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Portfolio (Quarterly) Guide ↗

OPPENHEIMER ASSET MANAGEMENT INC.

· CIK 0001269119
13F Portfolio $8.1B AUM 3,067 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 62 New 288 Added 659 Reduced
Page 10 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HSBC HSBC HLDGS PLC Financial Services 21,187.0 $1.7M 0.02% +9K +77.5% $78.67 +29.4%
182 IQVIA HLDGS INC 7,302.0 $1.6M 0.02% +404.0 +5.9% $225.41
183 IRM IRON MTN INC DEL Real Estate 19,732.0 $1.6M 0.02% +3K +17.6% $82.95 +37.8%
184 RLI RLI CORP Financial Services 24,670.0 $1.6M 0.02% +1K +6.3% $63.98 -7.2%
185 QXO QXO INC Industrials 80,041.0 $1.5M 0.02% +53K +199.8% $19.29 -41.0%
186 CMI CUMMINS INC Industrials 2,981.0 $1.5M 0.02% +330.0 +12.4% $510.45 +4.3%
187 ALAB ASTERA LABS INC Technology 9,057.0 $1.5M 0.02% +4K +72.7% $166.36 +82.3%
188 LPX LOUISIANA PAC CORP Basic Materials 18,635.0 $1.5M 0.02% +1K +7.9% $80.76 -19.1%
189 UFPI UFP INDUSTRIES INC Basic Materials 16,067.0 $1.5M 0.02% +1K +7.3% $91.05 -13.0%
190 GRMN GARMIN LTD Technology 7,059.0 $1.4M 0.02% +397.0 +6.0% $202.85 +35.0%
191 GNRC GENERAC HLDGS INC Industrials 10,500.0 $1.4M 0.02% +907.0 +9.4% $136.37 +52.1%
192 SPYI NEOS ETF TRUST 26,955.0 $1.4M 0.02% +10K +61.9% $52.53 +1.1%
193 IDA IDACORP INC Utilities 10,984.0 $1.4M 0.02% +1K +11.8% $126.56 +4.0%
194 BXP BXP INC Real Estate 20,152.0 $1.4M 0.02% +751.0 +3.9% $67.48 -6.4%
195 WES WESTERN MIDSTREAM PARTNERS L Energy 34,145.0 $1.3M 0.02% +172.0 +0.5% $39.50 +19.7%
196 SON SONOCO PRODS CO Consumer Cyclical 30,890.0 $1.3M 0.02% +174.0 +0.6% $43.64 +11.9%
197 CVNA CARVANA CO Consumer Cyclical 3,086.0 $1.3M 0.02% +2K +215.9% $422.02 -84.6%
198 AFRM AFFIRM HLDGS INC Technology 17,435.0 $1.3M 0.02% +5K +43.3% $74.43 -4.3%
199 EMN EASTMAN CHEM CO Basic Materials 20,145.0 $1.3M 0.02% +162.0 +0.8% $63.83 +2.9%
200 AOS SMITH A O CORP Industrials 19,121.0 $1.3M 0.02% +4K +26.1% $66.88 -14.8%
Page 10 of 15  ·  288 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 24.8%
Financial Services 17.4%
Healthcare 14.3%
Industrials 10.8%
Consumer Cyclical 9.4%
Communication Services 6.8%
Energy 4.9%
Consumer Defensive 4.7%
Real Estate 2.6%
Utilities 2.5%