Sign In
test

Derek Joseph Pawlak

Oarsman Capital, Inc.

Assets Managed
$805.532M
Holdings
235
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
4.53%(2Q avg: 6.29%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Oarsman Capital, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 235 positions.

Assets under management

The assets under management (AUM) of Oarsman Capital, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 805.532M in assets, with a quarterly growth rate of 4.53% and a 2-quarter average growth rate of 6.29%. The portfolio is managed by Derek Joseph Pawlak, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 20.73%
11.29%
$90.883M
915,513 shares@ $99.28 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 8.54%
8.63%
$69.462M
2.807M shares@ $24.76 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 13.67%
7.66%
$61.66M
314,273 shares@ $196.21 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.79%
6.61%
$53.166M
543,010 shares@ $97.91 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 22.23%
4.34%
$34.959M
590,328 shares@ $59.23 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -26.31%
4%
$32.206M
167,808 shares@ $191.92 avg price
GVI
Ishares Intermediate Governm
Recent Activity
Increased 22.79%
3.8%
$30.589M
286,732 shares@ $106.69 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 12.18%
3.3%
$26.556M
549,596 shares@ $48.32 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -9.83%
2.36%
$18.978M
66,159 shares@ $286.86 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -7.05%
1.94%
$15.567M
23,832 shares@ $653.22 avg price

1-10 of 235