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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
NWSA icon
451
News Corp Class A
NWSA
$15.5B
$407K 0.01%
15,600
– –
ESS icon
452
Essex Property Trust
ESS
$18.2B
$404K 0.01%
+1,543
New +$399K
SOLV icon
453
Solventum
SOLV
$14.3B
$396K 0.01%
5,000
-1,300
-21% -$99.6K
Z icon
454
Zillow
Z
$7.68B
$391K 0.01%
+5,727
New +$415K
SMCI icon
455
Super Micro Computer
SMCI
$20.4B
$389K 0.01%
+13,294
New +$547K
SNA icon
456
Snap-on
SNA
$21.3B
$383K 0.01%
1,110
-1,100
-50% -$376K
HRL icon
457
Hormel Foods
HRL
$13.4B
$377K 0.01%
15,900
– –
VIPS icon
458
Vipshop
VIPS
$7.2B
$377K 0.01%
21,300
– –
BAX icon
459
Baxter International
BAX
$14.3B
$376K 0.01%
19,668
– –
SJM icon
460
J.M. Smucker
SJM
$12.5B
$349K 0.01%
3,572
-1,887
-35% -$195K
ARE icon
461
Alexandria Real Estate Equities
ARE
$8.28B
$347K 0.01%
7,100
– –
BSY icon
462
Bentley Systems
BSY
$11B
$346K 0.01%
9,053
– –
FOX icon
463
Fox Class B
FOX
$23.2B
$334K 0.01%
5,140
– –
IONQ icon
464
IonQ
IONQ
$17.6B
$333K 0.01%
+7,429
New +$416K
RPM icon
465
RPM International
RPM
$14.9B
$328K 0.01%
3,156
-944
-23% -$102K
TAL icon
466
TAL Education Group
TAL
$6.75B
$327K 0.01%
30,000
– –
GPCR icon
467
Structure Therapeutics
GPCR
$3.71B
$314K 0.01%
+4,518
New +$184K
BVN icon
468
Compañía de Minas Buenaventura
BVN
$8.84B
$284K 0.01%
10,200
– –
DPZ icon
469
Domino's
DPZ
$11.8B
$270K 0.01%
+648
New +$270K
CINF icon
470
Cincinnati Financial
CINF
$26.6B
$260K 0.01%
+1,595
New +$258K
CPAY icon
471
Corpay
CPAY
$26.7B
$206K ﹤0.01%
+685
New +$199K
SNAP icon
472
Snap
SNAP
$9.32B
$197K ﹤0.01%
+24,429
New +$193K
AFRM icon
473
Affirm
AFRM
$25.7B
$144K ﹤0.01%
+1,932
New +$139K
HEI.A icon
474
HEICO Corp Class A
HEI.A
$37B
$137K ﹤0.01%
+541
New +$134K
UDR icon
475
UDR
UDR
$12B
$118K ﹤0.01%
+3,210
New +$114K
16 17 18
19
20

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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.