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OPPENHEIMER & CLOSE, LLC 13F portfolio summary

OPPENHEIMER & CLOSE, LLC of OPPENHEIMER & CLOSE, LLC has 55 current stock holdings with a reported portfolio value of $158.6M. The portfolio 1 year return is +48.47%. Top holdings include SMHI (6.33%), AEM (5.97%), HURC (4.30%), TAYD (4.14%), AGI (3.98%).

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OPPENHEIMER & CLOSE, LLC

OPPENHEIMER & CLOSE, LLC
Latest filing: 2026-03-31

OPPENHEIMER & CLOSE, LLC runs OPPENHEIMER & CLOSE, LLC and currently holds 55 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $158.61M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OPPENHEIMER & CLOSE, LLC ranks #297 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OPPENHEIMER & CLOSE, LLC's portfolio at OPPENHEIMER & CLOSE, LLC has delivered returns of +48.47%. Their 3-year annualized return is +81.05%. Looking at the 5-year horizon, OPPENHEIMER & CLOSE, LLC has achieved +94.02% annualized returns at OPPENHEIMER & CLOSE, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+48.47%
#185/1000
3 Year
+81.05%
#353/1000
5 Year
+94.02%
#279/1000

Portfolio Value

$158.61M

Alpha Score

72.0

#297 of 1000

Holdings

55

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change