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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 9 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OKTA OKTA INC Technology 2,049.0 $280K 0.00% NEW $136.45 -4.0%
162 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,103.0 $277K 0.00% NEW $131.58 +6.3%
163 AGX ARGAN INC Industrials 345.0 $275K 0.00% NEW $798.55 -41.3%
164 W WAYFAIR INC Consumer Cyclical 2,977.0 $275K 0.00% NEW $92.42 +11.7%
165 EBS EMERGENT BIOSOLUTIONS INC Healthcare 31,647.0 $265K 0.00% NEW $8.38 -38.2%
166 XENE XENON PHARMACEUTICALS INC Healthcare 4,217.0 $255K 0.00% NEW $60.36 +0.3%
167 BHP BHP BILLITON LIMITED Basic Materials 3,019.0 $252K 0.00% NEW $83.31 +16.6%
168 OUSTER INC 3,993.0 $250K 0.00% NEW $62.52
169 RGCO RGC RES INC Utilities 10,357.0 $248K 0.00% NEW $23.90 -7.3%
170 MRCY MERCURY SYS INC Industrials 2,006.0 $245K 0.00% NEW $122.33 -26.8%
171 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 5,139.0 $245K 0.00% NEW $47.74 -6.2%
172 EXC EXELON CORP Utilities 5,256.0 $245K 0.00% NEW $46.62 -4.9%
173 MRTN MARTEN TRANS LTD Industrials 13,817.0 $240K 0.00% NEW $17.35 -15.4%
174 MICROCHIP TECHNOLOGY INC. 3,124.0 $240K 0.00% NEW $76.71
175 OMCL OMNICELL COM Healthcare 5,762.0 $239K 0.00% NEW $41.52 -16.5%
176 KNTK KINETIK HOLDINGS INC Energy 4,942.0 $239K 0.00% NEW $48.34 +13.2%
177 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,321.0 $235K 0.00% NEW $178.24 +19.7%
178 BOEING CO 3,381.0 $228K 0.00% NEW $67.30
179 CECO CECO ENVIRONMENTAL CORP Industrials 2,483.0 $225K 0.00% NEW $90.74 -21.4%
180 DUPONT DE NEMOURS INC 1,643.0 $223K 0.00% NEW $135.64
Page 9 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%