OFI INVEST ASSET MANAGEMENT
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1977602
Institutional-grade research for retail investors
Sector Allocation
- Technology54.1%$5.4B
- Financials12.8%$1.3B
- Healthcare8.5%$853.2M
- Consumer Discretionary7.2%$722.1M
- Industrials4.9%$493.7M
- Consumer Staples4.4%$442.4M
- Materials2.4%$244.1M
- Communication Services1.6%$165.5M
- Energy1.4%$144.0M
- Utilities1.2%$122.4M
AUM History
13fpro.ai/research/fund/ofi-invest-asset-management-1977602
Conviction and streaks
Concentrating · top 10 = 37.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$670.7MGOOGL
$591.7MMSFT
$529.1MAAPL
$488.4MAMD
$356.4MMETA
$255.8MGOOG
$237.9MTSLA
$230.1MAVGO
$215.6MMS
$199.1MPANW
$190.3MAMAT
$185.4MGLW
$162.7MMU
$153.8MPLTR
$146.0MINTC
$142.5MTXN
$130.5MUNH
$129.3MBAC
$128.8MCOST
$123.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ofi-invest-asset-management-1977602
OFI INVEST ASSET MANAGEMENT 13F holdings — Q2 2026
$10.0B portfolio (+32.5% QoQ) · 365 holdings · Q2 2026 13F · top 10 are 38% of the stock portfolio
$670.7M
6.7% of stocks
+14%This quarter—Since Q-end—HeldAIQuality86.0#3Est. buy—$591.7M
5.9% of stocks
+93%This quarter—Since Q-end—HeldAIQuality77.7#60Est. buy—$529.1M
5.3% of stocks
+61%This quarter—Since Q-end—HeldAIQuality79.8#30Est. buy—$488.4M
4.9% of stocks
-24%This quarter—Since Q-end—HeldAIQuality75.7#88Est. buy—$356.4M
3.6% of stocks
-5%This quarter—Since Q-end—HeldAIQuality79.8#31Est. buy—$255.8M
2.5% of stocks
+117%This quarter—Since Q-end—Held$237.9M
2.4% of stocks
+687%This quarter—Since Q-end—Held$230.1M
2.3% of stocks
-11%This quarter—Since Q-end—Held$215.6M
2.1% of stocks
-29%This quarter—Since Q-end—Held$199.1M
2.0% of stocks
+8%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $670.7M | 6.7% | +14% | — | — | 86.0#3 | — | ||
| 2 | $591.7M | 5.9% | +93% | — | — | 77.7#60 | — | ||
| 3 | $529.1M | 5.3% | +61% | — | — | 79.8#30 | — | ||
| 4 | $488.4M | 4.9% | -24% | — | — | 75.7#88 | — | ||
| 5 | $356.4M | 3.6% | -5% | — | — | 79.8#31 | — | ||
| 6 | $255.8M | 2.5% | +117% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $237.9M | 2.4% | +687% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $230.1M | 2.3% | -11% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $215.6M | 2.1% | -29% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $199.1M | 2.0% | +8% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — OFI INVEST ASSET MANAGEMENT (Q2 2026)
365 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Palo Alto Networks Inc | Technology | $190.3M | 1.9% | 637K | +32% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | APPLIED MATERIALS INC /DE | Technology | $185.4M | 1.9% | 292K | -13% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CORNING INC /NY | Materials | $162.7M | 1.6% | 727K | +7767% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MICRON TECHNOLOGY INC | Technology | $153.8M | 1.5% | 151K | -61% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Palantir Technologies Inc. | Technology | $146.0M | 1.5% | 1.43M | +65% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | INTEL CORP | Technology | $142.5M | 1.4% | 1.16M | -29% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | TEXAS INSTRUMENTS INC | Technology | $130.5M | 1.3% | 500K | +1724% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | UNITEDHEALTH GROUP INC | Healthcare | $129.3M | 1.3% | 355K | +7390% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BANK OF AMERICA CORP /DE/ | Financials | $128.8M | 1.3% | 2.58M | +110% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $123.5M | 1.2% | 150K | +50% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | EBAY INC | Consumer Discretionary | $106.8M | 1.1% | 1.09M | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ELI LILLY & Co | Healthcare | $106.7M | 1.1% | 101K | -62% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | NETFLIX INC | Communication Services | $106.6M | 1.1% | 1.70M | +13% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walmart Inc. | Consumer Staples | $98.9M | 1.0% | 993K | +471% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JPMORGAN CHASE & CO | Financials | $94.5M | 0.9% | 328K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ADI | ANALOG DEVICES INC | Technology | $92.6M | 0.9% | 266K | +59% | |||
| 27 | $HOOD | Robinhood Markets, Inc. | Financials | $90.2M | 0.9% | 1.03M | -7% | |||
| 28 | $C | CITIGROUP INC | Financials | $89.3M | 0.9% | 727K | -47% | |||
| 29 | $CAT | CATERPILLAR INC | Industrials | $87.7M | 0.9% | 94K | +50% | |||
| 30 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $79.6M | 0.8% | 989K | +24% | |||
| 31 | $PH | Parker-Hannifin Corp | Industrials | $78.8M | 0.8% | 92K | +110% | |||
| 32 | $CME | CME GROUP INC. | Financials | $78.5M | 0.8% | 405K | +6420% | |||
| 33 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $69.5M | 0.7% | 200K | -11% | |||
| 34 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $65.8M | 0.7% | 212K | -10% | |||
| 35 | $MRK | Merck & Co., Inc. | Healthcare | $64.1M | 0.6% | 570K | -10% | |||
| 36 | $MRVL | Marvell Technology, Inc. | Technology | $62.2M | 0.6% | 238K | -55% | |||
| 37 | $ABBV | AbbVie Inc. | Healthcare | $60.8M | 0.6% | 274K | -0.9% | |||
| 38 | $MDB | MongoDB, Inc. | Technology | $59.8M | 0.6% | 203K | -0.7% | |||
| 39 | $QCOM | QUALCOMM INC/DE | Technology | $58.2M | 0.6% | 358K | -32% | |||
| 40 | $PYPL | PayPal Holdings, Inc. | Financials | $57.7M | 0.6% | 1.53M | -56% | |||
| 41 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $56.8M | 0.6% | 440K | +8% | |||
| 42 | $ORCL | ORACLE CORP | Technology | $56.8M | 0.6% | 441K | +53% | |||
| 43 | $SNDK | Sandisk Corp | Technology | $55.1M | 0.6% | 28K | New | |||
| 44 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $54.3M | 0.5% | 309K | +48% | |||
| 45 | $V | VISA INC. | Financials | $52.3M | 0.5% | 172K | +31% | |||
| 46 | $AXP | AMERICAN EXPRESS CO | Financials | $52.0M | 0.5% | 175K | +19% | |||
| 47 | $CSCO | CISCO SYSTEMS, INC. | Technology | $50.2M | 0.5% | 486K | +48% | |||
| 48 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $44.3M | 0.4% | 283K | +6788% | |||
| 49 | $BLK | BlackRock, Inc. | Financials | $42.9M | 0.4% | 51K | -52% | |||
| 50 | $DHR | DANAHER CORP /DE/ | Healthcare | $42.8M | 0.4% | 255K | +124% | |||
| 51 | $GS | GOLDMAN SACHS GROUP INC | Financials | $40.7M | 0.4% | 46K | +102% | |||
| 52 | $ALAB | Astera Labs, Inc. | Technology | $40.7M | 0.4% | 96K | New | |||
| 53 | $KO | COCA COLA CO | Consumer Staples | $40.3M | 0.4% | 561K | -0.4% | |||
| 54 | $CRM | Salesforce, Inc. | Technology | $39.6M | 0.4% | 288K | +46% | |||
| 55 | $MA | Mastercard Inc | Financials | $39.4M | 0.4% | 87K | -13% | |||
| 56 | $LRCX | LAM RESEARCH CORP | Technology | $38.3M | 0.4% | 100K | -86% | |||
| 57 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $37.6M | 0.4% | 172K | -0.8% | |||
| 58 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $36.8M | 0.4% | 84K | -1% | |||
| 59 | $UBER | Uber Technologies, Inc | Technology | $36.8M | 0.4% | 582K | -2% | |||
| 60 | $EW | Edwards Lifesciences Corp | Healthcare | $36.5M | 0.4% | 458K | -11% | |||
| 61 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $35.7M | 0.4% | 445K | New | |||
| 62 | $DE | DEERE & CO | Industrials | $35.4M | 0.3% | 63K | +5% | |||
| 63 | $FTNT | Fortinet, Inc. | Technology | $35.4M | 0.3% | 263K | +70% | |||
| 64 | $PLD | Prologis, Inc. | Real Estate | $35.4M | 0.3% | 299K | -4% | |||
| 65 | $BX | Blackstone Inc. | Financials | $35.1M | 0.3% | 341K | New | |||
| 66 | $GE | GENERAL ELECTRIC CO | Industrials | $35.0M | 0.3% | 107K | +36% | |||
| 67 | $TRGP | Targa Resources Corp. | Energy | $34.4M | 0.3% | 146K | -21% | |||
| 68 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $34.1M | 0.3% | 308K | -4% | |||
| 69 | $MRNA | Moderna, Inc. | Healthcare | $33.6M | 0.3% | 548K | — | |||
| 70 | $ANET | Arista Networks, Inc. | Technology | $33.3M | 0.3% | 224K | +11% | |||
| 71 | $WDC | WESTERN DIGITAL CORP | Technology | $33.0M | 0.3% | 59K | -22% | |||
| 72 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $32.6M | 0.3% | 498K | +1500% | |||
| 73 | $NEE | NEXTERA ENERGY INC | Utilities | $32.3M | 0.3% | 419K | -35% | |||
| 74 | $RTX | RTX Corp | Industrials | $31.2M | 0.3% | 188K | -4% | |||
| 75 | $APP | AppLovin Corp | Technology | $31.0M | 0.3% | 69K | +16% | |||
| 76 | $FISV | FISERV INC | Financials | $30.2M | 0.3% | 704K | +0.3% | |||
| 77 | $TMUS | T-Mobile US, Inc. | Communication Services | $30.0M | 0.3% | 204K | +372% | |||
| 78 | $CPRT | COPART INC | Consumer Discretionary | $29.6M | 0.3% | 1.20M | — | |||
| 79 | $DXCM | DEXCOM INC | Healthcare | $29.5M | 0.3% | 500K | — | |||
| 80 | $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Materials | $28.9M | 0.3% | 417K | +48% | |||
| 81 | $BA | BOEING CO | Industrials | $28.6M | 0.3% | 151K | New | |||
| 82 | $SNPS | SYNOPSYS INC | Technology | $27.2M | 0.3% | 69K | +118% | |||
| 83 | $MNST | Monster Beverage Corp | Consumer Staples | $26.8M | 0.3% | 319K | -18% | |||
| 84 | $MMM | 3M CO | Healthcare | $26.4M | 0.3% | 187K | -33% | |||
| 85 | $NOW | ServiceNow, Inc. | Technology | $26.2M | 0.3% | 300K | -23% | |||
| 86 | $XYL | Xylem Inc. | Industrials | $25.8M | 0.3% | 248K | +8% | |||
| 87 | $APH | AMPHENOL CORP /DE/ | Technology | $25.5M | 0.3% | 165K | New | |||
| 88 | $SLB | SLB LIMITED/NV | Energy | $25.3M | 0.3% | 618K | -29% | |||
| 89 | $WELL | WELLTOWER INC. | Real Estate | $25.3M | 0.3% | 127K | -1% | |||
| 90 | $URI | UNITED RENTALS, INC. | Industrials | $25.2M | 0.3% | 25K | -50% | |||
| 91 | $KDP | Keurig Dr Pepper Inc. | Consumer Staples | $24.9M | 0.3% | 869K | -32% | |||
| 92 | $EMR | EMERSON ELECTRIC CO | Industrials | $24.5M | 0.2% | 196K | -0.3% | |||
| 93 | $SYK | STRYKER CORP | Healthcare | $24.3M | 0.2% | 88K | +2261% | |||
| 94 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $23.7M | 0.2% | 161K | +167% | |||
| 95 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $23.7M | 0.2% | 35K | +1022% | |||
| 96 | $BKR | Baker Hughes Co | Energy | $23.1M | 0.2% | 472K | -48% | |||
| 97 | $GM | General Motors Co | Consumer Discretionary | $23.0M | 0.2% | 341K | +3% | |||
| 98 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $22.9M | 0.2% | 145K | +4% | |||
| 99 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $22.9M | 0.2% | 119K | -29% | |||
| 100 | $FITB | FIFTH THIRD BANCORP | Financials | $22.6M | 0.2% | 458K | -41% | |||
| 101 | $SNOW | Snowflake Inc. | Technology | $22.2M | 0.2% | 100K | +37% | |||
| 102 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $21.7M | 0.2% | 43K | +3% | |||
| 103 | $CEG | Constellation Energy Corp | Utilities | $20.8M | 0.2% | 96K | +4% | |||
| 104 | $AZO | AUTOZONE INC | Consumer Discretionary | $20.6M | 0.2% | 7,380 | New | |||
| 105 | $MSTR | Strategy Inc | Financials | $20.4M | 0.2% | 268K | +0.4% | |||
| 106 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $19.8M | 0.2% | 530K | -2% | |||
| 107 | $OKTA | Okta, Inc. | Technology | $19.7M | 0.2% | 164K | -46% | |||
| 108 | $PSX | Phillips 66 | Energy | $19.7M | 0.2% | 132K | -50% | |||
| 109 | $LEVI | LEVI STRAUSS & CO | Consumer Discretionary | $19.3M | 0.2% | 891K | -1% | |||
| 110 | $CMI | CUMMINS INC | Industrials | $19.1M | 0.2% | 30K | +1242% | |||
| 111 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $18.5M | 0.2% | 258K | -29% | |||
| 112 | $AXON | AXON ENTERPRISE, INC. | Industrials | $18.0M | 0.2% | 36K | +269% | |||
| 113 | $WING | Wingstop Inc. | Consumer Discretionary | $18.0M | 0.2% | 119K | New | |||
| 114 | $KKR | KKR & Co. Inc. | Financials | $17.1M | 0.2% | 213K | -41% | |||
| 115 | $HUBB | HUBBELL INC | Technology | $16.1M | 0.2% | 35K | -27% | |||
| 116 | $PFE | PFIZER INC | Healthcare | $15.8M | 0.2% | 751K | +6349% | |||
| 117 | $VRT | Vertiv Holdings Co | Technology | $15.7M | 0.2% | 54K | -10% | |||
| 118 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $15.6M | 0.2% | 214K | -9% | |||
| 119 | $ELV | Elevance Health, Inc. | Healthcare | $15.4M | 0.1% | 46K | +5550% | |||
| 120 | $DDOG | Datadog, Inc. | Technology | $15.0M | 0.1% | 66K | -53% | |||
| 121 | $MET | METLIFE INC | Financials | $13.3M | 0.1% | 177K | -57% | |||
| 122 | $FWONA | Liberty Media Corp | Communication Services | $12.9M | 0.1% | 155K | New | |||
| 123 | $W | Wayfair Inc. | Consumer Discretionary | $12.5M | 0.1% | 155K | +28% | |||
| 124 | $CBRS | Cerebras Systems Inc. | Technology | $11.9M | 0.1% | 62K | New | |||
| 125 | $SPGI | S&P Global Inc. | Financials | $11.8M | 0.1% | 33K | +3% | |||
| 126 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $11.4M | 0.1% | 61K | -44% | |||
| 127 | $NDAQ | NASDAQ, INC. | Financials | $10.9M | 0.1% | 156K | +2% | |||
| 128 | $RBRK | Rubrik, Inc. | Technology | $10.7M | 0.1% | 152K | New | |||
| 129 | $ITRI | ITRON, INC. | Technology | $10.6M | 0.1% | 12.10M | New | |||
| 130 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $10.6M | 0.1% | 102K | +1900% | |||
| 131 | $EXC | EXELON CORP | Utilities | $10.6M | 0.1% | 256K | +592% | |||
| 132 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $10.5M | 0.1% | 30K | -0.1% | |||
| 133 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.3M | 0.1% | 78K | -51% | |||
| 134 | $ALNY | ALNYLAM PHARMACEUTICALS, INC. | Healthcare | $10.0M | 0.1% | 38K | +5105% | |||
| 135 | $CELH | Celsius Holdings, Inc. | Consumer Staples | $9.5M | 0.1% | 370K | -9% | |||
| 136 | $KEYS | Keysight Technologies, Inc. | Technology | $9.4M | 0.1% | 30K | +474% | |||
| 137 | $SITM | SITIME Corp | Technology | $9.3M | 0.1% | 9.60M | New | |||
| 138 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $9.2M | 0.1% | 8.80M | — | |||
| 139 | $CARR | CARRIER GLOBAL Corp | Industrials | $9.2M | 0.1% | 142K | +6% | |||
| 140 | $FAST | FASTENAL CO | Industrials | $9.1M | 0.1% | 216K | +2953% | |||
| 141 | $DDOG | Datadog, Inc. | Technology | $8.8M | 0.1% | 7.10M | — | |||
| 142 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $8.7M | 0.1% | 6.80M | — | |||
| 143 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $8.6M | 0.1% | 96K | New | |||
| 144 | $XYZ | Block, Inc. | Technology | $8.2M | 0.1% | 124K | — | |||
| 145 | $HAS | HASBRO, INC. | Consumer Discretionary | $8.2M | 0.1% | 113K | New | |||
| 146 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $8.2M | 0.1% | 25K | +837% | |||
| 147 | $AIZ | ASSURANT, INC. | Financials | $8.0M | 0.1% | 34K | New | |||
| 148 | $ZTS | Zoetis Inc. | Healthcare | $7.8M | 0.1% | 124K | -32% | |||
| 149 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $7.8M | 0.1% | 41K | +663% | |||
| 150 | $HPQ | HP INC | Technology | $7.7M | 0.1% | 399K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 43 new, 164 added to, 121 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.
New positions (43)
$EBAYEBAY INC$106.8M
first bought this quarter
$SNDKSandisk Corp$55.1M
first bought this quarter
$ALABAstera Labs, Inc.$40.7M
first bought this quarter
$BXBlackstone Inc.$35.1M
first bought this quarter
$BABOEING CO$28.6M
first bought this quarter
$APHAMPHENOL CORP /DE/$25.5M
first bought this quarter
+37 more in the Excel export
Added to (164)
now $591.7M
now $237.9M
now $529.1M
now $162.7M
now $255.8M
now $129.3M
+158 more in the Excel export
Holdings by quarter
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Portfolio Overview
OFI INVEST ASSET MANAGEMENT disclosed 365 positions worth $10.0B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.7% of the equity portfolio, followed by $GOOGL and $MSFT. During the quarter the fund opened 43 new positions and exited 28 — including a new stake in $EBAY and a full exit from $VICI. The portfolio is most concentrated in Technology (54.1% of disclosed assets). All figures are sourced directly from OFI INVEST ASSET MANAGEMENT’s Form 13F-HR filing with the SEC under CIK 1977602.
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