We are live on ! Find out more
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
RDDT icon
426
Reddit
RDDT
$30.1B
$434K 0.01%
3,224
– –
WRB icon
427
W.R. Berkley
WRB
$26B
$434K 0.01%
6,547
-4,200
-39% -$289K
NLY icon
428
Annaly Capital Management
NLY
$17.4B
$422K 0.01%
19,975
– –
GDDY icon
429
GoDaddy
GDDY
$11.5B
$417K 0.01%
5,050
– –
ZBRA icon
430
Zebra Technologies
ZBRA
$18.1B
$408K 0.01%
1,950
– –
BALL icon
431
Ball Corp
BALL
$16.6B
$402K 0.01%
6,800
-3,500
-34% -$213K
VKTX icon
432
Viking Therapeutics
VKTX
$3.94B
$394K 0.01%
12,116
– –
IOT icon
433
Samsara
IOT
$23.5B
$391K 0.01%
12,347
– –
RVMD icon
434
Revolution Medicines
RVMD
$44.1B
$389K 0.01%
+4,000
New +$404K
BLDR icon
435
Builders FirstSource
BLDR
$8.08B
$387K 0.01%
4,700
– –
HEI.A icon
436
HEICO Corp Class A
HEI.A
$37B
$386K 0.01%
1,828
+1,287
+238% +$317K
FOXA icon
437
Fox Class A
FOXA
$26.1B
$384K 0.01%
6,577
– –
RYTM icon
438
Rhythm Pharmaceuticals
RYTM
$7.77B
$383K 0.01%
4,409
-2,180
-33% -$212K
ACM icon
439
Aecom
ACM
$8.62B
$382K 0.01%
4,500
-900
-17% -$85.3K
WIT icon
440
Wipro
WIT
$19.5B
$379K 0.01%
179,000
– –
ESS icon
441
Essex Property Trust
ESS
$18.2B
$373K 0.01%
1,543
– –
DOC icon
442
Healthpeak Properties
DOC
$14.1B
$369K 0.01%
22,445
-7,100
-24% -$122K
BVN icon
443
Compañía de Minas Buenaventura
BVN
$8.84B
$368K 0.01%
10,200
– –
CRWV
444
CoreWeave
CRWV
$49.3B
$367K 0.01%
4,740
+3,500
+282% +$304K
UDR icon
445
UDR
UDR
$12B
$366K 0.01%
10,849
+7,639
+238% +$281K
ALAB icon
446
Astera Labs
ALAB
$54.1B
$362K 0.01%
3,305
– –
HRL icon
447
Hormel Foods
HRL
$13.4B
$360K 0.01%
15,900
– –
SSNC icon
448
SS&C Technologies
SSNC
$18.7B
$359K 0.01%
5,316
– –
TME icon
449
Tencent Music
TME
$14.3B
$353K 0.01%
38,000
– –
PINS icon
450
Pinterest
PINS
$13.4B
$350K 0.01%
19,067
– –
16 17
18
19 20

Similar funds

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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.