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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 12 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AME AMETEK Industrials 7,220.0 $1.7M 0.04% $241.94 +1.4%
222 RKLB ROCKET LAB Industrials 17,050.0 $1.7M 0.04% +1K +6.9% $101.65 -34.5%
223 PSA PUBLIC STORAGE Real Estate 5,443.0 $1.7M 0.04% $318.31 +0.0%
224 TFC TRUIST FINANCIAL Financial Services 34,671.0 $1.7M 0.04% +4K +11.9% $49.82 +1.8%
225 ARRY ARRAY TECHNOLOGIES Energy 233,035.0 $1.7M 0.04% $7.41 -37.7%
226 PLNT PLANET FITNESS Consumer Cyclical 32,965.0 $1.7M 0.04% +4K +15.2% $52.17 +2.6%
227 STT STATE STREET Financial Services 10,079.0 $1.7M 0.04% +1K +12.9% $169.60 +14.2%
228 DASH DOORDASH Communication Services 9,231.0 $1.7M 0.04% -1K -11.5% $184.53 +28.8%
229 FITB FIFTH THIRD BAN Financial Services 30,123.0 $1.7M 0.04% $56.37 -2.3%
230 MET METLIFE Financial Services 19,949.0 $1.7M 0.04% $84.61 +14.1%
231 KDP KEURIG DR PEPPER Consumer Defensive 51,210.0 $1.7M 0.04% $32.73 -2.1%
232 ABNB AIRBNB Consumer Cyclical 11,694.0 $1.7M 0.04% $143.10 +31.7%
233 HUM HUMANA Healthcare 4,193.0 $1.7M 0.04% -980.0 -18.9% $397.22 -1.6%
234 AZO AUTOZONE Consumer Cyclical 519.0 $1.7M 0.04% +61.0 +13.3% $3195.94 -6.3%
235 DHI DR HORTON Consumer Cyclical 10,050.0 $1.6M 0.04% $162.88 -8.2%
236 HCA HCA HEALTHCARE Healthcare 4,193.0 $1.6M 0.04% -2K -27.0% $389.89 +9.8%
237 ALAB ASTERA LABS Technology 3,305.0 $1.6M 0.04% $483.02 -40.5%
238 WAB WABTEC Industrials 5,804.0 $1.6M 0.04% $269.60 +11.8%
239 VTR VENTAS Real Estate 17,564.0 $1.6M 0.04% +2K +12.1% $88.80 +5.7%
240 FERG FERGUSON USD Industrials 6,520.0 $1.5M 0.04% -600.0 -8.4% $237.33 -0.6%
Page 12 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%