Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OARSMAN CAPITAL INC | 02-16-2024 | 12-31-2023 | 235 | 376,807,602 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAC HLDGS INC COM | Stock | 151 | $1,091,658 | 8,447 | 0.00 | 0.00 | 366 | 4.53 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL CL A | Stock | 152 | $1,085,250 | 2 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC COM | Stock | 153 | $1,070,184 | 28,387 | 0.00 | 0.00 | 13,487 | 90.52 | 12-31-2023 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | ETF | 154 | $1,043,872 | 11,721 | 0.00 | 11,721 | +Inf | 12-31-2023 |
