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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
NVDA icon
1
NVIDIA
NVDA
$5.25T
$308M 8.15%
1,768,209
-50,540
-3% -$9.27M
MSFT icon
2
Microsoft
MSFT
$3.81T
$272M 7.18%
734,309
-37,139
-5% -$15.5M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.24T
$218M 5.75%
757,028
-156,032
-17% -$49M
AAPL icon
4
Apple
AAPL
$4.67T
$216M 5.7%
850,212
-45,326
-5% -$11.8M
AMZN icon
5
Amazon
AMZN
$2.87T
$177M 4.69%
851,637
-135,493
-14% -$29.8M
AVGO icon
6
Broadcom
AVGO
$1.75T
$159M 4.2%
513,881
+56,003
+12% +$18.4M
JPM icon
7
JPMorgan Chase
JPM
$951B
$80.8M 2.13%
274,514
-2,768
-1% -$840K
V icon
8
Visa
V
$712B
$73.5M 1.94%
243,281
-1,134
-0.5% -$365K
META icon
9
Meta Platforms (Facebook)
META
$1.47T
$65.8M 1.74%
115,079
+402
+0.4% +$258K
IBM icon
10
IBM
IBM
$222B
$56.6M 1.49%
233,310
-97,536
-29% -$26.4M
GILD icon
11
Gilead Sciences
GILD
$181B
$53.2M 1.41%
382,002
-14,123
-4% -$1.98M
CBOE icon
12
Cboe Global Markets
CBOE
$32.4B
$53.1M 1.4%
188,877
+53,083
+39% +$14.8M
T icon
13
AT&T
T
$178B
$49.7M 1.31%
1,714,668
-67,647
-4% -$1.81M
MA icon
14
Mastercard
MA
$521B
$48.6M 1.28%
97,169
-3,780
-4% -$1.99M
TSM icon
15
TSMC
TSM
$2.17T
$45M 1.19%
133,016
+71,138
+115% +$24.5M
INTU icon
16
Intuit
INTU
$97.9B
$44.4M 1.17%
102,678
-31,970
-24% -$15.2M
CL icon
17
Colgate-Palmolive
CL
$72.3B
$41.9M 1.11%
491,735
+26,206
+6% +$2.34M
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.19T
$41.9M 1.11%
145,945
-9,479
-6% -$2.98M
PLD icon
19
Prologis
PLD
$134B
$40.8M 1.08%
308,990
-39,709
-11% -$5.31M
PGR icon
20
Progressive
PGR
$127B
$38.4M 1.01%
193,595
-17,469
-8% -$3.61M
PANW icon
21
Palo Alto Networks
PANW
$303B
$38.2M 1.01%
238,216
-979
-0.4% -$164K
GWW icon
22
W.W. Grainger
GWW
$61.5B
$37.9M 1%
34,781
+2,842
+9% +$3.1M
TMO icon
23
Thermo Fisher Scientific
TMO
$230B
$37.9M 1%
77,071
-15,998
-17% -$8.68M
BSX icon
24
Boston Scientific
BSX
$67.9B
$37.2M 0.98%
593,165
+28,694
+5% +$2.3M
BLK icon
25
Blackrock
BLK
$180B
$34.9M 0.92%
36,251
-901
-2% -$948K
1
2 3 4 5

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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.