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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
CL icon
26
Colgate-Palmolive
CL
$74.3B
$36.8M 0.86%
465,529
-6,200
-1% -$486K
VEEV icon
27
Veeva Systems
VEEV
$38.1B
$35.5M 0.83%
158,989
+400
+0.3% +$106K
ROL icon
28
Rollins
ROL
$17.9B
$35.3M 0.82%
587,672
– –
FSLR icon
29
First Solar
FSLR
$25.7B
$35.3M 0.82%
135,022
-6,880
-5% -$1.74M
ABNB icon
30
Airbnb
ABNB
$111B
$35.1M 0.82%
258,931
+34,979
+16% +$4.36M
IBN icon
31
ICICI Bank
IBN
$108B
$34.5M 0.8%
1,156,108
-22,953
-2% -$704K
CBOE icon
32
Cboe Global Markets
CBOE
$29.8B
$34.1M 0.79%
135,794
– –
CEG icon
33
Constellation Energy
CEG
$95.8B
$33.1M 0.77%
93,809
+10,700
+13% +$3.89M
ACI icon
34
Albertsons Companies
ACI
$5.89B
$32.2M 0.75%
1,877,789
+177,348
+10% +$3.16M
GWW icon
35
W.W. Grainger
GWW
$61.1B
$32.2M 0.75%
31,939
-271
-0.8% -$263K
LLY icon
36
Eli Lilly
LLY
$1.1T
$29.4M 0.68%
27,326
-14,254
-34% -$13.6M
CTSH icon
37
Cognizant
CTSH
$26.3B
$28.9M 0.67%
347,631
+13,661
+4% +$1.02M
FCNCA icon
38
First Citizens BancShares
FCNCA
$25.2B
$27.7M 0.65%
12,927
+222
+2% +$418K
MCHP icon
39
Microchip Technology
MCHP
$44.2B
$27.4M 0.64%
430,616
+69,167
+19% +$4.27M
DOCS icon
40
Doximity
DOCS
$4.57B
$24.7M 0.57%
+557,793
New +$31.3M
CYTK icon
41
Cytokinetics
CYTK
$10.8B
$23.1M 0.54%
362,962
-44,075
-11% -$2.74M
FTNT icon
42
Fortinet
FTNT
$120B
$22.7M 0.53%
286,259
+23,219
+9% +$1.93M
BLD
43
DELISTED
TopBuild
BLD
$21.6M 0.5%
51,815
-7,633
-13% -$3.27M
BRBR icon
44
BellRing Brands
BRBR
$1.32B
$19M 0.44%
711,625
+151,990
+27% +$4.72M
TSM icon
45
TSMC
TSM
$2.17T
$18.8M 0.44%
61,878
– –
ABBV icon
46
AbbVie
ABBV
$438B
$14.2M 0.33%
+62,112
New +$14.1M
BAC icon
47
Bank of America
BAC
$447B
$13.6M 0.32%
246,388
-56,161
-19% -$2.97M
ISRG icon
48
Intuitive Surgical
ISRG
$139B
$13.4M 0.31%
23,680
-4,626
-16% -$2.46M
HD icon
49
Home Depot
HD
$350B
$13.3M 0.31%
38,785
-3,153
-8% -$1.15M
AMD icon
50
Advanced Micro Devices
AMD
$767B
$13.2M 0.31%
61,854
-6,950
-10% -$1.56M
1
2
3 4 5

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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.