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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 35 of 54  ·  1,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 IOT SAMSARA INC Technology 27,039.0 $959K 0.01% +2K +6.8% $35.45 -15.0%
682 GNOM GLOBAL X FDS 21,032.0 $956K 0.01% -1K -4.6% $45.46 +2.0%
683 IDCC INTERDIGITAL INC Technology 3,002.0 $956K 0.01% -1K -31.0% $318.38 -16.1%
684 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 4,932.0 $954K 0.01% -696.0 -12.4% $193.43 +7.4%
685 STE STERIS PLC Healthcare 3,756.0 $952K 0.01% -515.0 -12.1% $253.52 -14.8%
686 FROG JFROG LTD Technology 15,184.0 $948K 0.01% +299.0 +2.0% $62.46 +14.4%
687 MGY MAGNOLIA OIL & GAS CORP Energy 43,080.0 $943K 0.01% +7K +19.1% $21.89 +33.6%
688 BWXT BWX TECHNOLOGIES INC Industrials 5,448.0 $942K 0.01% +54.0 +1.0% $172.84 +17.2%
689 HMN HORACE MANN EDUCATORS CORP N Financial Services 20,343.0 $939K 0.01% -1K -6.8% $46.18 +3.2%
690 SPG SIMON PPTY GROUP INC NEW Real Estate 5,069.0 $938K 0.01% -4K -42.8% $185.11 +10.3%
691 ARES ARES MANAGEMENT CORPORATION Financial Services 5,781.0 $934K 0.01% -140.0 -2.4% $161.63 -23.3%
692 NBN NORTHEAST BK PORTLAND ME Financial Services 8,935.0 $929K 0.01% -2K -20.9% $103.93 +19.6%
693 NUSC NUSHARES ETF TR 20,761.0 $927K 0.01% $44.65 +9.4%
694 TSCO TRACTOR SUPPLY CO Consumer Cyclical 18,323.0 $916K 0.01% -1K -6.7% $50.01 -36.6%
695 SKY CHAMPION HOMES INC Consumer Cyclical 10,839.0 $916K 0.01% -2K -17.5% $84.50 -17.5%
696 WCC WESCO INTL INC Industrials 3,742.0 $915K 0.01% -1K -27.2% $244.64 +43.1%
697 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 58,274.0 $908K 0.01% +294.0 +0.5% $15.59 +7.0%
698 CLS CELESTICA INC Technology 3,063.0 $905K 0.01% -733.0 -19.3% $295.61 +20.0%
699 MZTI MARZETTI COMPANY Consumer Defensive 5,492.0 $903K 0.01% -2K -24.3% $164.42 -31.4%
700 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 49,428.0 $897K 0.01% -12K -19.6% $18.15 -15.8%
Page 35 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%