E. Ohman J:or Asset Management AB

CIK: 0002009396SEC EDGAR →

Portfolio Value

$4.3T

Holdings

480

As of

Q4 2025

New Positions

480

Closed Positions

Portfolio Value History

Top 10 Holdings

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

Quarterly Changes

Top Buys

MSFTNEW

$373.1B

NVDANEW

$339.2B

GOOGLNEW

$285.8B

AAPLNEW

$243.5B

AMZNNEW

$227.8B

Top Sells

No sells this quarter

New Positions (480)

MSFT

$373.1B · 771K shares

NVDA

$339.2B · 1.8M shares

GOOGL

$285.8B · 913K shares

AAPL

$243.5B · 896K shares

AMZN

$227.8B · 987K shares

AVGO

$158.5B · 458K shares

IBM

$98.0B · 331K shares

JPM

$89.3B · 277K shares

INTU

$89.2B · 135K shares

$85.7B · 244K shares

META

$75.7B · 115K shares

$57.6B · 101K shares

$53.9B · 93K shares

$53.8B · 564K shares

$48.8B · 155K shares

$48.6B · 396K shares

$48.1B · 211K shares

$46.5B · 176K shares

$46.1B · 301K shares

$45.3B · 49K shares

$44.5B · 349K shares

$44.3B · 1.8M shares

PANW

$44.1B · 239K shares

BLK

$39.8B · 37K shares

ADSK

$37.8B · 128K shares

$36.8B · 466K shares

$35.5B · 159K shares

$35.3B · 588K shares

$35.3B · 135K shares

$35.1B · 259K shares

$34.5B · 1.2M shares

$34.1B · 136K shares

$33.1B · 94K shares

$32.2B · 1.9M shares

$32.2B · 32K shares

$29.4B · 27K shares

$28.9B · 348K shares

$27.7B · 13K shares

$27.4B · 431K shares

$24.7B · 558K shares

$23.1B · 363K shares

$22.7B · 286K shares

$21.6B · 52K shares

$19.0B · 712K shares

$18.8B · 62K shares

$14.2B · 62K shares

$13.6B · 246K shares

$13.4B · 24K shares

$13.3B · 39K shares

AMD

$13.2B · 62K shares

WMT

$12.8B · 115K shares

$12.7B · 88K shares

$12.7B · 135K shares

$12.3B · 72K shares

$12.2B · 59K shares

$11.8B · 61K shares

$11.4B · 40K shares

CSCO

$10.8B · 140K shares

$10.7B · 153K shares

$10.6B · 32K shares

$10.0B · 56K shares

$10.0B · 58K shares

$9.9B · 5K shares

$9.7B · 21K shares

AMAT

$9.4B · 37K shares

$9.4B · 11K shares

$9.3B · 88K shares

$9.2B · 25K shares

$8.3B · 89K shares

$7.9B · 216K shares

$7.9B · 193K shares

$7.7B · 1K shares

$7.7B · 62K shares

$7.7B · 208K shares

$7.7B · 115K shares

$7.5B · 65K shares

$7.5B · 42K shares

$7.2B · 63K shares

$7.2B · 19K shares

$6.8B · 30K shares

$6.8B · 19K shares

$6.7B · 43K shares

$6.5B · 21K shares

$6.2B · 19K shares

$6.2B · 9K shares

$6.0B · 34K shares

$5.9B · 5K shares

$5.8B · 19K shares

$5.6B · 11K shares

$5.6B · 69K shares

$5.5B · 34K shares

$5.5B · 23K shares

$5.4B · 29K shares

$5.2B · 23K shares

$5.2B · 22K shares

$5.2B · 36K shares

$5.0B · 38K shares

$4.9B · 165K shares

$4.8B · 6K shares

$4.7B · 21K shares

$4.6B · 260K shares

$4.5B · 18K shares

$4.5B · 51K shares

$4.3B · 12K shares

$4.2B · 42K shares

$4.2B · 9K shares

$4.1B · 9K shares

$4.1B · 30K shares

$3.9B · 6K shares

$3.8B · 13K shares

$3.8B · 71K shares

$3.7B · 37K shares

$3.6B · 12K shares

$3.6B · 18K shares

$3.6B · 45K shares

$3.6B · 20K shares

$3.5B · 141K shares

$3.5B · 13K shares

$3.5B · 13K shares

$3.4B · 26K shares

$3.3B · 62K shares

$3.2B · 7K shares

$3.2B · 20K shares

$3.2B · 12K shares

$3.2B · 38K shares

$3.2B · 17K shares

$3.1B · 4K shares

$3.1B · 90K shares

$3.1B · 34K shares

$3.0B · 9K shares

$3.0B · 46K shares

$3.0B · 37K shares

WBD

$3.0B · 104K shares

MAR

$2.9B · 9K shares

USB

$2.9B · 54K shares

$2.9B · 13K shares

$2.9B · 6K shares

$2.9B · 11K shares

$2.9B · 24K shares

$2.9B · 26K shares

$2.8B · 14K shares

$2.8B · 24K shares

$2.8B · 18K shares

$2.7B · 33K shares

$2.7B · 9K shares

$2.7B · 13K shares

$2.7B · 6K shares

$2.7B · 32K shares

$2.6B · 49K shares

$2.6B · 9K shares

$2.6B · 8K shares

$2.5B · 21K shares

$2.5B · 29K shares

$2.5B · 7K shares

$2.5B · 40K shares

$2.5B · 49K shares

$2.4B · 47K shares

$2.4B · 18K shares

$2.4B · 5K shares

$2.4B · 4K shares

$2.4B · 10K shares

$2.3B · 9K shares

$2.3B · 16K shares

$2.3B · 12K shares

$2.3B · 47K shares

$2.3B · 18K shares

$2.3B · 34K shares

$2.2B · 53K shares

TRV

$2.2B · 8K shares

$2.2B · 11K shares

$2.2B · 8K shares

$2.2B · 8K shares

$2.2B · 61K shares

$2.2B · 3K shares

$2.2B · 31K shares

$2.2B · 6K shares

$2.1B · 19K shares

$2.1B · 5K shares

$2.1B · 10K shares

$2.1B · 13K shares

$2.1B · 32K shares

$2.1B · 18K shares

$2.1B · 56K shares

$2.0B · 45K shares

$2.0B · 11K shares

$2.0B · 12K shares

$2.0B · 28K shares

$2.0B · 40K shares

$2.0B · 20K shares

$2.0B · 9K shares

$1.9B · 9K shares

$1.9B · 3K shares

$1.9B · 22K shares

$1.9B · 8K shares

$1.9B · 43K shares

$1.9B · 58K shares

$1.9B · 8K shares

$1.8B · 31K shares

$1.8B · 17K shares

$1.8B · 5K shares

$1.8B · 2K shares

$1.8B · 237K shares

$1.8B · 12K shares

$1.8B · 8K shares

$1.8B · 9K shares

$1.8B · 31K shares

$1.8B · 30K shares

$1.7B · 4K shares

$1.7B · 508 shares

$1.7B · 20K shares

$1.7B · 11K shares

$1.6B · 17K shares

$1.6B · 173K shares

$1.6B · 9K shares

$1.6B · 3K shares

$1.6B · 20K shares

$1.6B · 23K shares

$1.6B · 39K shares

$1.6B · 12K shares

$1.5B · 11K shares

$1.5B · 17K shares

$1.5B · 7K shares

$1.5B · 8K shares

$1.5B · 29K shares

$1.5B · 18K shares

$1.5B · 31K shares

$1.5B · 3K shares

$1.5B · 11K shares

$1.5B · 20K shares

$1.5B · 19K shares

$1.5B · 6K shares

$1.5B · 2K shares

$1.5B · 7K shares

$1.5B · 7K shares

$1.4B · 12K shares

$1.4B · 15K shares

$1.4B · 51K shares

$1.4B · 21K shares

$1.4B · 9K shares

$1.4B · 10K shares

$1.4B · 15K shares

$1.4B · 9K shares

$1.4B · 107K shares

$1.4B · 12K shares

$1.4B · 19K shares

$1.4B · 9K shares

$1.4B · 18K shares

$1.4B · 4K shares

$1.4B · 7K shares

$1.4B · 815 shares

$1.4B · 10K shares

$1.3B · 6K shares

$1.3B · 5K shares

$1.3B · 7K shares

$1.3B · 13K shares

$1.3B · 55K shares

$1.3B · 75K shares

$1.3B · 20K shares

$1.3B · 2K shares

$1.3B · 10K shares

$1.3B · 4K shares

$1.2B · 890 shares

$1.2B · 6K shares

$1.2B · 32K shares

$1.2B · 15K shares

$1.2B · 4K shares

$1.2B · 5K shares

$1.2B · 17K shares

$1.2B · 11K shares

$1.2B · 24K shares

$1.2B · 5K shares

$1.2B · 7K shares

$1.1B · 3K shares

$1.1B · 5K shares

$1.1B · 13K shares

$1.1B · 9K shares

$1.1B · 13K shares

$1.1B · 13K shares

$1.1B · 64K shares

$1.1B · 17K shares

$1.1B · 6K shares

$1.1B · 8K shares

$1.1B · 23K shares

$1.1B · 6K shares

$1.1B · 13K shares

$1.1B · 8K shares

$1.0B · 18K shares

$1.0B · 3K shares

$1.0B · 2K shares

$1.0B · 32K shares

$1.0B · 6K shares

$1.0B · 13K shares

$1.0B · 6K shares

$1.0B · 5K shares

$1.0B · 4K shares

$1.0B · 10K shares

$1.0B · 17K shares

$1.0B · 6K shares

$1.0B · 7K shares

$996.0M · 8K shares

$990.0M · 21K shares

$988.0M · 6K shares

$975.0M · 5K shares

$972.0M · 7K shares

$958.0M · 3K shares

$952.0M · 2K shares

$934.0M · 8K shares

$924.0M · 15K shares

$924.0M · 430 shares

$922.0M · 12K shares

$916.0M · 6K shares

$914.0M · 8K shares

$911.0M · 5K shares

$910.0M · 4K shares

$909.0M · 17K shares

$903.0M · 4K shares

$900.0M · 40K shares

$886.0M · 14K shares

$868.0M · 6K shares

$867.0M · 119 shares

$866.0M · 2K shares

$866.0M · 14K shares

$856.0M · 6K shares

$856.0M · 21K shares

$847.0M · 4K shares

$836.0M · 4K shares

$836.0M · 3K shares

$831.0M · 21K shares

$822.0M · 8K shares

$821.0M · 10K shares

$808.0M · 6K shares

$806.0M · 5K shares

$803.0M · 34K shares

ODFL

$799.0M · 5K shares

$799.0M · 3K shares

$798.0M · 19K shares

$795.0M · 4K shares

$789.0M · 5K shares

$783.0M · 4K shares

$780.0M · 5K shares

$780.0M · 9K shares

$776.0M · 30K shares

$774.0M · 6K shares

$771.0M · 33K shares

$769.0M · 32K shares

$763.0M · 5K shares

$759.0M · 10K shares

$753.0M · 3K shares

$753.0M · 11K shares

$741.0M · 2K shares

$741.0M · 3K shares

$738.0M · 11K shares

$736.0M · 7K shares

$725.0M · 27K shares

$725.0M · 3K shares

$723.0M · 8K shares

$721.0M · 16K shares

$719.0M · 11K shares

$710.0M · 5K shares

$710.0M · 9K shares

CIB1N

$706.0M · 11K shares

RYTM

$705.0M · 7K shares

HUBB

$703.0M · 2K shares

$699.0M · 17K shares

$699.0M · 2K shares

$693.0M · 7K shares

$692.0M · 18K shares

$689.0M · 9K shares

$683.0M · 3K shares

$681.0M · 2K shares

$676.0M · 7K shares

$673.0M · 24K shares

$672.0M · 10K shares

$666.0M · 38K shares

$660.0M · 8K shares

KSPI

$657.0M · 8K shares

EXR

$653.0M · 5K shares

$649.0M · 2K shares

$644.0M · 32K shares

FTV

$639.0M · 12K shares

LII

$639.0M · 1K shares

$637.0M · 3K shares

$635.0M · 5K shares

$634.0M · 42K shares

$632.0M · 9K shares

$631.0M · 9K shares

$630.0M · 6K shares

$630.0M · 6K shares

$626.0M · 5K shares

$622.0M · 4K shares

$621.0M · 13K shares

$620.0M · 8K shares

$619.0M · 13K shares

$618.0M · 3K shares

$617.0M · 10K shares

$617.0M · 17K shares

$614.0M · 20K shares

$596.0M · 6K shares

$595.0M · 7K shares

$591.0M · 7K shares

$581.0M · 7K shares

$569.0M · 6K shares

$569.0M · 3K shares

$568.0M · 6K shares

$560.0M · 2K shares

$554.0M · 4K shares

$549.0M · 3K shares

$547.0M · 28K shares

$545.0M · 10K shares

$541.0M · 7K shares

$540.0M · 8K shares

$529.0M · 4K shares

$522.0M · 7K shares

$518.0M · 6K shares

$516.0M · 3K shares

$514.0M · 5K shares

$514.0M · 8K shares

$508.0M · 179K shares

$506.0M · 10K shares

$506.0M · 6K shares

$502.0M · 5K shares

$501.0M · 18K shares

$498.0M · 4K shares

$498.0M · 25K shares

$498.0M · 4K shares

$493.0M · 19K shares

$488.0M · 7K shares

$486.0M · 11K shares

$483.0M · 5K shares

$481.0M · 3K shares

$480.0M · 7K shares

$479.0M · 2K shares

$476.0M · 23K shares

$475.0M · 30K shares

$473.0M · 2K shares

$464.0M · 5K shares

$463.0M · 33K shares

$450.0M · 8K shares

$446.0M · 14K shares

$446.0M · 20K shares

$445.0M · 7K shares

$444.0M · 2K shares

$443.0M · 4K shares

$440.0M · 23K shares

$439.0M · 1K shares

$437.0M · 12K shares

$430.0M · 3K shares

$428.0M · 2K shares

$426.0M · 12K shares

$410.0M · 3K shares

$407.0M · 16K shares

$403.0M · 2K shares

$396.0M · 5K shares

$390.0M · 6K shares

$389.0M · 13K shares

$382.0M · 1K shares

$376.0M · 21K shares

$376.0M · 16K shares

$375.0M · 20K shares

$349.0M · 4K shares

$347.0M · 7K shares

$345.0M · 9K shares

$333.0M · 7K shares

$333.0M · 5K shares

$328.0M · 3K shares

$327.0M · 30K shares

$314.0M · 5K shares

$283.0M · 10K shares

$270.0M · 648 shares

$260.0M · 2K shares

$206.0M · 685 shares

$197.0M · 24K shares

$143.0M · 2K shares

$136.0M · 541 shares

$117.0M · 3K shares

$113.0M · 2K shares

$106.0M · 950 shares

$100.0M · 2K shares

$88.0M · 1K shares

$3.0M · 110 shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	104	$1.8T	41.8%
Financial Services	66	$558.7B	13.0%
Communication Services	24	$497.9B	11.6%
Healthcare	64	$441.9B	10.3%
Consumer Cyclical	47	$402.3B	9.4%
Industrials	66	$197.9B	4.6%
Consumer Defensive	29	$154.9B	3.6%
Real Estate	32	$81.5B	1.9%
Unknown	24	$57.8B	1.3%
Utilities	5	$43.9B	1.0%
Energy	2	$36.9B	0.9%
Basic Materials	17	$24.9B	0.6%