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 FCFS

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Shares Held

Position Value (USD)

18 of 18 shown
Report Date Value (USD) Shares
2026-03-31 $6,556,688 34,876
2025-12-31 $5,641,573 35,397
2025-09-30 $5,751,437 36,305
2025-06-30 $4,754,900 35,185
2025-03-31 $4,359,433 36,232
2024-12-31 $3,662,259 35,350
2024-09-30 $4,060,705 35,372
2024-06-30 $3,738,237 35,643
2024-03-31 $3,743,553 29,352
2023-12-31 $3,728,399 34,398
2023-09-30 $3,481,077 34,679
2023-06-30 $3,277,096 35,113
2023-03-31 $3,326,504 34,880
2022-12-31 $2,733,667 31,454
2022-09-30 $2,352,553 32,073
2022-06-30 $2,131,036 30,658
2022-03-31 $2,937,257 41,758
2021-12-31 $3,062,646 40,939