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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 4 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLF SELECT SECTOR SPDR TR 242,614.0 $13.0M 0.14% -12K -4.7% $53.61 +8.6%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 45,970.0 $12.9M 0.13% -35K -42.9% $281.21 -17.8%
63 IDXX IDEXX LABS INC Healthcare 23,535.0 $12.4M 0.13% -11K -31.0% $526.44 +6.3%
64 MELI MERCADOLIBRE INC Consumer Cyclical 7,299.0 $12.4M 0.13% -530.0 -6.8% $1697.39 +14.8%
65 KEYS KEYSIGHT TECHNOLOGIES INC Technology 34,042.0 $11.9M 0.12% -13K -27.2% $350.07 -11.3%
66 LUV SOUTHWEST AIRLS CO Industrials 226,779.0 $11.7M 0.12% -12K -5.0% $51.42 -20.8%
67 CLH CLEAN HARBORS INC Industrials 39,014.0 $11.7M 0.12% -15K -28.1% $298.75 +5.0%
68 ENTG ENTEGRIS INC Technology 64,212.0 $11.5M 0.12% -9K -12.0% $179.86 -23.1%
69 NGG NATIONAL GRID PLC Utilities 136,185.0 $11.3M 0.12% -13K -8.6% $82.87 -3.0%
70 ACGL ARCH CAP GROUP LTD Financial Services 115,573.0 $11.2M 0.12% -3K -2.8% $97.06 +4.2%
71 SOMNIGROUP INTERNATIONAL INC 140,964.0 $11.1M 0.12% -6K -4.1% $78.40
72 FAST FASTENAL CO Industrials 225,805.0 $10.8M 0.11% -33K -12.8% $48.03 +6.8%
73 PNC PNC FINL SVCS GROUP INC Financial Services 43,384.0 $10.7M 0.11% -4K -8.1% $246.22 -1.0%
74 CHRW C H ROBINSON WORLDWIDE IN Industrials 56,125.0 $10.6M 0.11% -13K -19.0% $188.34 -24.1%
75 INTC INTEL CORP Technology 75,555.0 $10.5M 0.11% -19K -20.2% $139.63 -37.5%
76 BCE BCE INC Communication Services 485,021.0 $10.4M 0.11% -33K -6.4% $21.51 +10.9%
77 XYL XYLEM INC Industrials 83,563.0 $9.9M 0.10% -13K -13.1% $118.21 -3.4%
78 RYANAIR HOLDINGS PLC 151,916.0 $9.8M 0.10% -5K -3.3% $64.75
79 SCHW SCHWAB CHARLES CORP Financial Services 106,500.0 $9.8M 0.10% -27K -20.3% $92.27 +23.2%
80 NEBIUS GROUP N.V. 34,926.0 $9.6M 0.10% -3K -8.9% $276.17
Page 4 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%