BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

OPPENHEIMER & CO INC

· CIK 0000822581
13F Portfolio $8.2B AUM 1,683 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 281 New 634 Added 554 Reduced 121 Exited
Page 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 NYT NEW YORK TIMES CO Communication Services 3,900 $271K 0.00% SOLD
62 AI C3 AI INC Technology 19,993 $270K 0.00% SOLD
63 CRK COMSTOCK RES INC Energy 11,483 $266K 0.00% SOLD
64 RGEN REPLIGEN CORP Healthcare 1,623 $266K 0.00% SOLD
65 BLACKROCK MUNIVEST FD II INC 24,479 $265K 0.00% SOLD
66 VIRTUS DIVERSIFIED INCM & CO 9,984 $262K 0.00% SOLD
67 GPIX GOLDMAN SACHS ETF TR 4,911 $259K 0.00% SOLD
68 CVLT COMMVAULT SYS INC Technology 2,055 $258K 0.00% SOLD
69 APPN APPIAN CORP Technology 7,200 $255K 0.00% SOLD
70 EXK ENDEAVOUR SILVER CORP Basic Materials 26,891 $253K 0.00% SOLD
71 LIT GLOBAL X FDS 3,885 $252K 0.00% SOLD
72 INCM FRANKLIN TEMPLETON ETF TR 8,935 $251K 0.00% SOLD
73 CNH INDL N V 27,001 $249K 0.00% SOLD
74 CWCO CONSOLIDATED WATER CO INC Utilities 7,023 $248K 0.00% SOLD
75 FLIN FRANKLIN TEMPLETON ETF TR 6,335 $244K 0.00% SOLD
76 MTB M & T BK CORP Financial Services 1,208 $243K 0.00% SOLD
77 CRBG COREBRIDGE FINL INC Financial Services 8,000 $241K 0.00% SOLD
78 H HYATT HOTELS CORP Consumer Cyclical 1,491 $239K 0.00% SOLD
79 OLMA OLEMA PHARMACEUTICALS INC Healthcare 9,500 $238K 0.00% SOLD
80 HIMS HIMS & HERS HEALTH INC Healthcare 7,254 $236K 0.00% SOLD
Page 4 of 7  ·  121 positions
Sector Allocation
Technology 27.4%
Financial Services 17.2%
Industrials 12.4%
Healthcare 9.0%
Consumer Cyclical 8.4%
Communication Services 8.3%
Energy 6.3%
Consumer Defensive 4.8%
Utilities 2.6%
Basic Materials 2.2%