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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 17 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HUBB HUBBELL Industrials 1,583.0 $777K 0.02% $490.74 +6.7%
322 DGX QUEST DIAGNOSTICS Healthcare 3,950.0 $774K 0.02% -550.0 -12.2% $195.98 -0.5%
323 HOLOGIC 10,200.0 $771K 0.02% $75.59
324 BURL BURLINGTON STORES Consumer Cyclical 2,360.0 $768K 0.02% $325.38 +3.6%
325 LIBERTY MEDIA CORP 8,900.0 $757K 0.02% +2K +39.1% $85.02
326 SBAC SBA COMMUNICATIONS Real Estate 4,383.0 $754K 0.02% $172.11 +8.6%
327 IBKR INTERACTIVE BROK A Financial Services 11,195.0 $751K 0.02% $67.07 +43.1%
328 VRSN VERISIGN Technology 2,985.0 $741K 0.02% $248.36 +6.6%
329 DECK DECKERS OUTDOOR Consumer Cyclical 7,390.0 $740K 0.02% +700.0 +10.5% $100.09 +9.0%
330 MKL MARKEL GROUP Financial Services 385.0 $737K 0.02% -45.0 -10.5% $1914.07 -3.5%
331 OMC OMNICOM GROUP Communication Services 9,781.0 $737K 0.02% +2K +27.3% $75.31 -5.3%
332 ZM ZOOM COMMUNICATIONS Technology 9,050.0 $728K 0.02% $80.39 +7.4%
333 VLTO VERALTO Industrials 8,127.0 $719K 0.02% -2K -20.5% $88.42 -5.0%
334 KHC KRAFT HEINZ Consumer Defensive 31,726.0 $714K 0.02% $22.49 +1.5%
335 SPSC SPS COMMERCE Technology 12,810.0 $713K 0.02% $55.67 -4.6%
336 AVB AVALONBAY COMM Real Estate 4,320.0 $706K 0.02% $163.35 +8.6%
337 LYV LIVE NATION Communication Services 4,600.0 $702K 0.02% -2K -34.7% $152.51 +12.3%
338 NRG NRG ENERGY Utilities 4,792.0 $700K 0.02% $146.14 -7.6%
339 RF REGIONS FIN Financial Services 26,753.0 $699K 0.02% $26.12 +9.6%
340 EFX EQUIFAX Industrials 3,853.0 $694K 0.02% $180.07 -14.5%
Page 17 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%