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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 13 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NTES NETEASE COM INC Technology 20,609.0 $2.6M 0.03% +3K +17.2% $128.14 +0.4%
242 DASH DOORDASH INC Communication Services 14,233.0 $2.6M 0.03% +11K +329.2% $184.53 +26.5%
243 EHC ENCOMPASS HEALTH CORP Healthcare 25,925.0 $2.6M 0.03% +2K +6.6% $101.08 +18.6%
244 RLI RLI CORP Financial Services 44,084.0 $2.6M 0.03% +19K +78.7% $59.07 +10.1%
245 ON ON SEMICONDUCTOR CORP Technology 27,321.0 $2.6M 0.03% +12K +75.5% $94.54 -23.8%
246 AIT APPLIED INDL TECHNOLOGIES IN Industrials 7,598.0 $2.6M 0.03% +998.0 +15.1% $338.15 -0.4%
247 DORM DORMAN PRODS INC Consumer Cyclical 18,732.0 $2.6M 0.03% +5K +36.5% $136.45 -4.6%
248 ITGR INTEGER HLDGS CORP Healthcare 26,703.0 $2.5M 0.03% +3K +12.2% $93.45 +34.1%
249 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 14,783.0 $2.5M 0.03% +371.0 +2.6% $168.54 -9.1%
250 BX BLACKSTONE INC Financial Services 21,101.0 $2.5M 0.03% +19K +796.8% $117.67 +21.6%
251 EXR EXTRA SPACE STORAGE INC Real Estate 16,919.0 $2.5M 0.03% +792.0 +4.9% $145.30 -0.2%
252 XPEL XPEL INC Consumer Cyclical 49,562.0 $2.5M 0.03% +9K +22.6% $49.60 +1.6%
253 LNG CHENIERE ENERGY INC Energy 10,270.0 $2.5M 0.03% +1K +12.7% $239.01 +17.2%
254 GLOBUS MED INC 30,988.0 $2.4M 0.03% +11K +52.5% $79.01
255 PEB PEBBLEBROOK HOTEL TR Real Estate 125,439.0 $2.4M 0.03% +4K +2.9% $19.41 -4.7%
256 HEICO CORP NEW 9,341.0 $2.4M 0.03% +2K +26.3% $257.91
257 LPX LOUISIANA PAC CORP Basic Materials 30,579.0 $2.4M 0.03% +12K +64.1% $78.66 -8.0%
258 NULV NUSHARES ETF TR 47,115.0 $2.4M 0.02% +2K +3.7% $49.99 +7.3%
259 CVCO CAVCO INDS INC DEL Consumer Cyclical 3,794.0 $2.3M 0.02% +392.0 +11.5% $614.38 -5.5%
260 TREX TREX INC Industrials 46,070.0 $2.3M 0.02% +13K +40.0% $50.04 -6.5%
Page 13 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%