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Portfolio (Quarterly) Guide ↗

OPPENHEIMER ASSET MANAGEMENT INC.

· CIK 0001269119
13F Portfolio $9.1B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1154 New
Page 9 of 58  ·  1,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PGR PROGRESSIVE CORP Financial Services 55,830.0 $13.8M 0.15% NEW $246.95 -18.0%
162 PCAR PACCAR INC Industrials 139,256.0 $13.7M 0.15% NEW $98.32 +11.2%
163 COST COSTCO WHSL CORP NEW Consumer Defensive 14,748.0 $13.7M 0.15% NEW $925.63 +13.5%
164 LOPE GRAND CANYON ED INC Consumer Defensive 60,929.0 $13.4M 0.15% NEW $219.52 -28.6%
165 AJG GALLAGHER ARTHUR J & CO Financial Services 42,904.0 $13.3M 0.15% NEW $309.74 -33.0%
166 SCHW SCHWAB CHARLES CORP Financial Services 138,944.0 $13.3M 0.15% NEW $95.47 -5.6%
167 PSX PHILLIPS 66 Energy 97,472.0 $13.3M 0.15% NEW $136.02 +31.8%
168 GS GOLDMAN SACHS GROUP INC Financial Services 16,554.0 $13.2M 0.14% NEW $796.35 +24.1%
169 FAST FASTENAL CO Industrials 268,368.0 $13.2M 0.14% NEW $49.04 -11.2%
170 BX BLACKSTONE INC Financial Services 76,800.0 $13.1M 0.14% NEW $170.85 -30.6%
171 XLF SELECT SECTOR SPDR TR 241,056.0 $13.0M 0.14% NEW $53.87 -4.0%
172 CLH CLEAN HARBORS INC Industrials 55,528.0 $12.9M 0.14% NEW $232.22 +21.7%
173 AZO AUTOZONE INC Consumer Cyclical 2,965.0 $12.7M 0.14% NEW $4290.24 -19.9%
174 SHEL SHELL PLC Energy 176,716.0 $12.6M 0.14% NEW $71.53 +21.2%
175 SOMNIGROUP INTERNATIONAL INC 147,782.0 $12.5M 0.14% NEW $84.33
176 ENSG ENSIGN GROUP INC Healthcare 71,302.0 $12.3M 0.14% NEW $172.77 -0.6%
177 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 68,803.0 $12.3M 0.14% NEW $178.73 -26.5%
178 PLTR PALANTIR TECHNOLOGIES INC Technology 67,316.0 $12.3M 0.14% NEW $182.42 -24.8%
179 IT GARTNER INC Technology 46,490.0 $12.2M 0.13% NEW $262.87 -40.2%
180 TYL TYLER TECHNOLOGIES INC Technology 23,333.0 $12.2M 0.13% NEW $523.16 -39.4%
Page 9 of 58  ·  1,154 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 26.1%
Financial Services 16.1%
Healthcare 12.3%
Consumer Cyclical 11.1%
Industrials 10.7%
Communication Services 7.2%
Consumer Defensive 5.2%
Energy 4.4%
Real Estate 2.6%
Utilities 2.3%