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Portfolio (Quarterly) Guide ↗

OPPENHEIMER ASSET MANAGEMENT INC.

· CIK 0001269119
13F Portfolio $8.1B AUM 3,067 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 62 New 288 Added 659 Reduced 153 Exited
Page 21 of 54  ·  1,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DRI DARDEN RESTAURANTS INC Consumer Cyclical 17,601.0 $3.2M 0.04% +3K +24.0% $184.02 +7.1%
402 NTRA NATERA INC Healthcare 14,130.0 $3.2M 0.04% -7K -32.0% $229.09 -11.1%
403 LVS LAS VEGAS SANDS CORP Consumer Cyclical 49,702.0 $3.2M 0.04% -33K -39.9% $65.09 -24.0%
404 XLRE SELECT SECTOR SPDR TR 80,136.0 $3.2M 0.04% NEW $40.35 +10.3%
405 GLOB GLOBANT S A Technology 49,291.0 $3.2M 0.04% -7K -11.8% $65.37 -37.8%
406 NEBIUS GROUP N.V. 38,325.0 $3.2M 0.04% -6K -13.2% $83.71
407 EGP EASTGROUP PPTYS INC Real Estate 18,002.0 $3.2M 0.04% +146.0 +0.8% $178.14 +15.2%
408 KMI KINDER MORGAN INC DEL Energy 114,395.0 $3.1M 0.04% $27.49 +21.9%
409 NOVT NOVANTA INC Technology 26,408.0 $3.1M 0.04% +2K +8.8% $118.99 +30.2%
410 CASY CASEYS GEN STORES INC Consumer Cyclical 5,683.0 $3.1M 0.04% -365.0 -6.0% $552.71 +49.2%
411 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 84,570.0 $3.1M 0.04% -3K -3.5% $37.00 -11.4%
412 ET ENERGY TRANSFER L P Energy 189,384.0 $3.1M 0.04% +2K +1.1% $16.49 +21.3%
413 WTM WHITE MTNS INS GROUP LTD Financial Services 1,502.0 $3.1M 0.04% -70.0 -4.5% $2078.03 +3.2%
414 NRG NRG ENERGY INC Utilities 19,514.0 $3.1M 0.04% -5K -21.6% $159.24 -14.0%
415 MDU MDU RES GROUP INC Industrials 158,043.0 $3.1M 0.04% +136K +604.3% $19.52 +11.8%
416 MSI MOTOROLA SOLUTIONS INC Technology 8,016.0 $3.1M 0.04% -11K -58.5% $383.32 +4.4%
417 SMG SCOTTS MIRACLE-GRO CO Basic Materials 52,651.0 $3.1M 0.04% -6K -10.1% $58.35 -0.0%
418 AMP AMERIPRISE FINL INC Financial Services 6,240.0 $3.1M 0.04% -1K -13.9% $490.34 -8.1%
419 SHW SHERWIN WILLIAMS CO Basic Materials 9,399.0 $3.0M 0.04% -612.0 -6.1% $324.03 -5.0%
420 OKE ONEOK INC NEW Energy 41,171.0 $3.0M 0.04% +2K +3.8% $73.50 +26.0%
Page 21 of 54  ·  1,063 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 24.4%
Financial Services 17.1%
Healthcare 14.1%
Industrials 10.6%
Consumer Cyclical 9.3%
Communication Services 8.2%
Energy 4.8%
Consumer Defensive 4.6%
Utilities 2.5%
Real Estate 2.5%