Fund HoldingsOPPENHEIMER ASSET MANAGEMENT INC.

Total Portfolio Value
$8.72B
Total Bought
$897.25M
Total Sold
$926.08M
Net Transaction
-$28.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)0654,496+654,4960325,5533.73%+325,553
ARROW ELECTRS INC0369,498+369,498047,0850.54%+47,085
SHOPIFY INC(SHOP)0400,389+400,389046,1850.53%+46,185
NVIDIA CORPORATION(NVDA)0879,856+879,8560139,0081.59%+139,008
BROADCOM INC(AVGO)0251,624+251,624069,3600.80%+69,360
CITIGROUP INC(C)01,252,758+1,252,7580106,6351.22%+106,635
META PLATFORMS INC(META)0107,291+107,291079,1900.91%+79,190
NETFLIX INC(NFLX)058,209+58,209077,9490.89%+77,949
ORACLE CORP(ORCL)0329,457+329,457072,0290.83%+72,029
JPMORGAN CHASE & CO.(JPM)0466,333+466,3330135,1951.55%+135,195
SERVICENOW INC(NOW)074,077+74,077076,1570.87%+76,157
ISHARES TR0293,215+293,215029,5240.34%+29,524
MICROCHIP TECHNOLOGY INC.(MCHP)0302,026+302,026021,2540.24%+21,254
ISHARES TR
MSCI USA MMENTM
077,223+77,223018,5580.21%+18,558
THOR INDS INC(THO)547,659672,694+125,03541,51859,7420.69%+18,224
SPDR SERIES TRUST
ST STR BLO 1 ETF
2,154,8322,349,976+195,144197,663215,5632.47%+17,901
IDEXX LABS INC(IDXX)033,628+33,628018,0360.21%+18,036
DOLLAR GEN CORP NEW(DG)736,766680,969-55,79764,78477,8890.89%+13,105
ISHARES TR0196,222+196,222012,4110.14%+12,411
SELECT SECTOR SPDR TR
ST STR SVC ETF
0383,374+383,374041,6080.48%+41,608
AB ACTIVE ETFS INC
SHOR DU YIEL ETF
0296,373+296,373010,6560.12%+10,656
SELECT SECTOR SPDR TR
ST STR INDL ETF
0108,568+108,568016,0160.18%+16,016
NATIONAL GRID PLC(NGG)0132,847+132,84709,8850.11%+9,885
KLA CORP(KLAC)37,23038,334+1,10425,30934,3370.39%+9,028
AMAZON COM INC(AMZN)0739,511+739,5110162,2411.86%+162,241
AMPHENOL CORP NEW243,722245,591+1,86915,98624,2520.28%+8,266
FEDEX CORP(FDX)210,827262,121+51,29451,39559,5830.68%+8,187
AMCOR PLC(AMCR)0882,681+882,68108,1120.09%+8,112
NORTHERN TR CORP(NTRS)113,503152,150+38,64711,19719,2910.22%+8,094
SELECT SECTOR SPDR TR
ST STR UTIL ETF
097,698+97,69807,9780.09%+7,978
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0176,648+176,648044,7330.51%+44,733
EATON CORP PLC(ETN)052,213+52,213018,6400.21%+18,640
VODAFONE GROUP PLC NEW(VOD)5,998,4505,977,271-21,17956,20563,7180.73%+7,512
ROBINHOOD MKTS INC(HOOD)096,903+96,90309,0730.10%+9,073
TEXAS INSTRS INC(TXN)0123,249+123,249025,5890.29%+25,589
MORGAN STANLEY(MS)0292,594+292,594041,2150.47%+41,215
TENET HEALTHCARE CORP(THC)28,08358,265+30,1823,77710,2550.12%+6,477
ASML HOLDING N V
N Y REGISTRY SHS
46,84746,452-39531,04237,2260.43%+6,184
MAGNA INTL INC(MGA)01,361,444+1,361,444052,5650.60%+52,565
CORNING INC(GLW)0667,504+667,504035,1040.40%+35,104
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0117,456+117,456026,6030.31%+26,603
CDW CORP(CDW)033,542+33,54205,9900.07%+5,990
CONAGRA BRANDS INC(CAG)0289,912+289,91205,9340.07%+5,934
BARRICK MNG CORP(B)0284,038+284,03805,9140.07%+5,914
GARTNER INC(IT)055,698+55,698022,5140.26%+22,514
SPDR S&P 500 ETF TR(SPY)75,13377,386+2,25342,02947,8130.55%+5,784
BECTON DICKINSON & CO(BDX)048,218+48,21808,3060.10%+8,306
INTUIT(INTU)041,695+41,695032,8400.38%+32,840
LENNAR CORP(LEN)389,100454,585+65,48544,66150,2820.58%+5,621
CATERPILLAR INC(CAT)061,229+61,229023,7700.27%+23,770
ALPHABET INC(GOOG)0390,283+390,283068,7800.79%+68,780
TKO GROUP HOLDINGS INC(TKO)033,102+33,10206,0230.07%+6,023
PACCAR INC(PCAR)0147,522+147,522014,0230.16%+14,023
NUCOR CORP(NUE)040,336+40,33605,2250.06%+5,225
STARBUCKS CORP(SBUX)301,291378,939+77,64829,55434,7220.40%+5,169
VANGUARD INDEX FDS0257,104+257,104071,9450.83%+71,945
AIRBNB INC0190,799+190,799025,2500.29%+25,250
DISNEY WALT CO(DIS)0271,345+271,345033,6490.39%+33,649
MERCADOLIBRE INC(MELI)8,3018,139-16216,19421,2720.24%+5,078
ISHARES TR
MSCI POLAND ETF
0152,559+152,55904,9220.06%+4,922
UBER TECHNOLOGIES INC(UBER)301,214287,267-13,94721,94626,8020.31%+4,856
VANECK ETF TRUST
AGRIBUSINESS ETF
065,134+65,13404,7950.05%+4,795
CIENA CORP(CIEN)0145,558+145,558011,8380.14%+11,838
PPG INDS INC(PPG)055,631+55,63106,3280.07%+6,328
ISHARES INC0108,264+108,26404,5810.05%+4,581
HEALTHEQUITY INC(HQY)0106,922+106,922011,2010.13%+11,201
ARISTA NETWORKS INC(ANET)0146,658+146,658015,0050.17%+15,005
PALO ALTO NETWORKS INC(PANW)0119,213+119,213024,3960.28%+24,396
COINBASE GLOBAL INC(COIN)012,814+12,81404,4910.05%+4,491
EMERSON ELEC CO(EMR)0170,725+170,725022,7630.26%+22,763
MOTOROLA SOLUTIONS INC(MSI)019,292+19,29208,1120.09%+8,112
DYNATRACE INC(DT)0109,018+109,01806,0190.07%+6,019
CROWDSTRIKE HLDGS INC(CRWD)029,876+29,876015,2160.17%+15,216
WELLTOWER INC(WELL)064,179+64,17909,8660.11%+9,866
UNITED PARCEL SERVICE INC(UPS)214,807275,177+60,37023,62727,7760.32%+4,150
BANK AMERICA CORP0753,941+753,941035,6760.41%+35,676
ISHARES INC
MSCI JAPAN ETF
097,101+97,10107,2800.08%+7,280
APPLIED MATLS INC077,178+77,178014,1290.16%+14,129
ISHARES INC
MSCI EMRG CHN
0494,666+494,666031,2330.36%+31,233
CONSTELLATION ENERGY CORP(CEG)016,332+16,33205,2710.06%+5,271
CHIPOTLE MEXICAN GRILL INC(CMG)0382,541+382,541021,4800.25%+21,480
VEEVA SYS INC(VEEV)071,439+71,439020,5730.24%+20,573
HEICO CORP NEW(HEI)065,703+65,703021,5510.25%+21,551
KIRBY CORP(KEX)0108,214+108,214012,2730.14%+12,273
CISCO SYS INC(CSCO)0697,895+697,895048,4200.56%+48,420
CLEAN HARBORS INC(CLH)057,850+57,850013,3740.15%+13,374
ASE TECHNOLOGY HLDG CO LTD(ASX)0648,743+648,74306,7020.08%+6,702
TESLA INC(TSLA)050,351+50,351015,9940.18%+15,994
FLEX LTD(FLEX)0190,244+190,24409,4970.11%+9,497
WEC ENERGY GROUP INC(WEC)57,99189,443+31,4526,3209,3200.11%+3,000
EQUIFAX INC(EFX)013,162+13,16203,4140.04%+3,414
STANLEY BLACK & DECKER INC(SWK)043,412+43,41202,9410.03%+2,941
CAPITAL ONE FINL CORP(COF)085,650+85,650018,2230.21%+18,223
SCHWAB CHARLES CORP(SCHW)0144,231+144,231013,1600.15%+13,160
CANADIAN PACIFIC KANSAS CITY(CP)119,671142,722+23,0518,40211,3140.13%+2,911
ALKAMI TECHNOLOGY INC(ALKT)0146,589+146,58904,4180.05%+4,418
INTUITIVE SURGICAL INC053,308+53,308028,9680.33%+28,968
SYNOPSYS INC(SNPS)030,243+30,243015,5050.18%+15,505
HUMANA INC(HUM)9,83522,110+12,2752,6025,4050.06%+2,803
FIVE BELOW INC(FIVE)059,066+59,06607,7480.09%+7,748
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