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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 28 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GLOBUS MED INC 30,988.0 $2.4M 0.03% +11K +52.5% $79.01
542 PEB PEBBLEBROOK HOTEL TR Real Estate 125,439.0 $2.4M 0.03% +4K +2.9% $19.41 -5.4%
543 R RYDER SYS INC Industrials 9,183.0 $2.4M 0.03% -378.0 -4.0% $263.77 -5.4%
544 HEICO CORP NEW 9,341.0 $2.4M 0.03% +2K +26.3% $257.91
545 LPX LOUISIANA PAC CORP Basic Materials 30,579.0 $2.4M 0.03% +12K +64.1% $78.66 -9.5%
546 PJT PJT PARTNERS INC Financial Services 15,852.0 $2.4M 0.03% NEW $150.94 +15.8%
547 PATHWARD FINANCIAL INC 27,463.0 $2.4M 0.03% NEW $87.06
548 AIZ ASSURANT INC Financial Services 8,861.0 $2.4M 0.03% -1K -10.5% $268.53 +7.4%
549 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 24,601.0 $2.4M 0.03% -21K -45.6% $96.12 -50.3%
550 NULV NUSHARES ETF TR 47,115.0 $2.4M 0.02% +2K +3.7% $49.99 +7.7%
551 LFUS LITTELFUSE INC Technology 5,141.0 $2.3M 0.02% -171.0 -3.2% $455.33 -8.0%
552 CVCO CAVCO INDS INC DEL Consumer Cyclical 3,794.0 $2.3M 0.02% +392.0 +11.5% $614.38 -6.0%
553 MTUM ISHARES TR 6,754.0 $2.3M 0.02% -69K -91.1% $342.83 -11.3%
554 TREX TREX INC Industrials 46,070.0 $2.3M 0.02% +13K +40.0% $50.04 -6.7%
555 ADC AGREE RLTY CORP Real Estate 30,435.0 $2.3M 0.02% NEW $75.74 -2.7%
556 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 26,349.0 $2.3M 0.02% -783.0 -2.9% $87.22 +7.0%
557 JBL JABIL INC Technology 5,957.0 $2.3M 0.02% +76.0 +1.3% $385.48 -19.3%
558 ITT ITT INC Industrials 11,556.0 $2.3M 0.02% -1K -9.2% $197.76 +6.4%
559 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 114,714.0 $2.3M 0.02% -17K -13.1% $19.89 +12.8%
560 TNET TRINET GROUP INC Industrials 46,053.0 $2.3M 0.02% +28K +150.0% $49.49 +42.3%
Page 28 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%