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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
+22.53%
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
+$519M
Cap. Flow
-$26.3M
Cap. Flow %
-0.61%
Top 10 Hldgs %
43.48%
Holding
487
New
10
Increased
143
Reduced
81
Closed
22
Avg Time Held
20.8 quarters
Top 10 Avg Time Held
24 quarters
Top 20 Avg Time Held
16.2 quarters

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$38.6M
2
SYK icon
Stryker
SYK
+$37.7M
3
COF icon
Capital One
COF
+$33.6M
4
DOV icon
Dover
DOV
+$31M
5
RDNT icon
RadNet
RDNT
+$23.4M

Top Sells

Rank Stock Value
1
CBOE icon
Cboe Global Markets
CBOE
+$56.7M
2
GILD icon
Gilead Sciences
GILD
+$44.4M
3
T icon
AT&T
T
+$34.8M
4
INTU icon
Intuit
INTU
+$32.5M
5
BSX icon
Boston Scientific
BSX
+$29.4M

Sector Composition

Rank Sector Weight
1 Technology 43.83%
2 Financials 13.15%
3 Healthcare 10.01%
4 Communication Services 9.79%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BRO icon
376
Brown & Brown
BRO
$21.4B
$654K 0.02%
10,194
– –
2022 Q4
14 quarters
GIS icon
377
General Mills
GIS
$17B
$633K 0.01%
18,200
– –
2013 Q2
52 quarters
FWONK icon
378
Liberty Media Corporation Series C Common Stock
FWONK
$23.3B
$628K 0.01%
6,600
-2,300
-26% -$206K
2023 Q3
11 quarters
KIM icon
379
Kimco Realty
KIM
$15.1B
$624K 0.01%
24,600
– –
2022 Q1
17 quarters
DOW icon
380
Dow Inc
DOW
$20.6B
$617K 0.01%
22,560
– –
2019 Q4
26 quarters
BZ icon
381
Kanzhun
BZ
$7.04B
$616K 0.01%
47,900
+8,000
+20% +$110K
2023 Q1
13 quarters
INCY icon
382
Incyte
INCY
$22B
$614K 0.01%
5,413
– –
2024 Q1
9 quarters
RYTM icon
383
Rhythm Pharmaceuticals
RYTM
$5.96B
$613K 0.01%
5,523
+1,114
+25% +$101K
2025 Q2
4 quarters
EFX icon
384
Equifax
EFX
$17.5B
$612K 0.01%
3,853
– –
2021 Q1
21 quarters
J icon
385
Jacobs Solutions
J
$16.6B
$605K 0.01%
4,800
– –
2025 Q3
3 quarters
INVH icon
386
Invitation Homes
INVH
$15.7B
$593K 0.01%
19,643
– –
2024 Q4
6 quarters
NBIX icon
387
Neurocrine Biosciences
NBIX
$13.7B
$592K 0.01%
3,512
– –
2025 Q4
2 quarters
DKS icon
388
Dick's Sporting Goods
DKS
$13.6B
$591K 0.01%
2,607
– –
2023 Q2
12 quarters
MSTR icon
389
Strategy Inc
MSTR
$60.7B
$588K 0.01%
6,763
-2,500
-27% -$363K
2025 Q4
2 quarters
RDY icon
390
Dr. Reddy's Laboratories
RDY
$10.6B
$580K 0.01%
40,000
– –
2021 Q4
18 quarters
FDXF icon
391
FedEx Freight
FDXF
$16.5B
$578K 0.01%
+3,827
New +$627K
2026 Q2
0 quarters
ASTS icon
392
AST SpaceMobile
ASTS
$14.1B
$578K 0.01%
6,500
– –
2026 Q1
1 quarter
ZS icon
393
Zscaler
ZS
$37.3B
$572K 0.01%
4,050
– –
2023 Q2
12 quarters
RIVN icon
394
Rivian
RIVN
$19.4B
$569K 0.01%
32,800
– –
2022 Q1
17 quarters
REG icon
395
Regency Centers
REG
$13.1B
$564K 0.01%
7,078
– –
2013 Q2
52 quarters
ZBH icon
396
Zimmer Biomet
ZBH
$17.6B
$560K 0.01%
6,506
– –
2021 Q3
19 quarters
RDDT icon
397
Reddit
RDDT
$29.9B
$560K 0.01%
3,224
– –
2025 Q4
2 quarters
MAA icon
398
Mid-America Apartment Communities
MAA
$13.5B
$555K 0.01%
3,995
– –
2025 Q4
2 quarters
AFRM icon
399
Affirm
AFRM
$26.3B
$551K 0.01%
6,760
– –
2025 Q4
2 quarters
HTHT icon
400
Huazhu Hotels Group
HTHT
$13.9B
$551K 0.01%
13,200
– –
2022 Q4
14 quarters
14 15
16
17 18

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E. Ohman J:or Asset Management's Q2 2026 Portfolio in Review

As of Q2 2026, E. Ohman J:or Asset Management held 487 positions worth $4.3B, up 14% from $3.78B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

E. Ohman J:or Asset Management's Q2 2026 filing shows 10 new, 143 increased, 81 reduced and 22 closed positions. Its largest new stake was Denali Therapeutics: 160,000 shares worth $4.12M. The largest sale was Cboe Global Markets, an estimated $56.7M.

By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 42% a quarter earlier, followed by Financials and Healthcare.

  • E. Ohman J:or Asset Management's largest Q2 2026 buy was Denali Therapeutics: 160,000 shares worth $4.12M.
  • E. Ohman J:or Asset Management added most to Eli Lilly in Q2 2026, an estimated $38.6M increase.
  • E. Ohman J:or Asset Management's biggest Q2 2026 reduction was Cboe Global Markets, cutting an estimated $56.7M.
  • E. Ohman J:or Asset Management fully exited Terns Pharmaceuticals in Q2 2026, selling an estimated $1.17M.
  • E. Ohman J:or Asset Management's ten largest holdings make up 43% of its $4.3B portfolio in Q2 2026.
  • E. Ohman J:or Asset Management opened 10 new positions and closed 22 in Q2 2026.
  • E. Ohman J:or Asset Management's portfolio value rose 14% quarter-over-quarter to $4.3B.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.