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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 29 of 33  ·  659 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MOH MOLINA HEALTHCARE INC Healthcare 1,937.0 $336K 0.00% -280.0 -12.6% $173.54 +4.4%
562 NPK INTERNATIONAL INC 28,140.0 $335K 0.00% -4K -12.6% $11.92
563 INTERNATIONAL BANCSHARES COR 5,048.0 $335K 0.00% -288.0 -5.4% $66.44
564 DRS LEONARDO DRS INC Industrials 9,634.0 $328K 0.00% -669.0 -6.5% $34.09 +30.7%
565 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 10,014.0 $327K 0.00% -1K -9.9% $32.65 +34.5%
566 MASI MASIMO CORP Healthcare 2,503.0 $326K 0.00% -294.0 -10.5% $130.06 +37.4%
567 PLMR PALOMAR HLDGS INC Financial Services 2,383.0 $321K 0.00% -630.0 -20.9% $134.76 -14.1%
568 ROG ROGERS CORP Technology 3,482.0 $319K 0.00% -279.0 -7.4% $91.57 +45.2%
569 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 1,786.0 $317K 0.00% -474.0 -21.0% $177.44 -33.6%
570 WWD WOODWARD INC Industrials 1,046.0 $316K 0.00% -62.0 -5.6% $302.32 +17.9%
571 DLB DOLBY LABORATORIES INC Technology 4,906.0 $315K 0.00% -273.0 -5.3% $64.22 -15.8%
572 GTLB GITLAB INC Technology 8,065.0 $303K 0.00% -7K -45.2% $37.53 -31.7%
573 GPGI COMPOSECURE INC Industrials 15,696.0 $303K 0.00% -198.0 -1.2% $19.28 -38.0%
574 RRC RANGE RES CORP Energy 8,572.0 $302K 0.00% -6K -39.5% $35.26 +19.3%
575 SPHQ INVESCO EXCHANGE TRADED FD T 3,967.0 $298K 0.00% -125.0 -3.0% $75.05 +11.5%
576 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 5,444.0 $295K 0.00% -33K -85.9% $54.17 -11.9%
577 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 11,752.0 $292K 0.00% -4K -26.3% $24.83 -38.1%
578 SO SOUTHERN CO Utilities 3,345.0 $292K 0.00% -124.0 -3.6% $87.20 +7.4%
579 DPZ DOMINOS PIZZA INC Consumer Cyclical 689.0 $287K 0.00% -44.0 -6.0% $416.82 -24.1%
580 UTZ UTZ BRANDS INC Consumer Defensive 27,583.0 $286K 0.00% -8K -23.0% $10.38 -25.6%
Page 29 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%