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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 8 of 58  ·  1,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BDX BECTON DICKINSON & CO Healthcare 82,655.0 $15.5M 0.17% NEW $187.17 -21.9%
142 PH PARKER-HANNIFIN CORP Industrials 20,132.0 $15.3M 0.17% NEW $758.15 +13.4%
143 AMAT APPLIED MATLS INC Technology 74,456.0 $15.2M 0.17% NEW $204.74 +108.7%
144 XLV SELECT SECTOR SPDR TR 109,041.0 $15.2M 0.17% NEW $139.17 +6.5%
145 GILD GILEAD SCIENCES INC Healthcare 136,002.0 $15.1M 0.17% NEW $111.00 +17.6%
146 MCHP MICROCHIP TECHNOLOGY INC. Technology 233,518.0 $15.0M 0.17% NEW $64.22 +41.9%
147 ADBE ADOBE INC Technology 41,906.0 $14.8M 0.16% NEW $352.75 -30.8%
148 HQY HEALTHEQUITY INC Healthcare 155,543.0 $14.7M 0.16% NEW $94.77 -8.8%
149 BA BOEING CO Industrials 68,134.0 $14.7M 0.16% NEW $215.83 +1.8%
150 BCE BCE INC Communication Services 624,092.0 $14.6M 0.16% NEW $23.39 +4.3%
151 HDB HDFC BANK LTD Financial Services 426,266.0 $14.6M 0.16% NEW $34.16 -27.9%
152 CGNX COGNEX CORP Technology 318,984.0 $14.4M 0.16% NEW $45.30 +41.9%
153 SAP SAP SE Technology 53,410.0 $14.3M 0.16% NEW $267.21 -32.7%
154 LMT LOCKHEED MARTIN CORP Industrials 28,182.0 $14.1M 0.15% NEW $499.21 +4.7%
155 APP APPLOVIN CORP Technology 19,558.0 $14.1M 0.15% NEW $718.54 -32.4%
156 XYL XYLEM INC Industrials 95,189.0 $14.0M 0.15% NEW $147.50 -26.6%
157 CDNS CADENCE DESIGN SYSTEM INC Technology 39,775.0 $14.0M 0.15% NEW $351.26 +2.0%
158 SE SEA LTD Consumer Cyclical 78,053.0 $14.0M 0.15% NEW $178.73 -51.2%
159 CCI CROWN CASTLE INC Real Estate 144,237.0 $13.9M 0.15% NEW $96.49 -4.6%
160 IJT ISHARES TR 97,731.0 $13.8M 0.15% NEW $141.50 +13.5%
Page 8 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%