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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 16 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CFG CITIZENS FINANCIAL Financial Services 14,701.0 $882K 0.02% -3K -15.5% $59.97 +11.9%
302 LPLA LPL FINANCIAL HLDS Financial Services 2,916.0 $877K 0.02% $300.83 -2.3%
303 ON ON SEMICONDUCTOR Technology 14,136.0 $875K 0.02% -3K -15.9% $61.92 +96.4%
304 VRSK VERISK ANALYTICS Industrials 4,592.0 $871K 0.02% $189.75 -8.4%
305 RJF RAYMOND JAMES FINANC Financial Services 6,017.0 $871K 0.02% -1K -16.6% $144.79 +7.6%
306 FICO FAIR ISAAC Technology 815.0 $870K 0.02% $1067.54 +2.7%
307 DG DOLLAR GENERAL Consumer Defensive 7,238.0 $859K 0.02% -1K -15.2% $118.73 -4.4%
308 INSM INSMED Healthcare 5,239.0 $857K 0.02% $163.52 -41.4%
309 CHRW C.H. ROBINSON WORLDW Industrials 5,150.0 $855K 0.02% -550.0 -9.7% $166.07 +11.4%
310 ARES ARES MANAGEMENT CORP Financial Services 7,757.0 $846K 0.02% -903.0 -10.4% $109.10 +18.6%
311 STLD STEEL DYNAMICS Basic Materials 4,659.0 $839K 0.02% $180.00 +38.8%
312 AWK AMERICAN WATER W Utilities 6,151.0 $837K 0.02% -1K -17.4% $136.09 -8.1%
313 SYF SYNCHRONY FINANCIAL Financial Services 12,284.0 $836K 0.02% -1K -8.9% $68.02 +10.6%
314 EXPE EXPEDIA GROUP Consumer Cyclical 3,605.0 $832K 0.02% $230.89 +4.3%
315 DLTR DOLLAR TREE Consumer Defensive 7,600.0 $832K 0.02% $109.51 +2.0%
316 CHTR CHARTER COMM Communication Services 3,810.0 $823K 0.02% $215.88 -41.5%
317 BLOCK USD 13,624.0 $820K 0.02% $60.18
318 NTRS NORTHERN TRUST Financial Services 5,800.0 $810K 0.02% -2K -24.7% $139.57 +23.3%
319 FIS FIDELITY NAT INF Technology 16,925.0 $794K 0.02% -3K -13.3% $46.91 -18.5%
320 NTAP NETAPP Technology 7,683.0 $787K 0.02% $102.39 +56.0%
Page 16 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%