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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 3 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 EXACT SCIENCES CORP 11,149 $1.1M 0.01% SOLD
42 TTD THE TRADE DESK INC Technology 28,925 $1.1M 0.01% SOLD
43 MRVL MARVELL TECHNOLOGY INC Technology 12,167 $1.0M 0.01% SOLD
44 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 21,402 $975K 0.01% SOLD
45 BRBR BELLRING BRANDS INC Consumer Defensive 33,013 $882K 0.01% SOLD
46 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,576 $849K 0.01% SOLD
47 RACE FERRARI N V Consumer Cyclical 2,104 $778K 0.01% SOLD
48 TTAN SERVICETITAN INC Technology 7,138 $760K 0.01% SOLD
49 TPH TRI POINTE HOMES INC Consumer Cyclical 23,641 $744K 0.01% SOLD
50 STM STMICROELECTRONICS N V Technology 27,578 $715K 0.01% SOLD
51 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 7,653 $688K 0.01% SOLD
52 DTE DTE ENERGY CO Utilities 5,224 $674K 0.01% SOLD
53 KKR KKR & CO INC 5,051 $644K 0.01% SOLD
54 THRM GENTHERM INC Consumer Cyclical 17,248 $627K 0.01% SOLD
55 LUMENTUM HLDGS INC 158,000 $586K 0.01% SOLD
56 WBD WARNER BROS DISCOVERY INC Communication Services 19,505 $562K 0.01% SOLD
57 VGT VANGUARD WORLD FD 739 $557K 0.01% SOLD
58 DOCS DOXIMITY INC Healthcare 12,571 $557K 0.01% SOLD
59 AZTA AZENTA INC Healthcare 16,670 $554K 0.01% SOLD
60 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 23,545 $551K 0.01% SOLD
Page 3 of 7  ·  137 positions
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%