OPPENHEIMER ASSET MANAGEMENT INC.

CIK: 1269119SEC EDGAR →

Portfolio Value

$2.9T

Holdings

1,113

As of

Q1 2026

New Positions

1,106

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR SERIES TRUST

2,293,052$210.1B
7.32%
2

VODAFONE GROUP PLC

5,849,508$87.9B
3.06%
3

THOR INDS INC

740,948$59.2B
2.06%
4

MAGNA INTL INC

1,050,136$58.6B
2.04%
5

CISCO SYS INC

706,495$54.8B
1.91%
6

LENNAR CORP

630,743$54.8B
1.91%
7

LIBERTY GLOBAL LTD

4,001,194$46.9B
1.63%
8

MEDTRONIC PLC

537,753$46.6B
1.62%
9

GENERAL MTRS CO

565,919$42.2B
1.47%
10

AT&T INC

1,374,470$39.8B
1.39%

Sector Breakdown

Sector# HoldingsValue%
Financial Services204$734.9B25.6%
Consumer Cyclical100$333.1B11.6%
Communication Services35$300.4B10.5%
Healthcare113$273.9B9.5%
Technology166$236.3B8.2%
Industrials161$206.7B7.2%
Energy58$197.9B6.9%
Consumer Defensive42$158.0B5.5%
Utilities29$129.1B4.5%
Unknown104$124.4B4.3%
Real Estate56$100.0B3.5%
Basic Materials45$76.6B2.7%