Oppenheimer & Co. Inc.
Annual return
—
SPY
—
Alpha
—
Invested
$16.4B
Holdings
1,681
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 1.12M shares)
3.5%
02
$MSFT
MICROSOFT CORP
Q2 2025: Increased +0.5% (696.9k → 700.5k shares)
3.5%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +1.2% (1.17M → 1.19M shares)
2.6%
04
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 707.8k shares)
2.0%
05
$GOOG
ALPHABET INC
Q4 2025: Increased +1.2% (421.5k → 426.7k shares)
1.6%
06
$GOOGL
ALPHABET INC
Q4 2025: Sold 2.8% (466.2k → 453.3k shares)
1.5%
07
$JPM
JPMORGAN CHASE & CO
Q4 2025: Sold 3.4% (402.0k → 388.5k shares)
1.4%
08
$META
META PLATFORMS INC
Q4 2025: Increased +2.8% (179.2k → 184.2k shares)
1.4%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Exited (was 200.0k shares)
1.2%
10
$AVGO
BROADCOM INC
Q4 2025: Sold 4.4% (309.7k → 296.1k shares)
1.2%
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.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:29 UTC.