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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 8 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SF STIFEL FINL CORP Financial Services 105,174.0 $7.3M 0.08% +32K +43.5% $69.77 +15.8%
142 PAYX PAYCHEX INC Industrials 74,195.0 $7.3M 0.08% +66K +844.8% $98.33 +26.8%
143 FLS FLOWSERVE CORP Industrials 97,464.0 $7.2M 0.07% +47K +94.3% $74.16 +10.8%
144 EOG EOG RES INC Energy 55,502.0 $7.2M 0.07% +18K +47.4% $129.73 +13.0%
145 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 90,801.0 $7.2M 0.07% +34K +59.9% $79.22 +10.4%
146 SHY ISHARES TR 85,172.0 $7.0M 0.07% +13K +18.6% $82.11 -0.1%
147 NET CLOUDFLARE INC Technology 27,322.0 $6.7M 0.07% +18K +189.9% $245.28 +15.9%
148 SWK STANLEY BLACK & DECKER INC Industrials 70,516.0 $6.6M 0.07% +6K +9.1% $94.12 +5.7%
149 IGSB ISHARES TR 125,837.0 $6.6M 0.07% +9K +7.9% $52.41 -0.4%
150 WSO WATSCO INC Industrials 15,750.0 $6.6M 0.07% +6K +63.2% $416.73 -25.2%
151 RGA REINSURANCE GROUP AMER INC Financial Services 30,671.0 $6.5M 0.07% +365.0 +1.2% $212.65 +16.3%
152 PHG KONINKLIJKE PHILIPS N V Healthcare 238,230.0 $6.5M 0.07% +34K +16.6% $27.19 -0.9%
153 SCZ ISHARES TR 78,164.0 $6.4M 0.07% +9K +13.7% $82.27 +5.9%
154 DAL DELTA AIR LINES INC Industrials 68,063.0 $6.4M 0.07% +41K +147.2% $93.66 -10.8%
155 RGEN REPLIGEN CORP Healthcare 46,326.0 $6.3M 0.07% +28K +158.4% $136.44 +32.3%
156 STRL STERLING INFRASTRUCTURE INC Industrials 7,432.0 $6.2M 0.07% +6K +469.1% $839.36 -41.8%
157 SNOW SNOWFLAKE INC Technology 24,109.0 $6.1M 0.06% +3K +15.0% $254.50 +23.8%
158 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 100,958.0 $6.0M 0.06% +18K +21.5% $59.36 -9.3%
159 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 19,608.0 $5.9M 0.06% +4K +25.8% $301.03 -19.9%
160 EXP EAGLE MATLS INC Basic Materials 26,137.0 $5.9M 0.06% +2K +7.6% $225.00 -10.6%
Page 8 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%