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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 22 of 58  ·  1,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MCK MCKESSON CORP Healthcare 4,430.0 $3.4M 0.04% NEW $772.54 -0.8%
422 CASY CASEYS GEN STORES INC Consumer Cyclical 6,048.0 $3.4M 0.04% NEW $565.32 +45.9%
423 EHC ENCOMPASS HEALTH CORP Healthcare 26,589.0 $3.4M 0.04% NEW $127.02 -17.8%
424 MFC MANULIFE FINL CORP Financial Services 108,230.0 $3.4M 0.04% NEW $31.15 +25.3%
425 CAMT CAMTEK LTD Technology 32,056.0 $3.4M 0.04% NEW $105.05 +52.9%
426 TREX TREX CO INC Industrials 64,814.0 $3.3M 0.04% NEW $51.67 -26.0%
427 NTRA NATERA INC Healthcare 20,787.0 $3.3M 0.04% NEW $160.97 +26.5%
428 SMG SCOTTS MIRACLE-GRO CO Basic Materials 58,542.0 $3.3M 0.04% NEW $56.95 +2.4%
429 AVT AVNET INC Technology 63,696.0 $3.3M 0.04% NEW $52.28 +59.5%
430 AIR AAR CORP Industrials 37,042.0 $3.3M 0.04% NEW $89.67 +21.0%
431 TECH BIO-TECHNE CORP Healthcare 59,613.0 $3.3M 0.04% NEW $55.63 -16.1%
432 HLNE HAMILTON LANE INC Financial Services 24,568.0 $3.3M 0.04% NEW $134.79 -34.3%
433 CSW INDUSTRIALS INC 13,622.0 $3.3M 0.04% NEW $242.75
434 AER AERCAP HOLDINGS NV Industrials 27,320.0 $3.3M 0.04% NEW $121.00 +15.3%
435 IIIV I3 VERTICALS INC Technology 101,747.0 $3.3M 0.04% NEW $32.46 -39.4%
436 AAON AAON INC Industrials 35,300.0 $3.3M 0.04% NEW $93.44 +41.7%
437 LYG LLOYDS BANKING GROUP PLC Financial Services 724,853.0 $3.3M 0.04% NEW $4.54 +19.2%
438 HII HUNTINGTON INGALLS INDS INC Industrials 11,242.0 $3.2M 0.04% NEW $287.91 +10.3%
439 VSH VISHAY INTERTECHNOLOGY INC Technology 210,855.0 $3.2M 0.04% NEW $15.30 +162.5%
440 KMI KINDER MORGAN INC DEL Energy 113,915.0 $3.2M 0.04% NEW $28.31 +18.3%
Page 22 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%