Arkolith/Funds/Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc.

CIK 1269119
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Oppenheimer Asset Management Inc. holds a diversified book of 1134 stocks worth $9.6B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Devon Energy Corp and trimmed Microsoft Corp. Their largest long position is Goldman Sachs Access Treasur at 3% of the equity book.

Opened
87
bought for the first time
Added to
441
already held, bought more
Trimmed
605
sold some, still holds it
Sold out
66
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
11%
Top 10 holdings
18%
Top 20 holdings
27%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

86% mapped to company sectors

Information Technology
24%
ETF / fund or unclassified
14%
Industrials
13%
Financials
12%
Health Care
10%
Consumer Discretionary
8%
Materials
4%
Communication Services
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Oppenheimer Asset Management Inc.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.4T
FMR LLC80 / 80$857.9B
MORGAN STANLEY80 / 80$589.8B
JPMORGAN CHASE & CO80 / 80$581.8B
BANK OF AMERICA CORP /DE/80 / 80$400.3B
GOLDMAN SACHS GROUP INC80 / 80$284.3B
ROYAL BANK OF CANADA80 / 80$174.9B
WELLS FARGO & COMPANY/MN80 / 80$165.9B

Ranked by the share of each fund's own book sitting in the names it shares with Oppenheimer Asset Management Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,134 positions
#SecurityValueShares% PortLast moveHistory
1Goldman Sachs ETF TR
ACCES TREASURY
$297.9M2.97M
3.1%
+33%
Added · +743K sh
2Microsoft Corp
COM
$242.9M651.1K
2.5%
−2.7%
Reduced · −18K sh
3SPDR Series Trust
ST STR BLO 1 ETF
$201.0M2.19M
2.1%
−4.3%
Reduced · −100K sh
4Nvidia Corporation
COM
$190.7M953.1K
2.0%
+2.1%
Added · +19K sh
5Johnson & Johnson
COM
$148.6M585.0K
1.5%
−4.2%
Reduced · −26K sh
6JPMorgan Chase & Co
COM
$144.3M440.8K
1.5%
+1.3%
Added · +6K sh
7Amazon Com Inc
COM
$129.5M543.2K
1.3%
−3.5%
Reduced · −20K sh
8Apple Inc
COM
$124.1M428.7K
1.3%
+6.0%
Added · +24K sh
9Broadcom Inc
COM
$118.9M314.7K
1.2%
+0.4%
Added · +1K sh
10Chevron Corporation
COM
$117.8M710.6K
1.2%
+3.6%
Added · +25K sh
11Alphabet Inc
CAP STK CL A
$106.9M299.0K
1.1%
−4.3%
Reduced · −13K sh
12Eli Lilly & Co
COM
$95.3M79.5K
1.0%
+15%
Added · +10K sh
13Alphabet Inc
CAP STK CL C
$95.0M268.8K
1.0%
−7.5%
Reduced · −22K sh
14Visa Inc
COM CL A
$93.8M273.4K
1.0%
−8.2%
Reduced · −24K sh
15Kla Corp
COM NEW
$91.4M302.9K
0.9%
+719%
Added · +266K sh
16RTX Corporation
COM
$89.2M470.3K
0.9%
+0.6%
Added · +3K sh
17Citigroup Inc
COM NEW
$85.3M609.5K
0.9%
−30%
Reduced · −259K sh
18Corning Inc
COM
$82.7M323.9K
0.9%
−20%
Reduced · −80K sh
19Cisco Sys Inc
COM
$81.6M694.6K
0.8%
−1.7%
Reduced · −12K sh
20Taiwan Semiconductor Manufac
SPONSORED ADS
$80.8M169.3K
0.8%
+12%
Added · +18K sh
21Magna Intl Inc
COM
$71.5M1.09M
0.7%
+3.6%
Added · +38K sh
22ASML Hldg NV
N Y REGISTRY SHS
$70.8M35.6K
0.7%
−6.3%
Reduced · −2K sh
23Vodafone Group PLC
SPONSORED ADR
$68.5M5.18M
0.7%
−12%
Reduced · −673K sh
24Lennar Corp
CL A
$67.5M746.1K
0.7%
+18%
Added · +115K sh
25Select Sector SPDR TR
ST STR TECHN ETF
$67.4M353.6K
0.7%
+1.7%
Added · +6K sh
26Caterpillar Inc
COM
$64.7M60.8K
0.7%
+0.8%
Added · +512 sh
27Thor Inds Inc
COM
$64.1M852.3K
0.7%
+15%
Added · +111K sh
28Merck & Co Inc
COM
$63.3M492.9K
0.7%
+0.2%
Added · +850 sh
29Morgan Stanley
COM NEW
$62.8M300.3K
0.7%
−1.7%
Reduced · −5K sh
30Fedex Corp
COM
$62.5M199.7K
0.6%
+3.4%
Added · +7K sh
31Meta Platforms Inc
CL A
$59.5M105.7K
0.6%
−12%
Reduced · −15K sh
32State STR SPDR S&P 500 ETF T
TR UNIT
$56.6M75.8K
0.6%
−2.5%
Reduced · −2K sh
33Mastercard Incorporated
CL A
$56.1M109.2K
0.6%
−15%
Reduced · −19K sh
34Berkshire Hathaway Inc Del
CL B NEW
$54.6M109.1K
0.6%
−1.4%
Reduced · −2K sh
35Ishares TR
RUSSELL 2000 ETF
$51.6M171.7K
0.5%
+30%
Added · +40K sh
36Ishares Inc
MSCI EMRG CHN
$50.9M497.9K
0.5%
+1.6%
Added · +8K sh
37CVS Health Corp
COM
$49.6M479.7K
0.5%
−8.5%
Reduced · −45K sh
38Vanguard Index FDS
MID CAP ETF
$49.0M608.4K
0.5%
+307%
Added · +459K sh
39Medtronic PLC
SHS
$46.7M597.4K
0.5%
+11%
Added · +60K sh
40Advanced Micro Devices Inc
COM
$46.2M79.5K
0.5%
+17%
Added · +12K sh
41Select Sector SPDR TR
ST STR SVC ETF
$45.7M427.0K
0.5%
+11%
Added · +41K sh
42Liberty Global Ltd
COM CL C
$45.6M4.14M
0.5%
+3.5%
Added · +142K sh
43General MTRS Co
COM
$45.1M585.7K
0.5%
+3.5%
Added · +20K sh
44Abbvie Inc
COM
$44.8M177.9K
0.5%
−1.9%
Reduced · −3K sh
45Elevance Health Inc Formerly
COM
$43.2M111.6K
0.4%
15×
Added · +104K sh
46Novo-Nordisk A S
ADR
$41.9M874.4K
0.4%
+4.5%
Added · +38K sh
47Unitedhealth Group Inc
COM
$41.2M99.2K
0.4%
+39%
Added · +28K sh
48General Dynamics Corp
COM
$41.2M116.4K
0.4%
−3.4%
Reduced · −4K sh
49Chubb Limited
COM
$40.4M118.6K
0.4%
+0.8%
Added · +968 sh
50Verizon Communications Inc
COM
$40.3M952.7K
0.4%
+80%
Added · +422K sh
Showing 50 of 1,134 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 20263,258$9.6B13F-HR
Q1 2026Mar 31, 2026Apr 24, 20263,203$8.8B13F-HR
Q4 2025Dec 31, 2025Feb 2, 20263,067$8.1B13F-HR
Q3 2025Sep 30, 2025Nov 6, 20253,337$9.1B13F-HR
Q2 2025Jun 30, 2025Jul 31, 20253,330$8.7B13F-HR
Q1 2025Mar 31, 2025Apr 23, 20253,204$8.1B13F-HR
Q4 2024Dec 31, 2024Feb 5, 20253,279$8.2B13F-HR
Q3 2024Sep 30, 2024Nov 5, 20243,198$8.3B13F-HR
Q2 2024Jun 30, 2024Aug 8, 20243,250$7.8B13F-HR
Q1 2024Mar 31, 2024May 7, 20243,110$6.8B13F-HR
Q4 2023Dec 31, 2023Feb 13, 20243,250$7.2B13F-HR
Q3 2023Sep 30, 2023Nov 8, 20233,151$6.5B13F-HR
Q2 2023Jun 30, 2023Aug 3, 20233,130$6.8B13F-HR
Q1 2023Mar 31, 2023May 10, 20233,162$6.5B13F-HR
Q4 2022Dec 31, 2022Feb 7, 20233,259$6.2B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20223,175$5.7B13F-HR
Q2 2022Jun 30, 2022Aug 8, 20223,297$6.0B13F-HR
Q1 2022Mar 31, 2022May 12, 20223,370$7.0B13F-HR
Q4 2021Dec 31, 2021Feb 2, 20223,593$7.5B13F-HR
Q3 2021Sep 30, 2021Nov 12, 20213,502$7.0B13F-HR
Q2 2021Jun 30, 2021Aug 3, 20213,783$7.0B13F-HR
Q1 2021Mar 31, 2021May 17, 20213,712$6.5B13F-HR
Q4 2020Dec 31, 2020Feb 11, 20213,669$6.0B13F-HR
Q3 2020Sep 30, 2020Nov 13, 20203,548$5.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.