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EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.3B
1-Year Est. Return
29.55%
This Fund
S&P 500
This Quarter
Est. Return
-6.38%
1 Year Est. Return
+29.55%
3 Year Est. Return
+110.24%
5 Year Est. Return
+144.75%
10 Year Est. Return
+695.34%
AUM
$3.78B
AUM Growth
-$512M
(-12%)
Cap. Flow
-$134M
Cap. Flow
% of AUM
-3.55%
Top 10 Holdings %
Top 10 Hldgs %
42.99%
Holding
499
New
19
Increased
94
Reduced
184
Closed
22
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$24.5M |
| 2 |
Mercado Libre
MELI
|
+$24.5M |
| 3 |
Uber
UBER
|
+$21.7M |
| 4 |
Generac Holdings
GNRC
|
+$19.6M |
| 5 |
Broadcom
AVGO
|
+$18.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$49M |
| 2 |
Comfort Systems
FIX
|
+$39M |
| 3 |
Airbnb
ABNB
|
+$32.2M |
| 4 |
Amazon
AMZN
|
+$29.8M |
| 5 |
IBM
IBM
|
+$26.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 41.6% |
| 2 | Financials | 13.82% |
| 3 | Communication Services | 11.26% |
| 4 | Healthcare | 9.81% |
| 5 | Consumer Discretionary | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Wabtec
WAB
$50.3B
| $1.45M | 0.04% |
5,804
| – | – |
|
227
Ameriprise Financial
AMP
$49.7B
| $1.44M | 0.04% |
3,236
| – | – |
|
228
Monster Beverage
MNST
$89.2B
| $1.43M | 0.04% |
39,364
| – | – |
|
229
Truist Financial
TFC
$63.9B
| $1.42M | 0.04% |
30,981
| – | – |
|
230
MetLife
MET
$61.5B
| $1.41M | 0.04% |
19,949
| – | – |
|
231
Mondelez International
MDLZ
$78.9B
| $1.4M | 0.04% |
24,335
-24,500
| -50% | -$1.42M |
|
|
FITB
232
Fifth Third Bancorp
FITB
$52.2B
| $1.4M | 0.04% |
30,123
+6,990
| +30% | +$344K |
|
233
D.R. Horton
DHI
$42.2B
| $1.38M | 0.04% |
10,050
-650
| -6% | -$98.2K |
|
234
PayPal
PYPL
$50.5B
| $1.36M | 0.04% |
29,980
| – | – |
|
235
Keurig Dr Pepper
KDP
$39.7B
| $1.35M | 0.04% |
51,210
| – | – |
|
236
Archer Daniels Midland
ADM
$38.8B
| $1.33M | 0.04% |
18,240
| – | – |
|
237
Carvana
CVNA
$79.2B
| $1.32M | 0.03% |
21,000
+500
| +2% | +$37.1K |
|
|
SUNB
238
Sunbelt Rentals Holdings
SUNB
$33B
| $1.32M | 0.03% |
+27,691
| New | +$1.94M |
|
239
Datadog
DDOG
$88.6B
| $1.31M | 0.03% |
11,100
| – | – |
|
240
Waters Corp
WAT
$40.7B
| $1.31M | 0.03% |
4,385
+1,861
| +74% | +$637K |
|
241
Iron Mountain
IRM
$36.4B
| $1.3M | 0.03% |
12,703
| – | – |
|
242
Snowflake
SNOW
$116B
| $1.3M | 0.03% |
8,598
-400
| -4% | -$74K |
|
243
Kenvue
KVUE
$36.6B
| $1.3M | 0.03% |
75,200
| – | – |
|
244
Coherent
COHR
$64.3B
| $1.29M | 0.03% |
+5,400
| New | +$1.24M |
|
245
Ventas
VTR
$44.6B
| $1.28M | 0.03% |
15,664
-2,300
| -13% | -$188K |
|
246
Hartford Financial Services
HIG
$38.1B
| $1.28M | 0.03% |
9,451
-750
| -7% | -$102K |
|
247
Rockwell Automation
ROK
$49.6B
| $1.28M | 0.03% |
3,553
| – | – |
|
248
Robinhood
HOOD
$84.9B
| $1.26M | 0.03% |
18,227
| – | – |
|
249
Nasdaq
NDAQ
$53.1B
| $1.26M | 0.03% |
14,872
| – | – |
|
250
Kimberly-Clark
KMB
$36.1B
| $1.26M | 0.03% |
13,032
| – | – |
|
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E. Ohman J:or Asset Management's Q1 2026 Portfolio in Review
As of Q1 2026, E. Ohman J:or Asset Management held 499 positions worth $3.78B, down 12% from $4.3B the previous quarter. Its ten largest holdings account for 43% of the portfolio.
E. Ohman J:or Asset Management withdrew a net $134M in Q1 2026, closing 22 positions and reducing 184 holdings. Its most notable exit was Doximity, an estimated $24.7M position sold in full.
By sector, the portfolio is most concentrated in Technology at 42% of assets, down from 43% a quarter earlier, followed by Financials and Communication Services.
Against the trend, E. Ohman J:or Asset Management opened a new position in Generac Holdings worth $20M.
- E. Ohman J:or Asset Management's largest Q1 2026 buy was Generac Holdings: 102,245 shares worth $20M.
- E. Ohman J:or Asset Management added most to TSMC in Q1 2026, an estimated $24.5M increase.
- E. Ohman J:or Asset Management's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $49M.
- E. Ohman J:or Asset Management fully exited Doximity in Q1 2026, selling an estimated $24.7M.
- E. Ohman J:or Asset Management's ten largest holdings make up 43% of its $3.78B portfolio in Q1 2026.
- E. Ohman J:or Asset Management opened 19 new positions and closed 22 in Q1 2026.
- E. Ohman J:or Asset Management's portfolio value fell 12% quarter-over-quarter to $3.78B.
Based on E. Ohman J:or Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.