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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 19 of 33  ·  659 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SNN SMITH & NEPHEW PLC Healthcare 44,269.0 $1.5M 0.02% -1K -2.6% $32.81 -5.5%
362 KO COCA COLA CO Consumer Defensive 20,627.0 $1.4M 0.02% -1K -5.6% $69.91 +16.1%
363 BOX BOX INC Technology 46,606.0 $1.4M 0.02% -5K -9.8% $29.91 -15.1%
364 HST HOST HOTELS & RESORTS INC Real Estate 78,120.0 $1.4M 0.02% -5K -6.3% $17.73 +26.4%
365 LSTR LANDSTAR SYS INC Industrials 9,623.0 $1.4M 0.02% -2K -16.5% $143.70 +33.0%
366 PEB PEBBLEBROOK HOTEL TR Real Estate 121,866.0 $1.4M 0.02% -8K -5.9% $11.32 +31.3%
367 SEIC SEI INVTS CO Financial Services 16,787.0 $1.4M 0.02% -222.0 -1.3% $82.02 +10.7%
368 USPH U S PHYSICAL THERAPY Healthcare 17,590.0 $1.4M 0.02% -4K -16.6% $78.09 -20.3%
369 MANH MANHATTAN ASSOCIATES INC Technology 7,907.0 $1.4M 0.02% -711.0 -8.2% $173.31 -22.4%
370 MTH MERITAGE HOMES CORP Consumer Cyclical 20,500.0 $1.3M 0.02% -2K -8.7% $65.80 -2.9%
371 LFUS LITTELFUSE INC Technology 5,312.0 $1.3M 0.02% -523.0 -9.0% $252.92 +75.5%
372 JBL JABIL INC Technology 5,881.0 $1.3M 0.02% -218.0 -3.6% $228.02 +56.3%
373 FRME FIRST MERCHANTS CORP Financial Services 35,672.0 $1.3M 0.02% -4K -10.8% $37.48 +7.3%
374 JKHY HENRY JACK & ASSOC INC Technology 7,235.0 $1.3M 0.02% -737.0 -9.2% $182.48 -23.5%
375 XEL XCEL ENERGY INC Utilities 17,829.0 $1.3M 0.02% -991.0 -5.3% $73.86 +8.1%
376 COKE COCA COLA CONS INC Consumer Defensive 8,472.0 $1.3M 0.02% -405.0 -4.6% $153.30 +15.0%
377 EFSC ENTERPRISE FINL SVCS CORP Financial Services 23,843.0 $1.3M 0.02% -2K -7.9% $54.00 +12.4%
378 REXR REXFORD INDL RLTY INC Real Estate 33,164.0 $1.3M 0.02% -2K -5.5% $38.72 -6.9%
379 VST VISTRA CORP Utilities 7,955.0 $1.3M 0.02% -5K -38.9% $161.33 -10.7%
380 CEMB ISHARES INC 27,856.0 $1.3M 0.02% -4K -11.7% $45.87 -0.8%
Page 19 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%