Fund HoldingsOPPENHEIMER ASSET MANAGEMENT INC.

Total Portfolio Value
$8.13B
Total Bought
$973.78M
Total Sold
$2.16B
Net Transaction
-$1.18B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
02,305,631+2,305,6310210,6892.59%+210,689
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0346,078+346,078049,8250.61%+49,825
SELECT SECTOR SPDR TR
ST STR SVC ETF
0415,926+415,926048,9630.60%+48,963
GOLDMAN SACHS ETF TR1,202,3621,667,225+464,863120,513166,6222.05%+46,110
UNILEVER PLC(UL)0555,108+555,108036,3040.45%+36,304
ISHARES TR0227,918+227,918047,9400.59%+47,940
ISHARES TR080,995+80,995038,3350.47%+38,335
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0217,428+217,428025,9630.32%+25,963
SELECT SECTOR SPDR TR
ST STR INDL ETF
0119,290+119,290018,5040.23%+18,504
ALPHABET INC(GOOG)372,859347,921-24,93890,642108,8991.34%+18,257
SELECT SECTOR SPDR TR
ST STR CARE ETF
0115,633+115,633017,9000.22%+17,900
ALPHABET INC(GOOG)344,680323,184-21,49683,947101,4151.25%+17,468
SPDR S&P 500 ETF TR(SPY)096,948+96,948066,1110.81%+66,111
ELI LILLY & CO(LLY)062,202+62,202066,8470.82%+66,847
INTUITIVE SURGICAL INC071,077+71,077040,2550.49%+40,255
SELECT SECTOR SPDR TR
ST STR FINL ETF
0254,549+254,549013,9420.17%+13,942
FEDEX CORP(FDX)295,489286,726-8,76369,67982,8241.02%+13,144
ISHARES TR402,349531,478+129,12940,51753,3500.66%+12,833
SALESFORCE INC(CRM)071,393+71,393018,9130.23%+18,913
VANGUARD INTL EQUITY INDEX F0147,120+147,120010,8220.13%+10,822
FIRST HORIZON CORPORATION(FHN)0423,719+423,719010,1270.12%+10,127
JOHNSON & JOHNSON(JNJ)650,335628,197-22,138120,585130,0051.60%+9,420
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0194,652+194,65208,3100.10%+8,310
CITIGROUP INC(C)0868,258+868,2580101,3171.25%+101,317
GE VERNOVA INC(GEV)012,745+12,74508,3300.10%+8,330
MORGAN STANLEY(MS)288,578301,458+12,88045,87253,5180.66%+7,645
WELLS FARGO CO NEW(WFC)0187,940+187,940017,5160.22%+17,516
CATERPILLAR INC(CAT)55,11658,698+3,58226,29933,6260.41%+7,328
VODAFONE GROUP PLC NEW(VOD)5,967,4135,741,814-225,59969,22275,8490.93%+6,627
KLA CORP(KLAC)38,83539,865+1,03041,88748,4390.60%+6,552
MERCK & CO INC(MRK)553,998502,885-51,11346,49752,9340.65%+6,437
THERMO FISHER SCIENTIFIC INC(TMO)061,270+61,270035,5030.44%+35,503
COTERRA ENERGY INC409,696591,342+181,6469,68915,5640.19%+5,875
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0125,776+125,77605,6230.07%+5,623
SPDR S&P MIDCAP 400 ETF TR(MDY)09,648+9,64805,8200.07%+5,820
DELL TECHNOLOGIES INC(DELL)0102,998+102,998012,9650.16%+12,965
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
048,712+48,71207,0090.09%+7,009
CIENA CORP(CIEN)064,076+64,076014,9850.18%+14,985
TAIWAN SEMICONDUCTOR MFG LTD(TSM)130,801137,028+6,22736,53141,6410.51%+5,110
GOLDMAN SACHS GROUP INC(GS)020,708+20,708018,2020.22%+18,202
ISHARES TR041,466+41,46605,6780.07%+5,678
PEPSICO INC(PEP)0162,242+162,242023,2850.29%+23,285
FREEPORT-MCMORAN INC(FCX)0292,843+292,843014,8730.18%+14,873
HOWMET AEROSPACE INC(HWM)062,111+62,111012,7340.16%+12,734
SPDR SERIES TRUST
ST TERM HIGH ETF
0180,568+180,56804,5720.06%+4,572
ALNYLAM PHARMACEUTICALS INC(ALNY)015,592+15,59206,2000.08%+6,200
BROADCOM INC(AVGO)309,914307,173-2,741102,244106,3131.31%+4,069
STATE STR CORP(STT)031,354+31,35404,0450.05%+4,045
QUALCOMM INC(QCOM)0120,250+120,250020,5690.25%+20,569
CHUBB LIMITED
COM
0118,390+118,390036,9520.45%+36,952
DANAHER CORPORATION(DHR)0158,088+158,088036,1900.44%+36,190
INTERNATIONAL FLAVORS&FRAGRA(IFF)056,803+56,80303,8280.05%+3,828
IDEXX LABS INC(IDXX)034,100+34,100023,0700.28%+23,070
CISCO SYS INC(CSCO)0680,608+680,608052,4270.64%+52,427
UNION PAC CORP(UNP)032,532+32,53207,5250.09%+7,525
ISHARES TR011,254+11,25403,6350.04%+3,635
RIO TINTO PLC(RIO)0114,260+114,26009,1440.11%+9,144
ISHARES TR025,072+25,07203,5470.04%+3,547
ISHARES TR024,537+24,53703,4610.04%+3,461
MAGNA INTL INC(MGA)1,361,3201,274,066-87,25464,49967,9080.83%+3,408
SELECT SECTOR SPDR TR
ST STR REAL ETF
080,136+80,13603,2330.04%+3,233
ASML HOLDING N V
N Y REGISTRY SHS
037,309+37,309039,9150.49%+39,915
ASE TECHNOLOGY HLDG CO LTD(ASX)0640,723+640,723010,3160.13%+10,316
ISHARES TR030,696+30,69602,8820.04%+2,882
STANDEX INTL CORP(SXI)013,084+13,08402,8430.03%+2,843
TOTALENERGIES SE(TTE)043,178+43,17802,8250.03%+2,825
ISHARES TR091,490+91,490022,5210.28%+22,521
WILLIAMS COS INC(WMB)0407,498+407,498024,4950.30%+24,495
MDU RES GROUP INC(MDU)0158,043+158,04303,0850.04%+3,085
SPDR SERIES TRUST
ST STR P500ETF
032,838+32,83802,6340.03%+2,634
TOYOTA MOTOR CORP(TM)035,340+35,34007,5650.09%+7,565
HONEYWELL INTL INC(HON)051,802+51,802010,1060.12%+10,106
SELECT SECTOR SPDR TR
ST STR STAPL ETF
031,378+31,37802,4370.03%+2,437
EVERUS CONSTR GROUP(ECG)051,474+51,47404,4040.05%+4,404
CAPITAL ONE FINL CORP(COF)088,551+88,551021,4610.26%+21,461
WALMART INC(WMT)0188,985+188,985021,0550.26%+21,055
RB GLOBAL INC(RBA)0173,358+173,358017,8330.22%+17,833
LULULEMON ATHLETICA INC(LULU)025,594+25,59405,3190.07%+5,319
BRISTOL-MYERS SQUIBB CO(BMY)0485,157+485,157026,1690.32%+26,169
VERISK ANALYTICS INC(VRSK)090,522+90,522020,2490.25%+20,249
FAIR ISAAC CORP(FICO)04,244+4,24407,1750.09%+7,175
DOLLAR TREE INC(DLTR)056,976+56,97607,0090.09%+7,009
EPAM SYS INC(EPAM)057,789+57,789011,8400.15%+11,840
SS&C TECHNOLOGIES HLDGS INC(SSNC)041,976+41,97603,6700.05%+3,670
TJX COS INC NEW(TJX)238,375237,056-1,31934,45536,4140.45%+1,959
EAGLE MATLS INC(EXP)024,295+24,29505,0210.06%+5,021
ISHARES INC
MSCI EMRG CHN
498,009488,855-9,15433,62135,5300.44%+1,909
PAYMENTUS HOLDINGS INC(PAY)094,536+94,53602,9860.04%+2,986
NOVARTIS AG(NVS)222,892220,181-2,71128,58430,3560.37%+1,773
API GROUP CORP(APG)0173,434+173,43406,6360.08%+6,636
ISHARES TR0276,241+276,241026,5270.33%+26,527
INTERNATIONAL BUSINESS MACHS(IBM)080,488+80,488023,8410.29%+23,841
CORNING INC(GLW)528,598513,749-14,84943,36144,9840.55%+1,623
PNC FINL SVCS GROUP INC(PNC)047,192+47,19209,8500.12%+9,850
C H ROBINSON WORLDWIDE INC(CHRW)069,261+69,261011,1340.14%+11,134
PARKER-HANNIFIN CORP(PH)019,142+19,142016,8250.21%+16,825
SOUTHWEST AIRLS CO(LUV)260,831238,840-21,9918,3239,8710.12%+1,548
GENMAB A/S(GMAB)315,862364,756+48,8949,68711,2340.14%+1,547
WELLTOWER INC(WELL)067,899+67,899012,6030.15%+12,603
ISHARES GOLD TR(IAU)318,173303,847-14,32623,15324,6630.30%+1,510
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