Long-term investor
Oppenheimer Asset Management Inc. @oppenheimerassetmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001269119).
Record
- Tracked since 2025-06-30 (434 days), 123 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months +5.9% · 1 year +11.0% · all +11.0%
- Max drawdown -2.6% · Sharpe 0.64 · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GBIL · 3.1% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- BIL · 2.1% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- JNJ · 1.5% · long · since 2025-06-30
- JPM · 1.5% · long · since 2025-06-30
- AMZN · 1.3% · long · since 2025-06-30
- AAPL · 1.3% · long · since 2025-06-30
- AVGO · 1.2% · long · since 2025-06-30
- CVX · 1.2% · long · since 2025-06-30
- GOOGL · 1.1% · long · since 2025-06-30
- LLY · 1.0% · long · since 2025-06-30