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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 14 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MSTR STRATEGY Technology 9,263.0 $1.2M 0.03% $124.80 -9.8%
262 MTB M&T BANK Financial Services 5,534.0 $1.1M 0.03% $206.72 +8.9%
263 A AGILENT TECH Healthcare 10,020.0 $1.1M 0.03% $113.98 +11.5%
264 AXON AXON ENTERPRISE Industrials 2,662.0 $1.1M 0.03% $424.69 -0.3%
265 STT STATE STREET Financial Services 8,929.0 $1.1M 0.03% -900.0 -9.2% $126.56 +33.0%
266 RMD RESMED Healthcare 5,018.0 $1.1M 0.03% -512.0 -9.3% $224.48 -16.0%
267 MTD METTLER-TOLEDO Healthcare 890.0 $1.1M 0.03% $1261.20 -9.2%
268 WST WEST PHARMACEUTICAL Healthcare 4,465.0 $1.1M 0.03% +1K +46.9% $250.64 +30.8%
269 TPR TAPESTRY INC Consumer Cyclical 7,800.0 $1.1M 0.03% $141.11 +1.7%
270 WSM WILLIAMS SONOMA Consumer Cyclical 6,036.0 $1.1M 0.03% +500.0 +9.0% $182.33 +24.5%
271 SRRK SCHOLAR ROCK HOLDING Healthcare 22,136.0 $1.1M 0.03% +6K +35.2% $49.16 -3.7%
272 VMC VULCAN MATERIALS Basic Materials 3,963.0 $1.1M 0.03% -320.0 -7.5% $272.30 +11.2%
273 GEHC GE HEALTHCARE TECH Healthcare 15,021.0 $1.1M 0.03% $71.18 -13.5%
274 EIX EDISON INTL Utilities 14,444.0 $1.1M 0.03% $73.18 -1.8%
275 RBLX ROBLOX CORP Technology 18,598.0 $1.1M 0.03% $56.56 -8.9%
276 SCCO SOUTHERN COPPER CORP Basic Materials 6,102.0 $1.0M 0.03% +51.0 +0.8% $172.06 +12.1%
277 FISV FISERV Technology 18,781.0 $1.0M 0.03% -2K -10.6% $55.80 -14.2%
278 INGERSOLL RAND 13,047.0 $1.0M 0.03% $80.12
279 BE BLOOM ENERGY CORP A Industrials 7,604.0 $1.0M 0.03% $135.49 +142.8%
280 QLYS QUALYS Technology 11,680.0 $1.0M 0.03% $87.85 +26.7%
Page 14 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%