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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
(-12%)
Cap. Flow
-$134M
Cap. Flow
% of AUM
-3.55%
Top 10 Holdings %
Top 10 Hldgs %
42.99%
Holding
499
New
19
Increased
94
Reduced
184
Closed
22
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$24.5M |
| 2 |
Mercado Libre
MELI
|
+$24.5M |
| 3 |
Uber
UBER
|
+$21.7M |
| 4 |
Generac Holdings
GNRC
|
+$19.6M |
| 5 |
Broadcom
AVGO
|
+$18.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$49M |
| 2 |
Comfort Systems
FIX
|
+$39M |
| 3 |
Airbnb
ABNB
|
+$32.2M |
| 4 |
Amazon
AMZN
|
+$29.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Comcast
CMCSA
$89.4B
| $4.43M | 0.12% |
154,351
-10,300
| -6% | -$308K |
|
102
Celanese
CE
$4.88B
| $4.4M | 0.12% |
66,838
+13,754
| +26% | +$718K |
|
103
Danaher
DHR
$147B
| $4.22M | 0.11% |
22,273
-550
| -2% | -$117K |
|
104
Bristol-Myers Squibb
BMY
$132B
| $4.22M | 0.11% |
69,612
-1,500
| -2% | -$87.4K |
|
105
Terex
TEX
$7.58B
| $4.18M | 0.11% |
70,705
+8,978
| +15% | +$556K |
|
106
Equinix
EQIX
$103B
| $4.18M | 0.11% |
4,261
+152
| +4% | +$135K |
|
107
Capital One
COF
$134B
| $4.03M | 0.11% |
22,098
-450
| -2% | -$94.1K |
|
108
Sterling Infrastructure
STRL
$16.2B
| $3.95M | 0.1% |
9,706
-2,864
| -23% | -$1.12M |
|
109
Vertex Pharmaceuticals
VRTX
$133B
| $3.94M | 0.1% |
8,823
-200
| -2% | -$93.3K |
|
110
Stryker
SYK
$133B
| $3.9M | 0.1% |
11,866
-320
| -3% | -$115K |
|
111
Newmont
NEM
$124B
| $3.89M | 0.1% |
35,898
-1,200
| -3% | -$138K |
|
112
Corning
GLW
$136B
| $3.79M | 0.1% |
27,888
-1,000
| -3% | -$121K |
|
113
Cirrus Logic
CRUS
$6.11B
| $3.79M | 0.1% |
26,212
+2,128
| +9% | +$286K |
|
|
SCHW
114
Charles Schwab
SCHW
$187B
| $3.73M | 0.1% |
39,700
-2,700
| -6% | -$265K |
|
115
Amphenol
APH
$207B
| $3.7M | 0.1% |
29,285
-900
| -3% | -$127K |
|
116
CME Group
CME
$94.8B
| $3.68M | 0.1% |
12,472
-300
| -2% | -$89.1K |
|
117
Marvell Technology
MRVL
$187B
| $3.65M | 0.1% |
36,867
-700
| -2% | -$58.8K |
|
118
Automatic Data Processing
ADP
$109B
| $3.49M | 0.09% |
17,182
-400
| -2% | -$91.7K |
|
119
American Tower
AMT
$78.8B
| $3.39M | 0.09% |
19,630
-600
| -3% | -$108K |
|
120
CrowdStrike
CRWD
$229B
| $3.39M | 0.09% |
34,704
-1,000
| -3% | -$106K |
|
121
Repligen
RGEN
$9.21B
| $3.37M | 0.09% |
28,600
-5,089
| -15% | -$711K |
|
122
Cadence Design Systems
CDNS
$91.4B
| $3.37M | 0.09% |
12,126
+461
| +4% | +$138K |
|
123
CAVA Group
CAVA
$7.17B
| $3.32M | 0.09% |
+41,089
| New | +$3M |
|
124
Infosys
INFY
$50.9B
| $3.28M | 0.09% |
242,900
-17,400
| -7% | -$273K |
|
125
Installed Building Products
IBP
$6.27B
| $3.27M | 0.09% |
12,346
+13
| +0.1% | +$3.89K |
|
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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.