E. Ohman J:or Asset Management AB

CIK: 0002009396SEC EDGAR →

Portfolio Value

$4.3B

Holdings

480

As of

Q4 2025

New Positions

479

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	MSFT MICROSOFT	771,448	$373.1M	8.68%
2	NVDA NVIDIA	1,818,749	$339.2M	7.89%
3	GOOGL ALPHABET A	913,060	$285.8M	6.65%
4	AAPL APPLE	895,538	$243.5M	5.67%
5	AMZN AMAZON	987,130	$227.8M	5.30%
6	AVGO BROADCOM	457,878	$158.5M	3.69%
7	IBM IBM	330,846	$98.0M	2.28%
8	JPM JP MORGAN CHASE	277,282	$89.3M	2.08%
9	INTU INTUIT	134,648	$89.2M	2.08%
10	V VISA A	244,415	$85.7M	2.00%

Quarterly Changes

Top Buys

MSFTNEW

$373.1M

NVDANEW

$339.2M

GOOGLNEW

$285.8M

AAPLNEW

$243.5M

AMZNNEW

$227.8M

Top Sells

No sells this quarter

New Positions (480)

MSFT

$373.1M · 771K shares

NVDA

$339.2M · 1.8M shares

GOOGL

$285.8M · 913K shares

AAPL

$243.5M · 896K shares

AMZN

$227.8M · 987K shares

AVGO

$158.5M · 458K shares

IBM

$98.0M · 331K shares

JPM

$89.3M · 277K shares

INTU

$89.2M · 135K shares

$85.7M · 244K shares

META

$75.7M · 115K shares

$57.6M · 101K shares

$53.9M · 93K shares

$53.8M · 564K shares

$48.8M · 155K shares

$48.6M · 396K shares

$48.1M · 211K shares

$46.5M · 176K shares

$46.1M · 301K shares

$45.3M · 49K shares

$44.5M · 349K shares

$44.3M · 1.8M shares

PANW

$44.1M · 239K shares

BLK

$39.8M · 37K shares

ADSK

$37.8M · 128K shares

$36.8M · 466K shares

$35.5M · 159K shares

$35.3M · 588K shares

$35.3M · 135K shares

$35.1M · 259K shares

$34.5M · 1.2M shares

$34.1M · 136K shares

$33.1M · 94K shares

$32.2M · 1.9M shares

$32.2M · 32K shares

$29.4M · 27K shares

$28.9M · 348K shares

$27.7M · 13K shares

$27.4M · 431K shares

$24.7M · 558K shares

$23.1M · 363K shares

$22.7M · 286K shares

$21.6M · 52K shares

$19.0M · 712K shares

$18.8M · 62K shares

$14.2M · 62K shares

$13.6M · 246K shares

$13.4M · 24K shares

$13.3M · 39K shares

AMD

$13.2M · 62K shares

WMT

$12.8M · 115K shares

$12.7M · 88K shares

$12.7M · 135K shares

$12.3M · 72K shares

$12.2M · 59K shares

$11.8M · 61K shares

$11.4M · 40K shares

CSCO

$10.8M · 140K shares

$10.7M · 153K shares

$10.6M · 32K shares

$10.0M · 56K shares

$10.0M · 58K shares

$9.9M · 5K shares

$9.7M · 21K shares

AMAT

$9.4M · 37K shares

$9.4M · 11K shares

$9.3M · 88K shares

$9.2M · 25K shares

$8.3M · 89K shares

$7.9M · 216K shares

$7.9M · 193K shares

$7.7M · 1K shares

$7.7M · 62K shares

$7.7M · 208K shares

$7.7M · 115K shares

$7.5M · 65K shares

$7.5M · 42K shares

$7.2M · 63K shares

$7.2M · 19K shares

$6.8M · 30K shares

$6.8M · 19K shares

$6.7M · 43K shares

$6.5M · 21K shares

$6.2M · 19K shares

$6.2M · 9K shares

$6.0M · 34K shares

$5.9M · 5K shares

$5.8M · 19K shares

$5.6M · 11K shares

$5.6M · 69K shares

$5.5M · 34K shares

$5.5M · 23K shares

$5.4M · 29K shares

$5.2M · 23K shares

$5.2M · 22K shares

$5.2M · 36K shares

$5.0M · 38K shares

$4.9M · 165K shares

$4.8M · 6K shares

$4.7M · 21K shares

$4.6M · 260K shares

$4.5M · 18K shares

$4.5M · 51K shares

$4.3M · 12K shares

$4.2M · 42K shares

$4.2M · 9K shares

$4.1M · 9K shares

$4.1M · 30K shares

$3.9M · 6K shares

$3.8M · 13K shares

$3.8M · 71K shares

$3.7M · 37K shares

$3.6M · 12K shares

$3.6M · 18K shares

$3.6M · 45K shares

$3.6M · 20K shares

$3.5M · 141K shares

$3.5M · 13K shares

$3.5M · 13K shares

$3.4M · 26K shares

$3.3M · 62K shares

$3.2M · 7K shares

$3.2M · 20K shares

$3.2M · 12K shares

$3.2M · 38K shares

$3.2M · 17K shares

$3.1M · 4K shares

$3.1M · 90K shares

$3.1M · 34K shares

$3.0M · 9K shares

$3.0M · 46K shares

$3.0M · 37K shares

WBD

$3.0M · 104K shares

MAR

$2.9M · 9K shares

USB

$2.9M · 54K shares

$2.9M · 13K shares

$2.9M · 6K shares

$2.9M · 11K shares

$2.9M · 24K shares

$2.9M · 26K shares

$2.8M · 14K shares

$2.8M · 24K shares

$2.8M · 18K shares

$2.7M · 33K shares

$2.7M · 9K shares

$2.7M · 13K shares

$2.7M · 6K shares

$2.7M · 32K shares

$2.6M · 49K shares

$2.6M · 9K shares

$2.6M · 8K shares

$2.5M · 21K shares

$2.5M · 29K shares

$2.5M · 7K shares

$2.5M · 40K shares

$2.5M · 49K shares

$2.4M · 47K shares

$2.4M · 18K shares

$2.4M · 5K shares

$2.4M · 4K shares

$2.4M · 10K shares

$2.3M · 9K shares

$2.3M · 16K shares

$2.3M · 12K shares

$2.3M · 47K shares

$2.3M · 18K shares

$2.3M · 34K shares

$2.2M · 53K shares

TRV

$2.2M · 8K shares

$2.2M · 11K shares

$2.2M · 8K shares

$2.2M · 8K shares

$2.2M · 61K shares

$2.2M · 3K shares

$2.2M · 31K shares

$2.2M · 6K shares

$2.1M · 19K shares

$2.1M · 5K shares

$2.1M · 10K shares

$2.1M · 13K shares

$2.1M · 32K shares

$2.1M · 18K shares

$2.1M · 56K shares

$2.0M · 45K shares

$2.0M · 11K shares

$2.0M · 12K shares

$2.0M · 28K shares

$2.0M · 40K shares

$2.0M · 20K shares

$2.0M · 9K shares

$1.9M · 9K shares

$1.9M · 3K shares

$1.9M · 22K shares

$1.9M · 8K shares

$1.9M · 43K shares

$1.9M · 58K shares

$1.9M · 8K shares

$1.8M · 31K shares

$1.8M · 17K shares

$1.8M · 5K shares

$1.8M · 2K shares

$1.8M · 237K shares

$1.8M · 12K shares

$1.8M · 8K shares

$1.8M · 9K shares

$1.8M · 31K shares

$1.8M · 30K shares

$1.7M · 4K shares

$1.7M · 508 shares

$1.7M · 20K shares

$1.7M · 11K shares

$1.6M · 17K shares

$1.6M · 173K shares

$1.6M · 9K shares

$1.6M · 3K shares

$1.6M · 20K shares

$1.6M · 23K shares

$1.6M · 39K shares

$1.6M · 12K shares

$1.5M · 11K shares

$1.5M · 17K shares

$1.5M · 7K shares

$1.5M · 8K shares

$1.5M · 29K shares

$1.5M · 18K shares

$1.5M · 31K shares

$1.5M · 3K shares

$1.5M · 11K shares

$1.5M · 20K shares

$1.5M · 19K shares

$1.5M · 6K shares

$1.5M · 2K shares

$1.5M · 7K shares

$1.5M · 7K shares

$1.4M · 12K shares

$1.4M · 15K shares

$1.4M · 51K shares

$1.4M · 21K shares

$1.4M · 9K shares

$1.4M · 10K shares

$1.4M · 15K shares

$1.4M · 9K shares

$1.4M · 107K shares

$1.4M · 12K shares

$1.4M · 19K shares

$1.4M · 9K shares

$1.4M · 18K shares

$1.4M · 4K shares

$1.4M · 7K shares

$1.4M · 815 shares

$1.4M · 10K shares

$1.3M · 6K shares

$1.3M · 5K shares

$1.3M · 7K shares

$1.3M · 13K shares

$1.3M · 55K shares

$1.3M · 75K shares

$1.3M · 20K shares

$1.3M · 2K shares

$1.3M · 10K shares

$1.3M · 4K shares

$1.2M · 890 shares

$1.2M · 6K shares

$1.2M · 32K shares

$1.2M · 15K shares

$1.2M · 4K shares

$1.2M · 5K shares

$1.2M · 17K shares

$1.2M · 11K shares

$1.2M · 24K shares

$1.2M · 5K shares

$1.2M · 7K shares

$1.1M · 3K shares

$1.1M · 5K shares

$1.1M · 13K shares

$1.1M · 9K shares

$1.1M · 13K shares

$1.1M · 13K shares

$1.1M · 64K shares

$1.1M · 17K shares

$1.1M · 6K shares

$1.1M · 8K shares

$1.1M · 23K shares

$1.1M · 6K shares

$1.1M · 13K shares

$1.1M · 8K shares

$1.0M · 18K shares

$1.0M · 3K shares

$1.0M · 2K shares

$1.0M · 32K shares

$1.0M · 6K shares

$1.0M · 13K shares

$1.0M · 6K shares

$1.0M · 5K shares

$1.0M · 4K shares

$1.0M · 10K shares

$1.0M · 17K shares

$1.0M · 6K shares

$1.0M · 7K shares

$996K · 8K shares

$990K · 21K shares

$988K · 6K shares

$975K · 5K shares

$972K · 7K shares

$958K · 3K shares

$952K · 2K shares

$934K · 8K shares

$924K · 15K shares

$924K · 430 shares

$922K · 12K shares

$916K · 6K shares

$914K · 8K shares

$911K · 5K shares

$910K · 4K shares

$909K · 17K shares

$903K · 4K shares

$900K · 40K shares

$886K · 14K shares

$868K · 6K shares

$867K · 119 shares

$866K · 14K shares

$866K · 2K shares

$856K · 21K shares

$856K · 6K shares

$847K · 4K shares

$836K · 3K shares

$836K · 4K shares

$831K · 21K shares

$822K · 8K shares

$821K · 10K shares

$808K · 6K shares

$806K · 5K shares

$803K · 34K shares

$799K · 3K shares

$799K · 5K shares

$798K · 19K shares

$795K · 4K shares

$789K · 5K shares

$783K · 4K shares

$780K · 5K shares

$780K · 9K shares

$776K · 30K shares

$774K · 6K shares

$771K · 33K shares

$769K · 32K shares

$763K · 5K shares

$759K · 10K shares

$753K · 3K shares

$753K · 11K shares

$741K · 2K shares

$741K · 3K shares

$738K · 11K shares

$736K · 7K shares

$725K · 27K shares

$725K · 3K shares

$723K · 8K shares

$721K · 16K shares

$719K · 11K shares

$710K · 9K shares

$710K · 5K shares

$706K · 11K shares

$705K · 7K shares

$703K · 2K shares

$699K · 17K shares

$699K · 2K shares

$693K · 7K shares

$692K · 18K shares

$689K · 9K shares

$683K · 3K shares

$681K · 2K shares

$676K · 7K shares

$673K · 24K shares

$672K · 10K shares

$666K · 38K shares

$660K · 8K shares

KSPI

$657K · 8K shares

EXR

$653K · 5K shares

$649K · 2K shares

$644K · 32K shares

FTV

$639K · 12K shares

LII

$639K · 1K shares

$637K · 3K shares

$635K · 5K shares

$634K · 42K shares

$632K · 9K shares

$631K · 9K shares

$630K · 6K shares

$630K · 6K shares

$626K · 5K shares

$622K · 4K shares

$621K · 13K shares

$620K · 8K shares

$619K · 13K shares

$618K · 3K shares

$617K · 10K shares

$617K · 17K shares

$614K · 20K shares

$596K · 6K shares

$595K · 7K shares

$591K · 7K shares

$581K · 7K shares

$569K · 6K shares

$569K · 3K shares

$568K · 6K shares

$560K · 2K shares

$554K · 4K shares

$549K · 3K shares

$547K · 28K shares

$545K · 10K shares

$541K · 7K shares

$540K · 8K shares

$529K · 4K shares

$522K · 7K shares

$518K · 6K shares

$516K · 3K shares

$514K · 5K shares

$514K · 8K shares

$508K · 179K shares

$506K · 10K shares

$506K · 6K shares

$502K · 5K shares

$501K · 18K shares

$498K · 4K shares

$498K · 25K shares

$498K · 4K shares

$493K · 19K shares

$488K · 7K shares

$486K · 11K shares

$483K · 5K shares

$481K · 3K shares

$480K · 7K shares

$479K · 2K shares

$476K · 23K shares

$475K · 30K shares

$473K · 2K shares

$464K · 5K shares

$463K · 33K shares

$450K · 8K shares

$446K · 14K shares

$446K · 20K shares

$445K · 7K shares

$444K · 2K shares

$443K · 4K shares

$440K · 23K shares

$439K · 1K shares

$437K · 12K shares

$430K · 3K shares

$428K · 2K shares

$426K · 12K shares

$410K · 3K shares

$407K · 16K shares

$403K · 2K shares

$396K · 5K shares

$390K · 6K shares

$389K · 13K shares

$382K · 1K shares

$376K · 21K shares

$376K · 16K shares

$375K · 20K shares

$349K · 4K shares

$347K · 7K shares

$345K · 9K shares

$333K · 7K shares

$333K · 5K shares

$328K · 3K shares

$327K · 30K shares

$314K · 5K shares

$283K · 10K shares

$270K · 648 shares

$260K · 2K shares

$206K · 685 shares

$197K · 24K shares

$143K · 2K shares

$136K · 541 shares

$117K · 3K shares

$113K · 2K shares

$106K · 950 shares

$100K · 2K shares

$88K · 1K shares

$3K · 110 shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	105	$1.8B	41.9%
Financial Services	66	$558.7M	13.0%
Communication Services	24	$497.9M	11.6%
Healthcare	64	$441.9M	10.3%
Consumer Cyclical	47	$402.3M	9.4%
Industrials	65	$197.3M	4.6%
Consumer Defensive	29	$154.9M	3.6%
Real Estate	32	$81.5M	1.9%
Unknown	24	$57.8M	1.3%
Utilities	5	$43.9M	1.0%
Energy	2	$36.9M	0.9%
Basic Materials	17	$24.9M	0.6%