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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 13 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IRM IRON MOUNTAIN REIT Real Estate 12,703.0 $1.3M 0.03% $102.14 +25.2%
242 SNOW SNOWFLAKE Technology 8,598.0 $1.3M 0.03% -400.0 -4.5% $150.82 +54.0%
243 KVUE KENVUE Consumer Defensive 75,200.0 $1.3M 0.03% $17.24 +5.1%
244 COHR COHERENT CORP Technology 5,400.0 $1.3M 0.03% NEW $238.21 +63.5%
245 VTR VENTAS Real Estate 15,664.0 $1.3M 0.03% -2K -12.8% $81.78 -0.2%
246 HIG HARTFORD FIN SERV Financial Services 9,451.0 $1.3M 0.03% -750.0 -7.3% $135.23 -5.2%
247 ROK ROCKWELL AUTOM Industrials 3,553.0 $1.3M 0.03% $358.88 +32.0%
248 HOOD ROBINHOOD MARKETS Financial Services 18,227.0 $1.3M 0.03% $69.30 +56.1%
249 NDAQ NASDAQ OMX GROUP Financial Services 14,872.0 $1.3M 0.03% $84.89 -3.1%
250 KMB KIMBERLY CLARK Consumer Defensive 13,032.0 $1.3M 0.03% $96.47 +6.3%
251 IQVIA HOLDINGS 7,361.0 $1.3M 0.03% -600.0 -7.5% $170.54
252 ODFL OLD DOMINION FREIGHT Industrials 6,400.0 $1.3M 0.03% +1K +25.5% $195.40 +13.1%
253 F FORD MOTOR Consumer Cyclical 106,538.0 $1.2M 0.03% $11.54 +21.8%
254 MLM MARTIN MARIETTA MATE Basic Materials 2,060.0 $1.2M 0.03% $588.68 +3.5%
255 PRU PRUDENTIAL FINL Financial Services 12,373.0 $1.2M 0.03% $97.69 +9.0%
256 SYY SYSCO Consumer Defensive 16,700.0 $1.2M 0.03% -2K -11.6% $71.33 +10.3%
257 HSY HERSHEY Consumer Defensive 5,690.0 $1.2M 0.03% $207.89 -17.0%
258 TERN TERNS PHARMACEUT Healthcare 22,152.0 $1.2M 0.03% +950.0 +4.5% $52.72 +0.4%
259 TSCO TRACTOR SUPPLY Consumer Cyclical 25,550.0 $1.2M 0.03% +2K +8.5% $45.30 -33.2%
260 HPE HP ENTERPRISE CO Technology 48,552.0 $1.2M 0.03% -6K -11.0% $23.81 +99.1%
Page 13 of 24  ·  477 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 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%