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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
URI icon
201
United Rentals
URI
$70.8B
$1.81M 0.04%
2,242
-708
-24% -$615K
GBTG icon
202
American Express Global Business Travel
GBTG
$4.94B
$1.81M 0.04%
237,167
-122,034
-34% -$946K
DLR icon
203
Digital Realty Trust
DLR
$70.8B
$1.81M 0.04%
11,669
-2,180
-16% -$358K
IQV icon
204
IQVIA
IQV
$39.8B
$1.79M 0.04%
7,961
-400
-5% -$87K
AME icon
205
Ametek
AME
$58B
$1.77M 0.04%
8,640
– –
O icon
206
Realty Income
O
$58.6B
$1.77M 0.04%
+31,331
New +$1.81M
PYPL icon
207
PayPal
PYPL
$50.5B
$1.75M 0.04%
29,980
-8,342
-22% -$542K
CVNA icon
208
Carvana
CVNA
$81.5B
$1.73M 0.04%
20,500
-5,250
-20% -$390K
AZO icon
209
AutoZone
AZO
$50.1B
$1.72M 0.04%
508
-187
-27% -$706K
AIG icon
210
American International
AIG
$40.6B
$1.68M 0.04%
19,614
+1,794
+10% +$144K
YUM icon
211
Yum! Brands
YUM
$39.7B
$1.66M 0.04%
+10,991
New +$1.63M
TGT icon
212
Target
TGT
$69B
$1.63M 0.04%
16,657
-2,500
-13% -$230K
ARRY icon
213
Array Technologies
ARRY
$819M
$1.6M 0.04%
173,219
– –
ROST icon
214
Ross Stores
ROST
$81.7B
$1.6M 0.04%
+8,861
New +$1.48M
AMP icon
215
Ameriprise Financial
AMP
$49.2B
$1.59M 0.04%
3,236
-894
-22% -$424K
MET icon
216
MetLife
MET
$61.7B
$1.57M 0.04%
19,949
-5,197
-21% -$411K
CTVA icon
217
Corteva
CTVA
$51B
$1.56M 0.04%
23,235
+2,735
+13% +$177K
FAST icon
218
Fastenal
FAST
$59.8B
$1.56M 0.04%
38,767
-8,833
-19% -$372K
QLYS icon
219
Qualys
QLYS
$6.43B
$1.55M 0.04%
11,680
– –
DHI icon
220
D.R. Horton
DHI
$41B
$1.54M 0.04%
10,700
– –
CCI icon
221
Crown Castle
CCI
$31.3B
$1.54M 0.04%
17,297
– –
WDAY icon
222
Workday
WDAY
$45.5B
$1.53M 0.04%
7,130
-1,850
-21% -$420K
NET icon
223
Cloudflare
NET
$111B
$1.53M 0.04%
+7,764
New +$1.64M
CARR icon
224
Carrier Global
CARR
$52.3B
$1.53M 0.04%
28,925
-1,800
-6% -$100K
EBAY icon
225
eBay
EBAY
$47.9B
$1.53M 0.04%
17,540
-1,600
-8% -$139K
7 8
9
10 11

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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.