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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
RDDT icon
351
Reddit
RDDT
$30.1B
$741K 0.02%
+3,224
New +$678K
P
352
Everpure Inc
P
$36.4B
$738K 0.02%
+11,015
New +$920K
EL icon
353
Estee Lauder
EL
$31.8B
$737K 0.02%
+7,034
New +$683K
VRSN icon
354
VeriSign
VRSN
$26B
$725K 0.02%
+2,985
New +$750K
RF icon
355
Regions Financial
RF
$26.9B
$725K 0.02%
26,753
-15,207
-36% -$388K
ZBH icon
356
Zimmer Biomet
ZBH
$18.5B
$724K 0.02%
8,050
-1,200
-13% -$114K
SRRK icon
357
Scholar Rock
SRRK
$6.34B
$721K 0.02%
16,374
-53,513
-77% -$2.01M
IBKR icon
358
Interactive Brokers
IBKR
$40.7B
$720K 0.02%
+11,195
New +$749K
TWLO icon
359
Twilio
TWLO
$39.3B
$711K 0.02%
4,996
-800
-14% -$99.1K
Q
360
Qnity Electronics Inc
Q
$28.9B
$710K 0.02%
+8,697
New +$739K
CIB icon
361
Grupo Cibest SA
CIB
$23.1B
$706K 0.02%
11,100
-2,000
-15% -$120K
RYTM icon
362
Rhythm Pharmaceuticals
RYTM
$7.77B
$705K 0.02%
6,589
-1,624
-20% -$172K
HUBB icon
363
Hubbell
HUBB
$27.5B
$703K 0.02%
1,583
-647
-29% -$283K
DD icon
364
DuPont de Nemours
DD
$19.5B
$699K 0.02%
5,798
-8,060
-58% -$907K
TYL icon
365
Tyler Technologies
TYL
$13.2B
$699K 0.02%
1,540
-210
-12% -$100K
DECK icon
366
Deckers Outdoor
DECK
$12.8B
$694K 0.02%
6,690
– –
TTD icon
367
Trade Desk
TTD
$6.37B
$692K 0.02%
18,239
+4,139
+29% +$183K
TRMB icon
368
Trimble
TRMB
$13.5B
$690K 0.02%
8,804
– –
JBL icon
369
Jabil
JBL
$37.4B
$684K 0.02%
+2,999
New +$640K
BURL icon
370
Burlington
BURL
$22.6B
$682K 0.02%
2,360
-400
-14% -$109K
TROW icon
371
T. Rowe Price
TROW
$24.3B
$676K 0.02%
6,603
-3,650
-36% -$377K
INVH icon
372
Invitation Homes
INVH
$17.7B
$674K 0.02%
24,243
+5,943
+32% +$166K
IFF icon
373
International Flavors & Fragrances
IFF
$21.7B
$673K 0.02%
9,986
– –
TME icon
374
Tencent Music
TME
$14.3B
$666K 0.02%
+38,000
New +$771K
BE icon
375
Bloom Energy
BE
$62.2B
$661K 0.02%
+7,604
New +$799K
13 14
15
16 17

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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.