Oppenheimer Asset Management Inc.
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$8.8B
Holdings
1,112
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Sold 67.8% (87.6k → 28.2k shares)
2.8%
02
$GBIL
GOLDMAN SACHS ETF TR
Q1 2026: Exited (was 1.67M shares)
2.6%
03
$BIL
SPDR SERIES TRUST
Q1 2026: Exited (was 1.28M shares)
2.4%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 95.8% (1.53M → 63.9k shares)
1.9%
05
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 56.9% (46.6k → 20.1k shares)
1.7%
06
$CHV
CHEVRON CORPORATION
Q1 2026: Sold 98.2% (412.3k → 7.4k shares)
1.6%
07
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 98.1% (81.4k → 1.6k shares)
1.5%
08
$AMZN
AMAZON COM INC
Q1 2026: New position (32.7k shares)
1.3%
09
$AAPL
APPLE INC
Q1 2026: New position (126.8k shares)
1.2%
10
$C
CITIGROUP INC
Q1 2026: Exited (was 1.18M shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.