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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 44 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 HMC HONDA MOTOR CO LTD Consumer Cyclical 21,211.0 $575K 0.01% -31K -59.7% $27.11 +17.3%
862 BKU BANKUNITED INC Financial Services 11,792.0 $571K 0.01% -2K -12.4% $48.45 -4.4%
863 WDS WOODSIDE ENERGY GROUP LTD Energy 29,555.0 $571K 0.01% NEW $19.32 +18.3%
864 ONTO ONTO INNOVATION INC Technology 1,507.0 $570K 0.01% -636.0 -29.7% $378.45 -22.9%
865 SOLV ENERGY INC 16,744.0 $570K 0.01% NEW $34.05
866 USFD US FOODS HLDG CORP Consumer Defensive 5,545.0 $567K 0.01% -4K -39.3% $102.25 +6.5%
867 AHCO ADAPTHEALTH CORP Healthcare 54,252.0 $565K 0.01% -15K -21.8% $10.42 -47.4%
868 BRO BROWN & BROWN INC Financial Services 8,748.0 $561K 0.01% -6K -40.8% $64.15 +14.3%
869 ALB ALBEMARLE CORP Basic Materials 4,120.0 $556K 0.01% NEW $135.03 -1.4%
870 XPO XPO INC Industrials 2,708.0 $556K 0.01% +186.0 +7.4% $205.29 -6.5%
871 SLG SL GREEN RLTY CORP Real Estate 10,727.0 $555K 0.01% +5K +98.8% $51.77 +15.6%
872 CORE LABORATORIES INC 47,664.0 $555K 0.01% +5K +12.2% $11.65
873 PI IMPINJ INC Technology 3,876.0 $555K 0.01% NEW $143.23 +16.1%
874 IDYA IDEAYA BIOSCIENCES INC Healthcare 14,847.0 $553K 0.01% -882.0 -5.6% $37.27 +14.0%
875 FIRST HAWAIIAN INC 18,849.0 $552K 0.01% -3K -11.7% $29.30
876 COOPER COS INC 7,524.0 $540K 0.01% -1K -16.1% $71.71
877 CNMD CONMED CORP Healthcare 16,463.0 $539K 0.01% -15K -47.2% $32.73 +56.2%
878 GRFS GRIFOLS S A Healthcare 75,888.0 $537K 0.01% +6K +8.8% $7.08 +14.3%
879 ROP ROPER TECHNOLOGIES INC Industrials 1,585.0 $536K 0.01% NEW $338.39 +22.2%
880 SPHQ INVESCO EXCHANGE TRADED FD T 5,925.0 $534K 0.01% +2K +49.4% $90.10 -4.5%
Page 44 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%