Fund HoldingsOPPENHEIMER ASSET MANAGEMENT INC.

Total Portfolio Value
$9.63B
Total Bought
$1.28B
Total Sold
$1.14B
Net Transaction
+$143.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
GOLDMAN SACHS ETF TR2,232,0022,974,646+742,644223,624297,9413.09%+74,316
ELEVANCE HEALTH INC FORMERLY(ELV)7,365111,584+104,2192,15643,1530.45%+40,997
KLA CORP(KLAC)36,990302,909+265,91954,46491,3910.95%+36,926
ADVANCED MICRO DEVICES INC(AMD)67,85979,540+11,68113,80546,2060.48%+32,401
ELI LILLY & CO(LLY)69,24679,471+10,22563,69095,3200.99%+31,630
TAIWAN SEMICONDUCTOR MANUFAC(TSM)150,878169,291+18,41350,98980,8480.84%+29,859
NVIDIA CORPORATION(NVDA)933,712953,114+19,402162,839190,7091.98%+27,869
CORNING INC(GLW)403,844323,915-79,92954,91182,7380.86%+27,827
CISCO SYS INC(CSCO)706,495694,571-11,92454,81781,5840.85%+26,767
MICRON TECHNOLOGY INC(MU)5,67123,001+17,3301,91626,5500.28%+24,634
CATERPILLAR INC(CAT)60,27660,788+51242,70364,7330.67%+22,030
UNITEDHEALTH GROUP INC(UNH)71,42199,195+27,77419,32641,2280.43%+21,903
BROADCOM INC(AVGO)313,399314,681+1,28297,000118,8711.23%+21,871
APPLE INC(AAPL)404,261428,726+24,465102,597124,0561.29%+21,459
SELECT SECTOR SPDR TR
ST STR TECHN ETF
347,593353,552+5,95946,19567,3590.70%+21,164
DEVON ENERGY CORP NEW(DVN)0502,606+502,606020,7680.22%+20,768
ASML HLDG NV
N Y REGISTRY SHS
37,95435,581-2,37350,13170,7860.74%+20,655
ISHARES TR131,836171,712+39,87632,69551,5910.54%+18,896
ALPHABET INC(GOOG)312,383299,023-13,36089,829106,8621.11%+17,033
JPMORGAN CHASE & CO(JPM)435,040440,848+5,808127,971144,3031.50%+16,331
TEXAS INSTRS INC(TXN)114,898127,365+12,46722,30637,9640.39%+15,657
ISHARES TR161,165239,545+78,38020,03435,5270.37%+15,492
INVESCO QQQ TR39,98251,960+11,97823,07738,2630.40%+15,187
COGNEX CORP(CGNX)291,947400,910+108,96314,30229,0340.30%+14,731
VANECK ETF TRUST
SEMICONDUCTR ETF
021,354+21,354014,0060.15%+14,006
VERIZON COMMUNICATIONS INC(VZ)530,389952,731+422,34226,62640,3390.42%+13,713
MAGNA INTL INC(MGA)1,050,1361,088,523+38,38758,60871,4720.74%+12,864
LENNAR CORP(LEN)630,743746,147+115,40454,77467,5190.70%+12,745
CROWDSTRIKE HLDGS INC(CRWD)32,00133,031+1,03012,49425,2070.26%+12,714
LAM RESEARCH CORP(LRCX)27,34242,530+15,1885,84218,4300.19%+12,588
MORGAN STANLEY(MS)305,673300,334-5,33950,30562,7820.65%+12,477
ISHARES INC
MSCI EMRG CHN
489,940497,908+7,96838,53950,9360.53%+12,397
AMAZON COM INC(AMZN)562,728543,209-19,519117,199129,4681.34%+12,269
SPDR SERIES TRUST
ST STR CONV ETF
0112,765+112,765012,1580.13%+12,158
CVS HEALTH CORP(CVS)524,266479,674-44,59237,65349,6220.52%+11,969
PALO ALTO NETWORKS INC(PANW)82,51773,301-9,21613,22924,9970.26%+11,768
ALPHABET INC(GOOG)290,650268,759-21,89183,37694,9610.99%+11,585
NOVO-NORDISK A S(NVO)836,460874,376+37,91630,74041,9180.44%+11,178
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
53,91256,215+2,3035,06115,2880.16%+10,227
SELECT SECTOR SPDR TR
ST STR INDL ETF
106,602145,840+39,23817,24127,0140.28%+9,773
HONEYWELL INTL INC039,836+39,83608,9190.09%+8,919
HONEYWELL AEROSPACE INC039,847+39,84708,8090.09%+8,809
GE AEROSPACE(GE)26,92243,984+17,0627,64016,4380.17%+8,798
GE VERNOVA INC(GEV)16,07519,376+3,30114,03222,7640.24%+8,732
SPACE EXPLORATION TECHN CORP050,749+50,74908,6710.09%+8,671
POOL CORP(POOL)2,87942,318+39,4395839,0940.09%+8,512
HEICO CORP NEW(HEI)44,74858,262+13,51412,27020,7520.22%+8,482
DOLLAR GEN CORP(DG)212,738292,319+79,58125,25833,6490.35%+8,390
ARM HOLDINGS PLC11,53928,042+16,5031,7469,9430.10%+8,197
CENTENE CORP DEL(CNC)238,856247,691+8,8357,82015,8990.17%+8,079
NORWEGIAN CRUISE LINE HLDGS
SHS
0369,158+369,15807,7930.08%+7,793
LUMENTUM HLDGS INC(LITE)4638,846+8,3833257,5900.08%+7,265
FLEX LTD(FLEX)157,042108,039-49,00310,28017,5100.18%+7,230
VERTIV HOLDINGS CO(VRT)33,57646,580+13,0048,41315,5960.16%+7,182
HUMANA INC(HUM)11,07422,793+11,7191,9209,0540.09%+7,134
AXON ENTERPRISE INC(AXON)13,10722,554+9,4475,56612,6440.13%+7,078
ARISTA NETWORKS INC(ANET)194,688182,101-12,58723,90430,9350.32%+7,032
HUNTINGTON INGALLS INDS INC(HII)11,82641,105+29,2794,49311,5050.12%+7,012
SS&C TECH HLDGS(SSNC)31,982147,326+115,3442,1619,1420.09%+6,981
WESTERN DIGITAL CORP(WDC)13,55316,080+2,5273,66610,2710.11%+6,605
AGILENT TECHNOLOGIES INC(A)55,03096,824+41,7946,27212,8610.13%+6,589
HEALTHEQUITY INC(HQY)173,854233,378+59,52414,52921,0790.22%+6,550
INTEL CORP(INTC)91,06275,555-15,5074,01910,5500.11%+6,531
BRITISH AMERN TOB PLC(BTI)210,641303,064+92,42312,31618,7170.19%+6,401
DELL TECHNOLOGIES INC(DELL)53,29134,510-18,7818,74714,8900.15%+6,143
AMPHENOL CORP233,453201,664-31,78929,49735,5570.37%+6,061
VANGUARD INDEX FDS149,604608,381+458,77742,96349,0170.51%+6,054
STATE STR SPDR S&P 500 ETF T(SPY)77,78975,845-1,94450,58956,6390.59%+6,049
GLOBAL PMTS INC(GPN)102,916177,359+74,4436,92612,8690.13%+5,943
SPDR SERIES TRUST
ST STR SP BIOT
036,464+36,46405,7700.06%+5,770
EATON CORP PLC(ETN)62,00265,571+3,56922,17627,9410.29%+5,765
GOLDMAN SACHS GROUP INC(GS)17,36620,220+2,85414,69120,4500.21%+5,758
DOMINOS PIZZA INC(DPZ)69819,208+18,5102505,6860.06%+5,436
RESTAURANT BRANDS INTL INC(QSR)113,100189,733+76,6338,35813,7580.14%+5,399
MCDONALDS CORP(MCD)15,46137,693+22,2324,80510,1890.11%+5,384
ISHARES TR274,578308,434+33,85626,67032,0400.33%+5,370
ABBVIE INC(ABBV)181,363177,881-3,48239,44544,7620.46%+5,317
SOUTHWEST AIRLS CO(LUV)175,519226,779+51,2606,59411,6610.12%+5,067
QUALCOMM INC(QCOM)87,60488,462+85811,28216,3470.17%+5,065
MONGODB INC(MDB)23,60032,257+8,6575,77710,8350.11%+5,059
COHERENT CORP(COHR)4,97015,824+10,8541,1846,2420.06%+5,058
PAYCHEX INC(PAYX)24,46774,195+49,7282,2547,2960.08%+5,042
MICROCHIP TECHNOLOGY INC.(MCHP)227,369215,513-11,85614,69019,6550.20%+4,964
THOR INDS INC(THO)740,948852,257+111,30959,19464,0560.67%+4,861
STERLING INFRASTRUCTURE INC(STRL)3,5007,432+3,9321,4256,2380.06%+4,813
NORTHERN TR CORP(NTRS)149,975147,956-2,01920,93225,7210.27%+4,789
NEBIUS GROUP N.V.(NBIS)48,81334,926-13,8875,0659,6460.10%+4,581
CASELLA WASTE SYS INC(CWST)72,019105,486+33,4675,71410,2290.11%+4,515
SELECT SECTOR SPDR TR
ST STR ENERG ETF
87,043183,465+96,4225,3329,7440.10%+4,412
SPOTIFY TECHNOLOGY S A(SPOT)11,04121,156+10,1155,3549,7130.10%+4,359
MOOG INC(MOG-A)33,78233,309-4739,88614,1180.15%+4,232
MERCK & CO INC(MRK)492,072492,922+85059,19163,3400.66%+4,149
DATADOG INC(DDOG)30,68929,759-9303,6237,7480.08%+4,125
CARNIVAL CORP LTD
COMMON SHARES
0141,821+141,82104,0520.04%+4,052
AAON INC60,45670,603+10,1475,0038,9570.09%+3,954
ISHARES TR94,82099,729+4,90920,26024,1770.25%+3,917
VISA INC(V)297,809273,382-24,42790,01093,7950.97%+3,785
SEA LTD(SE)116,810139,332+22,5229,67313,3520.14%+3,679
TESLA INC(TSLA)58,35260,200+1,84821,69225,3200.26%+3,628
FLOWSERVE CORP(FLS)49,30897,464+48,1563,6257,2280.08%+3,603
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