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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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DXCM icon
76
DexCom
DXCM
$34.3B
$7.62M 0.18%
113,204
+18,012
+19% +$1.2M
DIS icon
77
Walt Disney
DIS
$187B
$7.59M 0.18%
78,843
+19,000
+32% +$1.94M
GLW icon
78
Corning
GLW
$128B
$7.12M 0.17%
27,888
– –
AMGN icon
79
Amgen
AMGN
$234B
$7.07M 0.16%
19,515
+1,130
+6% +$387K
QCOM icon
80
Qualcomm
QCOM
$175B
$7.06M 0.16%
38,204
+1,390
+4% +$260K
YUMC icon
81
Yum China
YUMC
$15.3B
$6.97M 0.16%
21,800
– –
HDB icon
82
HDFC Bank
HDB
$119B
$6.58M 0.15%
254,600
+22,300
+10% +$559K
ANET icon
83
Arista Networks
ANET
$246B
$6.49M 0.15%
38,207
+900
+2% +$141K
T icon
84
AT&T
T
$178B
$6.44M 0.15%
311,315
-1,403,353
-82% -$34.8M
PLTR icon
85
Palantir
PLTR
$448B
$6.41M 0.15%
54,975
– –
AXP icon
86
American Express
AXP
$225B
$6.36M 0.15%
18,797
– –
WFC icon
87
Wells Fargo
WFC
$262B
$6.23M 0.14%
75,344
-9,250
-11% -$743K
NXT icon
88
Nextpower Inc. Common Stock
NXT
$13B
$5.97M 0.14%
50,098
+10,500
+27% +$1.3M
GILD icon
89
Gilead Sciences
GILD
$181B
$5.66M 0.13%
44,792
-337,210
-88% -$44.4M
PEP icon
90
PepsiCo
PEP
$193B
$5.52M 0.13%
40,802
+4,500
+12% +$673K
ABT icon
91
Abbott
ABT
$195B
$5.47M 0.13%
60,237
+1,800
+3% +$164K
APH icon
92
Amphenol
APH
$194B
$5.46M 0.13%
30,985
+1,700
+6% +$245K
UNP icon
93
Union Pacific
UNP
$183B
$5.46M 0.13%
20,060
+900
+5% +$236K
MCK icon
94
McKesson
MCK
$104B
$5.44M 0.13%
7,205
+1,514
+27% +$1.2M
MCD icon
95
McDonald's
MCD
$188B
$5.4M 0.13%
19,979
-1,800
-8% -$516K
WELL icon
96
Welltower
WELL
$172B
$5.35M 0.12%
23,555
-5,830
-20% -$1.23M
STRL icon
97
Sterling Infrastructure
STRL
$14.4B
$5.33M 0.12%
6,347
-3,359
-35% -$2.36M
TEX icon
98
Terex
TEX
$7.28B
$5.12M 0.12%
70,705
– –
CRWD icon
99
CrowdStrike
CRWD
$224B
$5.09M 0.12%
26,704
-8,000
-23% -$1.14M
BKNG icon
100
Booking.com
BKNG
$155B
$5M 0.12%
28,064
-8,386
-23% -$1.43M
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.