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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
COO icon
401
Cooper Companies
COO
$15B
$582K 0.01%
7,100
– –
CLX icon
402
Clorox
CLX
$13.1B
$570K 0.01%
5,650
– –
JKHY icon
403
Jack Henry & Associates
JKHY
$10.9B
$569K 0.01%
3,120
– –
PFG icon
404
Principal Financial Group
PFG
$24.2B
$569K 0.01%
6,450
-4,450
-41% -$376K
FFIV icon
405
F5
FFIV
$23.4B
$560K 0.01%
2,195
-505
-19% -$136K
MAA icon
406
Mid-America Apartment Communities
MAA
$15.3B
$555K 0.01%
+3,995
New +$532K
ALAB icon
407
Astera Labs
ALAB
$54.1B
$550K 0.01%
+3,305
New +$553K
RIVN icon
408
Rivian
RIVN
$23.7B
$548K 0.01%
27,800
-5,100
-16% -$81K
BALL icon
409
Ball Corp
BALL
$16.6B
$546K 0.01%
10,300
-2,200
-18% -$108K
GGG icon
410
Graco
GGG
$13.5B
$541K 0.01%
6,600
– –
DOCU
411
DocuSign
DOCU
$11.3B
$540K 0.01%
7,900
-1,600
-17% -$111K
SUI icon
412
Sun Communities
SUI
$14.5B
$530K 0.01%
+4,277
New +$535K
GPN icon
413
Global Payments
GPN
$22.7B
$523K 0.01%
+6,755
New +$544K
BAH icon
414
Booz Allen Hamilton
BAH
$9.45B
$519K 0.01%
6,150
– –
DKS icon
415
Dick's Sporting Goods
DKS
$18.4B
$516K 0.01%
2,607
– –
ACM icon
416
Aecom
ACM
$8.62B
$515K 0.01%
5,400
– –
MAS icon
417
Masco
MAS
$15B
$514K 0.01%
8,100
– –
WIT icon
418
Wipro
WIT
$19.5B
$508K 0.01%
179,000
– –
NTNX icon
419
Nutanix
NTNX
$17.4B
$507K 0.01%
9,800
-1,900
-16% -$116K
OKTA icon
420
Okta
OKTA
$26.1B
$506K 0.01%
5,856
+1,735
+42% +$151K
ECHO
421
EchoStar
ECHO
$25.6B
$502K 0.01%
+4,620
New +$376K
GEN icon
422
Gen Digital
GEN
$17.4B
$502K 0.01%
+18,450
New +$497K
CDW icon
423
CDW
CDW
$16.9B
$499K 0.01%
+3,663
New +$540K
KIM icon
424
Kimco Realty
KIM
$16.1B
$499K 0.01%
24,600
– –
NBIX icon
425
Neurocrine Biosciences
NBIX
$16.5B
$498K 0.01%
+3,512
New +$509K
15 16
17
18 19

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NEI
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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.