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Portfolio (Quarterly) Guide ↗

Oppenheimer & Close, LLC

· CIK 0001591377
13F Portfolio $147M AUM 57 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GDX VANECK ETF TRUST 9,504.0 $815K 0.56% NEW $85.77 +2.4%
42 FSUN FIRSTSUN CAP BANCORP Financial Services 21,150.0 $796K 0.54% NEW $37.63 -4.6%
43 TSBK TIMBERLAND BANCORP INC Financial Services 19,839.0 $710K 0.48% NEW $35.80 +14.2%
44 MRAM EVERSPIN TECHNOLOGIES INC Technology 68,967.0 $640K 0.44% NEW $9.28 +241.6%
45 RMBI RICHMOND MUT BANCORPORATION Financial Services 40,000.0 $562K 0.38% NEW $14.04 +3.9%
46 VLO VALERO ENERGY CORP Energy 3,400.0 $553K 0.38% NEW $162.79 +50.7%
47 WSBK WINCHESTER BANCORP INC Financial Services 50,000.0 $522K 0.36% NEW $10.45 +21.3%
48 FIRST FNDTN INC 84,387.0 $520K 0.35% NEW $6.16
49 AVBC AVIDIA BANCORP INC Financial Services 26,502.0 $445K 0.30% NEW $16.81 +13.7%
50 MGYR MAGYAR BANCORP INC Financial Services 24,080.0 $416K 0.28% NEW $17.28 +0.1%
51 RIO RIO TINTO PLC Basic Materials 4,500.0 $360K 0.24% NEW $80.03 +33.2%
52 UHAL U HAUL HOLDING COMPANY Industrials 5,990.0 $302K 0.21% NEW $50.41 +1.1%
53 ASCENT INDUSTRIES CO 17,412.0 $282K 0.19% NEW $16.19
54 CTWO COTWO ADVISORS PHYSICAL EURO Financial Services 11,809.0 $234K 0.16% NEW $19.85 -13.4%
55 XOM EXXON MOBIL CORP Energy 1,760.0 $212K 0.14% NEW $120.34 +25.2%
56 MUX MCEWEN INC. Basic Materials 10,925.0 $202K 0.14% NEW $18.51 +18.9%
57 SRBK SR BANCORP INC Financial Services 10,514.0 $165K 0.11% NEW $15.74 +19.2%
Page 3 of 3  ·  57 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
Basic Materials 25.3%
Financial Services 24.3%
Industrials 19.0%
Consumer Cyclical 12.6%
Technology 7.7%
Real Estate 7.4%
Energy 3.7%