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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
WMT icon
51
Walmart Inc
WMT
$897B
$12.8M 0.3%
+115,000
New +$12.3M
PG icon
52
Procter & Gamble
PG
$340B
$12.7M 0.29%
88,298
-10,637
-11% -$1.57M
NFLX icon
53
Netflix
NFLX
$318B
$12.7M 0.29%
134,941
+81,501
+153% +$8.79M
QCOM icon
54
Qualcomm
QCOM
$170B
$12.3M 0.29%
71,819
+4,812
+7% +$825K
JNJ icon
55
Johnson & Johnson
JNJ
$631B
$12.2M 0.28%
58,974
-42,523
-42% -$8.41M
ORCL icon
56
Oracle
ORCL
$435B
$11.8M 0.28%
60,792
-9,989
-14% -$2.38M
MU icon
57
Micron Technology
MU
$972B
$11.4M 0.27%
39,894
-7,862
-16% -$1.8M
CSCO icon
58
Cisco
CSCO
$483B
$10.8M 0.25%
+140,248
New +$10.4M
KO icon
59
Coca-Cola
KO
$374B
$10.7M 0.25%
153,065
-19,440
-11% -$1.36M
UNH icon
60
UnitedHealth
UNH
$371B
$10.6M 0.25%
32,079
-6,654
-17% -$2.25M
PLTR icon
61
Palantir
PLTR
$421B
$10M 0.23%
+56,466
New +$10.2M
LRCX icon
62
Lam Research
LRCX
$383B
$9.96M 0.23%
58,191
+4,434
+8% +$690K
MELI icon
63
Mercado Libre
MELI
$92.5B
$9.91M 0.23%
4,920
+2,635
+115% +$5.53M
DE icon
64
Deere & Co
DE
$164B
$9.71M 0.23%
20,866
-985
-5% -$462K
AMAT icon
65
Applied Materials
AMAT
$415B
$9.43M 0.22%
36,701
+2,795
+8% +$670K
GS icon
66
Goldman Sachs
GS
$301B
$9.39M 0.22%
10,682
-2,282
-18% -$1.86M
MRK icon
67
Merck
MRK
$323B
$9.31M 0.22%
+88,457
New +$8.3M
YUMC icon
68
Yum China
YUMC
$16.5B
$9.21M 0.21%
25,000
– –
WFC icon
69
Wells Fargo
WFC
$265B
$8.31M 0.19%
+89,194
New +$7.74M
HDB icon
70
HDFC Bank
HDB
$120B
$7.9M 0.18%
216,300
-6,500
-3% -$234K
VZ icon
71
Verizon
VZ
$195B
$7.86M 0.18%
192,981
+15,564
+9% +$631K
BKNG icon
72
Booking.com
BKNG
$160B
$7.73M 0.18%
36,075
-2,900
-7% -$597K
ABT icon
73
Abbott
ABT
$188B
$7.72M 0.18%
+61,637
New +$7.85M
INTC icon
74
Intel
INTC
$492B
$7.69M 0.18%
208,446
+27,486
+15% +$1.04M
DXCM icon
75
DexCom
DXCM
$33.1B
$7.67M 0.18%
115,492
+38,000
+49% +$2.46M
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.