORPHEI263.284 $-79.229 $342.513 $-9.387 $351.900 $+97.259 $254.641 $+254.641 $
COLGATE PALMOLIVE COCL269.458 $-19.125 $288.583 $-39.566 $328.149 $-19.478 $347.627 $+347.627 $
PAYCHEX INCPAYX279.506 $-41.233 $320.739 $-10.192 $330.931 $+330.931 $
CINTAS CORPCTAS302.605 $-27.453 $330.058 $+8.679 $321.379 $+49.874 $271.505 $+271.505 $
Zoetis Inc.ZTS218.298 $-74.196 $292.494 $-30.478 $322.972 $+7.997 $314.975 $+314.975 $
SCHWAB CHARLES CORPSCHW314.562 $+15.003 $299.559 $+13.337 $286.222 $-25.508 $311.730 $+311.730 $
GENUINE PARTS COGPC257.847 $-56.082 $313.929 $+33.096 $280.833 $+4.428 $276.405 $+276.405 $
GSK plcGSK309.393 $+42.189 $267.204 $+11.114 $256.090 $+2.188 $253.902 $+253.902 $
DEERE & CODE274.112 $+7.805 $266.307 $-29.667 $295.974 $+19.866 $276.108 $+276.108 $
AMERICAN EXPRESS COAXP234.693 $-47.604 $282.297 $+70.017 $212.280 $+212.280 $
TARGET CORPTGT275.469 $+53.408 $222.061 $+10.149 $211.912 $+211.912 $
WESTERN DIGITAL CORPWDC275.117 $+275.117 $
Sea LtdSE270.959 $+70.066 $200.893 $+200.893 $
Trane Technologies plcTT202.773 $-57.576 $260.349 $-9.533 $269.882 $+269.882 $
TotalEnergies SETTE261.157 $+18.577 $242.580 $-17.222 $259.802 $-3.098 $262.900 $+262.900 $
STERIS plcSTE257.090 $+7.501 $249.589 $+14.100 $235.489 $+235.489 $
FAIR ISAAC CORPFICO241.759 $+27.755 $214.004 $-30.943 $244.947 $+244.947 $
UNILEVER PLCUL239.848 $+28.624 $211.224 $+211.224 $
WATSCO INCWSO200.054 $-30.206 $230.260 $+230.260 $
GARTNER INCIT225.959 $+1.398 $224.561 $+224.561 $
Eaton Corp plcETN216.268 $+15.670 $200.598 $+200.598 $
DOLLAR GENERAL CORPDG208.629 $+208.629 $
EMERSON ELECTRIC COEMR204.510 $-3.351 $207.861 $+207.861 $
SanofiSNY204.501 $+633 $203.868 $-3.719 $207.587 $+207.587 $
ROPER TECHNOLOGIES INCROP205.763 $+205.763 $
Strategy IncMSTR202.115 $+202.115 $
Veralto CorpVLTO200.107 $+200.107 $
UR-ENERGY INCURG125.135 $-36.010 $161.145 $+66.619 $94.526 $+94.526 $
FORD MOTOR COF145.302 $+145.302 $
URANIUM ENERGY CORPUEC68.000 $+20.200 $47.800 $+47.800 $
706.683.729 $+55.077.600 $654.435.333 $+75.039.051 $582.246.078 $+79.580.571 $502.665.507 $+502.665.507 $
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