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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 19 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 48,734.0 $5.2M 0.05% $106.25 +8.1%
362 MOO VANECK ETF TRUST 65,151.0 $5.2M 0.05% +1K +2.1% $79.20 +7.4%
363 UBSI UNITED BANKSHARES INC WEST V Financial Services 112,441.0 $5.2M 0.05% -3K -3.0% $45.83 +3.5%
364 OHI OMEGA HEALTHCARE INVS INC Real Estate 108,022.0 $5.2M 0.05% +22K +24.9% $47.68 -1.5%
365 DLR DIGITAL RLTY TR INC Real Estate 28,650.0 $5.1M 0.05% -817.0 -2.8% $179.58 +7.7%
366 AYI ACUITY INC Industrials 13,631.0 $5.1M 0.05% +3K +28.1% $376.66 -9.4%
367 DBEU DBX ETF TR 94,307.0 $5.1M 0.05% +2K +2.1% $53.96 +2.0%
368 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 66,035.0 $5.1M 0.05% +22K +49.9% $76.88 -3.4%
369 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 146,134.0 $5.1M 0.05% +53K +56.9% $34.73 +12.7%
370 RRX REGAL REXNORD CORPORATION Industrials 21,274.0 $5.1M 0.05% +262.0 +1.2% $238.19 -30.6%
371 FORM FORMFACTOR INC Technology 31,330.0 $5.0M 0.05% -30K -49.0% $159.93 -32.4%
372 CRL CHARLES RIV LABS INTL INC Healthcare 22,035.0 $5.0M 0.05% +1K +6.3% $226.79 +30.1%
373 CTAS CINTAS CORP Industrials 29,235.0 $5.0M 0.05% +2K +5.8% $170.08 +21.0%
374 VEEV VEEVA SYS INC Healthcare 27,979.0 $5.0M 0.05% -41K -59.6% $177.47 +37.9%
375 TKR TIMKEN CO Industrials 33,967.0 $4.9M 0.05% +266.0 +0.8% $145.32 -13.2%
376 SPXC SPX TECHNOLOGIES INC Industrials 19,998.0 $4.9M 0.05% NEW $245.17 -16.1%
377 SCHG SCHWAB STRATEGIC TR 144,279.0 $4.9M 0.05% +122K +538.1% $33.84 +4.3%
378 FHN FIRST HORIZON CORPORATION Financial Services 189,471.0 $4.9M 0.05% -234K -55.3% $25.64 -4.2%
379 SMG SCOTTS MIRACLE-GRO CO Basic Materials 71,139.0 $4.8M 0.05% +18K +35.1% $68.11 -9.9%
380 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 192,270.0 $4.8M 0.05% +14K +8.0% $25.06 +15.8%
Page 19 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%