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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 16 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HLMN HILLMAN SOLUTIONS CORP Industrials 101,251.0 $855K 0.01% -11K -10.1% $8.44 -1.7%
302 HSIC SCHEIN HENRY INC Healthcare 10,185.0 $851K 0.01% -3K -20.3% $83.52 +7.2%
303 JKHY HENRY JACK & ASSOC INC Technology 6,121.0 $843K 0.01% -1K -15.4% $137.74 +23.8%
304 O REALTY INCOME CORP Real Estate 13,390.0 $830K 0.01% -5K -26.1% $61.96 +2.0%
305 AVTR AVANTOR INC Healthcare 81,327.0 $805K 0.01% -60K -42.3% $9.90 +44.0%
306 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,658.0 $792K 0.01% -839.0 -18.7% $216.60 -7.0%
307 DTM DT MIDSTREAM INC Energy 5,373.0 $788K 0.01% -560.0 -9.4% $146.74 -14.3%
308 MTDR MATADOR RES CO Energy 15,820.0 $788K 0.01% -3K -18.0% $49.78 +15.5%
309 SCHF SCHWAB STRATEGIC TR 28,304.0 $784K 0.01% -7K -19.0% $27.70 +2.2%
310 RKT ROCKET COS INC Financial Services 49,633.0 $782K 0.01% -10K -16.9% $15.75 -10.5%
311 HERD PACER FDS TR 16,452.0 $774K 0.01% -7K -29.6% $47.07 +12.4%
312 VVX V2X INC Industrials 10,273.0 $766K 0.01% -5K -31.6% $74.56 +4.0%
313 EZPW EZCORP INC Financial Services 21,920.0 $758K 0.01% -5K -17.1% $34.57 +1.4%
314 PRI PRIMERICA INC Financial Services 2,665.0 $757K 0.01% -687.0 -20.5% $284.20 +5.6%
315 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 25,364.0 $755K 0.01% -10K -28.6% $29.75 +17.6%
316 CDRE CADRE HLDGS INC Industrials 25,010.0 $713K 0.01% -715.0 -2.8% $28.51 +16.0%
317 ARKQ ARK ETF TR 5,283.0 $699K 0.01% -944.0 -15.2% $132.22 -7.9%
318 ABEV AMBEV SA Consumer Defensive 219,071.0 $688K 0.01% -8K -3.6% $3.14 -7.0%
319 VST VISTRA CORP Utilities 4,303.0 $683K 0.01% -4K -45.9% $158.63 -14.5%
320 CLS CELESTICA INC Technology 1,870.0 $682K 0.01% -1K -39.0% $364.80 -19.3%
Page 16 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%