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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 15 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FCNCA FIRST CITIZENS BANCS Financial Services 540.0 $1.1M 0.03% -12K -95.8% $2080.79 +5.8%
282 ZTS ZOETIS Healthcare 15,364.0 $1.1M 0.03% -5K -24.7% $71.86 +8.3%
283 CHD CHURCH & DWIGHT Consumer Defensive 11,282.0 $1.1M 0.03% +1K +15.1% $96.88 +5.8%
284 EIX EDISON INTL Utilities 14,444.0 $1.1M 0.03% $74.45 -0.2%
285 PHM PULTEGROUP Consumer Cyclical 7,800.0 $1.1M 0.03% $137.21 -4.7%
286 INGERSOLL RAND 13,047.0 $1.1M 0.03% $81.99
287 STLD STEEL DYNAMICS Basic Materials 4,659.0 $1.1M 0.03% $229.46 +3.0%
288 NRG NRG ENERGY Utilities 7,232.0 $1.1M 0.03% +2K +50.9% $146.06 -21.4%
289 BIIB BIOGEN Healthcare 4,819.0 $1.0M 0.02% $216.06 +1.9%
290 VLTO VERALTO Industrials 11,727.0 $1.0M 0.02% +4K +44.3% $88.68 +11.5%
291 BLOCK USD 13,624.0 $1.0M 0.02% $76.00
292 TWLO TWILIO Communication Services 4,996.0 $1.0M 0.02% $206.33 +9.4%
293 CFG CITIZENS FINANCIAL Financial Services 14,701.0 $1.0M 0.02% $70.07 +0.8%
294 RBLX ROBLOX CORP Technology 18,598.0 $1.0M 0.02% $54.38 -30.5%
295 NTRS NORTHERN TRUST Financial Services 5,800.0 $1.0M 0.02% $173.84 +7.7%
296 HSY HERSHEY Consumer Defensive 5,690.0 $998K 0.02% $175.45 +6.0%
297 RMD RESMED Healthcare 5,018.0 $978K 0.02% $194.88 +20.6%
298 IBKR INTERACTIVE BROK A Financial Services 11,195.0 $974K 0.02% $87.04 +11.3%
299 FICO FAIR ISAAC Technology 815.0 $974K 0.02% $1194.78 -5.4%
300 MTZ MASTEC Industrials 2,340.0 $974K 0.02% NEW $416.06 -40.9%
Page 15 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%