Fund Holdings — OFI INVEST ASSET MANAGEMENT

Total Portfolio Value
$4.75B
Total Bought
$968.28M
Total Sold
$338.19M
Net Transaction
+$630.09M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)2,544,9623,176,669+631,707342,530504,41310.62%+161,883
MICROSOFT CORP(MSFT)787,375960,205+172,830333,644423,2678.91%+89,622
CAPITAL ONE FINL CORP(COF)241,582694,199+452,61743,787125,5942.65%+81,807
APPLE INC(AAPL)1,156,6651,248,728+92,063202,166270,6075.70%+68,441
SCHWAB CHARLES CORP(SCHW)9,659699,086+689,42775156,8011.20%+56,051
KKR & CO INC(KKR)0429,819+429,819047,5361.00%+47,536
DIGITAL RLTY TR INC(DLR)720271,265+270,54510739,9120.84%+39,805
ATLASSIAN CORPORATION485218,869+218,3848429,7480.63%+29,664
ALPHABET INC(GOOG)1,274,7751,050,126-224,649191,382217,2644.58%+25,883
ABBVIE INC(ABBV)140,042242,505+102,46322,14547,7871.01%+25,642
BOOKING HOLDINGS INC(BKNG)8,61314,747+6,13442,47867,7641.43%+25,286
PEPSICO INC(PEP)6,509211,987+205,47873225,3370.53%+24,605
BAKER HUGHES COMPANY(BKR)0556,632+556,632023,0800.49%+23,080
UNITEDHEALTH GROUP INC(UNH)71,375140,727+69,35218,96941,3560.87%+22,387
TESLA INC(TSLA)232,505224,576-7,92962,91984,9991.79%+22,080
COCA COLA CO(KO)555,410913,385+357,97533,47651,5541.09%+18,078
BANK NEW YORK MELLON CORP22,350206,964+184,6141,73519,1920.40%+17,457
GILEAD SCIENCES INC(GILD)196,230378,473+182,24318,53435,7540.75%+17,220
HUBSPOT INC(HUBS)1,87643,274+41,39889017,2290.36%+16,339
T-MOBILE US INC(TMUS)38,998101,601+62,6037,91620,6990.44%+12,783
MARVELL TECHNOLOGY INC(MRVL)349,846499,984+150,13823,06835,7730.75%+12,706
PALO ALTO NETWORKS INC(PANW)221,863286,483+64,62038,67849,6461.05%+10,968
EDWARDS LIFESCIENCES CORP339,715497,068+157,35322,63432,9000.69%+10,265
BROADCOM INC(AVGO)584,331524,255-60,076137,216147,1973.10%+9,982
SAILPOINT INC(SAIL)0504,222+504,22209,4750.20%+9,475
TARGA RES CORP(TRGP)243,628314,072+70,44436,13044,7830.94%+8,653
INTERNATIONAL FLAVORS&FRAGRA(IFF)212,203407,989+195,78613,29621,3680.45%+8,072
BANK AMERICA CORP854,546965,724+111,17834,44842,4010.89%+7,953
HOME DEPOT INC(HD)178,550183,340+4,79055,76863,2231.33%+7,455
ELI LILLY & CO(LLY)122,617136,500+13,88381,42788,6381.87%+7,210
THERMO FISHER SCIENTIFIC INC(TMO)108,377108,041-33637,43544,5970.94%+7,163
AEROVIRONMENT INC(AVAV)06,400,000+6,400,00006,7680.14%+6,768
LEVI STRAUSS & CO NEW(LEVI)1,420,5961,465,353+44,75722,37729,0580.61%+6,681
TEXAS INSTRS INC(TXN)23,70468,863+45,1594,19310,7680.23%+6,575
JPMORGAN CHASE & CO(JPM)442,101424,183-17,918109,187113,8722.40%+4,685
MARTIN MARIETTA MATLS INC(MLM)54,13555,757+1,62225,31729,9090.63%+4,592
D R HORTON INC(DHI)118,612121,477+2,86513,02717,5210.37%+4,494
XYLEM INC(XYL)228,866234,404+5,53825,22129,4250.62%+4,204
MERCK & CO INC(MRK)716,058733,819+17,76148,28852,4171.10%+4,128
AUTODESK INC39415,200+14,8061044,1090.09%+4,006
OWENS CORNING NEW(OC)033,192+33,19203,9960.08%+3,996
WALMART INC(WMT)547,707559,487+11,78045,62349,0731.03%+3,450
PROLOGIS INC.(PLD)346,753351,772+5,01931,05234,2850.72%+3,233
UNION PAC CORP(UNP)182,455192,649+10,19435,76238,7540.82%+2,992
EXELON CORP(EXC)1,003,6821,035,995+32,31337,12639,6850.84%+2,560
MORGAN STANLEY(MS)421,597390,948-30,64950,59152,8891.11%+2,299
SCHLUMBERGER LTD(SLB)1,391,3731,422,373+31,00040,06341,6060.88%+1,543
METLIFE INC(MET)397,713406,879+9,16627,24728,5230.60%+1,276
ORACLE CORP(ORCL)339,291268,958-70,33363,19364,3761.36%+1,183
CITIGROUP INC(C)1,45013,634+12,1841051,1780.02%+1,073
RALPH LAUREN CORP(RL)30,72830,72807,1808,2000.17%+1,020
HALOZYME THERAPEUTICS INC(HALO)7,400,0006,800,000-600,0007,2118,1620.17%+951
AMERICAN EXPRESS CO(AXP)176,248172,434-3,81447,89348,7451.03%+852
ORMAT TECHNOLOGIES INC(ORA)8,000,0008,000,00007,5258,2710.17%+746
EVERSOURCE ENERGY(ES)66,64071,870+5,2303,6124,3510.09%+740
STEEL DYNAMICS INC(STLD)32,97236,139+3,1673,5964,2880.09%+693
JACOBS SOLUTIONS INC(J)33,72334,814+1,0913,7764,4400.09%+664
WILLIAMS COS INC(WMB)012,000+12,00006470.01%+647
LOWES COS INC(LOW)6393,405+2,7661217280.02%+607
ADVANCED ENERGY INDS(AEIS)3,900,0003,900,00004,0204,6030.10%+583
SUNRUN INC(RUN)74,67974,67905201,0990.02%+578
VERIZON COMMUNICATIONS INC(VZ)314,124323,512+9,38811,57912,1010.25%+522
QUALCOMM INC(QCOM)80,38380,379-410,90611,3800.24%+474
PARSONS CORP DEL(PSN)8,000,0008,000,00007,3207,7880.16%+467
WESTERN DIGITAL CORP.(WDC)04,435+4,43504530.01%+453
PG&E CORP(PCG)035,057+35,05704500.01%+450
MICRON TECHNOLOGY INC(MU)1,1843,624+2,4401245160.01%+392
ARRAY TECHNOLOGIES INC(ARRY)5,300,0005,300,00003,5923,9400.08%+348
CECO ENVIRONMENTAL CORP(CECO)17,87217,520-3524317630.02%+332
CONAGRA BRANDS INC(CAG)70920,822+20,113123240.01%+312
MONGODB INC(MDB)3,4003,40006088980.02%+290
WEYERHAEUSER CO MTN BE(WY)53,32167,815+14,4941,1671,4310.03%+264
WARNER BROS DISCOVERY INC(WBD)25,76230,319+4,5572525040.01%+252
BEST BUY INC(BBY)03,875+3,87502490.01%+249
ABBOTT LABS10,80713,072+2,2651,2521,4900.03%+238
VERALTO CORP(VLTO)02,594+2,59402350.00%+235
NEWMONT CORP(NEM)21,80718,363-3,4441,0821,3180.03%+235
SHERWIN WILLIAMS CO(SHW)2,1862,961+7756398730.02%+233
AECOM(ACM)15,98415,669-3151,5371,7400.04%+203
HEWLETT PACKARD ENTERPRISE C(HPE)58,71558,488-2271,0231,2230.03%+200
DECKERS OUTDOOR CORP(DECK)361,543370,214+8,67131,74531,9390.67%+194
NEXTERA ENERGY CAP HLDGS INC(NEE)4,700,0004,700,00004,5534,7440.10%+191
AMBARELLA INC(AMBA)11,97411,97406748410.02%+167
UBER TECHNOLOGIES INC(UBER)4,000,0004,000,00004,8625,0210.11%+159
TRACTOR SUPPLY CO(TSCO)1,8724,990+3,118842420.01%+157
IDEXX LABS INC(IDXX)246492+2461122680.01%+155
JOHNSON & JOHNSON(JNJ)10,0309,177-8531,3051,4480.03%+143
MONOLITHIC PWR SYS INC(MPWR)0178+17801390.00%+139
DELL TECHNOLOGIES INC(DELL)8,3808,38008751,0110.02%+136
GLOBAL PMTS INC(GPN)7,000,0007,000,00005,3215,4570.11%+135
CITIZENS FINL GROUP INC(CFG)02,918+2,91801320.00%+132
BROADRIDGE FINL SOLUTIONS IN(BR)4251,081+656882190.00%+131
CLOUDFLARE INC(NET)8,2858,28501,3821,5130.03%+131
LIVE NATION ENTERTAINMENT IN(LYV)1,900,0001,900,00002,5002,6310.06%+131
TRAVELERS COMPANIES INC(TRV)0548+54801300.00%+130
RAYMOND JAMES FINL INC(RJF)0854+85401250.00%+125
GE VERNOVA LLC(GEV)3,2263,018-2081,4541,5790.03%+125
NEWS CORP NEW(NWS)04,751+4,75101240.00%+124
RIVIAN AUTOMOTIVE INC(RIVN)09,934+9,93401240.00%+124
DICKS SPORTING GOODS INC(DKS)0654+65401240.00%+124
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