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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 10 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NATWEST GROUP PLC 167,636.0 $3.0M 0.03% -25K -12.8% $17.63
182 SIMO SILICON MOTION TECHNOLOGY CO Technology 8,797.0 $2.9M 0.03% -3K -25.0% $333.33 -27.1%
183 OZK BANK OZK LITTLE ROCK ARK Financial Services 55,512.0 $2.9M 0.03% -31K -36.0% $52.09 -5.3%
184 IT GARTNER INC Technology 22,158.0 $2.9M 0.03% -18K -45.3% $129.62 +54.3%
185 NOV NOV INC Energy 154,684.0 $2.9M 0.03% -2K -1.0% $18.55 +6.8%
186 NVMI NOVA LTD Technology 5,242.0 $2.8M 0.03% -6K -54.0% $542.94 -32.5%
187 FN FABRINET Technology 5,036.0 $2.8M 0.03% -4K -42.0% $562.08 -23.6%
188 WTM WHITE MTNS INS GROUP LTD Financial Services 1,356.0 $2.8M 0.03% -146.0 -9.7% $2073.39 +3.3%
189 FOUR SHIFT4 PMTS INC Technology 57,278.0 $2.8M 0.03% -23K -28.4% $48.64 +2.8%
190 MCK MCKESSON CORP Healthcare 3,663.0 $2.8M 0.03% -662.0 -15.3% $755.60 +17.5%
191 TECH BIO-TECHNE CORP Healthcare 39,080.0 $2.8M 0.03% -12K -23.5% $70.65 +2.4%
192 NPO ENPRO INC Industrials 7,277.0 $2.7M 0.03% -8K -53.7% $376.93 -19.5%
193 GKOS GLAUKOS CORP Healthcare 19,564.0 $2.7M 0.03% -2K -11.0% $139.76 +29.9%
194 TOST TOAST INC Technology 97,183.0 $2.7M 0.03% -23K -19.3% $27.82 +32.1%
195 PAYC PAYCOM SOFTWARE INC Technology 21,365.0 $2.7M 0.03% -54K -71.5% $125.68 +84.4%
196 HLI HOULIHAN LOKEY INC Financial Services 19,791.0 $2.7M 0.03% -8K -29.5% $134.13 -4.2%
197 BHE BENCHMARK ELECTRS INC Technology 26,688.0 $2.6M 0.03% -1K -4.3% $98.67 -27.6%
198 WSBC WESBANCO INC Financial Services 67,105.0 $2.6M 0.03% -1K -1.5% $39.03 +3.7%
199 HDB HDFC BANK LTD Financial Services 101,385.0 $2.6M 0.03% -330K -76.5% $25.83 -8.6%
200 AMRIZE LTD 49,045.0 $2.6M 0.03% -2K -3.3% $53.30
Page 10 of 24  ·  463 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%