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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 38 of 54  ·  1,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MMS MAXIMUS INC Industrials 8,668.0 $748K 0.01% -3K -24.9% $86.32 -28.9%
742 TPH TRI POINTE HOMES INC Consumer Cyclical 23,641.0 $744K 0.01% -3K -9.6% $31.47 +49.2%
743 CDP COPT DEFENSE PROPERTIES Real Estate 26,741.0 $743K 0.01% -3K -8.9% $27.80 +16.2%
744 LSCC LATTICE SEMICONDUCTOR CORP Technology 10,064.0 $741K 0.01% -342.0 -3.3% $73.58 +89.4%
745 SCHG SCHWAB STRATEGIC TR 22,612.0 $738K 0.01% -186.0 -0.8% $32.62 +5.2%
746 COOPER COS INC 8,966.0 $735K 0.01% -2K -16.6% $81.96
747 BLDR BUILDERS FIRSTSOURCE INC Industrials 7,136.0 $734K 0.01% -614.0 -7.9% $102.89 -28.2%
748 VNT VONTIER CORPORATION Technology 19,386.0 $721K 0.01% -6K -22.4% $37.18 -23.6%
749 STM STMICROELECTRONICS N V Technology 27,578.0 $715K 0.01% +1K +5.2% $25.94 +136.0%
750 ARKQ ARK ETF TR 6,227.0 $714K 0.01% -2K -23.4% $114.66 +16.4%
751 AR ANTERO RESOURCES CORP Energy 20,702.0 $713K 0.01% -2K -7.6% $34.46 +7.5%
752 DTM DT MIDSTREAM INC Energy 5,933.0 $710K 0.01% $119.68 +24.7%
753 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 46,872.0 $707K 0.01% +16K +52.6% $15.08 -24.8%
754 LOB LIVE OAK BANCSHARES INC Financial Services 20,546.0 $706K 0.01% NEW $34.35 +8.9%
755 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,497.0 $705K 0.01% -2K -26.9% $156.80 +32.5%
756 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 35,519.0 $699K 0.01% -6K -14.7% $19.68 +30.0%
757 UBS UBS GROUP AG Financial Services 15,051.0 $697K 0.01% +104.0 +0.7% $46.31 +2.1%
758 AHCO ADAPTHEALTH CORP Healthcare 69,361.0 $691K 0.01% -4K -4.8% $9.96 +5.7%
759 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 7,653.0 $688K 0.01% -3K -26.1% $89.92 -5.0%
760 USFD US FOODS HLDG CORP Consumer Defensive 9,130.0 $688K 0.01% -378.0 -4.0% $75.32 +7.7%
Page 38 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%