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Portfolio (Quarterly) Guide ↗

OFI INVEST ASSET MANAGEMENT

· CIK 0001977602
13F Portfolio $7.0B AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 370 New
Page 12 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PRU PRUDENTIAL FINL INC Financial Services 9,787.0 $1.1M 0.01% NEW $107.86 -4.3%
222 PNC PNC FINL SVCS GROUP INC Financial Services 5,708.0 $1.0M 0.01% NEW $181.47 +19.5%
223 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,477.0 $1.0M 0.01% NEW $189.08 +78.5%
224 AGCO AGCO CORP Industrials 11,356.0 $1.0M 0.01% NEW $88.82 +26.2%
225 CRWD CROWDSTRIKE HLDGS INC Technology 2,519.0 $1.0M 0.01% NEW $399.13 +62.4%
226 FCX FREEPORT-MCMORAN INC Basic Materials 22,762.0 $984K 0.01% NEW $43.25 +44.1%
227 INTU INTUIT Technology 1,511.0 $971K 0.01% NEW $642.43 -52.2%
228 SYK STRYKER CORPORATION Healthcare 3,103.0 $959K 0.01% NEW $309.16 +4.0%
229 NUE NUCOR CORP Basic Materials 6,691.0 $929K 0.01% NEW $138.88 +63.0%
230 CECO CECO ENVIRONMENTAL CORP Industrials 18,082.0 $921K 0.01% NEW $50.96 +58.3%
231 MCO MOODYS CORP Financial Services 1,762.0 $867K 0.01% NEW $492.12 -9.5%
232 PH PARKER-HANNIFIN CORP Industrials 1,135.0 $849K 0.01% NEW $748.40 +14.8%
233 JEF JEFFERIES FINL GROUP INC Financial Services 15,956.0 $842K 0.01% NEW $52.77 -0.6%
234 CME CME GROUP INC Financial Services 3,182.0 $838K 0.01% NEW $263.23 +9.9%
235 IDXX IDEXX LABS INC Healthcare 1,253.0 $814K 0.01% NEW $649.90 -14.9%
236 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,745.0 $807K 0.01% NEW $215.36 -30.3%
237 WBD WARNER BROS DISCOVERY INC Communication Services 29,981.0 $804K 0.01% NEW $26.82 +2.2%
238 GWW GRAINGER W W INC Industrials 806.0 $781K 0.01% NEW $968.51 +28.0%
239 CBRE CBRE GROUP INC Real Estate 4,738.0 $762K 0.01% NEW $160.79 -18.5%
240 SHW SHERWIN WILLIAMS CO Basic Materials 2,712.0 $761K 0.01% NEW $280.60 +9.7%
Page 12 of 19  ·  370 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 40.2%
Financial Services 14.8%
Communication Services 11.0%
Healthcare 10.1%
Consumer Cyclical 6.4%
Consumer Defensive 5.5%
Industrials 4.9%
Real Estate 2.1%
Energy 2.1%
Utilities 1.8%