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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 12 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLE SELECT SECTOR SPDR TR 183,465.0 $9.7M 0.10% +58K +45.9% $53.11 +17.5%
222 SPOT SPOTIFY TECHNOLOGY S A Communication Services 21,156.0 $9.7M 0.10% +11K +100.1% $459.13 +19.8%
223 GNRC GENERAC HLDGS INC Industrials 32,990.0 $9.7M 0.10% +22K +214.2% $292.81 -29.4%
224 NEBIUS GROUP N.V. 34,926.0 $9.6M 0.10% -3K -8.9% $276.17
225 MSCI MSCI INC Financial Services 17,171.0 $9.6M 0.10% -14K -44.0% $560.04 +0.7%
226 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 17,725.0 $9.6M 0.10% -658.0 -3.6% $541.83 -4.6%
227 BEPC BROOKFIELD RENEWABLE CORP Utilities 258,321.0 $9.6M 0.10% +41K +18.6% $37.12 -11.0%
228 TM TOYOTA MOTOR CORP Consumer Cyclical 56,741.0 $9.6M 0.10% +21K +60.6% $168.42 +13.9%
229 FERG FERGUSON ENTERPRISES INC Industrials 40,228.0 $9.5M 0.10% -890.0 -2.2% $237.33 -0.7%
230 CCI CROWN CASTLE INC Real Estate 125,202.0 $9.5M 0.10% -12K -8.7% $75.73 -0.3%
231 SYY SYSCO CORP Consumer Defensive 112,812.0 $9.4M 0.10% +37K +49.1% $83.58 -0.4%
232 SNPS SYNOPSYS INC Technology 21,134.0 $9.4M 0.10% -25K -53.8% $446.07 -8.1%
233 ALL ALLSTATE CORP Financial Services 39,573.0 $9.4M 0.10% NEW $237.94 +10.0%
234 ASX ASE TECHNOLOGY HLDG CO LTD Technology 207,767.0 $9.4M 0.10% -433K -67.6% $45.12 -17.4%
235 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 97,392.0 $9.3M 0.10% +23K +31.8% $95.98 +24.8%
236 EPAM EPAM SYS INC Technology 117,391.0 $9.3M 0.10% +60K +103.1% $79.35 +37.8%
237 SNY SANOFI SA Healthcare 217,874.0 $9.3M 0.10% +33K +17.8% $42.66 +6.5%
238 AEP AMERICAN ELEC PWR CO INC Utilities 67,385.0 $9.2M 0.10% NEW $136.81 -9.8%
239 KEX KIRBY CORP Industrials 67,531.0 $9.2M 0.10% -2K -3.3% $135.97 +2.2%
240 OMC OMNICOM GROUP INC Communication Services 125,579.0 $9.1M 0.10% +27K +27.2% $72.83 +20.7%
Page 12 of 57  ·  1,134 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%