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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 8 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WFC WELLS FARGO & CO Financial Services 198,554.0 $16.4M 0.17% +11K +5.7% $82.64 +2.0%
142 QCOM QUALCOMM INC Technology 88,462.0 $16.3M 0.17% -32K -26.4% $184.79 -12.8%
143 PSX PHILLIPS 66 Energy 96,515.0 $16.3M 0.17% +2K +1.8% $169.05 +42.1%
144 DEO DIAGEO PLC Consumer Defensive 200,067.0 $16.1M 0.17% +47K +30.6% $80.38 +17.7%
145 CNC CENTENE CORP DEL Healthcare 247,691.0 $15.9M 0.17% +29K +13.1% $64.19 +2.0%
146 VRT VERTIV HOLDINGS CO Industrials 46,580.0 $15.6M 0.16% +35K +293.1% $334.82 -22.6%
147 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 56,215.0 $15.3M 0.16% +8K +15.4% $271.95 -17.1%
148 BLK BLACKROCK INC Financial Services 15,735.0 $15.1M 0.16% +199.0 +1.3% $961.56 +22.3%
149 DELL DELL TECHNOLOGIES INC Technology 34,510.0 $14.9M 0.15% -68K -66.5% $431.46 +4.6%
150 FCX FREEPORT MCMORAN INC Basic Materials 233,021.0 $14.7M 0.15% -60K -20.4% $62.89 +25.4%
151 AEIS ADVANCED ENERGY INDS Industrials 38,703.0 $14.4M 0.15% NEW $372.87 -26.2%
152 MEDP MEDPACE HLDGS INC Healthcare 27,079.0 $14.3M 0.15% -2K -5.3% $529.59 +15.4%
153 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 115,159.0 $14.2M 0.15% +16K +16.1% $123.11 +31.6%
154 MOOG INC 33,309.0 $14.1M 0.15% -1K -3.2% $423.84
155 GILD GILEAD SCIENCES INC Healthcare 111,624.0 $14.1M 0.15% -21K -15.7% $126.34 +16.9%
156 MRSH MARSH & MCLENNAN COS INC Financial Services 84,280.0 $14.0M 0.15% -879.0 -1.0% $166.67 +16.8%
157 AIG AMERICAN INTL GROUP INC Financial Services 188,277.0 $14.0M 0.15% NEW $74.53 +2.7%
158 SMH VANECK ETF TRUST 21,354.0 $14.0M 0.14% NEW $655.89 -15.3%
159 CRM SALESFORCE INC Technology 89,022.0 $13.9M 0.14% +18K +24.7% $156.66 +32.1%
160 LKQ LKQ CORP Consumer Cyclical 524,927.0 $13.8M 0.14% -69K -11.7% $26.33 -2.6%
Page 8 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%