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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
(+14%)
Cap. Flow
-$26.3M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
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 |
Eli Lilly
LLY
|
+$38.6M |
| 2 |
Stryker
SYK
|
+$37.7M |
| 3 |
Capital One
COF
|
+$33.6M |
| 4 |
Dover
DOV
|
+$31M |
| 5 |
RadNet
RDNT
|
+$23.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cboe Global Markets
CBOE
|
+$56.7M |
| 2 |
Gilead Sciences
GILD
|
+$44.4M |
| 3 |
AT&T
T
|
+$34.8M |
| 4 |
Intuit
INTU
|
+$32.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
451
Viking Therapeutics
VKTX
$3.39B
| $334K | 0.01% |
8,562
-3,554
| -29% | -$115K |
2025 Q4
2 quarters
|
|
452
United Airlines
UAL
$33.5B
| $333K | 0.01% |
2,450
| – | – |
2025 Q4
2 quarters
|
|
453
SS&C Technologies
SSNC
$19.1B
| $330K | 0.01% |
5,316
| – | – |
2025 Q4
2 quarters
|
|
454
Insulet
PODD
$9.58B
| $320K | 0.01% |
2,100
| – | – |
2021 Q4
18 quarters
|
|
455
Tencent Music
TME
$13.9B
| $317K | 0.01% |
38,000
| – | – |
2025 Q4
2 quarters
|
|
456
Circle Internet Group
CRCL
$21.4B
| $316K | 0.01% |
+5,040
| New | +$491K |
2026 Q2
0 quarters
|
|
457
Domino's
DPZ
$9.8B
| $287K | 0.01% |
968
| – | – |
2025 Q4
2 quarters
|
|
458
Vipshop
VIPS
$6.12B
| $282K | 0.01% |
21,300
| – | – |
2019 Q1
29 quarters
|
|
459
Hyatt Hotels
H
$15.4B
| $271K | 0.01% |
1,400
+600
| +75% | +$105K |
2026 Q1
1 quarter
|
|
460
Fox Class B
FOX
$23.6B
| $241K | 0.01% |
5,140
| – | – |
2019 Q4
26 quarters
|
|
461
Corebridge Financial
CRBG
$15.3B
| $229K | 0.01% |
8,000
| – | – |
2026 Q1
1 quarter
|
|
462
EchoStar
ECHO
$26.6B
| $225K | 0.01% |
2,220
-1,700
| -43% | -$208K |
2025 Q4
2 quarters
|
|
463
News Corp Class A
NWSA
$16B
| $199K | ﹤0.01% |
8,000
-4,300
| -35% | -$111K |
2024 Q2
8 quarters
|
|
464
Erie Indemnity
ERIE
$12.1B
| $192K | ﹤0.01% |
800
| – | – |
2026 Q1
1 quarter
|
|
465
Structure Therapeutics
GPCR
$1.59B
| $172K | ﹤0.01% |
3,212
-1,306
| -29% | -$57.8K |
2025 Q4
2 quarters
|
|
466
Aecom
ACM
$7.64B
| – | – |
-4,500
| Closed | -$382K | – |
|
467
Builders FirstSource
BLDR
$5.56B
| – | – |
-4,700
| Closed | -$387K | – |
|
468
Healthpeak Properties
DOC
$13.1B
| – | – |
-22,445
| Closed | -$369K | – |
|
469
Equitable Holdings
EQH
$14.5B
| – | – |
-7,700
| Closed | -$286K | – |
|
470
GoDaddy
GDDY
$13B
| – | – |
-5,050
| Closed | -$417K | – |
|
471
DELISTED
Hologic
HOLX
| – | – |
-10,200
| Closed | -$771K | – |
|
472
Hormel Foods
HRL
$10.6B
| – | – |
-15,900
| Closed | -$360K | – |
|
473
HubSpot
HUBS
$11B
| – | – |
-2,160
| Closed | -$527K | – |
|
474
Gartner
IT
$12.4B
| – | – |
-3,170
| Closed | -$502K | – |
|
475
Jack Henry & Associates
JKHY
$10.7B
| – | – |
-3,120
| Closed | -$493K | – |
|
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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.