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Portfolio (Quarterly) Guide ↗

OPPENHEIMER ASSET MANAGEMENT INC.

· CIK 0001269119
13F Portfolio $8.1B AUM 3,067 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 62 New 288 Added 659 Reduced 153 Exited
Page 16 of 33  ·  659 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DAL DELTA AIR LINES INC DEL Industrials 27,538.0 $1.9M 0.02% -5K -14.7% $69.40 +9.0%
302 HXL HEXCEL CORP NEW Industrials 25,806.0 $1.9M 0.02% -2K -8.6% $73.90 +14.7%
303 NSP INSPERITY INC Industrials 49,026.0 $1.9M 0.02% -544.0 -1.1% $38.72 -20.3%
304 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 89,929.0 $1.9M 0.02% -6K -6.6% $21.05 -17.1%
305 ARGX ARGENX SE Healthcare 2,229.0 $1.9M 0.02% -1K -34.8% $840.95 -2.9%
306 ITGR INTEGER HLDGS CORP Healthcare 23,805.0 $1.9M 0.02% -2K -8.8% $78.43 +14.8%
307 POWL POWELL INDS INC Industrials 5,838.0 $1.9M 0.02% -447.0 -7.1% $318.78 -15.0%
308 WM WASTE MGMT INC DEL Industrials 8,466.0 $1.9M 0.02% -2K -22.7% $219.71 -0.1%
309 NET CLOUDFLARE INC Technology 9,426.0 $1.9M 0.02% -355.0 -3.6% $197.15 +7.9%
310 NDSN NORDSON CORP Industrials 7,722.0 $1.9M 0.02% -322.0 -4.0% $240.43 +19.3%
311 REGN REGENERON PHARMACEUTICALS Healthcare 2,396.0 $1.8M 0.02% -32.0 -1.3% $771.87 -15.8%
312 VIKING HOLDINGS LTD 25,683.0 $1.8M 0.02% -986.0 -3.7% $71.41
313 R RYDER SYS INC Industrials 9,561.0 $1.8M 0.02% -929.0 -8.9% $191.39 +22.7%
314 PSA PUBLIC STORAGE OPER CO Real Estate 6,964.0 $1.8M 0.02% -942.0 -11.9% $259.50 +16.7%
315 BROS DUTCH BROS INC Consumer Cyclical 29,313.0 $1.8M 0.02% -700.0 -2.3% $61.22 -12.7%
316 VVV VALVOLINE INC Energy 61,618.0 $1.8M 0.02% -18K -22.3% $29.06 +14.5%
317 GLOBUS MED INC 20,313.0 $1.8M 0.02% -6K -23.4% $87.31
318 EL LAUDER ESTEE COS INC Consumer Defensive 16,918.0 $1.8M 0.02% -4K -19.7% $104.72 -24.6%
319 LNTH LANTHEUS HLDGS INC Healthcare 26,133.0 $1.7M 0.02% -2K -6.4% $66.55 +42.0%
320 NKE NIKE INC Consumer Cyclical 27,167.0 $1.7M 0.02% -80K -74.7% $63.71 -30.3%
Page 16 of 33  ·  659 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 24.4%
Financial Services 17.1%
Healthcare 14.1%
Industrials 10.6%
Consumer Cyclical 9.3%
Communication Services 8.2%
Energy 4.8%
Consumer Defensive 4.6%
Utilities 2.5%
Real Estate 2.5%