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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
+4.02%
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
$4.3B
AUM Growth
+$48.7M
Cap. Flow
-$71.4M
Cap. Flow %
-1.66%
Top 10 Hldgs %
46.32%
Holding
495
New
97
Increased
59
Reduced
213
Closed
15

Top Buys

Rank Stock Value
1
DOCS icon
Doximity
DOCS
+$31.3M
2
BSX icon
Boston Scientific
BSX
+$16.4M
3
ABBV icon
AbbVie
ABBV
+$14.1M
4
WMT icon
Walmart Inc
WMT
+$12.3M
5
META icon
Meta Platforms (Facebook)
META
+$11M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.4M
2
AAPL icon
Apple
AAPL
+$35.9M
3
WMG icon
Warner Music
WMG
+$34.5M
4
EA
Electronic Arts
EA
+$27.3M
5
SGRY icon
Surgery Partners
SGRY
+$20.9M

Sector Composition

Rank Sector Weight
1 Technology 42.73%
2 Financials 13.29%
3 Communication Services 11.87%
4 Healthcare 10.62%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DG icon
276
Dollar General
DG
$26.5B
$1.13M 0.03%
8,538
-1,300
-13% -$145K
SYF icon
277
Synchrony
SYF
$25.6B
$1.12M 0.03%
13,484
-3,716
-22% -$284K
OTIS icon
278
Otis Worldwide
OTIS
$27.9B
$1.12M 0.03%
12,877
-4,423
-26% -$396K
CSGP icon
279
CoStar Group
CSGP
$12.7B
$1.12M 0.03%
16,620
+4,320
+35% +$306K
HBAN icon
280
Huntington Bancshares
HBAN
$35.9B
$1.12M 0.03%
64,400
– –
MTB icon
281
M&T Bank
MTB
$36.6B
$1.11M 0.03%
+5,534
New +$1.06M
XYL icon
282
Xylem
XYL
$28.7B
$1.09M 0.03%
7,980
-2,000
-20% -$288K
FITB
283
Fifth Third Bancorp
FITB
$52.2B
$1.08M 0.03%
23,133
-5,367
-19% -$236K
TER icon
284
Teradyne
TER
$58.8B
$1.07M 0.02%
5,510
-2,590
-32% -$444K
IRM icon
285
Iron Mountain
IRM
$36.5B
$1.05M 0.02%
12,703
– –
NTRS icon
286
Northern Trust
NTRS
$34.5B
$1.05M 0.02%
7,700
– –
ADM icon
287
Archer Daniels Midland
ADM
$38.7B
$1.05M 0.02%
18,240
-1,700
-9% -$102K
LPLA icon
288
LPL Financial
LPLA
$29.5B
$1.04M 0.02%
2,916
+816
+39% +$289K
EME icon
289
Emcor
EME
$36B
$1.04M 0.02%
1,700
-150
-8% -$97.1K
VRNS icon
290
Varonis Systems
VRNS
$4.85B
$1.04M 0.02%
31,700
– –
HSY icon
291
Hershey
HSY
$36.5B
$1.04M 0.02%
+5,690
New +$1.04M
IR icon
292
Ingersoll Rand
IR
$33B
$1.03M 0.02%
13,047
-4,683
-26% -$370K
TEAM icon
293
Atlassian
TEAM
$39.4B
$1.03M 0.02%
6,359
-950
-13% -$149K
VRSK icon
294
Verisk Analytics
VRSK
$23.6B
$1.03M 0.02%
4,592
-1,251
-21% -$282K
EXPE icon
295
Expedia Group
EXPE
$38.9B
$1.02M 0.02%
+3,605
New +$891K
VLTO icon
296
Veralto
VLTO
$23.9B
$1.02M 0.02%
10,227
– –
CFG icon
297
Citizens Financial Group
CFG
$30.8B
$1.02M 0.02%
17,400
– –
BIIB icon
298
Biogen
BIIB
$30.3B
$1.01M 0.02%
5,719
-680
-11% -$111K
LYV icon
299
Live Nation Entertainment
LYV
$43B
$1M 0.02%
7,040
– –
TPR icon
300
Tapestry
TPR
$32.5B
$997K 0.02%
7,800
– –
10 11
12
13 14

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CIC
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SLI
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E. Ohman J:or Asset Management's Q4 2025 Portfolio in Review

As of Q4 2025, E. Ohman J:or Asset Management held 495 positions worth $4.3B, up 1.1% from $4.25B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

E. Ohman J:or Asset Management's Q4 2025 filing shows 97 new, 59 increased, 213 reduced and 15 closed positions. Its largest new stake was Doximity: 557,793 shares worth $24.7M. The largest sale was Alphabet (Google) Class A, an estimated $47.4M.

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

  • E. Ohman J:or Asset Management's largest Q4 2025 buy was Doximity: 557,793 shares worth $24.7M.
  • E. Ohman J:or Asset Management added most to Boston Scientific in Q4 2025, an estimated $16.4M increase.
  • E. Ohman J:or Asset Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $47.4M.
  • E. Ohman J:or Asset Management fully exited Warner Music in Q4 2025, selling an estimated $34.5M.
  • E. Ohman J:or Asset Management's ten largest holdings make up 46% of its $4.3B portfolio in Q4 2025.
  • E. Ohman J:or Asset Management opened 97 new positions and closed 15 in Q4 2025.
  • E. Ohman J:or Asset Management's portfolio value rose 1.1% quarter-over-quarter to $4.3B.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.