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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
ELS icon
476
Equity Lifestyle Properties
ELS
$12.4B
$114K ﹤0.01%
+1,877
New +$116K
UAL icon
477
United Airlines
UAL
$41B
$106K ﹤0.01%
+950
New +$96K
FNF icon
478
Fidelity National Financial
FNF
$12.8B
$101K ﹤0.01%
+1,843
New +$105K
CRWV
479
CoreWeave
CRWV
$49.3B
$88.8K ﹤0.01%
+1,240
New +$126K
FG icon
480
F&G Annuities & Life
FG
$3.51B
$3.39K ﹤0.01%
+110
New +$3.44K
AKAM icon
481
Akamai
AKAM
$16.8B
– –
-6,500
Closed -$492K
ALGN icon
482
Align Technology
ALGN
$12.3B
– –
-2,900
Closed -$363K
CCK icon
483
Crown Holdings
CCK
$13.1B
– –
-4,979
Closed -$481K
DVA icon
484
DaVita
DVA
$11.4B
– –
-2,700
Closed -$359K
FDS icon
485
Factset
FDS
$10.1B
– –
-1,604
Closed -$460K
GPK icon
486
Graphic Packaging
GPK
$3.54B
– –
-109,560
Closed -$2.14M
IPG
487
DELISTED
Interpublic Group of Companies
IPG
– –
-17,500
Closed -$488K
K
488
DELISTED
Kellanova
K
– –
-11,050
Closed -$906K
MOH icon
489
Molina Healthcare
MOH
$10.2B
– –
-2,270
Closed -$434K
OC icon
490
Owens Corning
OC
$12.6B
– –
-4,050
Closed -$573K
POOL icon
491
Pool Corp
POOL
$7.32B
– –
-1,400
Closed -$434K
RVTY icon
492
Revvity
RVTY
$12.9B
– –
-5,500
Closed -$482K
SGRY icon
493
Surgery Partners
SGRY
$1.96B
– –
-965,828
Closed -$20.9M
VRNT
494
DELISTED
Verint Systems
VRNT
– –
-25,800
Closed -$522K
WMG icon
495
Warner Music
WMG
$13.1B
– –
-1,011,770
Closed -$34.5M
16 17 18 19
20

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NEI
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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.