Fund Holdings

OPPENHEIMER ASSET MANAGEMENT INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AMAZON COM INC(AMZN)0562,728+562,7280117,199,3611.34%+117,199,361
APPLE INC(AAPL)0404,261+404,2610102,597,3981.17%+102,597,398
RTX CORPORATION(RTX)0467,312+467,312090,144,4861.03%+90,144,486
ARROW ELECTRS INC0519,417+519,417074,489,5920.85%+74,489,592
GOLDMAN SACHS ETF TR1,667,2252,232,002+564,777166,622,467223,624,2802.55%+57,001,813
BERKSHIRE HATHAWAY INC DEL0110,659+110,659053,027,7930.61%+53,027,793
BANK AMERICA CORP0762,631+762,631037,178,2620.42%+37,178,262
CHEVRON CORPORATION(CVX)706,016685,588-20,428107,603,898141,848,1591.62%+34,244,261
AMPHENOL CORP0233,453+233,453029,496,7870.34%+29,496,787
ARISTA NETWORKS INC(ANET)0194,688+194,688023,903,7920.27%+23,903,792
ANALOG DEVICES INC(ADI)072,978+72,978023,217,2210.26%+23,217,221
INVESCO QQQ TR039,982+39,982023,076,8110.26%+23,076,811
JOHNSON & JOHNSON(JNJ)628,197610,825-17,372130,005,369149,310,0641.70%+19,304,695
TRAVELERS COMPANIES INC(TRV)061,960+61,960018,072,4940.21%+18,072,494
AIR PRODUCTS AND CHEMICALS I060,758+60,758017,649,5910.20%+17,649,591
APPLIED MATLS INC048,216+48,216016,479,7470.19%+16,479,747
ADVANCED ENERGY INDS048,243+48,243015,568,4990.18%+15,568,499
BOEING CO(BA)072,302+72,302014,390,2660.16%+14,390,266
AMERICAN INTL GROUP INC0186,668+186,668014,046,7670.16%+14,046,767
ADVANCED MICRO DEVICES INC(AMD)067,859+67,859013,804,5560.16%+13,804,556
AIRBNB INC0109,222+109,222013,792,5550.16%+13,792,555
BECTON DICKINSON & CO(BDX)083,943+83,943013,198,3580.15%+13,198,358
VERISIGN INC052,963+52,963013,153,8910.15%+13,153,891
ISHARES TR57,993161,165+103,1726,969,59920,034,4210.23%+13,064,822
ASTRAZENECA PLC(AZN)063,332+63,332012,490,1390.14%+12,490,139
VODAFONE GROUP PLC(VOD)5,741,8145,849,508+107,69475,849,36387,859,6101.00%+12,010,247
COTERRA ENERGY INC591,342741,961+150,61915,564,12226,072,5100.30%+10,508,388
ASML HLDG NV
N Y REGISTRY SHS
37,30937,954+64539,915,40850,130,7800.57%+10,215,372
ISHARES TR91,490131,836+40,34622,521,17832,695,3280.37%+10,174,150
CORNING INC(GLW)513,749403,844-109,90544,983,86354,910,6700.63%+9,926,807
EXXON MOBIL CORP240,383228,702-11,68128,927,69038,801,5830.44%+9,873,893
PINNACLE FINL PARTNERS INC(PNFP)0114,073+114,07309,826,2490.11%+9,826,249
AUTOZONE INC(AZO)02,843+2,84309,603,0290.11%+9,603,029
TAIWAN SEMICONDUCTOR MANUFAC(TSM)137,028150,878+13,85041,641,43950,989,2210.58%+9,347,782
CATERPILLAR INC(CAT)58,69860,276+1,57833,626,32342,703,1350.49%+9,076,812
ALLSTATE CORP(ALL)040,601+40,60108,418,2110.10%+8,418,211
HONEYWELL INTL INC(HON)51,80281,664+29,86210,106,05318,458,5140.21%+8,352,461
AMERICAN ELEC PWR CO INC063,266+63,26608,292,9070.09%+8,292,907
WILLIAMS COS INC(WMB)407,498450,182+42,68424,494,70632,764,2470.37%+8,269,541
PEPSICO INC(PEP)162,242203,161+40,91923,284,97431,548,8730.36%+8,263,899
RESTAURANT BRANDS INTL INC(QSR)3,403113,100+109,697232,1878,358,0900.10%+8,125,903
UNITED PARCEL SVCS INC(UPS)237,543320,973+83,43023,561,89031,577,3240.36%+8,015,434
TARGET CORP(TGT)064,232+64,23207,784,9180.09%+7,784,918
TOTALENERGIES SE(TTE)43,178109,369+66,1912,824,7049,950,3910.11%+7,125,687
MOTOROLA SOLUTIONS INC(MSI)8,01622,252+14,2363,072,6949,656,7010.11%+6,584,007
HILTON WORLDWIDE HLDGS INC(HLT)9,50430,374+20,8702,730,0259,236,1260.11%+6,506,101
VERTIV HOLDINGS CO(VRT)11,84933,576+21,7271,919,6578,413,4750.10%+6,493,818
MERCK & CO INC(MRK)502,885492,072-10,81352,933,67559,191,3430.68%+6,257,668
ALEXANDRIA REAL ESTATE EQ IN0131,020+131,02006,081,9480.07%+6,081,948
HOWMET AEROSPACE INC(HWM)62,11181,547+19,43612,733,99818,793,3220.21%+6,059,324
NEXTPOWER INC050,138+50,13806,044,1360.07%+6,044,136
KLA CORP(KLAC)39,86536,990-2,87548,439,16454,464,4460.62%+6,025,282
AT&T INC(T)1,362,4291,374,470+12,04133,842,73739,845,8850.45%+6,003,148
EQUITABLE HLDGS INC0160,926+160,92605,971,9640.07%+5,971,964
CONOCOPHILLIPS(COP)208,901193,147-15,75419,555,22325,495,4040.29%+5,940,181
ALTRIA GROUP INC(MO)505,373531,305+25,93229,139,80735,060,8170.40%+5,921,010
LINDE PLC(LIN)33,86541,026+7,16114,439,69720,339,0470.23%+5,899,350
GE VERNOVA INC(GEV)12,74516,075+3,3308,329,75014,031,8680.16%+5,702,118
CONSTELLATION BRANDS INC(STZ)63,36294,274+30,9128,741,42214,141,1000.16%+5,399,678
PHILLIPS 66(PSX)94,81996,515+1,69612,235,44417,583,1030.20%+5,347,659
COMCAST CORP NEW(CCZ)921,5321,141,034+219,50227,544,59132,759,0870.37%+5,214,496
GENERAC HLDGS INC(GNRC)10,50033,435+22,9351,431,8856,530,8580.07%+5,098,973
BAXTER INTL INC0301,618+301,61805,067,1820.06%+5,067,182
AAON INC060,456+60,45605,002,7340.06%+5,002,734
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)63,998144,100+80,1023,345,8158,297,2780.09%+4,951,463
BARCLAYS PLC0230,751+230,75104,882,6920.06%+4,882,692
ORIX CORP(IX)0160,542+160,54204,814,6550.05%+4,814,655
VERIZON COMMUNICATIONS INC(VZ)537,659530,389-7,27021,898,85126,625,5270.30%+4,726,676
ISHARES TR96,034125,997+29,96313,556,15918,233,0260.21%+4,676,867
PFIZER INC(PFE)168,774312,438+143,6644,202,4738,773,2590.10%+4,570,786
AMERICAN EXPRESS CO(AXP)014,909+14,90904,509,6730.05%+4,509,673
BALCHEM CORP026,421+26,42104,477,8310.05%+4,477,831
BP PLC(BP)093,777+93,77704,407,5190.05%+4,407,519
ATMOS ENERGY CORP(ATO)023,848+23,84804,405,2020.05%+4,405,202
LIBERTY GLOBAL LTD(LBTYA)3,866,9964,001,194+134,19842,691,63646,934,0060.54%+4,242,370
ISHARES INC034,431+34,43104,235,3570.05%+4,235,357
EDWARDS LIFESCIENCES CORP052,229+52,22904,182,4980.05%+4,182,498
EOG RES INC(EOG)37,65956,112+18,4533,954,5728,112,1120.09%+4,157,540
AVNET INC066,283+66,28304,084,3580.05%+4,084,358
DOW HLDGS INC(DOW)246,636234,141-12,4955,766,3509,751,9730.11%+3,985,623
RIO TINTO PLC(RIO)114,260140,494+26,2349,144,22813,106,6860.15%+3,962,458
TEXAS INSTRS INC(TXN)105,903114,898+8,99518,373,11122,306,3000.25%+3,933,189
TJX COS INC NEW(TJX)237,056252,219+15,16336,414,17140,279,3760.46%+3,865,205
KADANT INC(KAI)15,67528,472+12,7974,467,6888,323,7890.10%+3,856,101
PROCTER & GAMBLE CO(PG)65,10091,207+26,1079,329,48113,173,9400.15%+3,844,459
SPX TECHNOLOGIES INC018,837+18,83703,766,2700.04%+3,766,270
EATON CORP PLC(ETN)57,82962,002+4,17318,419,11422,176,2550.25%+3,757,141
STATE STR CORP(STT)31,35461,358+30,0044,044,9807,765,4680.09%+3,720,488
HEALTHPEAK PROPERTIES INC(DOC)843,7501,050,821+207,07113,567,50017,264,9890.20%+3,697,489
DARLING INGREDIENTS INC(DAR)146,179142,829-3,3505,262,4448,833,9740.10%+3,571,530
LENNOX INTL INC(LII)5727,903+7,331277,7523,668,0200.04%+3,390,268
BRISTOL-MYERS SQUIBB CO(BMY)485,157486,825+1,66826,169,37029,525,9370.34%+3,356,567
ENBRIDGE INC(ENB)602,524594,217-8,30728,818,72232,170,9080.37%+3,352,186
COGNEX CORP(CGNX)306,371291,947-14,42411,023,22914,302,4840.16%+3,279,255
LAM RESEARCH CORP(LRCX)15,19427,342+12,1482,600,9095,841,8930.07%+3,240,984
NEXTERA ENERGY INC(NEE)262,863262,085-77821,102,64124,342,4560.28%+3,239,815
CENCORA INC010,239+10,23903,216,4790.04%+3,216,479
INTERACTIVE BROKERS GROUP IN(IBKR)047,896+47,89603,212,3850.04%+3,212,385
CARNIVAL CORP0123,449+123,44903,194,8600.04%+3,194,860
AAR CORP028,953+28,95303,169,1960.04%+3,169,196
Page 1 of 13