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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
MSFT icon
1
Microsoft
MSFT
$3.76T
$373M 8.68%
771,448
+5,501
+0.7% +$2.76M
NVDA icon
2
NVIDIA
NVDA
$5.27T
$339M 7.89%
1,818,749
-41,380
-2% -$7.7M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.37T
$286M 6.65%
913,060
-165,718
-15% -$47.4M
AAPL icon
4
Apple
AAPL
$4.5T
$243M 5.67%
895,538
-133,850
-13% -$35.9M
AMZN icon
5
Amazon
AMZN
$3T
$228M 5.3%
987,130
-87,477
-8% -$20M
AVGO icon
6
Broadcom
AVGO
$2.01T
$158M 3.69%
457,878
-22,232
-5% -$7.95M
IBM icon
7
IBM
IBM
$223B
$98M 2.28%
330,846
-6,532
-2% -$1.96M
JPM icon
8
JPMorgan Chase
JPM
$956B
$89.3M 2.08%
277,282
-42,117
-13% -$13M
INTU icon
9
Intuit
INTU
$91.5B
$89.2M 2.08%
134,648
+1,682
+1% +$1.11M
V icon
10
Visa
V
$675B
$85.7M 2%
244,415
-12,362
-5% -$4.21M
META icon
11
Meta Platforms (Facebook)
META
$1.52T
$75.7M 1.76%
114,677
+16,513
+17% +$11M
MA icon
12
Mastercard
MA
$493B
$57.6M 1.34%
100,949
-6,794
-6% -$3.8M
TMO icon
13
Thermo Fisher Scientific
TMO
$222B
$53.9M 1.26%
93,069
-11,292
-11% -$6.39M
BSX icon
14
Boston Scientific
BSX
$73.1B
$53.8M 1.25%
564,471
+167,052
+42% +$16.4M
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.35T
$48.8M 1.14%
155,424
-22,412
-13% -$6.42M
GILD icon
16
Gilead Sciences
GILD
$165B
$48.6M 1.13%
396,125
+71,478
+22% +$8.69M
PGR icon
17
Progressive
PGR
$124B
$48.1M 1.12%
211,064
+872
+0.4% +$197K
CRM icon
18
Salesforce
CRM
$162B
$46.5M 1.08%
175,552
+7,684
+5% +$1.91M
NOW icon
19
ServiceNow
NOW
$132B
$46.1M 1.07%
300,840
+34,280
+13% +$5.88M
FIX icon
20
Comfort Systems
FIX
$58.9B
$45.3M 1.05%
48,559
+21
+0% +$19.4K
PLD icon
21
Prologis
PLD
$132B
$44.5M 1.04%
348,699
-5,089
-1% -$634K
T icon
22
AT&T
T
$165B
$44.3M 1.03%
1,782,315
+53,924
+3% +$1.37M
PANW icon
23
Palo Alto Networks
PANW
$314B
$44.1M 1.03%
239,195
-12,423
-5% -$2.51M
BLK icon
24
Blackrock
BLK
$175B
$39.8M 0.93%
37,152
-953
-3% -$1.04M
ADSK icon
25
Autodesk
ADSK
$54.1B
$37.8M 0.88%
127,562
+436
+0.3% +$132K
1
2 3 4 5

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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.