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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
INFY icon
101
Infosys
INFY
$50.9B
$4.64M 0.11%
260,300
+32,000
+14% +$554K
ADP icon
102
Automatic Data Processing
ADP
$109B
$4.52M 0.11%
17,582
+500
+3% +$133K
NXT icon
103
Nextpower Inc
NXT
$15.6B
$4.45M 0.1%
51,098
-6,000
-11% -$544K
SYK icon
104
Stryker
SYK
$133B
$4.28M 0.1%
12,186
-2,468
-17% -$899K
SCHW
105
Charles Schwab
SCHW
$188B
$4.24M 0.1%
+42,400
New +$4.02M
CRWD icon
106
CrowdStrike
CRWD
$229B
$4.18M 0.1%
+35,704
New +$4.55M
VRTX icon
107
Vertex Pharmaceuticals
VRTX
$133B
$4.09M 0.1%
9,023
-1,497
-14% -$645K
APH icon
108
Amphenol
APH
$207B
$4.08M 0.09%
+30,185
New +$4.04M
APP icon
109
Applovin
APP
$113B
$3.89M 0.09%
+5,771
New +$3.64M
STRL icon
110
Sterling Infrastructure
STRL
$16.2B
$3.85M 0.09%
12,570
– –
BMY icon
111
Bristol-Myers Squibb
BMY
$132B
$3.84M 0.09%
71,112
+46,000
+183% +$2.21M
NEM icon
112
Newmont
NEM
$124B
$3.7M 0.09%
37,098
-10,853
-23% -$981K
CDNS icon
113
Cadence Design Systems
CDNS
$91.4B
$3.65M 0.08%
11,665
– –
CVS icon
114
CVS Health
CVS
$122B
$3.56M 0.08%
44,905
-7,540
-14% -$594K
TMUS icon
115
T-Mobile US
TMUS
$191B
$3.56M 0.08%
17,549
-3,884
-18% -$823K
AMT icon
116
American Tower
AMT
$78.8B
$3.55M 0.08%
20,230
– –
PFE icon
117
Pfizer
PFE
$154B
$3.5M 0.08%
+140,617
New +$3.55M
CME icon
118
CME Group
CME
$94.8B
$3.49M 0.08%
+12,772
New +$3.47M
WTS icon
119
Watts Water Technologies
WTS
$12.8B
$3.46M 0.08%
12,539
– –
SE icon
120
Sea Limited
SE
$70.3B
$3.38M 0.08%
26,480
+6,900
+35% +$1.02M
TEX icon
121
Terex
TEX
$7.58B
$3.29M 0.08%
61,727
– –
SNPS icon
122
Synopsys
SNPS
$78.8B
$3.22M 0.07%
6,849
-971
-12% -$431K
ICE icon
123
Intercontinental Exchange
ICE
$84.5B
$3.2M 0.07%
19,779
-4,941
-20% -$774K
IBP icon
124
Installed Building Products
IBP
$6.27B
$3.2M 0.07%
12,333
-59
-0.5% -$15.3K
MRVL icon
125
Marvell Technology
MRVL
$187B
$3.19M 0.07%
37,567
– –
3 4
5
6 7

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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.