OPPENHEIMER & CO INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 822581
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$9.4B
Holdings
1,759
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
OPPENHEIMER & CO INC disclosed 1,759 positions worth $9.4B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.5% of the equity portfolio, followed by $MSFT and $NVDA. During the quarter the fund opened 170 new positions and exited 100 and a full exit from $FXF. The portfolio is most concentrated in Other (28.9% of disclosed assets). All figures are sourced directly from OPPENHEIMER & CO INC’s Form 13F-HR filing with the SEC under CIK 822581.
AI Fund Analysis
Stable
$MSFT2.9% weight
Held 7 quarters
$NVDA2.7% weight
Held 7 quarters
$GOOG1.7% weight
Held 7 quarters
$GOOG1.7% weight
Held 7 quarters
$JPM1.4% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
7 quarters accumulating
VANGUARD WORLD FD - INF TE
7 quarters accumulating
FIRST TR EXCHANGE TRADED F
7 quarters accumulating
ISHARES TR - IBOXX INV CP
7 quarters accumulating
SCHWAB STRATEGIC TR - US L
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$327.6M1,132,169 sh - 79.8#31
Quality
$273.1M732,035 sh - 85.9#5
Quality
$250.6M1,252,314 sh - 68.7
Quality
$192.3M806,999 sh - 78.2
Quality
$162.6M460,159 sh - 78.2
Quality
$162.4M454,292 sh - 70.7
Quality
$126.6M386,843 sh - 84.5
Quality
$117.1M309,875 sh - 79.6
Quality
$107.4M190,695 sh - 73.8
Quality
$106.6M213,014 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.4#84 | $327.6M | 1,132,169 |
| MICROSOFT CORP$MSFT | 79.8#31 | $273.1M | 732,035 |
| NVIDIA CORP$NVDA | 85.9#5 | $250.6M | 1,252,314 |
 AMAZON COM INC$AMZN | 68.7 | $192.3M | 806,999 |
 Alphabet Inc.$GOOGL | 78.2 | $162.6M | 460,159 |
| Alphabet Inc.$GOOG | 78.2 | $162.4M | 454,292 |
| JPMORGAN CHASE & CO$JPM | 70.7 | $126.6M | 386,843 |
 Broadcom Inc.$AVGO | 84.5 | $117.1M | 309,875 |
 Meta Platforms, Inc.$META | 79.6 | $107.4M | 190,695 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $106.6M | 213,014 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of OPPENHEIMER & CO INC's 1,759 positions.
Showing top 10 of 1,759 holdings.
Sector Allocation
Other
$2.7B
Technology
$2.6B
Financials
$1.0B
Industrials
$745.6M
Consumer Discretionary
$648.4M
Healthcare
$549.1M
Energy
$295.4M
Materials
$222.8M
Top Holdings — OPPENHEIMER & CO INC (Q2 2026)
Top 150 of 1,759 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $327.6M | 3.5% | +2% | 76.4 |
| 2 | $MSFT | MICROSOFT CORP | $273.1M | 2.9% | -3% | 79.8 |
| 3 | $NVDA | NVIDIA CORP | $250.6M | 2.7% | +3% | 85.9 |
| 4 | $AMZN | AMAZON COM INC | $192.3M | 2.0% | +3% | 68.7 |
| 5 | $GOOGL | Alphabet Inc. | $162.6M | 1.7% | +2% | 78.2 |
| 6 | $GOOG | Alphabet Inc. | $162.4M | 1.7% | +4% | 78.2 |
| 7 | $JPM | JPMORGAN CHASE & CO | $126.6M | 1.4% | +1% | 70.7 |
| 8 | $AVGO | Broadcom Inc. | $117.1M | 1.3% | +1% | 84.5 |
| 9 | $META | Meta Platforms, Inc. | $107.4M | 1.1% | -3% | 79.6 |
| 10 | $BRK.B | BERKSHIRE HATHAWAY INC | $106.6M | 1.1% | +4% | 73.8 |
| 11 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $100.8M | 1.1% | +1% | — |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $94.7M | 1.0% | +5% | — |
| 13 |  $LLY | ELI LILLY & Co | $94.4M | 1.0% | +7% | 87.5 |
| 14 |  $COST | COSTCO WHOLESALE CORP /NEW | $87.8M | 0.9% | +0% | 66.2 |
| 15 |  $MRVL | Marvell Technology, Inc. | $83.5M | 0.9% | -18% | 76.5 |
| 16 | — | ISHARES TR - RUS 1000 GRW ETF | $81.7M | 0.9% | +321% | — |
| 17 | — | ISHARES TR - CORE S&P500 ETF | $78.8M | 0.8% | +1% | — |
| 18 |  $CAT | CATERPILLAR INC | $76.1M | 0.8% | -0% | 66.5 |
| 19 |  $PWR | QUANTA SERVICES, INC. | $72.2M | 0.8% | -2% | 72.1 |
| 20 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $71.8M | 0.8% | +5% | — |
| 21 |  $TSLA | Tesla, Inc. | $67.7M | 0.7% | +3% | 53.9 |
| 22 |  $AMD | ADVANCED MICRO DEVICES INC | $66.7M | 0.7% | +3% | 79.8 |
| 23 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $61.3M | 0.7% | +2% | — |
| 24 |  $V | VISA INC. | $61.2M | 0.7% | -0% | 82.9 |
| 25 |  $GLW | CORNING INC /NY | $60.5M | 0.7% | +9% | 73.7 |
| 26 |  $GS | GOLDMAN SACHS GROUP INC | $59.8M | 0.6% | -7% | 73.5 |
| 27 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $57.8M | 0.6% | +18% | — |
| 28 |  $MU | MICRON TECHNOLOGY INC | $56.0M | 0.6% | +16% | 86.2 |
| 29 |  $WMT | Walmart Inc. | $55.1M | 0.6% | +5% | 60.2 |
| 30 | — | ISHARES TR - CORE S&P MCP ETF | $53.4M | 0.6% | +0% | — |
| 31 |  $HD | HOME DEPOT, INC. | $50.7M | 0.5% | -0% | 60.3 |
| 32 |  $PL | Planet Labs PBC | $49.7M | 0.5% | -23% | 38.4 |
| 33 |  $JNJ | JOHNSON & JOHNSON | $46.5M | 0.5% | -2% | 69 |
| 34 |  $ASTS | AST SpaceMobile, Inc. | $45.9M | 0.5% | -19% | 30.8 |
| 35 | — | ISHARES TR - CORE DIV GRWTH | $45.8M | 0.5% | +0% | — |
| 36 | — | ISHARES TR - ISHARES SEMICDTR | $45.4M | 0.5% | -0% | — |
| 37 |  $AMGN | AMGEN INC | $44.6M | 0.5% | +3% | 79.2 |
| 38 | — | ISHARES TR - CORE S&P SCP ETF | $43.0M | 0.5% | -1% | — |
| 39 |  $CSCO | CISCO SYSTEMS, INC. | $42.5M | 0.5% | -3% | 70.3 |
| 40 |  $ABBV | AbbVie Inc. | $40.8M | 0.4% | +4% | 72.6 |
| 41 |  $PANW | Palo Alto Networks Inc | $40.6M | 0.4% | -8% | 65.5 |
| 42 |  $GLD | SPDR GOLD TRUST | $38.9M | 0.4% | +2% | — |
| 43 | — | ISHARES TR - MSCI USA MMENTM | $38.8M | 0.4% | +3% | — |
| 44 |  $C | CITIGROUP INC | $36.5M | 0.4% | +2% | 65 |
| 45 |  $ETN | Eaton Corp plc | $35.4M | 0.4% | +11% | — |
| 46 |  $RTX | RTX Corp | $35.3M | 0.4% | +2% | 73.2 |
| 47 |  $XOM.R34088 | EXXON MOBIL CORP | $34.6M | 0.4% | -7% | 57.9 |
| 48 |  $CRWD | CrowdStrike Holdings, Inc. | $34.3M | 0.4% | -15% | 67.7 |
| 49 |  $AMAT | APPLIED MATERIALS INC /DE | $33.2M | 0.3% | -26% | 72.3 |
| 50 | — | ISHARES TR - 0-3 MTH TREASURY | $33.1M | 0.3% | +25% | — |
| 51 |  $GILD | GILEAD SCIENCES, INC. | $32.7M | 0.3% | -8% | 57.4 |
| 52 |  $MA | Mastercard Inc | $31.7M | 0.3% | +2% | 85.1 |
| 53 |  $PLTR | Palantir Technologies Inc. | $31.7M | 0.3% | +4% | 84.6 |
| 54 |  $CVX | CHEVRON CORP | $30.8M | 0.3% | -5% | 62.8 |
| 55 |  $IVZ | Invesco Ltd. | $30.3M | 0.3% | +6% | — |
| 56 | — | ISHARES TR - TRUST ISHARE 0-1 | $30.1M | 0.3% | -16% | — |
| 57 |  $MPC | Marathon Petroleum Corp | $29.7M | 0.3% | -2% | 61 |
| 58 |  $BAC | BANK OF AMERICA CORP /DE/ | $28.1M | 0.3% | -7% | 67.6 |
| 59 |  $NEE | NEXTERA ENERGY INC | $27.5M | 0.3% | +6% | 64.6 |
| 60 | — | ISHARES TR - RUS MD CP GR ETF | $27.5M | 0.3% | -6% | — |
| 61 | — | VANGUARD INDEX FDS - GROWTH ETF | $27.0M | 0.3% | +525% | — |
| 62 | — | VANGUARD WORLD FD - INF TECH ETF | $26.9M | 0.3% | +726% | — |
| 63 |  $VZ | VERIZON COMMUNICATIONS INC | $26.7M | 0.3% | +14% | 65.8 |
| 64 |  $GEV | GE Vernova Inc. | $26.6M | 0.3% | +22% | 81.1 |
| 65 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $26.2M | 0.3% | +20% | 70 |
| 66 | — | VANGUARD INDEX FDS - VALUE ETF | $26.0M | 0.3% | +19% | — |
| 67 |  $WM | WASTE MANAGEMENT INC | $24.4M | 0.3% | -0% | 67.6 |
| 68 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $24.0M | 0.3% | +15% | — |
| 69 |  $MRK | Merck & Co., Inc. | $23.8M | 0.3% | +0% | 59.9 |
| 70 |  $NFLX | NETFLIX INC | $23.3M | 0.3% | -6% | 78.8 |
| 71 | — | VANGUARD INDEX FDS - MID CAP ETF | $23.1M | 0.3% | +310% | — |
| 72 | — | ISHARES TR - MSCI EAFE ETF | $23.1M | 0.3% | -1% | — |
| 73 |  $ASML | ASML HOLDING NV | $23.1M | 0.3% | -5% | — |
| 74 |  $AXP | AMERICAN EXPRESS CO | $23.0M | 0.3% | +0% | 69.4 |
| 75 |  $LRCX | LAM RESEARCH CORP | $22.5M | 0.2% | +11% | 79.4 |
| 76 |  $ROK | ROCKWELL AUTOMATION, INC | $22.3M | 0.2% | -0% | 63.6 |
| 77 |  $VRT | Vertiv Holdings Co | $21.9M | 0.2% | -2% | 81 |
| 78 | — | ISHARES TR - IBOXX INV CP ETF | $21.9M | 0.2% | +2% | — |
| 79 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $21.8M | 0.2% | +9% | — |
| 80 |  $KLAC | KLA CORP | $21.7M | 0.2% | +905% | 78.6 |
| 81 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $21.7M | 0.2% | +32% | — |
| 82 |  $PG | PROCTER & GAMBLE Co | $21.6M | 0.2% | -1% | 64.6 |
| 83 |  $WT | WisdomTree, Inc. | $21.5M | 0.2% | +7% | 59.9 |
| 84 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $21.4M | 0.2% | +22% | — |
| 85 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $21.3M | 0.2% | +9% | — |
| 86 |  $TER | TERADYNE, INC | $21.2M | 0.2% | -2% | 77.3 |
| 87 |  $VMI | VALMONT INDUSTRIES INC | $21.2M | 0.2% | -1% | 60.7 |
| 88 |  $QCOM | QUALCOMM INC/DE | $21.0M | 0.2% | +3% | 70.5 |
| 89 |  $GE | GENERAL ELECTRIC CO | $20.8M | 0.2% | -2% | 73.8 |
| 90 |  $PFE | PFIZER INC | $19.5M | 0.2% | -3% | 62 |
| 91 |  $LOW | LOWES COMPANIES INC | $19.1M | 0.2% | -7% | 60.8 |
| 92 |  $BX | Blackstone Inc. | $18.9M | 0.2% | +21% | 74.4 |
| 93 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | $18.7M | 0.2% | +1% | — |
| 94 |  $ENB | ENBRIDGE INC | $18.7M | 0.2% | +0% | 66.7 |
| 95 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $18.6M | 0.2% | -8% | — |
| 96 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $18.5M | 0.2% | +1% | — |
| 97 | — | PACER FDS TR - US CASH COWS 100 | $18.4M | 0.2% | -1% | — |
| 98 |  $KKR | KKR & Co. Inc. | $18.4M | 0.2% | -6% | 54.3 |
| 99 |  $PEP | PEPSICO INC | $18.2M | 0.2% | +0% | 63.4 |
| 100 |  $UBER | Uber Technologies, Inc | $18.2M | 0.2% | +13% | 73.5 |
| 101 | — | VANGUARD STAR FDS - VG TL INTL STK F | $18.1M | 0.2% | +13% | — |
| 102 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $17.8M | 0.2% | -24% | — |
| 103 | — | ISHARES TR - 20 YR TR BD ETF | $17.7M | 0.2% | +43% | — |
| 104 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $17.6M | 0.2% | +2% | — |
| 105 |  $ORLY | O REILLY AUTOMOTIVE INC | $17.5M | 0.2% | -2% | 67.4 |
| 106 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $17.2M | 0.2% | +12% | — |
| 107 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $16.8M | 0.2% | -1% | — |
| 108 |  $INTC | INTEL CORP | $16.8M | 0.2% | -15% | 45.6 |
| 109 | — | VANGUARD INDEX FDS - SMALL CP ETF | $16.5M | 0.2% | +3% | — |
| 110 |  $USB | US BANCORP \DE\ | $16.4M | 0.2% | -1% | 65.3 |
| 111 |  $MLM | MARTIN MARIETTA MATERIALS INC | $16.1M | 0.2% | -6% | 62.9 |
| 112 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $16.0M | 0.2% | +74% | — |
| 113 |  $MCD | MCDONALDS CORP | $16.0M | 0.2% | +0% | 69 |
| 114 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $15.9M | 0.2% | +16% | — |
| 115 |  $TXN | TEXAS INSTRUMENTS INC | $15.8M | 0.2% | +3% | 73.4 |
| 116 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $15.7M | 0.2% | +10% | — |
| 117 |  $TTAN | ServiceTitan, Inc. | $15.5M | 0.2% | +0% | 49.2 |
| 118 | — | LISTED FDS TR - ROUN MA SEVE ETF | $15.5M | 0.2% | +3% | — |
| 119 |  $BA | BOEING CO | $15.4M | 0.2% | +11% | 61.6 |
| 120 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $15.3M | 0.2% | -2% | 61.4 |
| 121 |  $NEM | NEWMONT Corp /DE/ | $15.1M | 0.2% | +2% | 86.8 |
| 122 |  $MO | ALTRIA GROUP, INC. | $15.1M | 0.2% | +5% | 67.4 |
| 123 | — | PGIM ETF TR - PGIM ULTRA SH BD | $14.9M | 0.2% | +4% | — |
| 124 | — | ISHARES TR - RUS 1000 VAL ETF | $14.8M | 0.2% | +2% | — |
| 125 |  $LMT | LOCKHEED MARTIN CORP | $14.7M | 0.2% | -2% | 65.6 |
| 126 |  $BMY | BRISTOL MYERS SQUIBB CO | $14.7M | 0.2% | +0% | 70.4 |
| 127 |  $MDT | Medtronic plc | $14.3M | 0.1% | -7% | 68.7 |
| 128 | — | ISHARES TR - S&P 500 GRWT ETF | $14.3M | 0.1% | +0% | — |
| 129 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $14.3M | 0.1% | +4% | — |
| 130 |  $ADI | ANALOG DEVICES INC | $14.3M | 0.1% | -11% | 79.2 |
| 131 |  $AFL | AFLAC INC | $14.2M | 0.1% | -1% | 61.3 |
| 132 |  $ACN | Accenture plc | $14.1M | 0.1% | +41% | — |
| 133 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $14.0M | 0.1% | -3% | 65.1 |
| 134 | — | SPDR SERIES TRUST - ST STR CONV ETF | $14.0M | 0.1% | -2% | — |
| 135 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $13.8M | 0.1% | -2% | 71 |
| 136 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $13.7M | 0.1% | +5% | 69.7 |
| 137 |  $VST | Vistra Corp. | $13.7M | 0.1% | +16% | 71.9 |
| 138 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $13.4M | 0.1% | -15% | — |
| 139 |  $TJX | TJX COMPANIES INC /DE/ | $13.4M | 0.1% | -7% | 68.7 |
| 140 |  $XPO | XPO, Inc. | $13.3M | 0.1% | +5% | 58.4 |
| 141 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $12.9M | 0.1% | -2% | — |
| 142 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $12.8M | 0.1% | -34% | — |
| 143 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $12.8M | 0.1% | -32% | — |
| 144 |  $ORCL | ORACLE CORP | $12.7M | 0.1% | -15% | 66.2 |
| 145 |  $ARM | ARM HOLDINGS PLC /UK | $12.6M | 0.1% | -17% | — |
| 146 |  $GD | GENERAL DYNAMICS CORP | $12.5M | 0.1% | -1% | 68.7 |
| 147 |  $FCX | FREEPORT-MCMORAN INC | $12.4M | 0.1% | -15% | 62 |
| 148 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $12.3M | 0.1% | -1% | — |
| 149 |  $UNH | UNITEDHEALTH GROUP INC | $12.3M | 0.1% | -8% | 62.7 |
| 150 | — | ISHARES TR - 7-10 YR TRSY BD | $12.1M | 0.1% | +77% | — |
New Positions (170)
VANGUARD WELLINGTON FD - US MOMENTUM$10.1M
SPDR SERIES TRUST - ST LON TREAS ETF$9.1M
$HONA Honeywell Aerospace Inc.$9.0M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$9.0M SPDR SERIES TRUST - ST STR SP600GRWO$5.9M
ROUNDHILL ETF TRUST - MEMORY ETF$3.6M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$3.0M
$RVMD Revolution Medicines, Inc.$2.9M AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF$2.8M
$VIA Via Transportation, Inc.$2.7M
$ONON On Holding AG$2.6M
$IRTC iRhythm Holdings, Inc.$1.9M
$MOH MOLINA HEALTHCARE, INC.$1.8M THEMES ETF TR - GLOB SYS BKS ETF$1.7M
COHEN & STEERS ETF TRUST - REAL EST ACT ETF$1.6M
Exited Positions (100)
$FXF Invesco CurrencyShares Swiss Franc Trust
$FXE Invesco CurrencyShares Euro Trust FIRST TR EXCHNG TRADED FD VI
AIM ETF PRODUCTS TRUST
$CPRX CATALYST PHARMACEUTICALS, INC.
$HOLX HOLOGIC INC FIRST TR EXCHANGE-TRADED FD
$EQNR EQUINOR ASA ISHARES TR
FIRST TR EXCHANGE TRADED FD
$AL AIR LEASE CORP
$SDA SunCar Technology Group Inc.
$GCT GigaCloud Technology Inc
$USLM UNITED STATES LIME & MINERALS INC
$KT KT CORPBrowse Top Institutional Investors
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