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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 10 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KEYS KEYSIGHT TECH Technology 6,400.0 $2.2M 0.05% +600.0 +10.3% $350.07 -8.2%
182 TRNO TERRENO REALTY Real Estate 34,183.0 $2.2M 0.05% $64.77 +4.9%
183 MAR MARRIOTT INTL Consumer Cyclical 5,920.0 $2.2M 0.05% -3K -33.6% $370.59 -3.5%
184 BSX BOSTON SCIENT Healthcare 51,275.0 $2.2M 0.05% -542K -91.4% $42.68 +12.9%
185 SNOW SNOWFLAKE Technology 8,598.0 $2.2M 0.05% $254.50 +24.1%
186 TGT TARGET Consumer Defensive 16,657.0 $2.2M 0.05% $130.61 +25.3%
187 PCAR PACCAR Industrials 17,929.0 $2.2M 0.05% $120.12 +7.6%
188 APD AIR PRODS & CHEM Basic Materials 7,312.0 $2.1M 0.05% $293.18 +4.6%
189 ADC AGREE REALTY Real Estate 28,246.0 $2.1M 0.05% $75.74 -2.4%
190 NET CLOUDFLARE A Technology 8,644.0 $2.1M 0.05% +880.0 +11.3% $245.28 +16.6%
191 EA ELECTRONIC ARTS Communication Services 10,330.0 $2.1M 0.05% $205.04 +2.3%
192 EBAY EBAY Consumer Cyclical 18,840.0 $2.1M 0.05% $111.75 -6.6%
193 AFL AFLAC Financial Services 17,940.0 $2.1M 0.05% $117.25 -0.0%
194 DLR DIGITAL REALTY TRUST Real Estate 11,669.0 $2.1M 0.05% $179.58 +7.1%
195 ALL ALLSTATE Financial Services 8,782.0 $2.1M 0.05% $237.94 +9.8%
196 UPS UNITED PARCEL B Industrials 19,426.0 $2.1M 0.05% -6K -22.7% $107.50 -1.1%
197 AJG ARTHUR J GALLAGHER Financial Services 9,063.0 $2.1M 0.05% $229.57 +16.5%
198 IDXX IDEXX LAB Healthcare 3,911.0 $2.1M 0.05% +390.0 +11.1% $526.44 +5.2%
199 WBD WARNER BROS DISC Communication Services 77,140.0 $2.1M 0.05% -27K -25.9% $26.66 +8.0%
200 HLT HILTON Consumer Cyclical 6,210.0 $2.1M 0.05% -3K -31.8% $330.46 +0.2%
Page 10 of 24  ·  465 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%