Arkolith/Funds/Oppenheimer & Co Inc

Oppenheimer & Co Inc

CIK 822581
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Oppenheimer & Co Inc holds a diversified book of 1759 stocks worth $9.4B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Vanguard US Momentum Factor and trimmed Microsoft Corp. Their largest long position is Apple Inc at 3% of the equity book. Cloning the disclosed picks since 2013 would be +277% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
260
bought for the first time
Added to
772
already held, bought more
Trimmed
716
sold some, still holds it
Sold out
104
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+277.1%
+10.9%/yr · since Nov '13
Their reported book
+290.7%
held from quarter-end
S&P 500
+438.0%
same window
$10K$21K$32K$43K$55KNov '13Jun '16Dec '18Jul '21Feb '24Aug '26
Oppenheimer & Co Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +290.7%, a 13.6-point gap that is the cost of the ~34-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Oppenheimer & Co Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
19%
Top 20 holdings
28%

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

Direct sector allocation

69% mapped to company sectors

ETF / fund or unclassified
31%
Information Technology
27%
Financials
9%
Industrials
8%
Consumer Discretionary
7%
Health Care
6%
Materials
3%
Utilities
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 & Co Inc

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.7T
FMR LLC80 / 80$929.0B
MORGAN STANLEY80 / 80$714.2B
JPMORGAN CHASE & CO80 / 80$645.4B
BANK OF AMERICA CORP /DE/80 / 80$521.7B
GOLDMAN SACHS GROUP INC80 / 80$325.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$251.8B
Bank of New York Mellon Corp80 / 80$249.9B

Ranked by how many of Oppenheimer & Co Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

1,759 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$327.6M1.13M
3.5%
+2.3%
Added · +25K sh
2Microsoft Corp
COM
$273.1M732.0K
2.9%
−3.4%
Reduced · −25K sh
3Nvidia Corporation
COM
$250.6M1.25M
2.7%
+3.3%
Added · +40K sh
4Amazon Com Inc
COM
$192.3M807.0K
2.1%
+3.0%
Added · +24K sh
5Alphabet Inc
CAP STK CL C
$162.6M460.2K
1.7%
+2.3%
Added · +10K sh
6Alphabet Inc
CAP STK CL A
$162.4M454.3K
1.7%
+3.9%
Added · +17K sh
7JPMorgan Chase & Co
COM
$126.6M386.8K
1.4%
+1.0%
Added · +4K sh
8Broadcom Inc
COM
$117.1M309.9K
1.2%
+1.4%
Added · +4K sh
9Meta Platforms Inc
CL A
$107.4M190.7K
1.1%
−2.7%
Reduced · −5K sh
10Berkshire Hathaway Inc Del
CL B NEW
$106.6M213.0K
1.1%
+3.7%
Added · +8K sh
11Invesco QQQ TR
UNIT SER 1
$100.8M136.9K
1.1%
+0.9%
Added · +1K sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$94.7M126.9K
1.0%
+5.2%
Added · +6K sh
13Eli Lilly & Co
COM
$94.4M78.7K
1.0%
+6.6%
Added · +5K sh
14Costco Wholesale Corporation
COM
$87.8M93.9K
0.9%
+0.2%
Added · +181 sh
15Marvell Technology Inc
COM
$83.5M280.4K
0.9%
−18%
Reduced · −61K sh
16Ishares TR
RUS 1000 GRW ETF
$81.7M658.2K
0.9%
+321%
Added · +502K sh
17Ishares TR
CORE S&P500 ETF
$78.8M105.3K
0.8%
+1.2%
Added · +1K sh
18Caterpillar Inc
COM
$76.1M71.5K
0.8%
−0.1%
Reduced · −96 sh
19Quanta Svcs Inc
COM
$72.2M100.3K
0.8%
−2.2%
Reduced · −2K sh
20Vanguard Index FDS
S&P 500 ETF SHS
$71.8M104.5K
0.8%
+5.4%
Added · +5K sh
21Tesla Inc
COM
$67.7M160.9K
0.7%
+3.1%
Added · +5K sh
22Advanced Micro Devices Inc
COM
$66.7M114.8K
0.7%
+3.0%
Added · +3K sh
23Taiwan Semiconductor Manufac
SPONSORED ADS
$61.3M128.4K
0.7%
+1.9%
Added · +2K sh
24Visa Inc
COM CL A
$61.2M178.2K
0.7%
−0.1%
Reduced · −178 sh
25Corning Inc
COM
$60.5M236.7K
0.6%
+8.6%
Added · +19K sh
26Goldman Sachs Group Inc
COM
$59.8M59.1K
0.6%
−7.1%
Reduced · −5K sh
27SPDR Series Trust
ST STR BLO 1 ETF
$57.8M630.7K
0.6%
+18%
Added · +95K sh
28Micron Technology Inc
COM
$56.0M48.5K
0.6%
+16%
Added · +7K sh
29Walmart Inc
COM
$55.1M486.2K
0.6%
+4.9%
Added · +23K sh
30Ishares TR
CORE S&P MCP ETF
$53.4M692.8K
0.6%
+0.1%
Added · +1K sh
31Home Depot Inc
COM
$50.7M143.6K
0.5%
−0.1%
Reduced · −81 sh
32Planet Labs PBC
COM CL A
$49.7M1.50M
0.5%
−23%
Reduced · −461K sh
33Johnson & Johnson
COM
$46.5M183.1K
0.5%
−1.6%
Reduced · −3K sh
34Ast Spacemobile Inc
COM CL A
$45.9M516.6K
0.5%
−19%
Reduced · −120K sh
35Ishares TR
CORE DIV GRWTH
$45.8M604.0K
0.5%
+0.2%
Added · +1K sh
36Ishares TR
ISHARES SEMICDTR
$45.4M70.8K
0.5%
−0.3%
Reduced · −249 sh
37Amgen Inc
COM
$44.6M123.2K
0.5%
+2.8%
Added · +3K sh
38Ishares TR
CORE S&P SCP ETF
$43.0M289.6K
0.5%
−1.2%
Reduced · −3K sh
39Cisco Sys Inc
COM
$42.5M361.6K
0.5%
−3.4%
Reduced · −13K sh
40Abbvie Inc
COM
$40.8M162.0K
0.4%
+3.8%
Added · +6K sh
41Palo Alto Networks Inc
COM
$40.6M119.0K
0.4%
−7.7%
Reduced · −10K sh
42SPDR Gold TR
GOLD SHS
$38.9M105.6K
0.4%
+1.7%
Added · +2K sh
43Ishares TR
MSCI USA MMENTM
$38.8M113.3K
0.4%
+2.7%
Added · +3K sh
44Citigroup Inc
COM NEW
$36.5M261.0K
0.4%
+2.0%
Added · +5K sh
45Eaton Corp PLC
SHS
$35.4M83.1K
0.4%
+11%
Added · +9K sh
46RTX Corporation
COM
$35.3M186.2K
0.4%
+1.6%
Added · +3K sh
47Exxon Mobil Corp
COM
$34.6M253.4K
0.4%
−6.8%
Reduced · −18K sh
48Crowdstrike Hldgs Inc
CL A
$34.3M44.9K
0.4%
−15%
Reduced · −8K sh
49Applied Matls Inc
COM
$33.2M45.9K
0.4%
−26%
Reduced · −16K sh
50Ishares TR
0-3 MTH TREASURY
$33.1M328.9K
0.4%
+25%
Added · +67K sh
Showing 50 of 1,759 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, 20261,759$9.4B13F-HR
Q1 2026Mar 31, 2026Apr 24, 20261,683$8.2B13F-HR
Q4 2025Dec 31, 2025Feb 2, 20261,523$7.0B13F-HR
Q3 2025Sep 30, 2025Nov 6, 20251,646$8.2B13F-HR
Q2 2025Jun 30, 2025Jul 31, 20251,603$7.6B13F-HR
Q1 2025Mar 31, 2025Apr 23, 20251,564$6.6B13F-HR
Q4 2024Dec 31, 2024Feb 5, 20251,548$6.7B13F-HR
Q3 2024Sep 30, 2024Nov 5, 20241,506$6.6B13F-HR
Q2 2024Jun 30, 2024Aug 8, 20241,430$6.3B13F-HR
Q1 2024Mar 31, 2024May 7, 20241,436$6.0B13F-HR
Q4 2023Dec 31, 2023Feb 13, 20241,383$5.4B13F-HR
Q3 2023Sep 30, 2023Nov 8, 20231,375$4.8B13F-HR
Q2 2023Jun 30, 2023Aug 3, 20231,411$5.0B13F-HR
Q1 2023Mar 31, 2023May 10, 20231,378$4.7B13F-HR
Q4 2022Dec 31, 2022Feb 8, 20231,348$4.4B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20221,360$4.3B13F-HR
Q2 2022Jun 30, 2022Aug 8, 20221,403$4.6B13F-HR
Q1 2022Mar 31, 2022May 12, 20221,463$5.5B13F-HR
Q4 2021Dec 31, 2021Feb 2, 20221,485$5.7B13F-HR
Q3 2021Sep 30, 2021Nov 12, 20211,485$5.3B13F-HR
Q2 2021Jun 30, 2021Aug 3, 20211,502$5.6B13F-HR
Q1 2021Mar 31, 2021May 10, 20211,432$5.0B13F-HR
Q4 2020Dec 31, 2020Feb 11, 20211,340$4.7B13F-HR
Q3 2020Sep 30, 2020Nov 13, 20201,275$4.0B13F-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. The performance line is a simulation of the disclosed long book, not an audited return.