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 TXRH

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $2,895,233 17,532
2025-12-31 $2,884,582 17,377
2025-09-30 $2,959,794 17,814
2025-06-30 $3,410,486 18,198
2025-03-31 $3,540,219 21,246
2024-12-31 $2,631,389 14,584
2024-09-30 $2,555,224 14,469
2024-06-30 $2,214,887 12,899
2024-03-31 $1,940,142 12,560
2023-12-31 $1,807,169 14,785
2023-09-30 $1,444,286 15,029
2023-06-30 $1,711,708 15,245
2023-03-31 $1,608,040 14,881
2022-12-31 $1,349,970 14,843
2022-09-30 $1,289,527 14,778
2022-06-30 $1,077,796 14,724
2022-03-31 $1,272,695 15,200
2021-12-31 $1,397,588 15,654
2021-09-30 $1,472,969 16,128
2021-06-30 $1,531,022 15,915
2021-03-31 $1,511,150 15,751
2020-12-31 $1,227,033 15,699
2020-09-30 $915,011 15,052
2020-06-30 $874,239 16,630
2020-03-31 $716,142 17,340