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Portfolio (Quarterly) Guide ↗

OFI INVEST ASSET MANAGEMENT

· CIK 0001977602
13F Portfolio $10.0B AUM 365 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 161 Added 117 Reduced 30 Exited
Page 9 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DEI DOUGLAS EMMETT INC Real Estate 8,893.0 $92K 0.00% +303.0 +3.5% $10.32 +15.8%
Page 9 of 9  ·  161 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 45.7%
Financial Services 12.5%
Communication Services 10.8%
Healthcare 8.5%
Consumer Cyclical 7.2%
Industrials 6.1%
Consumer Defensive 4.6%
Energy 1.5%
Real Estate 1.1%
Utilities 1.1%