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Portfolio (Quarterly) Guide ↗

E. Ohman J:or Asset Management AB

· CIK 0002009396
13F Portfolio $4.3B AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 480 New
Page 13 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ENTERGY 15,200.0 $1.4M 0.03% NEW $92.43
242 ARES ARES MANAGEMENT CORP Financial Services 8,660.0 $1.4M 0.03% NEW $161.63 -23.6%
243 F FORD MOTOR Consumer Cyclical 106,538.0 $1.4M 0.03% NEW $13.12 +10.4%
244 PRU PRUDENTIAL FINL Financial Services 12,373.0 $1.4M 0.03% NEW $112.88 -8.6%
245 SYY SYSCO Consumer Defensive 18,900.0 $1.4M 0.03% NEW $73.69 -0.9%
246 VRT VERTIV HOLDINGS Industrials 8,592.0 $1.4M 0.03% NEW $162.01 +132.2%
247 VTR VENTAS Real Estate 17,964.0 $1.4M 0.03% NEW $77.38 +16.3%
248 ROK ROCKWELL AUTOM Industrials 3,553.0 $1.4M 0.03% NEW $389.07 +17.3%
249 BDX BECTON DICKINSON Healthcare 7,106.0 $1.4M 0.03% NEW $194.07 -26.1%
250 FICO FAIR ISAAC Technology 815.0 $1.4M 0.03% NEW $1690.62 -36.3%
251 A AGILENT TECH Healthcare 10,020.0 $1.4M 0.03% NEW $136.07 -17.9%
252 RMD RESMED Healthcare 5,530.0 $1.3M 0.03% NEW $240.87 -15.9%
253 HUM HUMANA Healthcare 5,173.0 $1.3M 0.03% NEW $256.13 +17.7%
254 KEYS KEYSIGHT TECH Technology 6,500.0 $1.3M 0.03% NEW $203.19 +77.9%
255 KMB KIMBERLY CLARK Consumer Defensive 13,032.0 $1.3M 0.03% NEW $100.89 -4.2%
256 HPE HP ENTERPRISE CO Technology 54,552.0 $1.3M 0.03% NEW $24.02 +42.1%
257 FIS FIDELITY NAT INF Technology 19,525.0 $1.3M 0.03% NEW $66.46 -37.1%
258 KVUE KENVUE Consumer Defensive 75,200.0 $1.3M 0.03% NEW $17.25 -0.3%
259 MLM MARTIN MARIETTA MATE Basic Materials 2,060.0 $1.3M 0.03% NEW $622.66 -7.6%
260 STT STATE STREET Financial Services 9,829.0 $1.3M 0.03% NEW $129.01 +19.2%
Page 13 of 24  ·  480 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 42.0%
Financial Services 12.7%
Communication Services 12.0%
Healthcare 10.7%
Consumer Cyclical 9.7%
Industrials 4.7%
Consumer Defensive 3.7%
Real Estate 2.0%
Utilities 1.1%
Energy 0.9%