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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 19 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VNT VONTIER CORPORATION Technology 25,712.0 $746K 0.01% +6K +32.6% $29.00 +14.6%
362 IVW ISHARES TR 5,417.0 $745K 0.01% +342.0 +6.7% $137.53 +0.3%
363 VNOM VIPER ENERGY INC Energy 17,414.0 $738K 0.01% +7K +61.9% $42.40 +5.4%
364 DV DOUBLEVERIFY HLDGS INC Technology 67,735.0 $734K 0.01% +12K +21.8% $10.84 +22.7%
365 APPF APPFOLIO INC Technology 4,565.0 $732K 0.01% +291.0 +6.8% $160.35 +40.4%
366 AKAM AKAMAI TECHNOLOGIES INC Technology 5,949.0 $703K 0.01% +802.0 +15.6% $118.21 -10.6%
367 EMBJ EMBRAER S.A. Industrials 10,514.0 $671K 0.01% +2K +27.0% $63.80 +19.5%
368 LGN LEGENCE CORP Industrials 7,854.0 $669K 0.01% +958.0 +13.9% $85.23 -33.8%
369 EQR EQUITY RESIDENTIAL Real Estate 9,830.0 $668K 0.01% +893.0 +10.0% $67.93 -6.3%
370 AMERICA MOVIL SAB DE CV 25,014.0 $650K 0.01% +3K +13.4% $25.99
371 LANDBRIDGE COMPANY LLC 8,147.0 $646K 0.01% +971.0 +13.5% $79.24
372 HESM HESS MIDSTREAM LP Energy 16,973.0 $638K 0.01% +870.0 +5.4% $37.60 +3.8%
373 VCYT VERACYTE INC Healthcare 10,562.0 $620K 0.01% +428.0 +4.2% $58.73 -29.4%
374 TNDM TANDEM DIABETES CARE INC Healthcare 41,009.0 $619K 0.01% +3K +8.1% $15.09 +47.2%
375 SUN SUNOCO LP/SUNOCO FIN CORP Energy 9,099.0 $614K 0.01% +3K +41.6% $67.50 +12.8%
376 TTI TETRA TECHNOLOGIES INC DEL Energy 54,179.0 $614K 0.01% +23K +74.7% $11.33 -40.2%
377 RBRK RUBRIK INC. Technology 7,624.0 $612K 0.01% +3K +56.3% $80.28 +22.1%
378 OC OWENS CORNING NEW Industrials 3,829.0 $609K 0.01% +2K +75.2% $158.96 -7.5%
379 ABVX ABIVAX SA Healthcare 4,477.0 $597K 0.01% +96.0 +2.2% $133.26 -12.8%
380 FDS FACTSET RESH SYS INC Financial Services 2,580.0 $594K 0.01% +992.0 +62.5% $230.08 +32.7%
Page 19 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%