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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 20 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ECG EVERUS CONSTR GROUP Industrials 29,024.0 $4.8M 0.05% -22K -43.6% $165.95 -27.0%
382 HLN HALEON PLC Healthcare 512,009.0 $4.8M 0.05% +20K +4.0% $9.33 +9.0%
383 DLTR DOLLAR TREE INC Consumer Defensive 39,434.0 $4.8M 0.05% -18K -30.8% $120.95 +9.3%
384 DHI D R HORTON INC Consumer Cyclical 29,269.0 $4.8M 0.05% -250.0 -0.8% $162.88 -8.4%
385 VMC VULCAN MATLS CO Basic Materials 16,045.0 $4.7M 0.05% -477.0 -2.9% $295.01 -7.2%
386 FROG JFROG LTD Technology 51,687.0 $4.7M 0.05% +37K +240.4% $90.88 +2.1%
387 LOAR LOAR HOLDINGS INC Industrials 58,212.0 $4.7M 0.05% +6K +11.9% $80.61 -8.9%
388 PPG PPG INDS INC Basic Materials 38,506.0 $4.7M 0.05% -1K -3.7% $121.29 -5.7%
389 VNO VORNADO RLTY TR Real Estate 116,653.0 $4.6M 0.05% $39.30 -0.9%
390 ALC ALCON AG Healthcare 68,112.0 $4.6M 0.05% -20K -22.6% $67.10 +8.3%
391 FICO FAIR ISAAC CORP Technology 3,823.0 $4.6M 0.05% -421.0 -9.9% $1194.78 -5.1%
392 LII LENNOX INTL INC Industrials 7,930.0 $4.5M 0.05% +7K +1286.4% $572.95 -31.3%
393 CBT CABOT CORP Basic Materials 49,852.0 $4.5M 0.05% +7K +15.5% $90.82 -6.9%
394 SNDR SCHNEIDER NATIONAL INC Industrials 122,878.0 $4.5M 0.05% -3K -2.4% $36.53 -3.6%
395 CAMT CAMTEK LTD Technology 27,381.0 $4.5M 0.05% +999.0 +3.8% $163.12 -12.2%
396 FRPT FRESHPET INC Consumer Defensive 74,996.0 $4.4M 0.05% $59.12 +26.7%
397 IGIB ISHARES TR 83,075.0 $4.4M 0.05% +8K +10.7% $53.17 -1.4%
398 DRI DARDEN RESTAURANTS INC Consumer Cyclical 21,371.0 $4.4M 0.05% +4K +21.4% $206.01 +6.2%
399 CTS CTS CORP Technology 66,269.0 $4.3M 0.04% +38K +134.4% $65.19 -12.5%
400 CACI CACI INTL INC Technology 9,276.0 $4.3M 0.04% +2K +35.6% $463.26 +34.9%
Page 20 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%