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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 4 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN ACCENTURE PLC IRELAND Technology 144,397.0 $18.0M 0.19% +57K +65.7% $124.44 +48.7%
62 EVRG EVERGY INC Utilities 203,422.0 $17.6M 0.18% +3K +1.6% $86.43 -5.5%
63 WELL WELLTOWER INC Real Estate 76,578.0 $17.4M 0.18% +9K +12.8% $226.97 +5.2%
64 AGG ISHARES TR 174,438.0 $17.3M 0.18% +32K +22.2% $98.98 -1.2%
65 IWF ISHARES TR 133,835.0 $16.6M 0.17% +53K +65.2% $124.17 -1.8%
66 VICI VICI PPTYS INC Real Estate 622,616.0 $16.5M 0.17% +128K +25.9% $26.55 -0.4%
67 GE GE AEROSPACE Industrials 43,984.0 $16.4M 0.17% +18K +66.7% $373.73 -7.1%
68 WFC WELLS FARGO & CO Financial Services 198,554.0 $16.4M 0.17% +11K +5.7% $82.64 +2.1%
69 PSX PHILLIPS 66 Energy 96,515.0 $16.3M 0.17% +2K +1.8% $169.05 +42.3%
70 DEO DIAGEO PLC Consumer Defensive 200,067.0 $16.1M 0.17% +47K +30.6% $80.38 +17.7%
71 CNC CENTENE CORP DEL Healthcare 247,691.0 $15.9M 0.17% +29K +13.1% $64.19 +2.3%
72 VRT VERTIV HOLDINGS CO Industrials 46,580.0 $15.6M 0.16% +35K +293.1% $334.82 -22.4%
73 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 56,215.0 $15.3M 0.16% +8K +15.4% $271.95 -16.6%
74 BLK BLACKROCK INC Financial Services 15,735.0 $15.1M 0.16% +199.0 +1.3% $961.56 +21.7%
75 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 115,159.0 $14.2M 0.15% +16K +16.1% $123.11 +31.4%
76 CRM SALESFORCE INC Technology 89,022.0 $13.9M 0.14% +18K +24.7% $156.66 +32.6%
77 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 189,733.0 $13.8M 0.14% +186K +5475.5% $72.51 +12.1%
78 RIO RIO TINTO PLC Basic Materials 140,941.0 $13.4M 0.14% +27K +23.4% $94.93 +11.1%
79 SE SEA LTD Consumer Cyclical 139,332.0 $13.4M 0.14% +44K +45.8% $95.83 +23.3%
80 MAS MASCO CORP Industrials 163,069.0 $13.3M 0.14% +6K +3.7% $81.37 -10.1%
Page 4 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%