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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 45 of 54  ·  1,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TPC TUTOR PERINI CORP Industrials 5,288.0 $354K 0.00% NEW $67.02 +14.9%
882 ENIC ENEL CHILE S.A. Utilities 88,012.0 $354K 0.00% +584.0 +0.7% $4.02 +8.7%
883 LANDBRIDGE COMPANY LLC 7,176.0 $352K 0.00% NEW $48.99
884 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 4,591.0 $349K 0.00% -964.0 -17.4% $75.91 -28.0%
885 PACS PACS GROUP INC Financial Services 9,065.0 $348K 0.00% NEW $38.39 -1.6%
886 EXPAND ENERGY CORPORATION 3,146.0 $347K 0.00% NEW $110.36
887 TRNO TERRENO RLTY CORP Real Estate 5,879.0 $345K 0.00% -5K -43.6% $58.71 +12.7%
888 XPO XPO INC Industrials 2,522.0 $343K 0.00% +668.0 +36.0% $135.91 +55.1%
889 GLPI GAMING & LEISURE PPTYS INC Real Estate 7,653.0 $342K 0.00% NEW $44.69 +6.3%
890 CCJ CAMECO CORP Energy 3,730.0 $341K 0.00% -28.0 -0.8% $91.49 +15.1%
891 OUTFRONT MEDIA INC 14,070.0 $339K 0.00% $24.10
892 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 6,774.0 $339K 0.00% -2K -24.6% $50.02 -27.4%
893 ONTO ONTO INNOVATION INC Technology 2,143.0 $338K 0.00% +523.0 +32.3% $157.86 +65.6%
894 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,426.0 $337K 0.00% $52.41 +37.3%
895 MOH MOLINA HEALTHCARE INC Healthcare 1,937.0 $336K 0.00% -280.0 -12.6% $173.54 +4.4%
896 NPK INTERNATIONAL INC 28,140.0 $335K 0.00% -4K -12.6% $11.92
897 INTERNATIONAL BANCSHARES COR 5,048.0 $335K 0.00% -288.0 -5.4% $66.44
898 SDG ISHARES TR 3,955.0 $333K 0.00% $84.22 +8.3%
899 DRS LEONARDO DRS INC Industrials 9,634.0 $328K 0.00% -669.0 -6.5% $34.09 +30.7%
900 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 10,014.0 $327K 0.00% -1K -9.9% $32.65 +34.5%
Page 45 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%