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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PCG PG&E CORP Utilities 19,892.0 $293K 0.00% NEW $14.71 +23.1%
42 NKE NIKE INC Consumer Cyclical 7,545.0 $271K 0.00% NEW $35.90 +13.5%
43 FDX FEDEX CORP Industrials 972.0 $266K 0.00% NEW $273.88 +22.0%
44 HSY HERSHEY CO Consumer Defensive 1,732.0 $266K 0.00% NEW $153.46 +23.8%
45 CLX CLOROX CO DEL Consumer Defensive 2,698.0 $257K 0.00% NEW $95.44 +12.3%
46 COIN COINBASE GLOBAL INC Financial Services 1,972.0 $252K 0.00% NEW $127.87 +40.4%
47 EIX EDISON INTL Utilities 2,714.0 $202K 0.00% NEW $74.45 -0.6%
48 FEDEX FGHT HLDG CO INC 487.0 $64K 0.00% NEW $132.07
Page 3 of 3  ·  48 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%