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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 14 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JLL JONES LANG LASALLE Real Estate 3,740.0 $1.3M 0.03% NEW $336.47 -14.1%
262 MTD METTLER-TOLEDO Healthcare 890.0 $1.2M 0.03% NEW $1394.19 -25.3%
263 WAB WABTEC Industrials 5,804.0 $1.2M 0.03% NEW $213.45 +26.2%
264 CPRT COPART Industrials 31,523.0 $1.2M 0.03% NEW $39.15 -16.6%
265 GEHC GE HEALTHCARE TECH Healthcare 15,021.0 $1.2M 0.03% NEW $82.02 -23.6%
266 VMC VULCAN MATERIALS Basic Materials 4,283.0 $1.2M 0.03% NEW $285.22 -3.6%
267 BR BROADRIDGE FINANCIAL Technology 5,450.0 $1.2M 0.03% NEW $223.17 -34.7%
268 RKLB ROCKET LAB Industrials 17,400.0 $1.2M 0.03% NEW $69.76 +90.0%
269 PAYX PAYCHEX Industrials 10,800.0 $1.2M 0.03% NEW $112.18 -20.8%
270 TSCO TRACTOR SUPPLY Consumer Cyclical 23,550.0 $1.2M 0.03% NEW $50.01 -39.0%
271 CIEN CIENA Technology 5,000.0 $1.2M 0.03% NEW $233.87 +137.1%
272 RJF RAYMOND JAMES FINANC Financial Services 7,217.0 $1.2M 0.03% NEW $160.59 -3.1%
273 MDB MONGODB Technology 2,739.0 $1.1M 0.03% NEW $419.69 -27.8%
274 COIN COINBASE GLOBAL Financial Services 5,072.0 $1.1M 0.03% NEW $226.14 -6.2%
275 SPSC SPS COMMERCE Technology 12,810.0 $1.1M 0.03% NEW $89.13 -43.9%
276 DG DOLLAR GENERAL Consumer Defensive 8,538.0 $1.1M 0.03% NEW $132.77 -20.9%
277 SYF SYNCHRONY FINANCIAL Financial Services 13,484.0 $1.1M 0.03% NEW $83.43 -14.6%
278 OTIS OTIS WORLDWIDE Industrials 12,877.0 $1.1M 0.03% NEW $87.35 -16.4%
279 CSGP COSTAR GROUP Real Estate 16,620.0 $1.1M 0.03% NEW $67.24 -52.6%
280 HBAN HUNTINGTON BANC Financial Services 64,400.0 $1.1M 0.03% NEW $17.35 -10.6%
Page 14 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%