E. Ohman J:Or Asset Management Ab Top Holdings and 13F Report (2026)

About E. Ohman J:Or Asset Management Ab

Investment Activity

E. Ohman J:Or Asset Management Ab has $4.30 billion in total holdings as of June 30, 2026.
E. Ohman J:Or Asset Management Ab owns shares of 465 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 9.37% of the portfolio was purchased this quarter.
About 8.45% of the portfolio was sold this quarter.
This quarter, E. Ohman J:Or Asset Management Ab has purchased 477 new stocks and bought additional shares in 146 stocks.
E. Ohman J:Or Asset Management Ab sold shares of 79 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

NVIDIA: $347,978,520
Microsoft: $274,568,085
Alphabet: $263,127,243
Apple: $246,072,033
Amazon.com: $194,501,170

Largest New Holdings this Quarter

24823R105 - Denali Therapeutics: $4,115,200 Holding
84472E102 - SOUTHSTATE BANK: $3,158,638 Holding
398182303 - AMERICAN HEALTHCARE: $2,906,111 Holding
983793100 - XPO: $1,170,153 Holding
576323109 - MasTec: $973,580 Holding

Largest Purchases this Quarter

Eli Lilly and Company: 37,773 shares (about $45.31M)
Stryker: 119,605 shares (about $37.66M)
Capital One Financial: 175,681 shares (about $35.25M)
Dover: 142,465 shares (about $31.95M)
RadNet: 416,563 shares (about $25.69M)

Largest Sales this Quarter

Cboe Global Markets: 185,364 shares (about $44.98M)
Gilead Sciences: 337,210 shares (about $42.60M)
AT&T: 1,403,353 shares (about $29.05M)
Palo Alto Networks: 81,951 shares (about $27.95M)
First Citizens BancShares: 12,398 shares (about $25.80M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$347,978,520	$5,822,419 â–¼	-1.6%	1,739,110	8.1%	Computer and Technology
MSFT Microsoft	$274,568,085	$656,142 â–²	0.2%	736,068	6.4%	Computer and Technology
GOOGL Alphabet	$263,127,243	$7,411,854 â–¼	-2.7%	736,288	6.1%	Computer and Technology
AAPL Apple	$246,072,033	$54,689 â–²	0.0%	850,401	5.7%	Computer and Technology
AMZN Amazon.com	$194,501,170	$8,477,992 â–¼	-4.2%	816,066	4.5%	Retail/Wholesale
AVGO Broadcom	$189,928,167	$4,190,381 â–¼	-2.2%	502,788	4.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$103,452,974	$13,596,306 â–²	15.1%	316,051	2.4%	Finance
V Visa	$100,468,760	$17,001,482 â–²	20.4%	292,835	2.3%	Business Services
LLY Eli Lilly and Company	$78,286,796	$45,306,069 â–²	137.4%	65,270	1.8%	Medical
TSM Taiwan Semiconductor Manufacturing	$72,538,585	$9,014,134 â–²	14.2%	151,891	1.7%	Computer and Technology
IBM International Business Machines	$62,000,337	$3,608,768 â–¼	-5.5%	220,477	1.4%	Computer and Technology
META Meta Platforms	$54,876,275	$9,946,575 â–¼	-15.3%	97,421	1.3%	Computer and Technology
PANW Palo Alto Networks	$53,289,490	$27,946,930 â–¼	-34.4%	156,265	1.2%	Computer and Technology
CL Colgate-Palmolive	$51,736,032	$6,653,768 â–²	14.8%	564,311	1.2%	Consumer Staples
GOOG Alphabet	$51,185,150	$381,596 â–¼	-0.7%	144,865	1.2%	Computer and Technology
GWW W.W. Grainger	$47,858,872	$542,800 â–²	1.1%	35,180	1.1%	Industrials
MA Mastercard	$46,994,400	$2,911,598 â–¼	-5.8%	91,500	1.1%	Business Services
MU Micron Technology	$45,968,445	$1,639,092 â–²	3.7%	39,824	1.1%	Computer and Technology
NOW ServiceNow	$42,475,558	$16,255,015 â–²	62.0%	427,836	1.0%	Computer and Technology
PLD Prologis	$41,431,603	$427,272 â–¼	-1.0%	305,836	1.0%	Finance
SYK Stryker	$41,392,330	$37,656,439 â–²	1,008.0%	131,471	1.0%	Medical
BLACKROCK	$40,973,995	$6,116,483 â–²	17.5%	42,612	1.0%	COM
COF Capital One Financial	$39,678,423	$35,245,122 â–²	795.0%	197,779	0.9%	Finance
PGR Progressive	$39,535,736	$2,755,091 â–¼	-6.5%	180,983	0.9%	Finance
FTNT Fortinet	$39,268,191	$4,522,573 â–¼	-10.3%	255,619	0.9%	Computer and Technology
TMO Thermo Fisher Scientific	$39,048,424	$408,107 â–²	1.1%	77,885	0.9%	Medical
IBN ICICI Bank	$39,008,888	$2,542,883 â–²	7.0%	1,343,744	0.9%	Finance
FSLR First Solar	$35,859,549	$3,491,500 â–²	10.8%	151,973	0.8%	Energy
AMD Advanced Micro Devices	$33,416,267	$1,934,430 â–¼	-5.5%	57,524	0.8%	Computer and Technology
DOV Dover	$32,957,722	$31,952,050 â–²	3,177.2%	146,949	0.8%	Industrials
MELI MercadoLibre	$32,496,532	$2,629,257 â–²	8.8%	19,145	0.8%	Retail/Wholesale
ACI Albertsons Companies	$31,407,108	$3,859,838 â–²	14.0%	2,321,294	0.7%	Consumer Staples
PSMT PriceSmart	$30,654,511	$4,871,584 â–²	18.9%	156,929	0.7%	Retail/Wholesale
FIX Comfort Systems USA	$30,617,164	$4,699,204 â–¼	-13.3%	15,448	0.7%	Construction
MCHP Microchip Technology	$30,311,870	$8,960,309 â–¼	-22.8%	332,367	0.7%	Computer and Technology
WTS Watts Water Technologies	$29,916,566	$4,648,860 â–²	18.4%	76,425	0.7%	Computer and Technology
CRM Salesforce	$29,631,299	$2,277,523 â–²	8.3%	189,144	0.7%	Computer and Technology
GNRC Generac	$29,555,070	$383,288 â–¼	-1.3%	100,936	0.7%	Industrials
CEG Constellation Energy	$28,692,448	$371,562 â–²	1.3%	115,523	0.7%	Energy
RDNT RadNet	$27,934,413	$25,689,440 â–²	1,144.3%	452,966	0.6%	Medical
UBER Uber Technologies	$27,674,803	$2,379,115 â–²	9.4%	383,520	0.6%	Computer and Technology
VEEV Veeva Systems	$27,304,647	$644,394 â–²	2.4%	153,855	0.6%	Medical
AMAT Applied Materials	$26,368,533	$737,460 â–²	2.9%	36,471	0.6%	Computer and Technology
CYTK Cytokinetics	$25,949,811	$327,896 â–²	1.3%	304,611	0.6%	Medical
ADSK Autodesk	$24,889,260		0.0%	128,018	0.6%	Computer and Technology
LAM RESEARCH	$24,851,909	$619,662 â–²	2.6%	57,351	0.6%	COM NEW
ROL Rollins	$22,984,882	$3,042,596 â–¼	-11.7%	550,668	0.5%	Construction
INTC Intel	$21,643,348	$6,317,001 â–¼	-22.6%	155,005	0.5%	Computer and Technology
LITE Lumentum	$21,503,842	$19,444,498 â–²	944.2%	25,061	0.5%	Computer and Technology
OKTA Okta	$19,942,986	$19,143,935 â–²	2,395.8%	146,156	0.5%	Computer and Technology
AKAM Akamai Technologies	$19,931,625	$3,618,645 â–²	22.2%	168,612	0.5%	Computer and Technology
WALMART	$19,285,913	$6,263,278 â–²	48.1%	170,280	0.4%	COM
BLD TopBuild	$18,216,460	$880,652 â–²	5.1%	51,382	0.4%	Construction
CSCO Cisco Systems	$16,320,832	$387,618 â–²	2.4%	138,948	0.4%	Computer and Technology
ABBV AbbVie	$15,692,774	$566,190 â–²	3.7%	62,362	0.4%	Medical
JNJ Johnson & Johnson	$15,081,754	$533,337 â–²	3.7%	59,384	0.4%	Medical
HD Home Depot	$14,281,071	$546,654 â–²	4.0%	40,493	0.3%	Retail/Wholesale
KLAC KLA	$13,836,421	$12,377,351 â–²	848.3%	45,860	0.3%	Computer and Technology
UNH UnitedHealth Group	$13,170,899	$378,223 â–²	3.0%	31,689	0.3%	Medical
PG Procter & Gamble	$13,097,592	$234,624 â–²	1.8%	89,318	0.3%	Consumer Staples
KO CocaCola	$12,130,767	$316,953 â–¼	-2.5%	149,265	0.3%	Consumer Staples
MRVL Marvell Technology	$11,786,614	$804,303 â–²	7.3%	39,567	0.3%	Computer and Technology
DE Deere & Company	$11,601,896	$177,612 â–¼	-1.5%	18,290	0.3%	Industrials
MRK Merck & Co., Inc.	$11,294,765	$364,940 â–²	3.3%	87,897	0.3%	Medical
GE VERNOVA	$10,761,718	$270,218 â–²	2.6%	9,160	0.3%	COM
BAC Bank of America	$10,568,650	$205,128 â–²	2.0%	185,480	0.2%	Finance
GS The Goldman Sachs Group	$10,478,805	$80,910 â–²	0.8%	10,361	0.2%	Finance
ISRG Intuitive Surgical	$10,367,120	$1,781,209 â–²	20.7%	26,069	0.2%	Medical
TXN Texas Instruments	$9,699,496	$408,356 â–¼	-4.0%	32,541	0.2%	Computer and Technology
NFLX Netflix	$9,352,043	$274,176 â–²	3.0%	130,981	0.2%	Consumer Discretionary
ORCL Oracle	$8,947,171	$344,393 â–²	4.0%	61,052	0.2%	Computer and Technology
MS Morgan Stanley	$8,910,748	$524,690 â–²	6.3%	42,627	0.2%	Finance
C Citigroup	$8,366,529	$209,940 â–¼	-2.4%	59,778	0.2%	Financial Services
WDC Western Digital	$7,916,296	$408,781 â–²	5.4%	12,394	0.2%	Computer and Technology
VZ Verizon Communications	$7,872,530	$237,104 â–²	3.1%	185,936	0.2%	Computer and Technology
DXCM DexCom	$7,624,289	$1,213,108 â–²	18.9%	113,204	0.2%	Medical
DIS Walt Disney	$7,588,639	$1,828,750 â–²	31.7%	78,843	0.2%	Consumer Discretionary
GLW Corning	$7,123,432		0.0%	27,888	0.2%	Computer and Technology
AMGN Amgen	$7,066,772	$409,196 â–²	6.1%	19,515	0.2%	Medical
QCOM Qualcomm	$7,059,717	$256,858 â–²	3.8%	38,204	0.2%	Computer and Technology
YUMC Yum China	$6,967,280		0.0%	21,800	0.2%	Retail/Wholesale
HDB HDFC Bank	$6,576,318	$576,009 â–²	9.6%	254,600	0.2%	Finance
ARISTA NETWORKS	$6,490,605	$152,892 â–²	2.4%	38,207	0.2%	COM SHS
T AT&T	$6,444,221	$29,049,409 â–¼	-81.8%	311,315	0.1%	Computer and Technology
PALANTIR TECH	$6,413,933		0.0%	54,975	0.1%	CL A
AXP American Express	$6,358,085		0.0%	18,797	0.1%	Finance
WFC Wells Fargo & Company	$6,226,428	$764,420 â–¼	-10.9%	75,344	0.1%	Finance
NXT Nextpower	$5,968,676	$1,250,970 â–²	26.5%	50,098	0.1%	Energy
GILD Gilead Sciences	$5,659,021	$42,603,109 â–¼	-88.3%	44,792	0.1%	Medical
PEP PepsiCo	$5,524,591	$609,300 â–²	12.4%	40,802	0.1%	Consumer Staples
ABT Abbott Laboratories	$5,465,905	$163,332 â–²	3.1%	60,237	0.1%	Medical
APH Amphenol	$5,463,275	$299,744 â–²	5.8%	30,985	0.1%	Computer and Technology
UNP Union Pacific	$5,456,320	$244,800 â–²	4.7%	20,060	0.1%	Transportation
MCK McKesson	$5,444,098	$1,143,978 â–²	26.6%	7,205	0.1%	Medical
MCD McDonald's	$5,400,523	$486,558 â–¼	-8.3%	19,979	0.1%	Retail/Wholesale
WELL Welltower	$5,346,278	$1,323,235 â–¼	-19.8%	23,555	0.1%	Finance
STRL Sterling Infrastructure	$5,327,418	$2,819,410 â–¼	-34.6%	6,347	0.1%	Construction
TEX Terex	$5,118,335		0.0%	70,705	0.1%	Industrials
CRWD CrowdStrike	$5,094,723	$1,526,280 â–¼	-23.1%	6,676	0.1%	Computer and Technology
BKNG Booking	$5,002,127	$4,742,253 â–²	1,824.8%	28,064	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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E. Ohman J:Or Asset Management Ab Top Holdings and 13F Report (2026)

About E. Ohman J:Or Asset Management Ab

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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E. Ohman J:Or Asset Management Ab Top Holdings and 13F Report (2026)

About E. Ohman J:Or Asset Management Ab

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofE. Ohman J:Or Asset Management Ab

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools