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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
-6.38%
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
$3.78B
AUM Growth
-$512M
Cap. Flow
-$134M
Cap. Flow %
-3.55%
Top 10 Hldgs %
42.99%
Holding
499
New
19
Increased
94
Reduced
184
Closed
22

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$24.5M
2
MELI icon
Mercado Libre
MELI
+$24.5M
3
UBER icon
Uber
UBER
+$21.7M
4
GNRC icon
Generac Holdings
GNRC
+$19.6M
5
AVGO icon
Broadcom
AVGO
+$18.4M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49M
2
FIX icon
Comfort Systems
FIX
+$39M
3
ABNB icon
Airbnb
ABNB
+$32.2M
4
AMZN icon
Amazon
AMZN
+$29.8M
5
IBM icon
IBM
IBM
+$26.4M

Sector Composition

Rank Sector Weight
1 Technology 41.6%
2 Financials 13.82%
3 Communication Services 11.26%
4 Healthcare 9.81%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXR icon
351
Extra Space Storage
EXR
$31B
$658K 0.02%
5,017
– –
P
352
Everpure Inc
P
$36.4B
$650K 0.02%
11,015
– –
EL icon
353
Estee Lauder
EL
$31.8B
$641K 0.02%
8,934
+1,900
+27% +$194K
FTV icon
354
Fortive
FTV
$18.6B
$640K 0.02%
11,577
– –
IFF icon
355
International Flavors & Fragrances
IFF
$21.7B
$637K 0.02%
8,786
-1,200
-12% -$88.1K
CNC icon
356
Centene
CNC
$32.1B
$635K 0.02%
19,394
– –
TWLO icon
357
Twilio
TWLO
$39.3B
$629K 0.02%
4,996
– –
ILMN icon
358
Illumina
ILMN
$29.1B
$627K 0.02%
5,084
-1,081
-18% -$142K
IP icon
359
International Paper
IP
$22.1B
$625K 0.02%
17,500
-3,600
-17% -$150K
J icon
360
Jacobs Solutions
J
$17.3B
$611K 0.02%
4,800
– –
BBY icon
361
Best Buy
BBY
$17.6B
$606K 0.02%
9,442
– –
HPQ icon
362
HP
HPQ
$26.6B
$603K 0.02%
31,400
-9,000
-22% -$175K
CDE icon
363
Coeur Mining
CDE
$19.1B
$601K 0.02%
+32,026
New +$697K
TROW icon
364
T. Rowe Price
TROW
$24.3B
$595K 0.02%
6,603
– –
TEVA icon
365
Teva Pharmaceuticals
TEVA
$42.5B
$593K 0.02%
19,680
– –
ZBH icon
366
Zimmer Biomet
ZBH
$18.5B
$588K 0.02%
6,506
-1,544
-19% -$142K
CLX icon
367
Clorox
CLX
$13.1B
$586K 0.02%
5,650
– –
PFG icon
368
Principal Financial Group
PFG
$24.2B
$581K 0.02%
6,450
– –
ENTG icon
369
Entegris
ENTG
$23B
$578K 0.02%
4,931
-2,139
-30% -$253K
TRMB icon
370
Trimble
TRMB
$13.5B
$574K 0.02%
8,804
– –
ZS icon
371
Zscaler
ZS
$28.9B
$568K 0.02%
4,050
– –
WY icon
372
Weyerhaeuser
WY
$18B
$559K 0.01%
22,900
-11,000
-32% -$277K
CSGP icon
373
CoStar Group
CSGP
$12.6B
$557K 0.01%
13,820
-2,800
-17% -$146K
IEX icon
374
IDEX
IEX
$17.5B
$557K 0.01%
2,940
-560
-16% -$111K
RDY icon
375
Dr. Reddy's Laboratories
RDY
$10.4B
$554K 0.01%
40,000
+7,000
+21% +$97.5K
13 14
15
16 17

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CIC
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SLI
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E. Ohman J:or Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, E. Ohman J:or Asset Management held 499 positions worth $3.78B, down 12% from $4.3B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

E. Ohman J:or Asset Management withdrew a net $134M in Q1 2026, closing 22 positions and reducing 184 holdings. Its most notable exit was Doximity, an estimated $24.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 42% of assets, down from 43% a quarter earlier, followed by Financials and Communication Services.

Against the trend, E. Ohman J:or Asset Management opened a new position in Generac Holdings worth $20M.

  • E. Ohman J:or Asset Management's largest Q1 2026 buy was Generac Holdings: 102,245 shares worth $20M.
  • E. Ohman J:or Asset Management added most to TSMC in Q1 2026, an estimated $24.5M increase.
  • E. Ohman J:or Asset Management's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $49M.
  • E. Ohman J:or Asset Management fully exited Doximity in Q1 2026, selling an estimated $24.7M.
  • E. Ohman J:or Asset Management's ten largest holdings make up 43% of its $3.78B portfolio in Q1 2026.
  • E. Ohman J:or Asset Management opened 19 new positions and closed 22 in Q1 2026.
  • E. Ohman J:or Asset Management's portfolio value fell 12% quarter-over-quarter to $3.78B.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.