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Portfolio (Quarterly) Guide ↗

OPPENHEIMER ASSET MANAGEMENT INC.

· CIK 0001269119
13F Portfolio $8.1B AUM 3,067 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 62 New 288 Added 659 Reduced 153 Exited
Page 12 of 33  ·  659 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GSK GSK PLC Healthcare 73,172.0 $3.6M 0.04% -73K -49.8% $49.04 +5.1%
222 CDW CDW CORP Technology 26,330.0 $3.6M 0.04% -5K -16.1% $136.20 -21.5%
223 EBAY EBAY INC. Consumer Cyclical 41,031.0 $3.6M 0.04% -3K -7.8% $87.10 +34.5%
224 MCK MCKESSON CORP Healthcare 4,325.0 $3.5M 0.04% -105.0 -2.4% $820.29 -6.6%
225 LPLA LPL FINL HLDGS INC Financial Services 9,778.0 $3.5M 0.04% -4K -30.8% $357.17 -19.4%
226 INTC INTEL CORP Technology 94,644.0 $3.5M 0.04% -45K -32.2% $36.90 +221.1%
227 MC MOELIS & CO Financial Services 50,738.0 $3.5M 0.04% -2K -4.5% $68.74 -4.5%
228 FLS FLOWSERVE CORP Industrials 50,154.0 $3.5M 0.04% -2K -3.8% $69.38 -0.9%
229 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 45,240.0 $3.5M 0.04% -20K -30.5% $76.67 +12.6%
230 FORM FORMFACTOR INC Technology 61,400.0 $3.4M 0.04% -10K -14.2% $55.78 +129.5%
231 BSV VANGUARD BD INDEX FDS 43,040.0 $3.4M 0.04% -7K -14.2% $78.81 -1.2%
232 AXON AXON ENTERPRISE INC Industrials 5,962.0 $3.4M 0.04% -686.0 -10.3% $567.93 -31.4%
233 NPO ENPRO INC Industrials 15,704.0 $3.4M 0.04% -456.0 -2.8% $214.13 +41.4%
234 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 63,998.0 $3.3M 0.04% -1K -2.3% $52.28 +34.4%
235 LYG LLOYDS BANKING GROUP PLC Financial Services 620,239.0 $3.3M 0.04% -105K -14.4% $5.30 +2.1%
236 WSO WATSCO INC Industrials 9,653.0 $3.3M 0.04% -10K -51.3% $336.95 +14.7%
237 NTRA NATERA INC Healthcare 14,130.0 $3.2M 0.04% -7K -32.0% $229.09 -11.1%
238 LVS LAS VEGAS SANDS CORP Consumer Cyclical 49,702.0 $3.2M 0.04% -33K -39.9% $65.09 -24.0%
239 GLOB GLOBANT S A Technology 49,291.0 $3.2M 0.04% -7K -11.8% $65.37 -37.8%
240 NEBIUS GROUP N.V. 38,325.0 $3.2M 0.04% -6K -13.2% $83.71
Page 12 of 33  ·  659 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 24.4%
Financial Services 17.1%
Healthcare 14.1%
Industrials 10.6%
Consumer Cyclical 9.3%
Communication Services 8.2%
Energy 4.8%
Consumer Defensive 4.6%
Utilities 2.5%
Real Estate 2.5%