Portfolio (Quarterly) Guide ↗

E. Ohman J:or Asset Management AB

· CIK 0002009396

13F Portfolio $3.8B AUM 477 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 19 New 89 Added 179 Reduced 22 Exited

Page 1 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DOCS	DOXIMITY	Healthcare	557,793	$24.7M	0.57%	SOLD
2	BRBR	BELLRING BRANDS	Consumer Defensive	711,625	$19.0M	0.44%	SOLD
3	PEN	PENUMBRA	Healthcare	18,612	$5.8M	0.14%	SOLD
4	FOUR	SHIFT4 PAYMENTS	Technology	40,036	$2.5M	0.06%	SOLD
5	VITL	VITAL FARMS	Consumer Defensive	58,240	$1.9M	0.04%	SOLD
6	GBTG	GLOBAL BUSINESS TRAV	Technology	237,167	$1.8M	0.04%	SOLD
7	JLL	JONES LANG LASALLE	Real Estate	3,740	$1.3M	0.03%	SOLD
8	RPD	RAPID7	Technology	41,755	$635K	0.01%	SOLD
9	DOCU	DOCUSIGN	Technology	7,900	$540K	0.01%	SOLD
10	BAH	BOOZ ALLEN HAMILTON	Industrials	6,150	$519K	0.01%	SOLD
11	NTNX	NUTANIX A	Technology	9,800	$507K	0.01%	SOLD
12	DT	DYNATRACE	Technology	11,219	$486K	0.01%	SOLD
13	AMH	AMERICAN HOMES 4 REN	Real Estate	13,900	$446K	0.01%	SOLD
14	BXP	BOSTON PROPERTIES	Real Estate	6,600	$445K	0.01%	SOLD
15	PAYC	PAYCOM SOFTWARE	Technology	2,700	$430K	0.01%	SOLD
16	BAX	BAXTER INTL	Healthcare	19,668	$376K	0.01%	SOLD
17	SJM	JM SMUCKER	Consumer Defensive	3,572	$349K	0.01%	SOLD
18	ARE	ALEX REAL ESTATE EQ	Real Estate	7,100	$347K	0.01%	SOLD
19	BSY	BENTLEY SYSTEMS	Technology	9,053	$346K	0.01%	SOLD
20	TAL	TAL EDUCATION ADR	Consumer Defensive	30,000	$327K	0.01%	SOLD

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Sector Allocation

Technology 40.9%

Financial Services 13.2%

Communication Services 11.4%

Healthcare 9.9%

Consumer Cyclical 9.1%

Industrials 6.2%

Consumer Defensive 4.3%

Real Estate 2.1%

Utilities 1.3%

Basic Materials 0.8%