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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 3 of 28  ·  554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XPO XPO INC Industrials 61,556.0 $12.0M 0.15% -585.0 -0.9% $194.55 +4.1%
42 CANADIAN PACIFIC KANSAS CITY 151,244.0 $11.9M 0.14% -6K -4.0% $78.66
43 UI UBIQUITI INC Technology 14,837.0 $11.7M 0.14% -203.0 -1.4% $790.29 -23.1%
44 DUK DUKE ENERGY CORP NEW Utilities 89,220.0 $11.7M 0.14% -51K -36.2% $130.94 -6.9%
45 EMR EMERSON ELEC CO Industrials 87,425.0 $11.5M 0.14% -4K -4.8% $131.02 +1.0%
46 TMDX TRANSMEDICS GROUP INC Healthcare 113,472.0 $11.3M 0.14% -3K -2.6% $99.41 -33.4%
47 VST VISTRA CORP Utilities 74,144.0 $11.1M 0.14% -13K -15.1% $150.33 -9.3%
48 LIN LINDE PLC Basic Materials 21,354.0 $10.6M 0.13% -1K -4.6% $495.76 +2.0%
49 TMUS T-MOBILE US INC Communication Services 49,663.0 $10.4M 0.13% -14K -21.6% $210.03 -10.9%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 62,836.0 $10.4M 0.13% -9K -12.4% $165.34 +14.0%
51 CME CME GROUP INC Financial Services 34,647.0 $10.2M 0.12% -200.0 -0.6% $295.35 +1.8%
52 TXN TEXAS INSTRS INC Technology 51,371.0 $10.0M 0.12% -283.0 -0.6% $194.14 +58.6%
53 LRCX LAM RESEARCH CORP Technology 46,528.0 $9.9M 0.12% -11K -18.5% $213.66 +36.2%
54 KO COCA COLA CO Consumer Defensive 130,037.0 $9.9M 0.12% -7K -5.3% $76.05 +5.8%
55 LHX L3HARRIS TECHNOLOGIES INC Industrials 27,909.0 $9.6M 0.12% -3K -8.9% $345.15 -11.7%
56 APP APPLOVIN CORP Technology 24,179.0 $9.6M 0.12% -2K -7.1% $398.00 +25.6%
57 BLK BLACKROCK INC Financial Services 10,006.0 $9.6M 0.12% -490.0 -4.7% $961.71 +12.5%
58 MS MORGAN STANLEY Financial Services 57,828.0 $9.5M 0.12% -20K -25.2% $164.57 +17.3%
59 CG CARLYLE GROUP INC Financial Services 191,081.0 $9.2M 0.11% -2K -1.2% $48.39 -2.2%
60 XLF SELECT SECTOR SPDR TR 184,465.0 $9.1M 0.11% -5K -2.5% $49.37 +3.7%
Page 3 of 28  ·  554 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%