OPPENHEIMER ASSET MANAGEMENT INC.

CIK
1269119
City
NEW YORK
State / Country
NY

Top Portfolio Positions

981 positions · $7,501,433,144 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
669,205 $247,719,601 3.30%
NVDA
Nvidia Corp
Technology
933,712 $162,839,368 2.17%
JNJ
Johnson & Johnson
Healthcare
610,825 $149,310,058 1.99%
CVX
Chevron Corp
Energy
685,588 $141,848,152 1.89%
JPM
Jpmorgan Chase & Co
Financial Services
435,040 $127,971,361 1.71%
AMZN
Amazon Com Inc
Consumer Cyclical
562,728 $117,199,351 1.56%
AAPL
Apple Inc.
Technology
404,261 $102,597,391 1.37%
C
Citigroup Inc
Financial Services
868,395 $98,484,674 1.31%
AVGO
Broadcom Inc.
Technology
313,399 $97,000,117 1.29%
RTX
RTX Corp
Industrials
467,312 $90,144,480 1.20%

Portfolio Trend

37 quarters · across all stocks

Holdings in EFSC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $1,266,282 23,402
2025-12-31 $1,287,522 23,843
2025-09-30 $1,500,870 25,886
2025-06-30 $1,441,911 26,169
2025-03-31 $1,653,955 30,777
2024-12-31 $1,761,541 31,233
2024-09-30 $1,585,779 30,936
2024-06-30 $1,289,278 31,515
2024-03-31 $1,154,337 28,460
2023-12-31 $1,382,497 30,963
2023-09-30 $1,252,875 33,410
2023-06-30 $1,317,591 33,698
2023-03-31 $1,509,148 33,845
2022-12-31 $1,395,408 28,501
2022-09-30 $1,274,737 28,945
2022-06-30 $1,155,235 27,837
2022-03-31 $1,401,653 29,627
2021-12-31 $1,397,348 29,674
2021-09-30 $1,350,385 29,823
2021-06-30 $1,378,339 29,712
2021-03-31 $1,441,274 29,152
2020-12-31 $733,006 20,973
2020-09-30 $637,190 23,366
2020-06-30 $744,297 23,917
2020-03-31 $689,516 24,705