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Svetlana Milina

Oppenheimer & Co Inc

Assets Managed
$8.211B
Holdings
1683
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
16.59%(2Q avg: 1.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Oppenheimer & Co Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1683 positions.

Assets under management

The assets under management (AUM) of Oppenheimer & Co Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.211B in assets, with a quarterly growth rate of 16.59% and a 2-quarter average growth rate of 1.25%. The portfolio is managed by Svetlana Milina, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
New Position
3.43%
$280.991M
1.107M shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.21%
3.42%
$280.397M
757,482 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.29%
2.58%
$211.409M
1.212M shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
New Position
1.99%
$163.103M
783,132 shares@ $208.28 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 5.39%
1.58%
$128.994M
449,675 shares@ $286.87 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.56%
1.54%
$125.709M
437,159 shares@ $287.56 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.43%
1.38%
$112.65M
382,956 shares@ $294.17 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 6.39%
1.37%
$112.133M
195,992 shares@ $572.14 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
New Position
1.2%
$98.407M
205,356 shares@ $479.2 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 3.2%
1.16%
$94.562M
305,523 shares@ $309.52 avg price

1-10 of 1683