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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 23 of 33  ·  659 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AGO ASSURED GUARANTY LTD Financial Services 9,641.0 $866K 0.01% -468.0 -4.6% $89.87 -12.5%
442 PRI PRIMERICA INC Financial Services 3,352.0 $866K 0.01% -595.0 -15.1% $258.36 +8.8%
443 GEL GENESIS ENERGY L P Energy 55,283.0 $862K 0.01% -731.0 -1.3% $15.60 +5.1%
444 LAD LITHIA MTRS INC Consumer Cyclical 2,587.0 $860K 0.01% -470.0 -15.4% $332.33 -17.4%
445 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,576.0 $849K 0.01% -325.0 -6.6% $185.56 -29.0%
446 CAVA CAVA GROUP INC Consumer Cyclical 14,400.0 $845K 0.01% -6K -27.8% $58.69 +38.5%
447 SCHF SCHWAB STRATEGIC TR 34,942.0 $840K 0.01% -1K -3.1% $24.04 +13.8%
448 TNDM TANDEM DIABETES CARE INC Healthcare 37,940.0 $834K 0.01% -4K -8.6% $21.98 -31.6%
449 MTDR MATADOR RES CO Energy 19,293.0 $819K 0.01% -5K -19.4% $42.44 +32.2%
450 CRY ARTIVION INC 17,746.0 $809K 0.01% -3K -13.3% $45.61 -60.8%
451 FCPT FOUR CORNERS PPTY TR INC Real Estate 34,718.0 $801K 0.01% -9K -20.6% $23.06 +8.4%
452 WPP WPP PLC NEW Communication Services 35,422.0 $796K 0.01% -12K -25.0% $22.46 -17.5%
453 SMTC SEMTECH CORP Technology 10,653.0 $785K 0.01% -1K -8.8% $73.69 +92.5%
454 HAYW HAYWARD HLDGS INC Industrials 50,728.0 $784K 0.01% -20K -28.6% $15.45 -11.5%
455 PLNT PLANET FITNESS INC Consumer Cyclical 7,185.0 $779K 0.01% -1K -14.8% $108.47 -53.7%
456 RACE FERRARI N V Consumer Cyclical 2,104.0 $778K 0.01% -188.0 -8.2% $369.56 -7.5%
457 ILMN ILLUMINA INC Healthcare 5,904.0 $774K 0.01% -972.0 -14.1% $131.16 +10.4%
458 CLVT CLARIVATE PLC Technology 229,344.0 $766K 0.01% -30K -11.5% $3.34 -27.5%
459 TTAN SERVICETITAN INC Technology 7,138.0 $760K 0.01% -159.0 -2.2% $106.50 -41.1%
460 ALLE ALLEGION PLC Industrials 4,722.0 $752K 0.01% -171.0 -3.5% $159.22 -17.9%
Page 23 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%