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Portfolio (Quarterly) Guide ↗

OPPENHEIMER ASSET MANAGEMENT INC.

· CIK 0001269119
13F Portfolio $9.6B AUM 3,258 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 208 New 436 Added 463 Reduced 137 Exited
Page 10 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHG SCHWAB STRATEGIC TR 144,279.0 $4.9M 0.05% +122K +538.1% $33.84 +4.4%
182 SMG SCOTTS MIRACLE-GRO CO Basic Materials 71,139.0 $4.8M 0.05% +18K +35.1% $68.11 -8.1%
183 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 192,270.0 $4.8M 0.05% +14K +8.0% $25.06 +15.5%
184 HLN HALEON PLC Healthcare 512,009.0 $4.8M 0.05% +20K +4.0% $9.33 +9.1%
185 FROG JFROG LTD Technology 51,687.0 $4.7M 0.05% +37K +240.4% $90.88 -1.5%
186 LOAR LOAR HOLDINGS INC Industrials 58,212.0 $4.7M 0.05% +6K +11.9% $80.61 -9.3%
187 LII LENNOX INTL INC Industrials 7,930.0 $4.5M 0.05% +7K +1286.4% $572.95 -32.1%
188 CBT CABOT CORP Basic Materials 49,852.0 $4.5M 0.05% +7K +15.5% $90.82 -7.9%
189 CAMT CAMTEK LTD Technology 27,381.0 $4.5M 0.05% +999.0 +3.8% $163.12 -10.1%
190 IGIB ISHARES TR 83,075.0 $4.4M 0.05% +8K +10.7% $53.17 -1.3%
191 DRI DARDEN RESTAURANTS INC Consumer Cyclical 21,371.0 $4.4M 0.05% +4K +21.4% $206.01 +7.0%
192 CTS CTS CORP Technology 66,269.0 $4.3M 0.04% +38K +134.4% $65.19 -13.0%
193 CACI CACI INTL INC Technology 9,276.0 $4.3M 0.04% +2K +35.6% $463.26 +32.1%
194 LULU LULULEMON ATHLETICA INC Consumer Cyclical 37,337.0 $4.3M 0.04% +12K +45.9% $114.18 +3.6%
195 SPYM SPDR SERIES TRUST 48,063.0 $4.2M 0.04% +15K +46.4% $87.88 +2.6%
196 BSV VANGUARD BD INDEX FDS 53,639.0 $4.2M 0.04% +11K +24.6% $77.91 -0.2%
197 CSW INDUSTRIALS INC 14,518.0 $4.0M 0.04% +634.0 +4.6% $278.30
198 CW CURTISS WRIGHT CORP Industrials 5,255.0 $4.0M 0.04% +248.0 +5.0% $757.76 -19.5%
199 CDW CDW CORP Technology 28,310.0 $4.0M 0.04% +2K +7.5% $140.64 +1.0%
200 MIDD MIDDLEBY CORP Industrials 23,142.0 $4.0M 0.04% +3K +17.2% $172.01 -33.7%
Page 10 of 22  ·  436 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 26.5%
Financial Services 15.0%
Healthcare 13.6%
Industrials 13.2%
Consumer Cyclical 10.2%
Communication Services 5.5%
Energy 4.8%
Consumer Defensive 4.2%
Real Estate 2.4%
Utilities 2.4%