EO
E. Ohman J:or Asset Management AB Holdings Report (Q3 2026) — 13F Stock Portfolio
E. Ohman J:or Asset Management ABCIK: 0002009396
Diversified strategyMomentum followerSector-focused
Total reported value
$4.5B
Reporting period: 2026-09-30 · Number of holdings: 455
E. Ohman J:or Asset Management AB disclosed 455 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $4.5B and a quarterly turnover rate of 22.9%.
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Personality snowflake
- Concentration
- 12.11
- Portfolio Stability
- 22.88
- Momentum
- 100
- Sector conviction
- 79.27
- Diversification
- 100
- Sizing Uniformity
- 64.22
E. Ohman J:or Asset Management AB's disclosed holdings carry a Herfindahl concentration index of 0.030 — mathematically equivalent to about 33 equally-sized positions, well below its 455 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.58), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MSFT
-1.4% $97.7M
Trim IBM
-78.3% -$51.5M
Add AMD
+141.9% $51.7M
Trim AVGO
-11.2% -$33.1M
Add CRM
+63.5% $41.4M
Add NVDA
-0.5% $47.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 455 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.83% | +0.74% | -0.50% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.32% | +1.94% | -1.39% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.21% | +0.49% | -1.82% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.76% | -0.35% | +1.79% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.62% | +0.10% | +1.58% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.50% | -0.91% | -11.18% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.32% | -0.08% | -0.83% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.29% | -0.04% | -2.54% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 1.90% | +1.12% | +141.92% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.72% | +0.03% | +10.84% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.69% | -0.13% | -0.03% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | +0.31% | +0.76% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.59% | +0.90% | +63.50% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 1.31% | +0.32% | +2.04% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.18% | +0.27% | +0.54% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | -0.08% | +1.00% | |
| 17 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.08% | -0.12% | +0.03% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 1.01% | +0.06% | +0.01% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.00% | -0.09% | -11.07% | |
| 20 | GWW | Ww Grainger Inc | Stock-Industrials | 0.99% | -0.12% | +1.36% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 0.97% | -0.10% | +1.83% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | -0.36% | -36.92% | |
| 23 | COF | Capital One Financial CORP | Stock-Financials | 0.87% | -0.05% | +1.71% | |
| 24 | PGR | Progressive CORP | Stock-Financials | 0.85% | -0.07% | +0.93% | |
| 25 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.83% | -0.08% | +0.46% | |
| 26 | PLD | Prologis Inc | Stock-Real Estate | 0.80% | -0.16% | -10.40% | |
| 27 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.79% | +0.29% | +45.10% | |
| 28 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.72% | +0.09% | -26.26% | |
| 29 | DOV | Dover CORP | Stock-Industrials | 0.72% | -0.05% | +17.71% | |
| 30 | CEG | Constellation Energy | Stock-Utilities | 0.72% | +0.05% | +9.93% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 0.72% | +0.08% | +22.42% | |
| 32 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.71% | -0.05% | -4.58% | |
| 33 | FTNT | Fortinet Inc | Stock-Tech | 0.68% | -0.23% | -33.24% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.67% | +0.57% | +552.32% | |
| 35 | ADSK | Autodesk Inc | Stock-Tech | 0.67% | +0.09% | +12.18% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.64% | +0.41% | +215.11% | |
| 37 | RDNT | Radnet Inc | Stock-Healthcare | 0.61% | -0.04% | -12.17% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.61% | -0.35% | -24.33% | |
| 39 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.60% | -0.13% | +0.20% | |
| 40 | OKTA | Okta Inc | Stock-Tech | 0.60% | +0.14% | -12.52% | |
| 41 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.59% | -0.11% | -2.30% | |
| 42 | COHR | Coherent CORP | Stock-Tech | 0.58% | +0.53% | +1696.91% | |
| 43 | BALL | Ball CORP | Stock-Consumer Disc | 0.57% | +0.56% | +6582.35% | |
| 44 | PSMT | Pricesmart Inc | Stock-Consumer Staples | 0.52% | -0.19% | -12.12% | |
| 45 | MCHP | Microchip Technology Inc | Stock-Tech | 0.50% | -0.20% | -13.30% | |
| 46 | VLTO | Veralto CORP | Stock-Industrials | 0.50% | +0.48% | +1913.96% | |
| 47 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.45% | -0.15% | +0.21% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.43% | -0.15% | +2.18% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.43% | -0.18% | +2.06% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.43% | -0.07% | +2.13% |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q4 2026
+2.7%
Performance Last 4 Quarters
+7.9%
- Stdev
- +13.4%
- Beta
- +1.06
- Alpha
- -4%
- Max Drawdown
- -9.4%
- Annualized Perf
- +20.3%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +3.1
- Stutzer
- +0.43
- Treynor
- +0.18
- Sterling
- +1.18
- Calmar
- +2.16
- Information Ratio
- -0.78
- Tracking Error
- +3.6%
- Stdev Down
- +6.3%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +32.9%
- Worst 12 Months
- +3.5%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.45
- Stdev Sectors
- +12.8%
- Skewness
- +0.2
- Kurtosis
- +0.08
- Upside Potential
- +4.68
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 455 | $4.5B | 23 | ||
| 2026 Q2 | 465 | $4.3B | 31 | ||
| 2026 Q1 | 477 | $3.8B | 26 | ||
| 2025 Q4 | 480 | $4.3B | 17 | ||
| 2025 Q3 | 398 | $4.2B | 31 | ||
| 2025 Q2 | 401 | $4.0B | 0 | ||
| 2025 Q1 | 414 | $3.8B | 0 | ||
| 2024 Q4 | 425 | $4.3B | 0 | ||
| 2024 Q3 | 408 | $4.0B | 0 | ||
| 2024 Q2 | 415 | $4.0B | 0 | ||
| 2024 Q1 | 422 | $3.9B | 0 | ||
| 2023 Q4 | 409 | $2.7B | 0 | ||
| 2023 Q3 | 416 | $2.7B | 0 | ||
| 2023 Q2 | 423 | $2.8B | — | ||
| 2023 Q1 | 424 | $2.6B | — | ||
| 2022 Q4 | 421 | $2.3B | — | ||
| 2022 Q3 | 425 | $2.2B | — | ||
| 2022 Q2 | 420 | $2.3B | — | ||
| 2022 Q1 | 426 | $3.0B | — | ||
| 2021 Q4 | 432 | $3.5B | — | ||
| 2021 Q3 | 461 | $3.2B | — | ||
| 2021 Q2 | 462 | $3.2B | — | ||
| 2021 Q1 | 448 | $2.8B | — | ||
| 2020 Q4 | 427 | $2.5B | — | ||
| 2020 Q3 | 429 | $2.0B | — | ||
| 2020 Q2 | 429 | $1.7B | — | ||
| 2020 Q1 | 441 | $1.4B | — | ||
| 2019 Q4 | 433 | $1.8B | — | ||
| 2019 Q3 | 372 | $1.6B | — | ||
| 2019 Q2 | 375 | $1.5B | — | ||
| 2019 Q1 | 374 | $1.5B | — | ||
| 2018 Q4 | 371 | $1.4B | — | ||
| 2018 Q3 | 363 | $1.5B | — | ||
| 2018 Q2 | 370 | $1.4B | — | ||
| 2018 Q1 | 565 | $1.3B | — | ||
| 2017 Q4 | 562 | $1.2B | — | ||
| 2017 Q3 | 559 | $1.1B | — | ||
| 2017 Q2 | 559 | $991.9M | — | ||
| 2017 Q1 | 550 | $815.7M | — | ||
| 2016 Q4 | 551 | $718.7M | — | ||
| 2016 Q3 | 537 | $672.4M | — | ||
| 2016 Q2 | 535 | $602.2M | — | ||
| 2016 Q1 | 532 | $552.4M | — | ||
| 2015 Q4 | 536 | $570.8M | — | ||
| 2015 Q3 | 534 | $373.2M | — | ||
| 2015 Q2 | 532 | $427.4M | — | ||
| 2015 Q1 | 525 | $431.5M | — | ||
| 2014 Q4 | 527 | $420.1M | — | ||
| 2014 Q3 | 513 | $409.2M | — | ||
| 2014 Q2 | 510 | $407.3M | — | ||
| 2014 Q1 | 503 | $402.7M | — | ||
| 2013 Q4 | 505 | $424.4M | — | ||
| 2013 Q3 | 500 | $394.9M | — | ||
| 2013 Q2 | 497 | $363.5M | — |
Holding changes this quarter
E. Ohman J:or Asset Management AB's most significant position changes for 2026-09-30: Sold out: Generac Holdings Inc (GNRC); Sold out: Topbuild CORP (BLD); New buy: Qxo Inc (QXO); New buy: Sandisk CORP (SNDK); New buy: Caris Life Sciences Inc (CAI).
Showing top 200 changes by size (of 477 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.9% | -1.39% | Trim |
| 2 | AMD | Advanced Micro Devices | +1.1% | +141.92% | Add |
| 3 | CRM | Salesforce Inc | +0.9% | +63.50% | Add |
| 4 | NVDA | Nvidia CORP | +0.7% | -0.50% | Trim |
| 5 | VRTX | Vertex Pharmaceuticals Inc | +0.6% | +552.32% | Add |
| 6 | BALL | Ball CORP | +0.6% | +6582.35% | Add |
| 7 | COHR | Coherent CORP | +0.5% | +1696.91% | Add |
| 8 | AAPL | Apple Inc | +0.5% | -1.82% | Trim |
| 9 | VLTO | Veralto CORP | +0.5% | +1913.96% | Add |
| 10 | TXN | Texas Instruments Inc | +0.4% | +215.11% | Add |
| 11 | NOW | Servicenow Inc | +0.3% | +2.04% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.3% | +0.76% | Add |
| 13 | QXO | Qxo Inc | +0.3% | NEW | New buy |
| 14 | LITE | Lumentum Holdings Inc | +0.3% | +45.10% | Add |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.3% | +0.54% | Add |
| 16 | SNDK | Sandisk CORP | +0.2% | NEW | New buy |
| 17 | OKTA | Okta Inc | +0.1% | -12.52% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +1.58% | Add |
| 19 | ADSK | Autodesk Inc | +0.1% | +12.18% | Add |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | -26.26% | Trim |
| 21 | CAI | Caris Life Sciences Inc | +0.1% | NEW | New buy |
| 22 | UBER | Uber Technologies Inc | +0.1% | +22.42% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | — | Unchanged |
| 24 | BLK | Blackrock Inc | +0.1% | +0.01% | Add |
| 25 | JKHY | Jack Henry & Associates Inc | +0.1% | NEW | New buy |
| 26 | ALGM | Allegro Microsystems Inc | +0.1% | NEW | New buy |
| 27 | CEG | Constellation Energy | +0.1% | +9.93% | Add |
| 28 | ✓ | +0.1% | NEW | New buy | |
| 29 | LFUS | Littelfuse Inc | +0.1% | NEW | New buy |
| 30 | CRWD | Crowdstrike Holdings Inc - A | 0% | +307.49% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | +10.84% | Add |
| 32 | MRK | Merck & Co. Inc. | 0% | +0.16% | Add |
| 33 | DELL | Dell Technologies -c | 0% | +5.83% | Add |
| 34 | WBD | Warner Bros Discovery Inc | 0% | +40.48% | Add |
| 35 | KB | Kb Financial Group Inc-adr | 0% | NEW | New buy |
| 36 | DXCM | Dexcom Inc | 0% | -8.10% | Trim |
| 37 | ANET | Arista Networks Inc | 0% | — | Unchanged |
| 38 | TMUS | T-mobile US Inc | 0% | +50.90% | Add |
| 39 | T | At&t Inc | 0% | — | Unchanged |
| 40 | SNOW | Snowflake Inc | 0% | +11.63% | Add |
| 41 | PFE | Pfizer Inc | 0% | +3.01% | Add |
| 42 | KR | Kroger Co | 0% | NEW | New buy |
| 43 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 44 | ATI | Ati Inc | 0% | NEW | New buy |
| 45 | RGEN | Repligen CORP | 0% | -12.66% | Trim |
| 46 | NEM | Newmont CORP | 0% | — | Unchanged |
| 47 | CENX | Century Aluminum Company | 0% | NEW | New buy |
| 48 | CRS | Carpenter Technology | 0% | NEW | New buy |
| 49 | JNJ | Johnson & Johnson | 0% | +2.19% | Add |
| 50 | ABBV | Abbvie Inc | 0% | +2.08% | Add |
1–50 of 200
Filing History
FAQ
What is E. Ohman J:or Asset Management AB and what type of investor is it?
E. Ohman J:or Asset Management AB is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $4.5B, spread across 455 disclosed positions.
What are E. Ohman J:or Asset Management AB's largest equity positions?
Based on the latest 13F filing, E. Ohman J:or Asset Management AB's top holdings by market value are:
1. Nvidia CORP (NVDA) — $395.2M (8.8%)
2. Microsoft CORP (MSFT) — $372.3M (8.3%)
3. Apple Inc (AAPL) — $278.0M (6.2%)
4. Alphabet Inc-cl A (GOOGL) — $257.9M (5.8%)
5. Amazon.com Inc (AMZN) — $206.5M (4.6%)
What changes did E. Ohman J:or Asset Management AB make in its most recent portfolio filing?
In the latest reported quarter, E. Ohman J:or Asset Management AB made 154 notable position adjustments: 12 new positions were initiated, 69 existing holdings were added to, 55 positions were partially reduced, and 18 were completely exited. The largest of these moves: Sold out: Generac Holdings Inc (GNRC); Sold out: Topbuild CORP (BLD); New buy: Qxo Inc (QXO); New buy: Sandisk CORP (SNDK); New buy: Caris Life Sciences Inc (CAI)
What sectors does E. Ohman J:or Asset Management AB focus on?
E. Ohman J:or Asset Management AB is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 46.6%
• Financials: 12.6%
• Health Care: 10.0%
• Communication Services: 9.7%
• Consumer Discretionary: 7.9%
• Industrials: 6.3%
Investment Profile
E. Ohman J:or Asset Management AB returned an annualized 20.3% over the trailing 36 months — underperforming the S&P 500 by 4.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.06 (roughly in line with the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 46.6% of the portfolio concentrated in Information Technology.
It has added to its MSFT position over the past two quarters (+$100.4M, now $372.3M), while trimming ROL over the same stretch (-$33.0M, still holding $298.5K).
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Developer Access
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