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 TLK

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2026-03-31 $1,630,614 87,292
2025-12-31 $1,893,005 89,929
2025-09-30 $1,811,349 96,246
2025-06-30 $1,668,962 98,522
2025-03-31 $1,457,754 98,697
2024-12-31 $1,486,471 90,363
2024-09-30 $2,126,883 107,527
2024-06-30 $1,499,870 80,207
2024-03-31 $1,779,152 79,926
2023-12-31 $2,178,573 84,572
2023-09-30 $2,115,208 87,768
2023-06-30 $2,484,603 93,161
2023-03-31 $2,576,278 94,473
2022-12-31 $2,297,445 96,329
2022-09-30 $2,825,741 97,946
2022-06-30 $2,682,502 99,205
2022-03-31 $3,216,405 100,670
2021-12-31 $2,949,239 101,733
2021-09-30 $2,598,520 102,304
2021-06-30 $2,237,730 103,264
2020-03-31 $808 42