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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 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NEXTERA ENERGY INC 7,336.0 $352K 0.00% NEW $47.94
142 ICUI ICU MED INC Healthcare 2,368.0 $347K 0.00% NEW $146.60 +24.5%
143 ACA ARCOSA INC Industrials 2,287.0 $332K 0.00% NEW $145.29 -0.0%
144 MTD METTLER TOLEDO INTERNATIONAL Healthcare 251.0 $321K 0.00% NEW $1277.51 +9.5%
145 WLY WILEY JOHN & SONS INC Communication Services 6,593.0 $320K 0.00% NEW $48.51 +9.7%
146 VRNS VARONIS SYS INC Technology 7,595.0 $319K 0.00% NEW $41.96 -2.2%
147 ATLANTA BRAVES HLDGS INC 6,122.0 $318K 0.00% NEW $51.90
148 ARKO ARKO CORP Consumer Cyclical 39,329.0 $316K 0.00% NEW $8.03 -41.2%
149 WRBY WARBY PARKER INC Healthcare 10,380.0 $315K 0.00% NEW $30.34 -13.6%
150 HEWLETT PACKARD ENTERPRISE C 2,662.0 $308K 0.00% NEW $115.66
151 DCO DUCOMMUN INC DEL Industrials 1,653.0 $306K 0.00% NEW $185.21 -0.7%
152 TPL TEXAS PACIFIC LAND CORPORATI Energy 697.0 $305K 0.00% NEW $437.64 -14.7%
153 BLACKSTONE DIGITAL INFRASTRU 14,058.0 $304K 0.00% NEW $21.63
154 BANK OF AMER CORP 240.0 $301K 0.00% NEW $1254.50
155 MTRN MATERION CORP Basic Materials 1,010.0 $300K 0.00% NEW $297.39 -22.7%
156 PENN PENN ENTERTAINMENT INC Consumer Cyclical 13,834.0 $295K 0.00% NEW $21.36 -14.5%
157 PURSUIT ATTRACTIONS AND HOSP 5,233.0 $293K 0.00% NEW $55.97
158 ENOV ENOVIS CORPORATION Industrials 14,041.0 $291K 0.00% NEW $20.70 +21.8%
159 GUARDANT HEALTH INC 230,000.0 $286K 0.00% NEW $1.24
160 RKLB ROCKET LAB CORP Industrials 2,803.0 $285K 0.00% NEW $101.65 -32.8%
Page 8 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%