Fund HoldingsOPPENHEIMER & CO INC

Total Portfolio Value
$9.37B
Total Bought
$1.32B
Total Sold
$796.73M
Net Transaction
+$520.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MARVELL TECHNOLOGY INC(MRVL)341,725280,433-61,29233,84883,5380.89%+49,690
APPLE INC(AAPL)1,107,1791,132,169+24,990280,991327,6043.50%+46,613
ADVANCED MICRO DEVICES INC(AMD)111,409114,779+3,37022,66466,6760.71%+44,012
MICRON TECHNOLOGY INC(MU)41,81848,520+6,70214,12856,0060.60%+41,878
NVIDIA CORPORATION(NVDA)1,212,2051,252,314+40,109211,409250,5762.68%+39,167
ALPHABET INC(GOOG)437,159454,292+17,133125,709162,3501.73%+36,641
ALPHABET INC(GOOG)449,675460,159+10,484128,994162,5881.74%+33,594
ISHARES TR57,368328,932+271,5641,45033,1140.35%+31,664
CORNING INC(GLW)218,085236,738+18,65329,65360,4700.65%+30,817
AMAZON COM INC(AMZN)783,132806,999+23,867163,103192,3402.05%+29,237
ELI LILLY & CO(LLY)73,78478,682+4,89867,86494,3741.01%+26,509
CATERPILLAR INC(CAT)71,56671,470-9650,70276,1080.81%+25,407
INVESCO QQQ TR135,725136,940+1,21578,338100,8431.08%+22,505
BROADCOM INC(AVGO)305,523309,875+4,35294,562117,0551.25%+22,493
ISHARES TR71,09170,842-24923,36545,3930.48%+22,028
PALO ALTO NETWORKS INC(PANW)129,033119,037-9,99620,68740,5940.43%+19,907
TAIWAN SEMICONDUCTOR MANUFAC(TSM)126,044128,423+2,37942,59761,3310.65%+18,734
STATE STR SPDR S&P 500 ETF T(SPY)120,620126,855+6,23578,44494,7321.01%+16,287
QUANTA SVCS INC102,510100,263-2,24756,28072,1930.77%+15,913
ISHARES TR156,230658,202+501,97266,61681,7290.87%+15,112
JPMORGAN CHASE & CO(JPM)382,956386,843+3,887112,650126,6251.35%+13,975
CROWDSTRIKE HLDGS INC(CRWD)52,98644,913-8,07320,68634,2750.37%+13,589
CISCO SYS INC(CSCO)374,442361,558-12,88429,05342,4690.45%+13,416
LAM RESEARCH CORP(LRCX)46,52851,877+5,3499,94122,4800.24%+12,539
VANGUARD INDEX FDS99,231104,550+5,31959,29571,8060.77%+12,511
ISHARES TR
MSCI USA MMENTM
110,260113,255+2,99526,46138,8270.41%+12,366
APPLIED MATLS INC61,90745,900-16,00721,15933,1860.35%+12,027
KLA CORP(KLAC)7,17172,076+64,90510,55921,7460.23%+11,187
ISHARES TR104,059105,288+1,22967,97278,8490.84%+10,877
INTEL CORP(INTC)141,535120,060-21,4756,24616,7640.18%+10,518
GE VERNOVA INC(GEV)18,53922,641+4,10216,18326,6000.28%+10,417
VANGUARD WELLINGTON FD040,457+40,457010,0940.11%+10,094
TESLA INC(TSLA)156,006160,857+4,85157,99567,6560.72%+9,661
SPDR SERIES TRUST
ST LON TREAS ETF
0345,312+345,31209,0580.10%+9,058
HONEYWELL AEROSPACE INC040,822+40,82209,0250.10%+9,025
SPACE EXPLORATION TECHN CORP052,529+52,52908,9750.10%+8,975
HONEYWELL INTL INC040,007+40,00708,9580.10%+8,958
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
13,186187,205+174,0196699,4930.10%+8,824
EATON CORP PLC(ETN)74,62483,149+8,52526,69135,4310.38%+8,741
SPDR SERIES TRUST
ST STR BLO 1 ETF
536,020630,717+94,69749,12157,7990.62%+8,678
NEBIUS GROUP N.V.(NBIS)19,37338,516+19,1432,01010,6370.11%+8,627
BERKSHIRE HATHAWAY INC DEL205,356213,014+7,65898,407106,5901.14%+8,183
TERADYNE INC(TER)44,65743,803-85413,23921,1940.23%+7,955
VANGUARD WORLD FD
INF TECH ETF
27,250225,217+197,96719,01326,9180.29%+7,905
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
202,658267,847+65,18913,83721,7120.23%+7,874
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
94,56399,901+5,33822,47030,2670.32%+7,797
CITIGROUP INC(C)255,894261,012+5,11829,02136,5310.39%+7,510
INTERNATIONAL BUSINESS MACHS(IBM)77,47293,019+15,54718,77826,1580.28%+7,379
VISA INC(V)178,417178,239-17853,92561,1520.65%+7,227
ASML HLDG NV
N Y REGISTRY SHS
12,16711,594-57316,07123,0660.25%+6,995
ABBVIE INC(ABBV)156,065161,999+5,93433,94340,7650.44%+6,823
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
154,245268,324+114,0799,22116,0270.17%+6,806
QUALCOMM INC(QCOM)110,861113,687+2,82614,27721,0080.22%+6,732
ISHARES TR691,757692,811+1,05446,71453,4230.57%+6,708
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
157,150180,118+22,96817,40924,0010.26%+6,592
ISHARES TR293,099289,632-3,46736,43542,9550.46%+6,520
VALMONT INDS INC(VMI)36,89536,670-22514,74221,1810.23%+6,438
VANGUARD INDEX FDS100,270119,503+19,23319,67326,0430.28%+6,370
ARM HOLDINGS PLC42,63935,472-7,1676,45012,5770.13%+6,127
DELL TECHNOLOGIES INC(DELL)33,00126,754-6,2475,41611,5430.12%+6,127
INTUITIVE SURGICAL INC57,36819,018-38,3501,4507,5630.08%+6,113
ROCKWELL AUTOMATION INC(ROK)45,15244,988-16416,20422,2730.24%+6,069
GOLDMAN SACHS GROUP INC(GS)63,62159,103-4,51853,82359,7750.64%+5,952
SPDR SERIES TRUST
ST STR SP600GRWO
049,741+49,74105,9260.06%+5,926
TEXAS INSTRS INC(TXN)51,37152,903+1,5329,97315,7690.17%+5,796
ISHARES TR143,476204,983+61,50712,43817,7150.19%+5,277
ISHARES TR72,203128,158+55,9556,89112,1200.13%+5,229
VERTIV HOLDINGS CO(VRT)66,92365,520-1,40316,77021,9370.23%+5,168
VANGUARD INDEX FDS50,104313,372+263,26821,88526,9940.29%+5,109
ONDAS INC(ONDS)347,634986,130+638,4963,1438,1260.09%+4,983
ANTERO MIDSTREAM CORP(AM)25,630236,110+210,4805845,3720.06%+4,787
GE AEROSPACE(GE)56,72055,722-99816,09520,8250.22%+4,730
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
18,33212,309-6,0237,18211,8780.13%+4,696
WESTERN DIGITAL CORP(WDC)12,14512,384+2393,2857,9100.08%+4,625
ADVANCED DRAIN SYS INC DEL(WMS)37,70762,133+24,4265,1719,7520.10%+4,582
SCHWAB STRATEGIC TR590,247643,381+53,13417,19421,7720.23%+4,578
ELEVANCE HEALTH INC FORMERLY(ELV)1,74012,795+11,0555094,9480.05%+4,439
FIRST TR EXCHANGE-TRADED FD3,34814,899+11,5517234,9870.05%+4,263
PROSHARES TR
SHORT QQQ
37,792215,890+178,0981,2175,4100.06%+4,194
DOMINOS PIZZA INC(DPZ)11,30227,584+16,2824,0558,1660.09%+4,111
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
326,090364,052+37,96213,10617,1830.18%+4,078
SELECT SECTOR SPDR TR
ST STR INDL ETF
46,90462,338+15,4347,58611,5470.12%+3,961
ROBINHOOD MKTS INC(HOOD)69,49486,060+16,5664,8168,6300.09%+3,814
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
310,867378,385+67,51817,62021,3710.23%+3,751
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
1,81818,544+16,7262894,0280.04%+3,739
VANGUARD TAX-MANAGED FDS273,686298,618+24,93217,53821,2770.23%+3,739
BLACKBERRY LTD(BB)199,850346,390+146,5406484,3820.05%+3,734
VANGUARD STAR FDS186,919211,679+24,76014,41318,0960.19%+3,683
BLACKSTONE INC(BX)132,898160,749+27,85115,28218,9150.20%+3,633
ROUNDHILL ETF TRUST048,992+48,99203,6180.04%+3,618
MODINE MFG CO(MOD)26,89035,289+8,3995,8279,4230.10%+3,596
UNITEDHEALTH GROUP INC(UNH)32,07329,503-2,5708,67912,2620.13%+3,584
FORTINET INC(FTNT)43,38646,288+2,9023,5467,1110.08%+3,565
ISHARES TR
CORE DIV GRWTH
602,903604,034+1,13142,31245,7800.49%+3,468
HOME DEPOT INC(HD)143,712143,631-8147,26550,6560.54%+3,390
SANDISK CORP(SNDK)1,8511,951+1001,1764,4360.05%+3,260
ONTO INNOVATION INC(ONTO)4,39510,931+6,5369014,1370.04%+3,236
ISHARES TR
TRS FLT RT BD
24,46187,508+63,0471,2384,4310.05%+3,192
UNITED PARCEL SVCS INC(UPS)89,830111,282+21,4528,83711,9630.13%+3,125
VANECK ETF TRUST
SEMICONDUCTR ETF
13,26812,465-8035,0878,1760.09%+3,089
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