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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 15 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WING WINGSTOP INC Consumer Cyclical 10,694.0 $1.9M 0.02% +261.0 +2.5% $173.41 -33.4%
282 GLOB GLOBANT S A Technology 62,352.0 $1.8M 0.02% +13K +26.5% $28.94 +37.4%
283 MSA MSA SAFETY INC Industrials 10,143.0 $1.8M 0.02% +3K +40.1% $174.58 +7.8%
284 IOT SAMSARA INC Technology 54,510.0 $1.8M 0.02% +27K +101.6% $32.43 +22.3%
285 DIOD DIODES INC Technology 15,959.0 $1.7M 0.02% +3K +20.8% $109.44 -16.5%
286 SEIC SEI INVTS CO Financial Services 19,855.0 $1.7M 0.02% +3K +18.3% $87.71 +26.5%
287 INSM INSMED INC Healthcare 16,061.0 $1.7M 0.02% +3K +22.1% $106.62 +17.8%
288 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 13,260.0 $1.7M 0.02% +7K +99.7% $128.55 +2.1%
289 IDA IDACORP INC Utilities 11,044.0 $1.7M 0.02% +60.0 +0.6% $151.30 -8.9%
290 ILMN ILLUMINA INC Healthcare 9,498.0 $1.7M 0.02% +4K +60.9% $175.83 +28.5%
291 CPT CAMDEN PPTY TR Real Estate 14,503.0 $1.7M 0.02% +4K +38.9% $114.49 -5.0%
292 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 70,106.0 $1.7M 0.02% +6K +8.5% $23.58 +6.2%
293 MKSI MKS INC. Technology 3,684.0 $1.6M 0.02% +726.0 +24.5% $444.80 -39.2%
294 CEMB ISHARES INC 35,655.0 $1.6M 0.02% +8K +28.0% $45.65 -0.6%
295 CFR CULLEN FROST BANKERS INC Financial Services 10,420.0 $1.6M 0.02% +342.0 +3.4% $154.52 +5.4%
296 KIM KIMCO REALTY CORP Real Estate 62,976.0 $1.6M 0.02% +11K +21.0% $25.35 -5.1%
297 WES WESTERN MIDSTREAM PARTNERS L Energy 36,303.0 $1.6M 0.02% +2K +6.3% $43.76 +10.0%
298 UBS UBS GROUP AG Financial Services 31,817.0 $1.6M 0.02% +17K +111.4% $49.56 +8.8%
299 CAVA CAVA GROUP INC Consumer Cyclical 19,760.0 $1.6M 0.02% +5K +37.2% $78.48 -9.6%
300 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 60,121.0 $1.5M 0.02% +13K +27.9% $24.83 -16.0%
Page 15 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%