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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 13 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BDX BECTON DICKINSON Healthcare 10,206.0 $1.5M 0.04% $151.33 +25.6%
242 SUNB SUNBELT RENTALS HOLD Financial Services 27,971.0 $1.5M 0.04% +280.0 +1.0% $54.96 +35.5%
243 AXON AXON ENTERPRISE Industrials 2,662.0 $1.5M 0.04% $560.61 +8.8%
244 AMP AMERIPRISE Financial Services 3,236.0 $1.5M 0.03% $458.76 +22.7%
245 F FORD MOTOR Consumer Cyclical 106,538.0 $1.5M 0.03% $13.90 -0.3%
246 RSG REPUBLIC SERV Industrials 6,929.0 $1.5M 0.03% $213.08 +4.0%
247 AIG AMERICAN INTL GR Financial Services 19,614.0 $1.5M 0.03% $74.53 +3.6%
248 KVUE KENVUE Consumer Defensive 75,200.0 $1.4M 0.03% $19.11 +0.9%
249 NTAP NETAPP Technology 9,283.0 $1.4M 0.03% +2K +20.8% $154.76 +25.5%
250 KMB KIMBERLY CLARK Consumer Defensive 13,032.0 $1.4M 0.03% $109.77 +0.8%
251 IQVIA HOLDINGS 7,361.0 $1.4M 0.03% $193.22
252 WST WEST PHARMACEUTICAL Healthcare 3,932.0 $1.4M 0.03% -533.0 -11.9% $359.00 -2.4%
253 CCI CROWN CASTLE Real Estate 18,597.0 $1.4M 0.03% $75.73 -0.4%
254 IRM IRON MOUNTAIN REIT Real Estate 11,103.0 $1.4M 0.03% -2K -12.6% $126.31 -3.9%
255 SYY SYSCO Consumer Defensive 16,700.0 $1.4M 0.03% $83.58 -0.2%
256 ADM ARCHER DANIELS M Consumer Defensive 18,240.0 $1.4M 0.03% $76.40 +4.5%
257 ODFL OLD DOMINION FREIGHT Industrials 6,400.0 $1.4M 0.03% $216.60 -8.0%
258 CVNA CARVANA Consumer Cyclical 21,000.0 $1.4M 0.03% +17K +400.0% $65.82 +11.5%
259 ALNY ALNYLAM PHARMACEUTIC Healthcare 4,584.0 $1.4M 0.03% $301.03 -20.4%
260 CELH CELSIUS HOLDINGS Consumer Defensive 47,085.0 $1.4M 0.03% $29.28 +19.8%
Page 13 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%