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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 13 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SSNC SS&C TECH HLDGS Technology 147,326.0 $9.1M 0.10% +105K +251.0% $62.05 +33.7%
242 WST WEST PHARMACEUTICAL SVSC INC Healthcare 25,370.0 $9.1M 0.10% -5K -17.5% $359.00 -2.9%
243 POOL POOL CORP Industrials 42,318.0 $9.1M 0.09% +38K +866.8% $214.90 -13.3%
244 HUM HUMANA INC Healthcare 22,793.0 $9.1M 0.09% +3K +18.1% $397.22 -1.9%
245 MSI MOTOROLA SOLUTIONS INC Technology 21,783.0 $9.0M 0.09% +14K +171.7% $415.29 +16.9%
246 AZO AUTOZONE INC Consumer Cyclical 2,830.0 $9.0M 0.09% NEW $3195.94 -5.3%
247 AAON AAON INC Industrials 70,603.0 $9.0M 0.09% NEW $126.86 -39.9%
248 HONEYWELL INTL INC 39,836.0 $8.9M 0.09% NEW $223.90
249 VRTX VERTEX PHARMACEUTICALS INC Healthcare 17,931.0 $8.9M 0.09% +1K +7.2% $496.73 +11.3%
250 TOTALENERGIES SE 114,001.0 $8.9M 0.09% +71K +164.0% $77.76
251 SCHD SCHWAB STRATEGIC TR 279,434.0 $8.9M 0.09% +110K +65.2% $31.71 +10.7%
252 XLU SELECT SECTOR SPDR TR 195,205.0 $8.9M 0.09% $45.34 -4.5%
253 SAP SAP SE Technology 57,354.0 $8.8M 0.09% +9K +19.2% $154.11 +40.8%
254 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 95,820.0 $8.8M 0.09% +9K +9.8% $92.09 -1.9%
255 HONEYWELL AEROSPACE INC 39,847.0 $8.8M 0.09% NEW $221.08
256 UNP UNION PAC CORP Industrials 32,332.0 $8.8M 0.09% -200.0 -0.6% $272.00 +13.8%
257 BEKE KE HLDGS INC Real Estate 600,624.0 $8.7M 0.09% +167K +38.5% $14.53 +24.0%
258 SPACE EXPLORATION TECHN CORP 50,749.0 $8.7M 0.09% NEW $170.86
259 ENSG ENSIGN GROUP INC Healthcare 53,769.0 $8.6M 0.09% -11K -17.4% $160.30 +11.7%
260 MCO MOODYS CORP Financial Services 18,972.0 $8.6M 0.09% -271.0 -1.4% $452.92 +13.3%
Page 13 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%