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 (484 days), 119 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +12.8% · 1 year +11.7% · all +11.7%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MSFT · 4.0% · long · since 2025-09-30
  • AAPL · 3.8% · long · since 2025-09-30
  • NVDA · 3.1% · long · since 2025-09-30
  • AMZN · 2.2% · long · since 2025-09-30
  • GOOGL · 1.7% · long · since 2025-09-30
  • 02079K107 · 1.7% · long · since 2025-09-30
  • JPM · 1.5% · long · since 2025-09-30
  • META · 1.4% · long · since 2025-09-30
  • AVGO · 1.2% · long · since 2025-09-30
  • 78462F103 · 1.1% · long · since 2025-09-30
  • BRK-B · 1.1% · long · since 2025-09-30
  • LLY · 1.1% · long · since 2025-09-30

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