Oarsman Capital Increases Exposure to Equities and Bonds in Q2 2026
This quarter, Oarsman Capital Inc. demonstrated significant buying interest in several equity ETFs while strategically reducing positions in large-cap technology stocks.
For the period ending June 30, 2026, Oarsman Capital Inc. showed active portfolio management through observable changes in its holdings. The firm focused on increasing positions in specific sectors and ETFs while reducing exposure to certain large-cap stocks.
Purchases: Oarsman Capital significantly increased its stake in several investment vehicles this quarter, reflecting targeted buying activity. Notably, the investor boosted their position in SCHF, an international equity ETF with a substantial portfolio allocation of 8.91%. Increases were also observed in individual stocks like APG (API Group Corp Com Stk) and NFLX (Netflix Inc.), as well as in mid-cap, small-cap, and growth ETFs such as SPMD, SPSM, SPYG, and SCHC.
The investor's buying interest was particularly strong in certain sectors. For instance, they increased holdings in the Technology sector through purchases like IWF, an S&P 500 Growth ETF with a portfolio weighting of 0.34%. Similarly, they added to their exposure in the Financial Services sector via investments in MUA, a muniat fund holding approximately 0.15% of the portfolio.
Sales: Alongside these purchases, Oarsman Capital also reduced positions in certain holdings during Q2 2026. The most significant reductions occurred in large-cap technology stocks: AMD and INTU. These sales resulted in notable decreases, impacting the overall portfolio composition.
The investor also trimmed their position in TYL, a stock holding approximately 0.4% of the assets before this quarter's reduction. Furthermore, there were decreases noted in bond ETFs like AGG (U.S. Aggregate Bond ETF), which saw its position reduce by about -4.81%, and GVI (-6.71%), though these changes might be more reflective of market movements than deliberate selling.
In addition to buying and selling existing positions, Oarsman Capital established new holdings during this period. These include investments in SCHC (Schwab Small-Cap International Equity ETF), SPLG (SPDR Portfolio S&P 500 ETF), and several individual stocks like O-I Glass Inc. (OI). These additions further diversified the portfolio or increased concentration in specific areas.