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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 14 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GRMN GARMIN LTD Technology 5,919.0 $1.4M 0.01% -1K -16.1% $237.54 +21.7%
262 HSBC HSBC HLDGS PLC Financial Services 14,755.0 $1.4M 0.01% -6K -30.4% $95.09 +8.8%
263 TMUS T-MOBILE US INC Communication Services 8,346.0 $1.4M 0.01% -4K -31.6% $167.73 +8.5%
264 OGS ONE GAS INC Utilities 18,141.0 $1.4M 0.01% -1K -5.5% $77.07 +4.2%
265 COKE COCA COLA CONS INC Consumer Defensive 7,251.0 $1.4M 0.01% -1K -14.4% $190.92 +0.7%
266 WDAY WORKDAY INC Technology 10,964.0 $1.3M 0.01% -2K -16.3% $122.42 +59.7%
267 SPYI NEOS ETF TRUST 24,933.0 $1.3M 0.01% -2K -7.5% $53.09 +0.7%
268 SMTC SEMTECH CORP Technology 8,122.0 $1.3M 0.01% -3K -23.8% $161.85 -22.0%
269 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 27,302.0 $1.3M 0.01% -3K -8.6% $47.81 -9.2%
270 DSGX DESCARTES SYS GROUP INC Technology 18,348.0 $1.3M 0.01% -5K -22.1% $69.24 +12.2%
271 SLB SLB LIMITED Energy 27,274.0 $1.3M 0.01% -9K -24.1% $46.49 +15.8%
272 TRU TRANSUNION Industrials 17,203.0 $1.2M 0.01% -3K -14.2% $72.14 +17.4%
273 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,213.0 $1.2M 0.01% -2K -26.8% $290.59 -9.9%
274 MET METLIFE INC Financial Services 14,228.0 $1.2M 0.01% -82K -85.2% $84.61 +12.2%
275 ITW ILLINOIS TOOL WKS INC Industrials 4,446.0 $1.2M 0.01% -2K -27.8% $270.47 +4.4%
276 FTDR FRONTDOOR INC Consumer Cyclical 15,415.0 $1.2M 0.01% -6K -26.8% $77.59 +5.9%
277 BOX BOX INC Technology 45,013.0 $1.2M 0.01% -2K -3.4% $26.54 +25.6%
278 PERIMETER SOLUTIONS INC 33,053.0 $1.2M 0.01% -12K -26.5% $35.65
279 AOS SMITH A O CORP Industrials 18,695.0 $1.2M 0.01% -426.0 -2.2% $62.72 -0.4%
280 TLK TELEKOMUNIKASI IND Communication Services 87,139.0 $1.2M 0.01% -3K -3.1% $13.43 +11.5%
Page 14 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%