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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 33 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SNX TD SYNNEX CORPORATION Technology 6,029.0 $1.6M 0.02% -2K -27.7% $267.34 -4.6%
642 CFR CULLEN FROST BANKERS INC Financial Services 10,420.0 $1.6M 0.02% +342.0 +3.4% $154.52 +5.7%
643 LPLA LPL FINL HLDGS INC Financial Services 5,685.0 $1.6M 0.02% -4K -41.9% $281.68 +27.9%
644 MDLZ MONDELEZ INTL INC Consumer Defensive 27,652.0 $1.6M 0.02% -11K -27.9% $57.84 +8.9%
645 KIM KIMCO REALTY CORP Real Estate 62,976.0 $1.6M 0.02% +11K +21.0% $25.35 -5.2%
646 WES WESTERN MIDSTREAM PARTNERS L Energy 36,303.0 $1.6M 0.02% +2K +6.3% $43.76 +10.9%
647 UBS UBS GROUP AG Financial Services 31,817.0 $1.6M 0.02% +17K +111.4% $49.56 +10.0%
648 CAVA CAVA GROUP INC Consumer Cyclical 19,760.0 $1.6M 0.02% +5K +37.2% $78.48 -13.6%
649 VSNT VERSANT MEDIA GROUP INC Industrials 42,916.0 $1.5M 0.02% NEW $36.01 +9.1%
650 TWLO TWILIO INC Communication Services 7,465.0 $1.5M 0.02% NEW $206.33 +10.7%
651 FRME FIRST MERCHANTS CORP Financial Services 35,196.0 $1.5M 0.02% -476.0 -1.3% $43.69 -4.6%
652 ICLR ICON PUB LTD CO Healthcare 8,790.0 $1.5M 0.02% -740.0 -7.8% $173.71 -2.8%
653 EFSC ENTERPRISE FINL SVCS CORP Financial Services 22,931.0 $1.5M 0.02% -912.0 -3.8% $65.88 -3.8%
654 TER TERADYNE INC Technology 3,097.0 $1.5M 0.02% NEW $483.84 -25.0%
655 REGN REGENERON PHARMACEUTICALS Healthcare 2,398.0 $1.5M 0.02% $623.54 +30.7%
656 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 60,121.0 $1.5M 0.02% +13K +27.9% $24.83 -13.7%
657 WCC WESCO INTL INC Industrials 4,317.0 $1.5M 0.01% +575.0 +15.4% $345.43 +0.6%
658 UFPI UFP INDUSTRIES INC Basic Materials 16,369.0 $1.5M 0.01% +302.0 +1.9% $90.74 -4.8%
659 LSCC LATTICE SEMICONDUCTOR CORP Technology 9,691.0 $1.5M 0.01% -373.0 -3.7% $152.96 -22.0%
660 XPRO EXPRO GROUP HOLDINGS NV Energy 100,044.0 $1.5M 0.01% +10K +11.7% $14.77 +18.8%
Page 33 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%