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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 30 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ROKU ROKU INC Communication Services 15,250.0 $2.1M 0.02% +10K +188.8% $138.14 +14.8%
582 AGCO AGCO CORP Industrials 17,483.0 $2.1M 0.02% NEW $119.70 -6.8%
583 NDSN NORDSON CORP Industrials 6,935.0 $2.1M 0.02% -787.0 -10.2% $301.69 +10.9%
584 USPH U S PHYSICAL THERAPY Healthcare 30,259.0 $2.1M 0.02% +13K +72.0% $68.68 +14.0%
585 WY WEYERHAEUSER CO Real Estate 86,317.0 $2.1M 0.02% +22K +34.0% $23.94 +0.6%
586 CL COLGATE PALMOLIVE CO Consumer Defensive 22,534.0 $2.1M 0.02% +3K +14.9% $91.68 +0.4%
587 ESS ESSEX PPTY TR INC Real Estate 7,078.0 $2.1M 0.02% -727.0 -9.3% $291.59 -1.2%
588 VOYA VOYA FINANCIAL INC Financial Services 22,587.0 $2.0M 0.02% +2K +11.6% $90.53 +12.2%
589 IEI ISHARES TR 17,400.0 $2.0M 0.02% -590.0 -3.3% $117.45 -0.6%
590 AGYS AGILYSYS INC Technology 19,450.0 $2.0M 0.02% -3K -12.2% $104.50 +9.7%
591 FFIV F5 INC Technology 4,845.0 $2.0M 0.02% -1K -18.0% $415.96 -3.9%
592 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 8,356.0 $2.0M 0.02% -1K -10.8% $240.97 +3.5%
593 AMP AMERIPRISE FINL INC Financial Services 4,386.0 $2.0M 0.02% -2K -29.7% $458.76 +22.1%
594 LOB LIVE OAK BANCSHARES INC Financial Services 49,094.0 $2.0M 0.02% +29K +138.9% $40.84 -2.1%
595 BROS DUTCH BROS INC Consumer Cyclical 27,874.0 $2.0M 0.02% -1K -4.9% $71.81 -28.7%
596 EW EDWARDS LIFESCIENCES CORP Healthcare 22,090.0 $2.0M 0.02% NEW $90.46 +0.4%
597 HLNE HAMILTON LANE INC Financial Services 25,138.0 $2.0M 0.02% -4K -14.3% $78.83 +33.5%
598 WM WASTE MGMT INC DEL Industrials 8,861.0 $2.0M 0.02% +395.0 +4.7% $222.88 -0.7%
599 MPLX MPLX LP Energy 34,924.0 $2.0M 0.02% +3K +8.0% $56.33 +5.3%
600 VMI VALMONT INDS INC Industrials 3,402.0 $2.0M 0.02% -507.0 -13.0% $577.60 -17.4%
Page 30 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%