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 1 of 2 · 23 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TERN	TERNS PHARMACEUT	Healthcare	22,152	$1.2M	0.03%	SOLD
2	QLYS	QUALYS	Technology	11,680	$1.0M	0.03%	SOLD
3	—	HOLOGIC	—	10,200	$771K	0.02%	SOLD
4	SPSC	SPS COMMERCE	Technology	12,810	$713K	0.02%	SOLD
5	DD	DUPONT DE NEMOURS	Basic Materials	14,695	$673K	0.02%	SOLD
6	HUBS	HUBSPOT	Technology	2,160	$527K	0.01%	SOLD
7	IT	GARTNER	Technology	3,170	$502K	0.01%	SOLD
8	JKHY	JACK HENRY & ASSOC	Technology	3,120	$493K	0.01%	SOLD
9	GDDY	GODADDY A	Technology	5,050	$417K	0.01%	SOLD
10	ZBRA	ZEBRA TECHNOLOGIES C	Technology	1,950	$408K	0.01%	SOLD
11	BLDR	BUILDERS FIRSTSOURCE	Industrials	4,700	$387K	0.01%	SOLD
12	ACM	AECOM	Industrials	4,500	$382K	0.01%	SOLD
13	DOC	HEALTHPEAK PROP	Real Estate	22,445	$369K	0.01%	SOLD
14	UDR	UDR	Real Estate	10,849	$366K	0.01%	SOLD
15	HRL	HORMEL FOODS	Consumer Defensive	15,900	$360K	0.01%	SOLD
16	PINS	PINTEREST	Communication Services	19,067	$350K	0.01%	SOLD
17	VRNS	VARONIS SYSTEMS	Technology	15,700	$337K	0.01%	SOLD
18	SOLV	SOLVENTUM	Healthcare	5,000	$326K	0.01%	SOLD
19	EQH	EQUITABLE HOLDINGS	Financial Services	7,700	$286K	0.01%	SOLD
20	TTD	TRADE DESK	Technology	11,739	$266K	0.01%	SOLD

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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%