E. Ohman J:Or Asset Management Ab Top Holdings and 13F Report (2026) About E. Ohman J:Or Asset Management AbInvestment ActivityE. Ohman J:Or Asset Management Ab has $4.47 billion in total holdings as of September 30, 2026.E. Ohman J:Or Asset Management Ab owns shares of 455 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 6.96% of the portfolio was purchased this quarter.About 6.60% of the portfolio was sold this quarter.This quarter, E. Ohman J:Or Asset Management Ab has purchased 465 new stocks and bought additional shares in 112 stocks.E. Ohman J:Or Asset Management Ab sold shares of 69 stocks and completely divested from 22 stocks this quarter.Largest Holdings NVIDIA $395,179,617Microsoft $372,266,923Apple $278,039,397Alphabet $257,871,444Amazon.com $206,535,384 Largest New Holdings this Quarter 82846H405 - QXO $14,049,849 Holding80004C200 - SANDISK CORP $6,576,784 Holding142152107 - CARIS LIFE SCIENCES $3,828,750 Holding426281101 - Jack Henry & Associates $2,764,818 Holding01749D105 - Allegro MicroSystems $2,648,025 Holding Largest Purchases this Quarter Advanced Micro Devices 81,640 shares (about $49.94M)Salesforce 120,108 shares (about $27.57M)Vertex Pharmaceuticals 48,731 shares (about $25.48M)Ball 447,600 shares (about $25.08M)Coherent 84,676 shares (about $24.37M) Largest Sales this Quarter International Business Machines 172,607 shares (about $37.96M)Comfort Systems USA 14,241 shares (about $23.56M)Palo Alto Networks 57,700 shares (about $22.92M)Broadcom 56,226 shares (about $19.75M)Rollins 540,757 shares (about $16.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofE. Ohman J:Or Asset Management Ab Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$395,179,617$1,998,325 ▼-0.5%1,730,3608.8%TechnologyMSFTMicrosoft$372,266,923$5,262,354 ▼-1.4%725,8088.3%TechnologyAAPLApple$278,039,397$5,161,144 ▼-1.8%834,9036.2%TechnologyGOOGLAlphabet$257,871,444$4,529,469 ▲1.8%749,4525.8%Communication ServicesAMZNAmazon.com$206,535,384$3,212,540 ▲1.6%828,9604.6%Consumer DiscretionaryAVGOBroadcom$156,828,109$19,746,009 ▼-11.2%446,5623.5%TechnologyJPMJPMorgan Chase & Co.$103,695,686$863,466 ▼-0.8%313,4412.3%FinanceVVisa$102,550,626$2,673,775 ▼-2.5%285,3942.3%FinanceAMDAdvanced Micro Devices$85,134,969$49,944,087 ▲141.9%139,1641.9%TechnologyTSMTaiwan Semiconductor Manufacturing$76,802,324$7,511,168 ▲10.8%168,3561.7%TechnologyLLYEli Lilly and Company$75,497,156$25,456 ▼0.0%65,2481.7%HealthcareMETAMeta Platforms$71,182,218$534,458 ▲0.8%98,1581.6%Communication ServicesCRMSalesforce$70,994,982$27,573,194 ▲63.5%309,2521.6%TechnologyNOWServiceNow$58,505,818$1,171,515 ▲2.0%436,5781.3%TechnologyTMOThermo Fisher Scientific$52,861,815$285,546 ▲0.5%78,3081.2%HealthcareGOOGAlphabet$49,855,373$494,073 ▲1.0%146,3151.1%Communication ServicesCLColgate-Palmolive$48,160,666$13,651 ▲0.0%564,4711.1%Consumer StaplesBLACKROCK$45,100,087$4,233 ▲0.0%42,6161.0%COMMAMastercard$44,871,459$5,588,045 ▼-11.1%81,3671.0%FinanceGWWW.W. Grainger$44,420,064$594,228 ▲1.4%35,6571.0%IndustrialsMUMicron Technology$43,194,471$777,530 ▲1.8%40,5541.0%TechnologyPANWPalo Alto Networks$39,160,860$22,924,787 ▼-36.9%98,5650.9%TechnologyCOFCapital One Financial$38,838,154$652,963 ▲1.7%201,1610.9%FinancePGRProgressive$37,868,488$348,903 ▲0.9%182,6660.8%FinanceIBNICICI Bank$37,190,434$170,287 ▲0.5%1,349,9250.8%FinancePLDPrologis$35,581,354$4,128,393 ▼-10.4%274,0400.8%Real EstateLITELumentum$35,317,927$10,977,180 ▲45.1%36,3630.8%TechnologyVEEVVeeva Systems$32,385,730$11,532,180 ▼-26.3%113,4550.7%HealthcareDOVDover$32,353,664$4,866,854 ▲17.7%172,9680.7%IndustrialsCEGConstellation Energy$32,257,746$2,912,593 ▲9.9%126,9890.7%UtilitiesUBERUber Technologies$32,166,815$5,891,860 ▲22.4%469,5200.7%IndustrialsMELIMercadoLibre$31,576,786$1,515,921 ▼-4.6%18,2680.7%Consumer DiscretionaryFTNTFortinet$30,503,428$15,191,025 ▼-33.2%170,6390.7%TechnologyVRTXVertex Pharmaceuticals$30,089,807$25,477,054 ▲552.3%57,5540.7%HealthcareADSKAutodesk$30,014,072$3,258,310 ▲12.2%143,6080.7%TechnologyTXNTexas Instruments$28,720,709$19,606,300 ▲215.1%102,5410.6%TechnologyRDNTRadNet$27,428,193$3,799,283 ▼-12.2%397,8560.6%HealthcareSYKStryker$27,398,551$8,807,248 ▼-24.3%99,4900.6%HealthcareACIAlbertsons Companies$27,003,223$53,000 ▲0.2%2,325,8590.6%Consumer StaplesOKTAOkta$26,735,968$3,826,713 ▼-12.5%127,8560.6%TechnologyWTSWatts Water Technologies$26,445,558$622,648 ▼-2.3%74,6670.6%IndustrialsCOHRCoherent$25,806,771$24,370,599 ▲1,696.9%89,6660.6%TechnologyBALLBall$25,460,032$25,079,028 ▲6,582.4%454,4000.6%MaterialsPSMTPriceSmart$23,320,607$3,217,656 ▼-12.1%137,9020.5%Consumer StaplesMCHPMicrochip Technology$22,410,748$3,437,434 ▼-13.3%288,1670.5%TechnologyVERALTO$22,276,215$21,170,124 ▲1,914.0%236,1770.5%COM SHSCYTKCytokinetics$20,119,357$42,446 ▲0.2%305,2550.4%HealthcareLAM RESEARCH$19,251,015$410,638 ▲2.2%58,6010.4%COM NEWAMATApplied Materials$19,034,075$383,535 ▲2.1%37,2210.4%TechnologyINTCIntel$19,033,010$396,759 ▲2.1%158,3050.4%TechnologyWALMART$17,944,906$249,408 ▲1.4%172,6800.4%COMAKAMAkamai Technologies$17,016,000$915,886 ▼-5.1%160,0000.4%TechnologyABBVAbbVie$16,653,343$340,067 ▲2.1%63,6620.4%HealthcareFSLRFirst Solar$16,603,767$10,015,824 ▼-37.6%94,7920.4%TechnologyJNJJohnson & Johnson$16,065,482$344,162 ▲2.2%60,6840.4%HealthcareCSCOCisco Systems$15,277,863$322,890 ▲2.2%141,9480.3%TechnologyQXO$14,049,849$14,049,849 ▲New Holding1,201,8690.3%COM NEWPGProcter & Gamble$13,252,151$276,032 ▲2.1%91,2180.3%Consumer StaplesMRKMerck & Co., Inc.$12,792,656$20,343 ▲0.2%88,0370.3%HealthcareUNHUnitedHealth Group$11,988,466$356,068 ▲3.1%32,6590.3%HealthcareHDHome Depot$11,420,282$99,571 ▼-0.9%40,1430.3%Consumer DiscretionaryIBMInternational Business Machines$10,528,049$37,961,457 ▼-78.3%47,8700.2%TechnologyISRGIntuitive Surgical$10,437,785$162,652 ▼-1.5%25,6690.2%HealthcarePALANTIR TECH$10,283,0740.0%54,9750.2%CL ADEDeere & Company$10,232,407$2,050,242 ▼-16.7%15,2370.2%IndustrialsGSThe Goldman Sachs Group$9,472,688$144,058 ▲1.5%10,5210.2%FinanceNFLXNetflix$9,113,6580.0%130,9810.2%Communication ServicesKLACKLA$9,085,687$146,197 ▲1.6%46,6100.2%TechnologyKOCocaCola$9,071,541$3,777,190 ▼-29.4%105,3850.2%Consumer StaplesDXCMDexCom$8,976,749$791,624 ▼-8.1%104,0300.2%HealthcareBACBank of America$8,852,495$1,243,181 ▼-12.3%162,6400.2%FinanceMRVLMarvell Technology$8,736,632$1,717,365 ▼-16.4%33,0670.2%TechnologyGE VERNOVA$8,706,4880.0%9,1600.2%COMORCLOracle$8,608,985$226,545 ▲2.7%62,7020.2%TechnologyVZVerizon Communications$8,528,8840.0%185,9360.2%Communication ServicesDISWalt Disney$8,270,6310.0%78,8430.2%Communication ServicesMSMorgan Stanley$8,017,2860.0%42,6270.2%FinanceCCitigroup$7,986,067$246,012 ▲3.2%61,6780.2%FinanceARISTA NETWORKS$7,778,5630.0%38,2070.2%COM SHSTAT&T$7,596,0860.0%311,3150.2%Communication ServicesCRWDCrowdStrike$7,202,259$5,434,788 ▲307.5%27,2040.2%TechnologyYUMCYum China$7,037,0400.0%21,8000.2%Consumer DiscretionaryQCOMQualcomm$7,031,0640.0%38,2040.2%TechnologyGILDGilead Sciences$6,676,2480.0%44,7920.1%HealthcareSANDISK CORP$6,576,784$6,576,784 ▲New Holding3,7800.1%COMABTAbbott Laboratories$6,269,479$316,256 ▲5.3%63,4370.1%HealthcareWFCWells Fargo & Company$6,031,2870.0%75,3440.1%FinanceMCKMcKesson$5,906,658$245,043 ▼-4.0%6,9180.1%HealthcareDELLDell Technologies$5,863,655$322,770 ▲5.8%10,9000.1%TechnologyPFEPfizer$5,849,937$171,120 ▲3.0%205,1170.1%HealthcareAXPAmerican Express$5,716,1680.0%18,7970.1%FinanceAMGNAmgen$5,703,873$2,521,894 ▼-30.7%13,5320.1%HealthcareHDBHDFC Bank$5,687,7640.0%254,6000.1%FinanceWDCWestern Digital$5,632,5770.0%12,3940.1%TechnologyWELLWelltower$5,538,423$115,120 ▲2.1%24,0550.1%Real EstateUNPUnion Pacific$5,458,9280.0%20,0600.1%IndustrialsAPHAmphenol$5,224,071$2,612,036 ▲100.0%61,9700.1%TechnologyMCDMcDonald's$5,110,471$496,521 ▲10.8%22,1290.1%Consumer DiscretionaryDHRDanaher$4,934,5830.0%22,2730.1%HealthcarePEPPepsiCo$4,833,354$337,075 ▼-6.5%38,1420.1%Consumer StaplesShowing largest 100 holdings. 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