Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OPPENHEIMER ASSET MANAGEMENT INC. (CIK 1269119) reported $8.76B across 1,076 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($247.7M, 2.83%), GBIL ($223.6M, 2.55%), BIL ($210.1M, 2.40%), NVDA ($162.8M, 1.86%), JNJ ($149.3M, 1.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $247.7M | 2.83% | 669,205 | Added |
| 2 | GBIL | GOLDMAN SACHS ETF TR | $223.6M | 2.55% | 2.2M | Added |
| 3 | BIL | SPDR SERIES TRUST | $210.1M | 2.40% | 2.3M | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $162.8M | 1.86% | 933,712 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $149.3M | 1.70% | 610,825 | Trimmed |
| 6 | CVX | CHEVRON CORPORATION | $141.8M | 1.62% | 685,588 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $128.0M | 1.46% | 435,040 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $117.2M | 1.34% | 562,728 | New |
| 9 | AAPL | APPLE INC | $102.6M | 1.17% | 404,261 | New |
| 10 | C | CITIGROUP INC | $98.5M | 1.12% | 868,395 | Added |
| 11 | AVGO | BROADCOM INC | $97.0M | 1.11% | 313,399 | Added |
| 12 | V | VISA INC | $90.0M | 1.03% | 297,809 | Trimmed |
| 13 | RTX | RTX CORPORATION | $90.1M | 1.03% | 467,312 | New |
| 14 | GOOGL | ALPHABET INC | $89.8M | 1.03% | 312,383 | Trimmed |
| 15 | VOD | VODAFONE GROUP PLC | $87.9M | 1.00% | 5.8M | Added |
| 16 | GOOG | ALPHABET INC | $83.4M | 0.95% | 290,650 | Trimmed |
| 17 | ARW | ARROW ELECTRS INC | $74.5M | 0.85% | 519,417 | New |
| 18 | FDX | FEDEX CORP | $68.8M | 0.79% | 193,165 | Trimmed |
| 19 | META | META PLATFORMS INC | $69.1M | 0.79% | 120,726 | Added |
| 20 | MA | MASTERCARD INCORPORATED | $64.1M | 0.73% | 128,229 | Trimmed |
| 21 | LLY | ELI LILLY & CO | $63.7M | 0.73% | 69,246 | Added |
| 22 | THO | THOR INDS INC | $59.2M | 0.68% | 740,948 | Added |
| 23 | MRK | MERCK & CO INC | $59.2M | 0.68% | 492,072 | Trimmed |
| 24 | MGA | MAGNA INTL INC | $58.6M | 0.67% | 1.1M | Trimmed |
| 25 | LEN | LENNAR CORP | $54.8M | 0.63% | 630,743 | Added |
Source: SEC Form 13F filings · as of 2026-03-31