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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
Cap. Flow
-$26.3M
Cap. Flow %
-0.61%
Top 10 Hldgs %
43.48%
Holding
487
New
10
Increased
143
Reduced
81
Closed
22

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$38.6M
2
SYK icon
Stryker
SYK
+$37.7M
3
COF icon
Capital One
COF
+$33.6M
4
DOV icon
Dover
DOV
+$31M
5
RDNT icon
RadNet
RDNT
+$23.4M

Top Sells

Rank Stock Value
1
CBOE icon
Cboe Global Markets
CBOE
+$56.7M
2
GILD icon
Gilead Sciences
GILD
+$44.4M
3
T icon
AT&T
T
+$34.8M
4
INTU icon
Intuit
INTU
+$32.5M
5
BSX icon
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
TMO icon
26
Thermo Fisher Scientific
TMO
$230B
$39M 0.91%
77,885
+814
+1% +$391K
IBN icon
27
ICICI Bank
IBN
$107B
$39M 0.91%
1,343,744
+87,595
+7% +$2.37M
FSLR icon
28
First Solar
FSLR
$22B
$35.9M 0.83%
151,973
+14,797
+11% +$3.47M
AMD icon
29
Advanced Micro Devices
AMD
$760B
$33.4M 0.78%
57,524
-3,330
-5% -$1.37M
DOV icon
30
Dover
DOV
$26.8B
$33M 0.77%
146,949
+142,465
+3,177% +$31M
MELI icon
31
Mercado Libre
MELI
$99.7B
$32.5M 0.76%
19,145
+1,549
+9% +$2.65M
ACI icon
32
Albertsons Companies
ACI
$6.08B
$31.4M 0.73%
2,321,294
+285,280
+14% +$4.57M
PSMT icon
33
Pricesmart
PSMT
$5.23B
$30.7M 0.71%
156,929
+24,939
+19% +$4.16M
FIX icon
34
Comfort Systems
FIX
$53.5B
$30.6M 0.71%
15,448
-2,371
-13% -$4.3M
MCHP icon
35
Microchip Technology
MCHP
$39.6B
$30.3M 0.7%
332,367
-98,249
-23% -$8.76M
WTS icon
36
Watts Water Technologies
WTS
$12.2B
$29.9M 0.7%
76,425
+11,876
+18% +$3.7M
CRM icon
37
Salesforce
CRM
$211B
$29.6M 0.69%
189,144
+14,538
+8% +$2.56M
GNRC icon
38
Generac Holdings
GNRC
$10.8B
$29.6M 0.69%
100,936
-1,309
-1% -$328K
CEG icon
39
Constellation Energy
CEG
$98.1B
$28.7M 0.67%
115,523
+1,496
+1% +$421K
RDNT icon
40
RadNet
RDNT
$5.87B
$27.9M 0.65%
452,966
+416,563
+1,144% +$23.4M
UBER icon
41
Uber
UBER
$161B
$27.7M 0.64%
383,520
+32,970
+9% +$2.42M
VEEV icon
42
Veeva Systems
VEEV
$44.9B
$27.3M 0.63%
153,855
+3,631
+2% +$599K
AMAT icon
43
Applied Materials
AMAT
$366B
$26.4M 0.61%
36,471
+1,020
+3% +$471K
CYTK icon
44
Cytokinetics
CYTK
$10B
$25.9M 0.6%
304,611
+3,849
+1% +$276K
ADSK icon
45
Autodesk
ADSK
$55B
$24.9M 0.58%
128,018
– –
LRCX icon
46
Lam Research
LRCX
$378B
$24.9M 0.58%
57,351
+1,430
+3% +$434K
ROL icon
47
Rollins
ROL
$17.5B
$23M 0.53%
550,668
-72,894
-12% -$3.73M
INTC icon
48
Intel
INTC
$473B
$21.6M 0.5%
155,005
-45,241
-23% -$4.57M
LITE icon
49
Lumentum
LITE
$80.3B
$21.5M 0.5%
25,061
+22,661
+944% +$20.2M
OKTA icon
50
Okta
OKTA
$29.1B
$19.9M 0.46%
146,156
+140,300
+2,396% +$13.2M
1
2
3 4 5

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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.