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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
MSI icon
176
Motorola Solutions
MSI
$76.5B
$2.16M 0.05%
5,635
-1,358
-19% -$546K
PWR icon
177
Quanta Services
PWR
$99.4B
$2.14M 0.05%
5,070
-1,460
-22% -$642K
AFL icon
178
Aflac
AFL
$61.1B
$2.14M 0.05%
19,400
-1,100
-5% -$121K
CAH icon
179
Cardinal Health
CAH
$55.5B
$2.12M 0.05%
10,319
-700
-6% -$132K
CBRE icon
180
CBRE Group
CBRE
$41.7B
$2.09M 0.05%
13,000
– –
NKE icon
181
Nike
NKE
$62.5B
$2.07M 0.05%
+32,496
New +$2.12M
HOOD icon
182
Robinhood
HOOD
$85B
$2.06M 0.05%
+18,227
New +$2.37M
CMG icon
183
Chipotle Mexican Grill
CMG
$40.7B
$2.05M 0.05%
55,534
-3,700
-6% -$134K
CELH icon
184
Celsius Holdings
CELH
$6.89B
$2.05M 0.05%
44,727
– –
SPG icon
185
Simon Property Group
SPG
$71.5B
$2.04M 0.05%
11,029
-3,071
-22% -$558K
WDC icon
186
Western Digital
WDC
$151B
$2.02M 0.05%
11,754
-3,676
-24% -$557K
ADC icon
187
Agree Realty
ADC
$9.22B
$2.01M 0.05%
27,883
– –
VERA icon
188
Vera Therapeutics
VERA
$2.27B
$2M 0.05%
+39,500
New +$1.4M
UPS icon
189
United Parcel Service
UPS
$89.1B
$2M 0.05%
20,126
-11,388
-36% -$1.07M
SNOW icon
190
Snowflake
SNOW
$116B
$1.97M 0.05%
+8,998
New +$2.2M
ALL icon
191
Allstate
ALL
$68.2B
$1.94M 0.05%
+9,332
New +$1.91M
MSCI icon
192
MSCI
MSCI
$40.9B
$1.93M 0.04%
3,362
-1,390
-29% -$780K
EW icon
193
Edwards Lifesciences
EW
$53B
$1.9M 0.04%
22,300
-3,755
-14% -$308K
APD icon
194
Air Products & Chemicals
APD
$68.6B
$1.88M 0.04%
7,612
-1,808
-19% -$458K
EXC icon
195
Exelon
EXC
$45.8B
$1.86M 0.04%
42,724
-2,000
-4% -$91.3K
VITL icon
196
Vital Farms
VITL
$483M
$1.86M 0.04%
58,240
+12,000
+26% +$422K
ITW icon
197
Illinois Tool Works
ITW
$83.9B
$1.86M 0.04%
7,537
-4,540
-38% -$1.13M
TRNO icon
198
Terreno Realty
TRNO
$7.45B
$1.84M 0.04%
31,407
– –
PCAR icon
199
PACCAR
PCAR
$69.1B
$1.83M 0.04%
16,729
-6,661
-28% -$683K
ALNY icon
200
Alnylam Pharmaceuticals
ALNY
$29B
$1.82M 0.04%
4,584
-1,116
-20% -$494K
6 7
8
9 10

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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.