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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 43 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ALPHABET INC 12,056.0 $614K 0.01% NEW $50.89
842 RBRK RUBRIK INC. Technology 7,624.0 $612K 0.01% +3K +56.3% $80.28 +15.4%
843 SPYG SPDR SERIES TRUST 5,134.0 $611K 0.01% -456.0 -8.2% $118.99 +1.0%
844 ENTERGY CORP NEW 5,313.0 $610K 0.01% -761.0 -12.5% $114.86
845 OC OWENS CORNING NEW Industrials 3,829.0 $609K 0.01% +2K +75.2% $158.96 -7.8%
846 PETROLEO BRASILEIRO S A 40,902.0 $599K 0.01% -37K -47.4% $14.64
847 HAYW HAYWARD HLDGS INC Industrials 34,569.0 $598K 0.01% -16K -31.9% $17.31 -16.4%
848 ABVX ABIVAX SA Healthcare 4,477.0 $597K 0.01% +96.0 +2.2% $133.26 -11.5%
849 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,607.0 $596K 0.01% -256.0 -13.7% $370.59 -3.5%
850 WSC WILLSCOT HLDGS CORP Industrials 20,584.0 $594K 0.01% -5K -18.6% $28.86 -26.3%
851 FDS FACTSET RESH SYS INC Financial Services 2,580.0 $594K 0.01% +992.0 +62.5% $230.08 +28.7%
852 CAE CAE INC Industrials 23,562.0 $590K 0.01% +4K +22.5% $25.06 -0.2%
853 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 11,171.0 $588K 0.01% NEW $52.65 +18.8%
854 MILLROSE PPTYS INC 19,512.0 $586K 0.01% +9K +86.9% $30.05
855 LRN STRIDE INC Consumer Defensive 6,772.0 $584K 0.01% NEW $86.24 -0.8%
856 MZTI MARZETTI COMPANY Consumer Defensive 5,110.0 $583K 0.01% -382.0 -7.0% $114.16 +2.8%
857 SCHA SCHWAB STRATEGIC TR 16,137.0 $583K 0.01% +2K +12.3% $36.13 -4.2%
858 CTVA CORTEVA INC Basic Materials 6,872.0 $582K 0.01% +1K +22.0% $84.69 -1.9%
859 LUMENTUM HLDGS INC 89,000.0 $581K 0.01% NEW $6.52
860 LCII LCI INDS Consumer Cyclical 5,451.0 $577K 0.01% NEW $105.88 -1.0%
Page 43 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%