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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 7 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PI IMPINJ INC Technology 3,876.0 $555K 0.01% NEW $143.23 +12.4%
122 ROP ROPER TECHNOLOGIES INC Industrials 1,585.0 $536K 0.01% NEW $338.39 +22.8%
123 GFS GLOBALFOUNDRIES INC Technology 6,324.0 $521K 0.01% NEW $82.41 -44.2%
124 AMTM AMENTUM HOLDINGS INC Industrials 24,597.0 $508K 0.01% NEW $20.67 -3.0%
125 FSV FIRSTSERVICE CORP NEW Real Estate 3,395.0 $482K 0.01% NEW $142.11 +1.3%
126 AN AUTONATION INC Consumer Cyclical 2,596.0 $482K 0.01% NEW $185.79 +5.0%
127 MTZ MASTEC INC Industrials 1,073.0 $446K 0.01% NEW $416.06 -38.6%
128 ACAD ACADIA PHARMACEUTICALS INC Healthcare 17,623.0 $446K 0.01% NEW $25.30 +17.2%
129 DCH DAUCH CORP Industrials 80,450.0 $436K 0.01% NEW $5.42 +19.2%
130 CROX CROCS INC Consumer Cyclical 3,487.0 $421K 0.00% NEW $120.64 +4.3%
131 RMBS RAMBUS INC DEL Technology 3,160.0 $419K 0.00% NEW $132.74 -34.4%
132 IREN IREN LIMITED Financial Services 8,906.0 $407K 0.00% NEW $45.73 -12.9%
133 OPLN OPENLANE INC Consumer Cyclical 9,713.0 $401K 0.00% NEW $41.24 -17.4%
134 ELEMENTAL RTY CORP 22,377.0 $391K 0.00% NEW $17.46
135 BMI BADGER METER INC Technology 2,590.0 $384K 0.00% NEW $148.38 -8.5%
136 REZI RESIDEO TECHNOLOGIES INC Industrials 12,091.0 $376K 0.00% NEW $31.10 -38.0%
137 PNTG PENNANT GROUP INC Healthcare 9,913.0 $366K 0.00% NEW $36.95 +5.3%
138 QURE UNIQURE NV Healthcare 7,736.0 $356K 0.00% NEW $46.06 +3.0%
139 ASH ASHLAND INC Basic Materials 5,405.0 $356K 0.00% NEW $65.89 +11.9%
140 WAT WATERS CORP Healthcare 947.0 $355K 0.00% NEW $375.04 +9.5%
Page 7 of 11  ·  208 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%