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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%

No holdings matched the selected filter criteria.

16 17 18 19 20

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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.