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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
KSPI icon
376
Kaspi.kz JSC
KSPI
$18.1B
$658K 0.02%
8,416
+903
+12% +$68.2K
EXR icon
377
Extra Space Storage
EXR
$31B
$653K 0.02%
5,017
-4,549
-48% -$620K
RS icon
378
Reliance Steel & Aluminium
RS
$21.6B
$650K 0.02%
2,250
– –
BZ icon
379
Kanzhun
BZ
$7.49B
$644K 0.02%
31,600
+6,500
+26% +$140K
LII icon
380
Lennox International
LII
$14.9B
$640K 0.01%
1,317
– –
FTV icon
381
Fortive
FTV
$18.6B
$639K 0.01%
+11,577
New +$601K
LH icon
382
Labcorp
LH
$26.1B
$638K 0.01%
2,543
-1,137
-31% -$302K
J icon
383
Jacobs Solutions
J
$17.3B
$636K 0.01%
4,800
– –
RPD icon
384
Rapid7
RPD
$894M
$635K 0.01%
41,755
– –
MKC icon
385
McCormick & Company Non-Voting
MKC
$14.2B
$633K 0.01%
9,287
– –
BBY icon
386
Best Buy
BBY
$17.6B
$632K 0.01%
9,442
– –
INCY icon
387
Incyte
INCY
$24.5B
$631K 0.01%
6,384
+4,184
+190% +$405K
FWONK icon
388
Liberty Media Series C
FWONK
$25.7B
$630K 0.01%
6,400
-2,700
-30% -$265K
GDDY icon
389
GoDaddy
GDDY
$11.5B
$627K 0.01%
5,050
-950
-16% -$123K
IEX icon
390
IDEX
IEX
$17.5B
$623K 0.01%
3,500
– –
HTHT icon
391
Huazhu Hotels Group
HTHT
$12.8B
$621K 0.01%
13,200
-3,000
-19% -$130K
OMC icon
392
Omnicom Group
OMC
$23.6B
$620K 0.01%
+7,681
New +$587K
EQH icon
393
Equitable Holdings
EQH
$14B
$619K 0.01%
13,000
– –
JBHT icon
394
JB Hunt Transport Services
JBHT
$24.9B
$618K 0.01%
3,180
-530
-14% -$91K
TOST icon
395
Toast
TOST
$20.2B
$618K 0.01%
17,400
– –
WPC icon
396
W.P. Carey
WPC
$15.9B
$618K 0.01%
9,600
– –
TEVA icon
397
Teva Pharmaceuticals
TEVA
$42.5B
$614K 0.01%
+19,680
New +$485K
LEN icon
398
Lennar Class A
LEN
$21.1B
$597K 0.01%
+5,806
New +$701K
ENTG icon
399
Entegris
ENTG
$23B
$596K 0.01%
7,070
– –
TRU icon
400
TransUnion
TRU
$15.4B
$592K 0.01%
6,900
– –
14 15
16
17 18

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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.