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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
+8.57%
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
$4.25B
AUM Growth
+$220M
Cap. Flow
-$44.4M
Cap. Flow %
-1.04%
Top 10 Hldgs %
47.95%
Holding
411
New
10
Increased
50
Reduced
43
Closed
13

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$41.7M
2
GILD icon
Gilead Sciences
GILD
+$30.9M
3
TMO icon
Thermo Fisher Scientific
TMO
+$8.7M
4
ACI icon
Albertsons Companies
ACI
+$8.17M
5
UBER icon
Uber
UBER
+$7.81M

Top Sells

Rank Stock Value
1
WDAY icon
Workday
WDAY
+$32.4M
2
ADBE icon
Adobe
ADBE
+$22.8M
3
FIX icon
Comfort Systems
FIX
+$17.7M
4
NVDA icon
NVIDIA
NVDA
+$16M
5
DECK icon
Deckers Outdoor
DECK
+$14.3M

Sector Composition

Rank Sector Weight
1 Technology 43.12%
2 Financials 13.63%
3 Communication Services 12.59%
4 Consumer Discretionary 9.69%
5 Healthcare 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IP icon
276
International Paper
IP
$22.1B
$979K 0.02%
21,100
– –
HUBB icon
277
Hubbell
HUBB
$27.3B
$960K 0.02%
2,230
– –
ULTA icon
278
Ulta Beauty
ULTA
$23.3B
$957K 0.02%
1,750
– –
NVR icon
279
NVR
NVR
$17.1B
$956K 0.02%
119
– –
FWONK icon
280
Liberty Media Series C
FWONK
$25.8B
$950K 0.02%
9,100
– –
EQR icon
281
Equity Residential
EQR
$24.6B
$949K 0.02%
14,662
+2,000
+16% +$131K
ON icon
282
ON Semiconductor
ON
$31.4B
$932K 0.02%
18,900
– –
KHC icon
283
Kraft Heinz
KHC
$29.3B
$928K 0.02%
35,626
– –
PODD icon
284
Insulet
PODD
$10B
$926K 0.02%
3,000
– –
CFG icon
285
Citizens Financial Group
CFG
$30.8B
$925K 0.02%
17,400
– –
TYL icon
286
Tyler Technologies
TYL
$13.1B
$916K 0.02%
1,750
– –
ZBH icon
287
Zimmer Biomet
ZBH
$18.6B
$911K 0.02%
9,250
– –
K
288
DELISTED
Kellanova
K
$906K 0.02%
11,050
– –
STLD icon
289
Steel Dynamics
STLD
$38B
$906K 0.02%
6,500
– –
PFG icon
290
Principal Financial Group
PFG
$24.3B
$904K 0.02%
10,900
– –
BIIB icon
291
Biogen
BIIB
$30.4B
$896K 0.02%
6,399
– –
TPR icon
292
Tapestry
TPR
$32.2B
$883K 0.02%
+7,800
New +$816K
GPC icon
293
Genuine Parts
GPC
$18.6B
$873K 0.02%
6,300
– –
FFIV icon
294
F5
FFIV
$23.5B
$873K 0.02%
2,700
– –
NSC icon
295
Norfolk Southern
NSC
$75.2B
$871K 0.02%
2,900
– –
NTNX icon
296
Nutanix
NTNX
$17.4B
$870K 0.02%
11,700
– –
LULU icon
297
lululemon athletica
LULU
$14.3B
$863K 0.02%
4,850
– –
CHD icon
298
Church & Dwight Co
CHD
$24.4B
$859K 0.02%
9,802
– –
DGX icon
299
Quest Diagnostics
DGX
$26.3B
$858K 0.02%
4,500
– –
SBAC icon
300
SBA Communications
SBAC
$19.3B
$847K 0.02%
4,383
– –
10 11
12
13 14

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IUHSA
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MYIA
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NEI
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CIC
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SLI
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E. Ohman J:or Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, E. Ohman J:or Asset Management held 411 positions worth $4.25B, up 5.5% from $4.03B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

E. Ohman J:or Asset Management's Q3 2025 filing shows 10 new, 50 increased, 43 reduced and 13 closed positions. Its largest new stake was Uber: 83,500 shares worth $8.18M. The largest sale was Workday, an estimated $32.4M.

By sector, the portfolio is most concentrated in Technology at 43% of assets, up from 43% a quarter earlier, followed by Financials and Communication Services.

  • E. Ohman J:or Asset Management's largest Q3 2025 buy was Uber: 83,500 shares worth $8.18M.
  • E. Ohman J:or Asset Management added most to ServiceNow in Q3 2025, an estimated $41.7M increase.
  • E. Ohman J:or Asset Management's biggest Q3 2025 reduction was Workday, cutting an estimated $32.4M.
  • E. Ohman J:or Asset Management fully exited Vertiv in Q3 2025, selling an estimated $2.09M.
  • E. Ohman J:or Asset Management's ten largest holdings make up 48% of its $4.25B portfolio in Q3 2025.
  • E. Ohman J:or Asset Management opened 10 new positions and closed 13 in Q3 2025.
  • E. Ohman J:or Asset Management's portfolio value rose 5.5% quarter-over-quarter to $4.25B.

Based on E. Ohman J:or Asset Management's 13F filing for Q3 2025, filed 17 Oct 2025.