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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 20 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BZ KANZHUN Industrials 47,900.0 $616K 0.01% +8K +20.1% $12.87 +49.8%
382 INCY INCYTE Healthcare 5,413.0 $614K 0.01% $113.36 +13.6%
383 RYTM RHYTHM PHARMA Healthcare 5,523.0 $613K 0.01% +1K +25.3% $111.03 +1.6%
384 EFX EQUIFAX Industrials 3,853.0 $612K 0.01% $158.72 +19.8%
385 J JACOBS SOLUTIONS Industrials 4,800.0 $605K 0.01% $126.00 +20.7%
386 INVH INVITATION HOMES Real Estate 19,643.0 $593K 0.01% $30.21 -0.3%
387 NBIX NEUROCRINE BIOSCIENC Healthcare 3,512.0 $592K 0.01% $168.53 -8.7%
388 DKS DICKS SPORTING GOODS Consumer Cyclical 2,607.0 $591K 0.01% $226.81 -43.3%
389 MSTR STRATEGY Technology 6,763.0 $588K 0.01% -2K -27.0% $86.93 +40.6%
390 RDY DR REDDY'S LAB Healthcare 40,000.0 $580K 0.01% $14.49 -15.5%
391 FEDEX FREIGHT 3,827.0 $578K 0.01% NEW $151.00
392 ASTS AST SPACEMOBILE Technology 6,500.0 $578K 0.01% $88.86 -32.5%
393 ZS ZSCALER Technology 4,050.0 $572K 0.01% $141.15 +19.1%
394 RIVN RIVIAN AUTOMOTIVE Consumer Cyclical 32,800.0 $569K 0.01% $17.35 -7.2%
395 REGCO REGENCY CENTERS 7,078.0 $564K 0.01% $79.74
396 ZBH ZIMMER BIOMET HLDS Healthcare 6,506.0 $560K 0.01% $86.09 +16.9%
397 RDDT REDDIT A Communication Services 3,224.0 $560K 0.01% $173.58 -9.1%
398 MAA MID-AM APRTMNT COMM Real Estate 3,995.0 $555K 0.01% $138.94 -4.6%
399 AFRM AFFIRM HOLDINGS Technology 6,760.0 $551K 0.01% $81.55 -5.9%
400 HTHT H WORLD GROUP Consumer Cyclical 13,200.0 $551K 0.01% $41.72 +19.1%
Page 20 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%