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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
GIS icon
301
General Mills
GIS
$20.3B
$990K 0.02%
21,300
-2,000
-9% -$95.1K
WSM icon
302
Williams-Sonoma
WSM
$29.6B
$989K 0.02%
5,536
– –
DOV icon
303
Dover
DOV
$28.1B
$975K 0.02%
4,994
-1,156
-19% -$211K
AWK icon
304
American Water Works
AWK
$27B
$972K 0.02%
7,451
-800
-10% -$107K
WAT icon
305
Waters Corp
WAT
$40.8B
$959K 0.02%
2,524
– –
ULTA icon
306
Ulta Beauty
ULTA
$23.4B
$953K 0.02%
1,575
-175
-10% -$96.2K
DLTR icon
307
Dollar Tree
DLTR
$24.7B
$935K 0.02%
7,600
– –
MKL icon
308
Markel Group
MKL
$22.9B
$924K 0.02%
430
-130
-23% -$263K
EQR icon
309
Equity Residential
EQR
$24.5B
$924K 0.02%
14,662
– –
BRO icon
310
Brown & Brown
BRO
$24B
$922K 0.02%
11,570
– –
CHRW icon
311
C.H. Robinson
CHRW
$17B
$916K 0.02%
5,700
– –
PHM icon
312
Pultegroup
PHM
$25.2B
$915K 0.02%
7,800
-1,100
-12% -$135K
INSM icon
313
Insmed
INSM
$28.9B
$912K 0.02%
+5,239
New +$956K
ZS icon
314
Zscaler
ZS
$28.9B
$911K 0.02%
4,050
– –
ON icon
315
ON Semiconductor
ON
$31.5B
$910K 0.02%
16,800
-2,100
-11% -$108K
LULU icon
316
lululemon athletica
LULU
$14.4B
$904K 0.02%
4,350
-500
-10% -$90.6K
HPQ icon
317
HP
HPQ
$26.6B
$900K 0.02%
40,400
– –
XYZ
318
Block Inc
XYZ
$47.4B
$887K 0.02%
+13,624
New +$940K
SCCO icon
319
Southern Copper
SCCO
$164B
$868K 0.02%
6,237
– –
NVR icon
320
NVR
NVR
$17.1B
$868K 0.02%
119
– –
EIX icon
321
Edison International
EIX
$26.9B
$867K 0.02%
14,444
-3,546
-20% -$203K
HUBS icon
322
HubSpot
HUBS
$11B
$867K 0.02%
2,160
– –
EXPD icon
323
Expeditors International
EXPD
$23.1B
$857K 0.02%
5,750
– –
TERN
324
DELISTED
Terns Pharmaceuticals
TERN
$857K 0.02%
21,202
-81,208
-79% -$1.88M
SBAC icon
325
SBA Communications
SBAC
$19.3B
$848K 0.02%
4,383
– –
11 12
13
14 15

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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.