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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 19 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CTRE CARETRUST REIT INC Real Estate 10,326.0 $417K 0.00% -7K -40.6% $40.35 -1.7%
362 VIAV VIAVI SOLUTIONS INC Technology 8,698.0 $415K 0.00% -7K -46.1% $47.75 -22.6%
363 LC HAPPEN INC Financial Services 19,795.0 $411K 0.00% -7K -25.7% $20.74 -7.4%
364 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 10,561.0 $409K 0.00% -36K -77.2% $38.73 +60.6%
365 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,579.0 $406K 0.00% -2K -25.9% $88.60 -37.5%
366 YUM YUM BRANDS INC Consumer Cyclical 2,537.0 $406K 0.00% -41.0 -1.6% $159.86 -1.6%
367 EWBC EAST WEST BANCORP INC Financial Services 3,136.0 $405K 0.00% -183.0 -5.5% $129.09 -0.1%
368 ARES ARES MANAGEMENT CORPORATION Financial Services 3,633.0 $404K 0.00% -2K -37.2% $111.31 +25.8%
369 RXO RXO INC Industrials 14,578.0 $402K 0.00% -3K -15.2% $27.59 -22.9%
370 SCHX SCHWAB STRATEGIC TR 13,465.0 $396K 0.00% -543.0 -3.9% $29.43 +2.4%
371 SPHB INVESCO EXCH TRADED FD TR II 2,541.0 $395K 0.00% -1K -28.6% $155.59 -6.4%
372 WWD WOODWARD INC Industrials 923.0 $393K 0.00% -123.0 -11.8% $425.44 -21.7%
373 DRS LEONARDO DRS INC Industrials 9,048.0 $386K 0.00% -586.0 -6.1% $42.67 -8.6%
374 VLTO VERALTO CORP Industrials 4,232.0 $375K 0.00% -254.0 -5.7% $88.68 +12.1%
375 FAN FIRST TR EXCHANGE-TRADED FD 14,944.0 $373K 0.00% -4K -20.6% $24.98 -4.9%
376 RDNT RADNET INC Healthcare 5,960.0 $368K 0.00% -2K -25.1% $61.67 +21.1%
377 UDR UDR INC Real Estate 9,125.0 $364K 0.00% -11K -55.4% $39.92 -3.8%
378 STEP STEPSTONE GROUP INC Financial Services 8,721.0 $361K 0.00% -1K -10.9% $41.36 +19.0%
379 AJG GALLAGHER ARTHUR J & CO Financial Services 1,566.0 $360K 0.00% -21K -93.0% $229.57 +18.5%
380 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,656.0 $352K 0.00% -5K -65.7% $132.52 +4.9%
Page 19 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%