Long-term investor
Oppenheimer & Co. Inc. @oppenheimercoinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000822581).
Record
- Tracked since 2025-06-30 (434 days), 107 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months +6.8% · 1 year +14.2% · all +14.2%
- Max drawdown -1.6% · Sharpe 0.93 · win rate 37% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.5% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- 02079K107 · 1.7% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30
- JPM · 1.4% · long · since 2025-06-30
- AVGO · 1.2% · long · since 2025-06-30
- META · 1.1% · long · since 2025-06-30
- BRK-B · 1.1% · long · since 2025-06-30
- QQQ · 1.1% · long · since 2025-06-30
- SPY · 1.0% · long · since 2025-06-30
Copy on paper, free More traders How copying works
Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.