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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 8 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FICO FAIR ISAAC CORP Technology 3,823.0 $4.6M 0.05% -421.0 -9.9% $1194.78 -3.4%
142 SNDR SCHNEIDER NATIONAL INC Industrials 122,878.0 $4.5M 0.05% -3K -2.4% $36.53 -4.5%
143 DE DEERE & CO Industrials 6,675.0 $4.2M 0.04% -9K -56.1% $634.33 +0.1%
144 SNA SNAP ON INC Industrials 10,508.0 $4.2M 0.04% -3K -21.0% $402.40 -1.8%
145 CEG CONSTELLATION ENERGY CORP Utilities 16,672.0 $4.1M 0.04% -3K -17.0% $248.37 +10.0%
146 TLN TALEN ENERGY CORP Utilities 10,752.0 $4.1M 0.04% -2K -18.0% $384.26 -20.2%
147 PLD PROLOGIS INC. Real Estate 30,324.0 $4.1M 0.04% -2K -5.0% $135.47 +5.0%
148 TEL TE CONNECTIVITY PLC Technology 19,776.0 $4.0M 0.04% -32K -61.9% $201.61 -0.1%
149 CASY CASEYS GEN STORES INC Consumer Cyclical 4,997.0 $4.0M 0.04% -686.0 -12.1% $794.79 +6.7%
150 EBAY EBAY INC. Consumer Cyclical 35,445.0 $4.0M 0.04% -6K -13.6% $111.75 -4.9%
151 ALAB ASTERA LABS INC Technology 8,193.0 $4.0M 0.04% -864.0 -9.5% $483.02 -41.7%
152 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 10,398.0 $4.0M 0.04% -7K -40.0% $380.37 -30.2%
153 J JACOBS SOLUTIONS INC Industrials 31,133.0 $3.9M 0.04% -17K -35.6% $126.00 +19.9%
154 SAN BANCO SANTANDER SA Financial Services 283,502.0 $3.9M 0.04% -73K -20.5% $13.80 +6.0%
155 DOW DOW HLDGS INC Basic Materials 139,786.0 $3.8M 0.04% -107K -43.3% $27.36 +11.2%
156 RNR RENAISSANCERE HLDGS LTD Financial Services 11,964.0 $3.8M 0.04% -221.0 -1.8% $316.90 +3.4%
157 SXI STANDEX INTL CORP Industrials 10,535.0 $3.8M 0.04% -3K -19.5% $357.67 -14.7%
158 STAG STAG INDUSTRIAL INC Real Estate 97,044.0 $3.7M 0.04% -3K -2.5% $38.06 -3.3%
159 EQIX EQUINIX INC Real Estate 3,494.0 $3.6M 0.04% -2K -39.5% $1042.39 +2.6%
160 FIX COMFORT SYS USA INC Industrials 1,824.0 $3.6M 0.04% -1K -37.5% $1981.95 -19.1%
Page 8 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%