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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
WST icon
326
West Pharmaceutical
WST
$24.8B
$836K 0.02%
3,039
– –
EFX icon
327
Equifax
EFX
$21.4B
$836K 0.02%
3,853
-1,697
-31% -$372K
IP icon
328
International Paper
IP
$22.1B
$831K 0.02%
21,100
– –
NTAP icon
329
NetApp
NTAP
$38.8B
$823K 0.02%
7,683
-800
-9% -$91.4K
CHD icon
330
Church & Dwight Co
CHD
$24.4B
$822K 0.02%
9,802
– –
ILMN icon
331
Illumina
ILMN
$29.1B
$809K 0.02%
6,165
-800
-11% -$93.9K
PTC icon
332
PTC
PTC
$16.3B
$807K 0.02%
4,630
-720
-13% -$134K
WY icon
333
Weyerhaeuser
WY
$18B
$803K 0.02%
33,900
– –
IT icon
334
Gartner
IT
$11.8B
$800K 0.02%
3,170
– –
ODFL icon
335
Old Dominion Freight Line
ODFL
$43.6B
$800K 0.02%
5,100
-2,580
-34% -$370K
CNC icon
336
Centene
CNC
$32.1B
$798K 0.02%
19,394
– –
CHTR icon
337
Charter Communications
CHTR
$18.9B
$795K 0.02%
3,810
– –
STLD icon
338
Steel Dynamics
STLD
$37.9B
$789K 0.02%
4,659
-1,841
-28% -$292K
AVB icon
339
AvalonBay Communities
AVB
$26B
$783K 0.02%
4,320
-1,980
-31% -$359K
ZM icon
340
Zoom
ZM
$31.1B
$781K 0.02%
+9,050
New +$762K
DGX icon
341
Quest Diagnostics
DGX
$26.3B
$781K 0.02%
4,500
– –
SOFI icon
342
SoFi Technologies
SOFI
$23.2B
$777K 0.02%
+29,677
New +$827K
GPC icon
343
Genuine Parts
GPC
$18.7B
$775K 0.02%
6,300
– –
DOW icon
344
Dow Inc
DOW
$22.5B
$772K 0.02%
33,000
– –
KHC icon
345
Kraft Heinz
KHC
$29.2B
$769K 0.02%
31,726
-3,900
-11% -$97K
NRG icon
346
NRG Energy
NRG
$25.4B
$763K 0.02%
+4,792
New +$793K
HOLX
347
DELISTED
Hologic
HOLX
$760K 0.02%
10,200
– –
WRB icon
348
W.R. Berkley
WRB
$26.2B
$754K 0.02%
+10,747
New +$792K
PODD icon
349
Insulet
PODD
$10B
$753K 0.02%
2,650
-350
-12% -$109K
UTHR icon
350
United Therapeutics
UTHR
$22B
$741K 0.02%
+1,521
New +$708K
12 13
14
15 16

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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.