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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 48 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CCJ CAMECO CORP Energy 3,805.0 $388K 0.00% +75.0 +2.0% $101.86 +4.9%
942 DRS LEONARDO DRS INC Industrials 9,048.0 $386K 0.00% -586.0 -6.1% $42.67 -9.1%
943 BMI BADGER METER INC Technology 2,590.0 $384K 0.00% NEW $148.38 -9.3%
944 INTERNATIONAL BANCSHARES COR 5,056.0 $384K 0.00% $75.95
945 REZI RESIDEO TECHNOLOGIES INC Industrials 12,091.0 $376K 0.00% NEW $31.10 -37.2%
946 VLTO VERALTO CORP Industrials 4,232.0 $375K 0.00% -254.0 -5.7% $88.68 +11.2%
947 FAN FIRST TR EXCHANGE-TRADED FD 14,944.0 $373K 0.00% -4K -20.6% $24.98 -4.0%
948 RDNT RADNET INC Healthcare 5,960.0 $368K 0.00% -2K -25.1% $61.67 +23.2%
949 PNTG PENNANT GROUP INC Healthcare 9,913.0 $366K 0.00% NEW $36.95 +3.7%
950 UDR UDR INC Real Estate 9,125.0 $364K 0.00% -11K -55.4% $39.92 -4.3%
951 SDG ISHARES TR 4,037.0 $361K 0.00% +82.0 +2.1% $89.43 +5.2%
952 STEP STEPSTONE GROUP INC Financial Services 8,721.0 $361K 0.00% -1K -10.9% $41.36 +19.8%
953 AJG GALLAGHER ARTHUR J & CO Financial Services 1,566.0 $360K 0.00% -21K -93.0% $229.57 +16.6%
954 LMAT LEMAITRE VASCULAR INC Healthcare 3,738.0 $359K 0.00% +468.0 +14.3% $95.96 -16.5%
955 QURE UNIQURE NV Healthcare 7,736.0 $356K 0.00% NEW $46.06 +9.2%
956 ASH ASHLAND INC Basic Materials 5,405.0 $356K 0.00% NEW $65.89 +11.1%
957 WAT WATERS CORP Healthcare 947.0 $355K 0.00% NEW $375.04 +10.4%
958 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,656.0 $352K 0.00% -5K -65.7% $132.52 +3.9%
959 NEXTERA ENERGY INC 7,336.0 $352K 0.00% NEW $47.94
960 PINS PINTEREST INC Communication Services 16,668.0 $351K 0.00% -47K -73.7% $21.03 +11.6%
Page 48 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%