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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
Cap. Flow
-$134M
Cap. Flow %
-3.55%
Top 10 Hldgs %
42.99%
Holding
499
New
19
Increased
94
Reduced
184
Closed
22

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$24.5M
2
MELI icon
Mercado Libre
MELI
+$24.5M
3
UBER icon
Uber
UBER
+$21.7M
4
GNRC icon
Generac Holdings
GNRC
+$19.6M
5
AVGO icon
Broadcom
AVGO
+$18.4M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49M
2
FIX icon
Comfort Systems
FIX
+$39M
3
ABNB icon
Airbnb
ABNB
+$32.2M
4
AMZN icon
Amazon
AMZN
+$29.8M
5
IBM icon
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
NKE icon
201
Nike
NKE
$61.3B
$1.72M 0.05%
32,496
– –
EBAY icon
202
eBay
EBAY
$47.2B
$1.71M 0.05%
18,840
+1,300
+7% +$117K
YUM icon
203
Yum! Brands
YUM
$39.4B
$1.71M 0.05%
10,991
– –
LITE icon
204
Lumentum
LITE
$63.4B
$1.69M 0.04%
+2,400
New +$1.32M
ARRY icon
205
Array Technologies
ARRY
$829M
$1.68M 0.04%
233,035
+59,816
+35% +$554K
APO icon
206
Apollo Global Management
APO
$80.7B
$1.68M 0.04%
15,121
-1,029
-6% -$128K
CBRE icon
207
CBRE Group
CBRE
$42.8B
$1.68M 0.04%
12,400
-600
-5% -$91.2K
CELH icon
208
Celsius Holdings
CELH
$7.06B
$1.67M 0.04%
47,085
+2,358
+5% +$112K
FERG icon
209
Ferguson
FERG
$48.8B
$1.66M 0.04%
7,120
+520
+8% +$127K
CMG icon
210
Chipotle Mexican Grill
CMG
$40.5B
$1.65M 0.04%
51,534
-4,000
-7% -$148K
KEYS icon
211
Keysight
KEYS
$58.8B
$1.64M 0.04%
5,800
-700
-11% -$175K
TER icon
212
Teradyne
TER
$59.1B
$1.63M 0.04%
5,510
– –
ETR icon
213
Entergy
ETR
$49.6B
$1.61M 0.04%
14,287
-913
-6% -$91.8K
BDX icon
214
Becton Dickinson
BDX
$49.4B
$1.6M 0.04%
10,206
+3,100
+44% +$569K
NET icon
215
Cloudflare
NET
$110B
$1.6M 0.04%
7,764
– –
DASH icon
216
DoorDash
DASH
$92.6B
$1.57M 0.04%
10,431
– –
AME icon
217
Ametek
AME
$58.6B
$1.55M 0.04%
7,220
-1,420
-16% -$316K
AZO icon
218
AutoZone
AZO
$49.7B
$1.55M 0.04%
458
-50
-10% -$179K
RSG icon
219
Republic Services
RSG
$66B
$1.52M 0.04%
6,929
– –
ALNY icon
220
Alnylam Pharmaceuticals
ALNY
$29.5B
$1.52M 0.04%
4,584
– –
CCI icon
221
Crown Castle
CCI
$31.4B
$1.51M 0.04%
18,597
+1,300
+8% +$112K
ABNB icon
222
Airbnb
ABNB
$111B
$1.48M 0.04%
11,694
-247,237
-95% -$32.2M
AIG icon
223
American International
AIG
$40.5B
$1.48M 0.04%
19,614
– –
PSA icon
224
Public Storage
PSA
$60.6B
$1.47M 0.04%
5,443
-350
-6% -$100K
CARR icon
225
Carrier Global
CARR
$52.2B
$1.45M 0.04%
25,834
-3,091
-11% -$183K
7 8
9
10 11

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SLI
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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.