Oarsman Capital, Inc. Buys Alphabet Inc, Kimberly-Clark Corp, Novartis AG, Sells Quad/Graphics Inc, MGE Energy Inc, Olin Corp

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Feb 14, 2020
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Milwaukee, WI, based Investment company Oarsman Capital, Inc. (Current Portfolio) buys Alphabet Inc, Kimberly-Clark Corp, Novartis AG, TCF Financial Corp, SPDR Portfolio Developed World ex-US, sells Quad/Graphics Inc, MGE Energy Inc, Olin Corp, Western Digital Corp, Modine Manufacturing Co during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Oarsman Capital, Inc.. As of 2019Q4, Oarsman Capital, Inc. owns 178 stocks with a total value of $216 million. These are the details of the buys and sells.

For the details of OARSMAN CAPITAL, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/oarsman+capital%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of OARSMAN CAPITAL, INC.
  1. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 192,473 shares, 3.74% of the total portfolio. Shares added by 3.09%
  2. Apple Inc (AAPL) - 23,454 shares, 3.19% of the total portfolio. Shares added by 0.30%
  3. Microsoft Corp (MSFT) - 42,936 shares, 3.14% of the total portfolio. Shares reduced by 0.32%
  4. Alphabet Inc (GOOG) - 4,708 shares, 2.92% of the total portfolio. Shares added by 25.78%
  5. iShares International Aggregate Bond Fund (IAGG) - 106,917 shares, 2.72% of the total portfolio. Shares added by 6.56%
New Purchase: TCF Financial Corp (TCF)

Oarsman Capital, Inc. initiated holding in TCF Financial Corp. The purchase prices were between $36.33 and $47.3, with an estimated average price of $41.66. The stock is now traded at around $43.54. The impact to a portfolio due to this purchase was 0.27%. The holding were 12,285 shares as of .

New Purchase: Bristol-Myers Squibb Company (BMY)

Oarsman Capital, Inc. initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $66.45. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,408 shares as of .

New Purchase: iShares Core S&P U.S. Growth ETF (IUSG)

Oarsman Capital, Inc. initiated holding in iShares Core S&P U.S. Growth ETF. The purchase prices were between $60.74 and $67.92, with an estimated average price of $64.5. The stock is now traded at around $72.81. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,176 shares as of .

Added: Alphabet Inc (GOOG)

Oarsman Capital, Inc. added to a holding in Alphabet Inc by 25.78%. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1513.59. The impact to a portfolio due to this purchase was 0.6%. The holding were 4,708 shares as of .

Added: Kimberly-Clark Corp (KMB)

Oarsman Capital, Inc. added to a holding in Kimberly-Clark Corp by 57.79%. The purchase prices were between $129.36 and $141.6, with an estimated average price of $135.2. The stock is now traded at around $145.22. The impact to a portfolio due to this purchase was 0.5%. The holding were 21,378 shares as of .

Added: Novartis AG (NVS)

Oarsman Capital, Inc. added to a holding in Novartis AG by 74.44%. The purchase prices were between $84.35 and $95.37, with an estimated average price of $89.9. The stock is now traded at around $97.34. The impact to a portfolio due to this purchase was 0.41%. The holding were 22,137 shares as of .

Added: SPDR Portfolio Developed World ex-US (SPDW)

Oarsman Capital, Inc. added to a holding in SPDR Portfolio Developed World ex-US by 24.33%. The purchase prices were between $28.52 and $31.66, with an estimated average price of $30.49. The stock is now traded at around $31.28. The impact to a portfolio due to this purchase was 0.24%. The holding were 84,326 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Oarsman Capital, Inc. added to a holding in Berkshire Hathaway Inc by 24.09%. The purchase prices were between $203.1 and $227.05, with an estimated average price of $217.51. The stock is now traded at around $226.90. The impact to a portfolio due to this purchase was 0.23%. The holding were 11,204 shares as of .

Added: Illumina Inc (ILMN)

Oarsman Capital, Inc. added to a holding in Illumina Inc by 26.74%. The purchase prices were between $288.29 and $335.49, with an estimated average price of $312.33. The stock is now traded at around $297.30. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,583 shares as of .

Sold Out: Adient PLC (ADNT)

Oarsman Capital, Inc. sold out a holding in Adient PLC. The sale prices were between $19.61 and $24.85, with an estimated average price of $22.17.

Sold Out: iShares Core U.S. Aggregate Bond (AGG)

Oarsman Capital, Inc. sold out a holding in iShares Core U.S. Aggregate Bond. The sale prices were between $111.14 and $112.89, with an estimated average price of $112.02.

Sold Out: Gold X Mining Corp (SSPXF)

Oarsman Capital, Inc. sold out a holding in Gold X Mining Corp. The sale prices were between $1.51 and $2.14, with an estimated average price of $1.7.



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