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 GRFS

Export CSV

Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $626,562 78,125
2025-12-31 $651,994 69,732
2025-09-30 $630,318 63,285
2025-06-30 $569,438 62,991
2025-03-31 $427,047 60,063
2024-12-31 $268,457 36,083
2024-09-30 $521,051 58,677
2024-06-30 $352,646 55,887
2024-03-31 $238,923 35,767
2023-12-31 $418,483 36,201
2023-09-30 $336,470 36,813
2023-06-30 $354,519 38,703
2023-03-31 $294,225 39,922
2022-12-31 $245,191 28,846
2022-09-30 $270,319 43,883
2022-06-30 $509,604 42,896
2022-03-31 $504,961 43,233
2021-12-31 $339,202 30,205
2021-09-30 $568,153 38,888
2021-06-30 $556,102 32,052
2021-03-31 $379,861 21,970
2020-12-31 $305,919 16,590
2020-03-31 $6,827 339