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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
-6.38%
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
$3.78B
AUM Growth
-$512M
Cap. Flow
-$134M
Cap. Flow %
-3.55%
Top 10 Hldgs %
42.99%
Holding
499
New
19
Increased
94
Reduced
184
Closed
22

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$24.5M
2
MELI icon
Mercado Libre
MELI
+$24.5M
3
UBER icon
Uber
UBER
+$21.7M
4
GNRC icon
Generac Holdings
GNRC
+$19.6M
5
AVGO icon
Broadcom
AVGO
+$18.4M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49M
2
FIX icon
Comfort Systems
FIX
+$39M
3
ABNB icon
Airbnb
ABNB
+$32.2M
4
AMZN icon
Amazon
AMZN
+$29.8M
5
IBM icon
IBM
IBM
+$26.4M

Sector Composition

Rank Sector Weight
1 Technology 41.6%
2 Financials 13.82%
3 Communication Services 11.26%
4 Healthcare 9.81%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
51
Johnson & Johnson
JNJ
$631B
$14M 0.37%
57,284
-1,690
-3% -$394K
ABBV icon
52
AbbVie
ABBV
$438B
$13.1M 0.35%
60,112
-2,000
-3% -$444K
MU icon
53
Micron Technology
MU
$972B
$13M 0.34%
38,404
-1,490
-4% -$584K
HD icon
54
Home Depot
HD
$350B
$12.8M 0.34%
38,943
+158
+0.4% +$57.6K
PG icon
55
Procter & Gamble
PG
$340B
$12.7M 0.33%
87,718
-580
-0.7% -$87.9K
AMD icon
56
Advanced Micro Devices
AMD
$767B
$12.4M 0.33%
60,854
-1,000
-2% -$214K
NFLX icon
57
Netflix
NFLX
$318B
$12.2M 0.32%
127,141
-7,800
-6% -$687K
AMAT icon
58
Applied Materials
AMAT
$415B
$12.1M 0.32%
35,451
-1,250
-3% -$420K
LRCX icon
59
Lam Research
LRCX
$383B
$11.9M 0.32%
55,921
-2,270
-4% -$508K
KO icon
60
Coca-Cola
KO
$374B
$11.6M 0.31%
153,165
+100
+0.1% +$7.56K
CSCO icon
61
Cisco
CSCO
$483B
$10.5M 0.28%
135,648
-4,600
-3% -$360K
DE icon
62
Deere & Co
DE
$164B
$10.5M 0.28%
18,570
-2,296
-11% -$1.3M
MRK icon
63
Merck
MRK
$323B
$10.2M 0.27%
85,057
-3,400
-4% -$393K
ISRG icon
64
Intuitive Surgical
ISRG
$139B
$9.95M 0.26%
21,590
-2,090
-9% -$1.06M
VZ icon
65
Verizon
VZ
$195B
$9.05M 0.24%
180,336
-12,645
-7% -$586K
BAC icon
66
Bank of America
BAC
$447B
$8.87M 0.23%
181,880
-64,508
-26% -$3.33M
INTC icon
67
Intel
INTC
$492B
$8.84M 0.23%
200,246
-8,200
-4% -$376K
GS icon
68
Goldman Sachs
GS
$301B
$8.7M 0.23%
10,281
-401
-4% -$358K
ORCL icon
69
Oracle
ORCL
$435B
$8.64M 0.23%
58,702
-2,090
-3% -$340K
YUMC icon
70
Yum China
YUMC
$16.5B
$8.4M 0.22%
21,800
-3,200
-13% -$166K
UNH icon
71
UnitedHealth
UNH
$371B
$8.33M 0.22%
30,779
-1,300
-4% -$387K
PLTR icon
72
Palantir
PLTR
$421B
$8.04M 0.21%
54,975
-1,491
-3% -$228K
GEV icon
73
GE Vernova
GEV
$264B
$7.79M 0.21%
8,930
-510
-5% -$398K
KLAC icon
74
KLA
KLAC
$252B
$7.12M 0.19%
48,360
-70
-0.1% -$10.2K
TJX icon
75
TJX Companies
TJX
$175B
$6.98M 0.18%
43,730
+300
+0.7% +$46.7K
1 2
3
4 5

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E. Ohman J:or Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, E. Ohman J:or Asset Management held 499 positions worth $3.78B, down 12% from $4.3B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

E. Ohman J:or Asset Management withdrew a net $134M in Q1 2026, closing 22 positions and reducing 184 holdings. Its most notable exit was Doximity, an estimated $24.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 42% of assets, down from 43% a quarter earlier, followed by Financials and Communication Services.

Against the trend, E. Ohman J:or Asset Management opened a new position in Generac Holdings worth $20M.

  • E. Ohman J:or Asset Management's largest Q1 2026 buy was Generac Holdings: 102,245 shares worth $20M.
  • E. Ohman J:or Asset Management added most to TSMC in Q1 2026, an estimated $24.5M increase.
  • E. Ohman J:or Asset Management's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $49M.
  • E. Ohman J:or Asset Management fully exited Doximity in Q1 2026, selling an estimated $24.7M.
  • E. Ohman J:or Asset Management's ten largest holdings make up 43% of its $3.78B portfolio in Q1 2026.
  • E. Ohman J:or Asset Management opened 19 new positions and closed 22 in Q1 2026.
  • E. Ohman J:or Asset Management's portfolio value fell 12% quarter-over-quarter to $3.78B.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.