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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
MRSH
126
Marsh
MRSH
$91B
$3.16M 0.07%
17,021
-3,816
-18% -$713K
EQIX icon
127
Equinix
EQIX
$103B
$3.15M 0.07%
4,109
– –
LOB icon
128
Live Oak Bancshares
LOB
$1.95B
$3.1M 0.07%
90,331
+146
+0.2% +$4.89K
ORLY icon
129
O'Reilly Automotive
ORLY
$75.3B
$3.08M 0.07%
33,780
-3,150
-9% -$308K
ELV icon
130
Elevance Health
ELV
$86.2B
$3.03M 0.07%
8,647
-697
-7% -$236K
KFY icon
131
Korn Ferry
KFY
$4.25B
$3.03M 0.07%
45,836
– –
GM icon
132
General Motors
GM
$77.2B
$3.01M 0.07%
+37,070
New +$2.61M
WBD icon
133
Warner Bros
WBD
$67.4B
$3M 0.07%
104,140
+11,700
+13% +$273K
MAR icon
134
Marriott International
MAR
$90.9B
$2.91M 0.07%
9,390
-360
-4% -$103K
USB icon
135
US Bancorp
USB
$100B
$2.9M 0.07%
54,268
-13,313
-20% -$655K
WM icon
136
Waste Management
WM
$90.6B
$2.88M 0.07%
13,117
-3,403
-21% -$725K
MCO icon
137
Moody's
MCO
$82.8B
$2.86M 0.07%
5,604
-1,439
-20% -$702K
ECL icon
138
Ecolab
ECL
$79.7B
$2.86M 0.07%
10,876
– –
CRUS icon
139
Cirrus Logic
CRUS
$6.11B
$2.85M 0.07%
24,084
+1,446
+6% +$178K
PLNT icon
140
Planet Fitness
PLNT
$3.7B
$2.85M 0.07%
26,287
+3,298
+14% +$339K
PNC icon
141
PNC Financial Services
PNC
$100B
$2.83M 0.07%
13,560
-3,378
-20% -$652K
BNY
142
Bank of New York Mellon
BNY
$108B
$2.82M 0.07%
24,267
-5,736
-19% -$635K
BX icon
143
Blackstone
BX
$113B
$2.82M 0.07%
+18,273
New +$2.78M
TARS icon
144
Tarsus Pharmaceuticals
TARS
$2.97B
$2.73M 0.06%
33,323
-5,000
-13% -$373K
HLT icon
145
Hilton Worldwide
HLT
$70B
$2.7M 0.06%
9,410
-800
-8% -$218K
HWM icon
146
Howmet Aerospace
HWM
$113B
$2.69M 0.06%
+13,102
New +$2.61M
HCA icon
147
HCA Healthcare
HCA
$89.6B
$2.68M 0.06%
5,743
-2,150
-27% -$998K
SBUX icon
148
Starbucks
SBUX
$119B
$2.65M 0.06%
31,514
-15,700
-33% -$1.32M
MDLZ icon
149
Mondelez International
MDLZ
$78.5B
$2.63M 0.06%
+48,835
New +$2.81M
CI icon
150
Cigna
CI
$73.6B
$2.6M 0.06%
9,450
-2,008
-18% -$563K
4 5
6
7 8

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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.