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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 14 of 58  ·  1,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CRM SALESFORCE INC Technology 32,252.0 $7.6M 0.08% NEW $237.00 -25.6%
262 HON HONEYWELL INTL INC Industrials 35,892.0 $7.6M 0.08% NEW $210.50 +6.3%
263 DELL DELL TECHNOLOGIES INC Technology 53,128.0 $7.5M 0.08% NEW $141.77 +78.4%
264 NKE NIKE INC Consumer Cyclical 107,533.0 $7.5M 0.08% NEW $69.73 -36.3%
265 DE DEERE & CO Industrials 16,092.0 $7.4M 0.08% NEW $457.26 +16.2%
266 J JACOBS SOLUTIONS INC Industrials 48,882.0 $7.3M 0.08% NEW $149.86 -23.9%
267 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 99,194.0 $7.3M 0.08% NEW $73.70 -34.3%
268 TGT TARGET CORP Consumer Defensive 81,273.0 $7.3M 0.08% NEW $89.70 +36.4%
269 AMCOR PLC 889,230.0 $7.3M 0.08% NEW $8.18
270 ASX ASE TECHNOLOGY HLDG CO LTD Technology 655,050.0 $7.3M 0.08% NEW $11.09 +194.3%
271 ENTG ENTEGRIS INC Technology 78,373.0 $7.2M 0.08% NEW $92.46 +42.1%
272 D DOMINION ENERGY INC Utilities 117,062.0 $7.2M 0.08% NEW $61.17 +11.6%
273 DT DYNATRACE INC Technology 147,670.0 $7.2M 0.08% NEW $48.45 -19.2%
274 MOOG INC 33,960.0 $7.1M 0.08% NEW $207.67
275 IJR ISHARES TR 59,032.0 $7.0M 0.08% NEW $118.83 +14.7%
276 MRVL MARVELL TECHNOLOGY INC Technology 83,378.0 $7.0M 0.08% NEW $84.07 +126.8%
277 BN BROOKFIELD CORP Financial Services 100,498.0 $6.9M 0.08% NEW $68.58 -33.7%
278 DHI D R HORTON INC Consumer Cyclical 40,598.0 $6.9M 0.08% NEW $169.47 -14.9%
279 PCTY PAYLOCITY HLDG CORP Technology 43,129.0 $6.9M 0.08% NEW $159.27 -29.9%
280 MOD MODINE MFG CO Consumer Cyclical 48,189.0 $6.9M 0.07% NEW $142.16 +75.9%
Page 14 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%