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Portfolio (Quarterly) Guide ↗

OPPENHEIMER ASSET MANAGEMENT INC.

· CIK 0001269119
13F Portfolio $9.1B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1154 New
Page 48 of 58  ·  1,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CTVA CORTEVA INC Basic Materials 6,115.0 $414K 0.01% NEW $67.63 +16.9%
942 MASI MASIMO CORP Healthcare 2,797.0 $413K 0.01% NEW $147.55 +21.1%
943 BMI BADGER METER INC Technology 2,308.0 $412K 0.01% NEW $178.58 -32.7%
944 PAGP PLAINS GP HLDGS L P Energy 22,320.0 $407K 0.00% NEW $18.24 +39.9%
945 AEBI SCHMIDT HLDG AG 32,572.0 $406K 0.00% NEW $12.47
946 HUBG HUB GROUP INC Industrials 11,791.0 $406K 0.00% NEW $34.44 +18.1%
947 SOLV SOLVENTUM CORP Healthcare 5,507.0 $402K 0.00% NEW $73.00 +4.3%
948 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 6,598.0 $400K 0.00% NEW $60.70 +3.9%
949 MDU MDU RES GROUP INC Industrials 22,441.0 $400K 0.00% NEW $17.81 +22.6%
950 SPHB INVESCO EXCH TRADED FD TR II 3,628.0 $398K 0.00% NEW $109.80 +27.5%
951 E ENI S P A Energy 11,373.0 $397K 0.00% NEW $34.95 +57.8%
952 SCHA SCHWAB STRATEGIC TR 14,224.0 $397K 0.00% NEW $27.90 +18.9%
953 RALLIANT CORP 9,061.0 $396K 0.00% NEW $43.73
954 PHIN PHINIA INC Consumer Cyclical 6,848.0 $394K 0.00% NEW $57.48 +29.7%
955 CAH CARDINAL HEALTH INC Healthcare 2,481.0 $389K 0.00% NEW $156.96 +27.8%
956 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 2,260.0 $389K 0.00% NEW $171.99 -31.5%
957 SPYG SPDR SERIES TRUST 3,707.0 $387K 0.00% NEW $104.51 +13.2%
958 FA FIRST ADVANTAGE CORP NEW Industrials 24,958.0 $384K 0.00% NEW $15.39 -2.3%
959 BE BLOOM ENERGY CORP Industrials 4,517.0 $382K 0.00% NEW $84.57 +264.1%
960 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 636.0 $379K 0.00% NEW $596.03 +11.6%
Page 48 of 58  ·  1,154 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 26.1%
Financial Services 16.1%
Healthcare 12.3%
Consumer Cyclical 11.1%
Industrials 10.7%
Communication Services 7.2%
Consumer Defensive 5.2%
Energy 4.4%
Real Estate 2.6%
Utilities 2.3%