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Portfolio (Quarterly) Guide ↗

E. Ohman J:or Asset Management AB

· CIK 0002009396
13F Portfolio $4.3B AUM 465 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 142 Added 79 Reduced 23 Exited
Page 5 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNPS SYNOPS Technology 7,249.0 $3.2M 0.07% +400.0 +5.8% $446.07 -7.7%
82 CSX CSX Industrials 61,696.0 $2.9M 0.07% +3K +5.3% $47.53 +9.4%
83 TARS TARSUS PHARMACEUT Healthcare 45,794.0 $2.9M 0.07% +4K +8.8% $62.94 +12.5%
84 EMR EMERSON ELEC Industrials 19,910.0 $2.9M 0.07% +2K +9.9% $143.15 +9.8%
85 ROST ROSS STORES Consumer Cyclical 13,291.0 $2.8M 0.07% +3K +30.8% $212.85 +11.8%
86 BE BLOOM ENERGY CORP A Industrials 9,214.0 $2.8M 0.07% +2K +21.2% $302.70 -28.5%
87 HOOD ROBINHOOD MARKETS Financial Services 27,727.0 $2.8M 0.07% +10K +52.1% $100.28 +8.8%
88 INFY INFOSYS LTD-SP ADR Technology 251,900.0 $2.6M 0.06% +9K +3.7% $10.49 +11.4%
89 CARR CARRIER GLOBAL Industrials 35,534.0 $2.6M 0.06% +10K +37.5% $73.35 -19.7%
90 ITW ILLINOIS TOOL Industrials 9,467.0 $2.6M 0.06% +2K +25.6% $270.47 +5.1%
91 HPE HP ENTERPRISE CO Technology 55,152.0 $2.5M 0.06% +7K +13.6% $45.11 +21.3%
92 CENCORA 8,580.0 $2.4M 0.06% +600.0 +7.5% $282.98
93 NSC NORFOLK SOUTHERN Industrials 7,707.0 $2.4M 0.06% +70.0 +0.9% $314.59 +12.7%
94 FDX FEDEX Industrials 7,655.0 $2.4M 0.06% +300.0 +4.1% $313.13 +7.7%
95 REGN REGENERON PHARMA Healthcare 3,840.0 $2.4M 0.06% +1K +35.2% $623.54 +31.9%
96 KEYS KEYSIGHT TECH Technology 6,400.0 $2.2M 0.05% +600.0 +10.3% $350.07 -8.2%
97 NET CLOUDFLARE A Technology 8,644.0 $2.1M 0.05% +880.0 +11.3% $245.28 +16.6%
98 IDXX IDEXX LAB Healthcare 3,911.0 $2.1M 0.05% +390.0 +11.1% $526.44 +5.4%
99 ROK ROCKWELL AUTOM Industrials 4,103.0 $2.0M 0.05% +550.0 +15.5% $495.08 -12.7%
100 MDLZ MONDELEZ INTL Consumer Defensive 34,835.0 $2.0M 0.05% +10K +43.1% $57.84 +9.2%
Page 5 of 8  ·  142 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.5%
Financial Services 12.5%
Healthcare 10.3%
Communication Services 8.8%
Consumer Cyclical 8.3%
Industrials 7.3%
Consumer Defensive 4.5%
Real Estate 2.0%
Utilities 1.2%
Energy 0.9%