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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
Avg Time Held
20.8 quarters
Top 10 Avg Time Held
24 quarters
Top 20 Avg Time Held
16.2 quarters

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
DXCM icon
76
DexCom
DXCM
$32.1B
$7.62M 0.18%
113,204
+18,012
+19% +$1.2M
2018 Q4
30 quarters
DIS icon
77
Walt Disney
DIS
$187B
$7.59M 0.18%
78,843
+19,000
+32% +$1.94M
2013 Q2
52 quarters
GLW icon
78
Corning
GLW
$128B
$7.12M 0.17%
27,888
– –
2025 Q4
2 quarters
AMGN icon
79
Amgen
AMGN
$223B
$7.07M 0.16%
19,515
+1,130
+6% +$387K
2013 Q2
52 quarters
QCOM icon
80
Qualcomm
QCOM
$189B
$7.06M 0.16%
38,204
+1,390
+4% +$260K
2013 Q2
52 quarters
YUMC icon
81
Yum China
YUMC
$14.6B
$6.97M 0.16%
21,800
– –
2017 Q4
34 quarters
HDB icon
82
HDFC Bank
HDB
$117B
$6.58M 0.15%
254,600
+22,300
+10% +$559K
2023 Q3
11 quarters
ANET icon
83
Arista Networks
ANET
$258B
$6.49M 0.15%
38,207
+900
+2% +$141K
2025 Q4
2 quarters
T icon
84
AT&T
T
$157B
$6.44M 0.15%
311,315
-1,403,353
-82% -$34.8M
2013 Q2
52 quarters
PLTR icon
85
Palantir
PLTR
$501B
$6.41M 0.15%
54,975
– –
2025 Q4
2 quarters
AXP icon
86
American Express
AXP
$209B
$6.36M 0.15%
18,797
– –
2013 Q2
52 quarters
WFC icon
87
Wells Fargo
WFC
$244B
$6.23M 0.14%
75,344
-9,250
-11% -$743K
2025 Q4
2 quarters
NXT icon
88
Nextpower Inc. Common Stock
NXT
$13.5B
$5.97M 0.14%
50,098
+10,500
+27% +$1.3M
2025 Q3
3 quarters
GILD icon
89
Gilead Sciences
GILD
$183B
$5.66M 0.13%
44,792
-337,210
-88% -$44.4M
2013 Q2
52 quarters
PEP icon
90
PepsiCo
PEP
$173B
$5.52M 0.13%
40,802
+4,500
+12% +$673K
2013 Q2
52 quarters
ABT icon
91
Abbott
ABT
$178B
$5.47M 0.13%
60,237
+1,800
+3% +$164K
2025 Q4
2 quarters
APH icon
92
Amphenol
APH
$212B
$5.46M 0.13%
61,970
+3,400
+6% +$245K
2025 Q4
2 quarters
UNP icon
93
Union Pacific
UNP
$168B
$5.46M 0.13%
20,060
+900
+5% +$236K
2013 Q2
52 quarters
MCK icon
94
McKesson
MCK
$112B
$5.44M 0.13%
7,205
+1,514
+27% +$1.2M
2022 Q3
15 quarters
MCD icon
95
McDonald's
MCD
$167B
$5.4M 0.13%
19,979
-1,800
-8% -$516K
2023 Q3
11 quarters
WELL icon
96
Welltower
WELL
$166B
$5.35M 0.12%
23,555
-5,830
-20% -$1.23M
2015 Q3
43 quarters
STRL icon
97
Sterling Infrastructure
STRL
$15.3B
$5.33M 0.12%
6,347
-3,359
-35% -$2.36M
2025 Q1
5 quarters
TEX icon
98
Terex
TEX
$6.08B
$5.12M 0.12%
70,705
– –
2023 Q4
10 quarters
CRWD icon
99
CrowdStrike
CRWD
$267B
$5.09M 0.12%
26,704
-8,000
-23% -$1.14M
2025 Q4
2 quarters
BKNG icon
100
Booking.com
BKNG
$118B
$5M 0.12%
28,064
-8,386
-23% -$1.43M
2019 Q4
26 quarters
2 3
4
5 6

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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.