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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
PINS icon
426
Pinterest
PINS
$13.4B
$494K 0.01%
+19,067
New +$549K
REG icon
427
Regency Centers
REG
$13.9B
$489K 0.01%
7,078
– –
DT icon
428
Dynatrace
DT
$14.4B
$486K 0.01%
11,219
– –
BLDR icon
429
Builders FirstSource
BLDR
$8.08B
$484K 0.01%
4,700
– –
AVY icon
430
Avery Dennison
AVY
$13.6B
$482K 0.01%
2,650
-550
-17% -$95.1K
FOXA icon
431
Fox Class A
FOXA
$26.1B
$481K 0.01%
6,577
-3,800
-37% -$248K
CSL icon
432
Carlisle Companies
CSL
$15.5B
$480K 0.01%
1,500
-300
-17% -$97.2K
KEY icon
433
KeyCorp
KEY
$24.3B
$477K 0.01%
+23,108
New +$430K
DOC icon
434
Healthpeak Properties
DOC
$14.1B
$475K 0.01%
29,545
– –
ZBRA icon
435
Zebra Technologies
ZBRA
$18.1B
$473K 0.01%
1,950
– –
SSNC icon
436
SS&C Technologies
SSNC
$18.7B
$465K 0.01%
+5,316
New +$453K
RDY icon
437
Dr. Reddy's Laboratories
RDY
$10.4B
$463K 0.01%
33,000
-8,000
-20% -$112K
TSN icon
438
Tyson Foods
TSN
$19.9B
$450K 0.01%
+7,680
New +$422K
NLY icon
439
Annaly Capital Management
NLY
$17.4B
$447K 0.01%
19,975
-4,000
-17% -$87.1K
AMH icon
440
American Homes 4 Rent
AMH
$12.2B
$446K 0.01%
13,900
– –
BXP icon
441
Boston Properties
BXP
$10.8B
$445K 0.01%
6,600
– –
PKG icon
442
Packaging Corp of America
PKG
$22.9B
$444K 0.01%
+2,155
New +$438K
TW icon
443
Tradeweb Markets
TW
$22B
$443K 0.01%
+4,124
New +$443K
RKT icon
444
Rocket Companies
RKT
$40.5B
$441K 0.01%
+22,764
New +$407K
WSO icon
445
Watsco Inc
WSO
$13.2B
$440K 0.01%
1,305
– –
IOT icon
446
Samsara
IOT
$23.5B
$438K 0.01%
+12,347
New +$478K
PAYC icon
447
Paycom
PAYC
$9.57B
$430K 0.01%
2,700
– –
NDSN icon
448
Nordson
NDSN
$17.3B
$428K 0.01%
1,781
-419
-19% -$98.4K
VKTX icon
449
Viking Therapeutics
VKTX
$3.94B
$426K 0.01%
+12,116
New +$429K
FUTU icon
450
Futu Holdings
FUTU
$14.7B
$411K 0.01%
+2,500
New +$429K
16 17
18
19 20

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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.