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%	Technology
MSFT Microsoft	$274,568,085	$656,142 â–²	0.2%	736,068	6.4%	Technology
GOOGL Alphabet	$263,127,243	$7,411,854 â–¼	-2.7%	736,288	6.1%	Communication Services
AAPL Apple	$246,072,033	$54,689 â–²	0.0%	850,401	5.7%	Technology
AMZN Amazon.com	$194,501,170	$8,477,992 â–¼	-4.2%	816,066	4.5%	Consumer Discretionary
AVGO Broadcom	$189,928,167	$4,190,381 â–¼	-2.2%	502,788	4.4%	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%	Finance
LLY Eli Lilly and Company	$78,286,796	$45,306,069 â–²	137.4%	65,270	1.8%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$72,538,585	$9,014,134 â–²	14.2%	151,891	1.7%	Technology
IBM International Business Machines	$62,000,337	$3,608,768 â–¼	-5.5%	220,477	1.4%	Technology
META Meta Platforms	$54,876,275	$9,946,575 â–¼	-15.3%	97,421	1.3%	Communication Services
PANW Palo Alto Networks	$53,289,490	$27,946,930 â–¼	-34.4%	156,265	1.2%	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%	Communication Services
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%	Finance
MU Micron Technology	$45,968,445	$1,639,092 â–²	3.7%	39,824	1.1%	Technology
NOW ServiceNow	$42,475,558	$16,255,015 â–²	62.0%	427,836	1.0%	Technology
PLD Prologis	$41,431,603	$427,272 â–¼	-1.0%	305,836	1.0%	Real Estate
SYK Stryker	$41,392,330	$37,656,439 â–²	1,008.0%	131,471	1.0%	Healthcare
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%	Technology
TMO Thermo Fisher Scientific	$39,048,424	$408,107 â–²	1.1%	77,885	0.9%	Healthcare
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%	Technology
AMD Advanced Micro Devices	$33,416,267	$1,934,430 â–¼	-5.5%	57,524	0.8%	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%	Consumer Discretionary
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%	Consumer Staples
FIX Comfort Systems USA	$30,617,164	$4,699,204 â–¼	-13.3%	15,448	0.7%	Industrials
MCHP Microchip Technology	$30,311,870	$8,960,309 â–¼	-22.8%	332,367	0.7%	Technology
WTS Watts Water Technologies	$29,916,566	$4,648,860 â–²	18.4%	76,425	0.7%	Industrials
CRM Salesforce	$29,631,299	$2,277,523 â–²	8.3%	189,144	0.7%	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%	Utilities
RDNT RadNet	$27,934,413	$25,689,440 â–²	1,144.3%	452,966	0.6%	Healthcare
UBER Uber Technologies	$27,674,803	$2,379,115 â–²	9.4%	383,520	0.6%	Industrials
VEEV Veeva Systems	$27,304,647	$644,394 â–²	2.4%	153,855	0.6%	Healthcare
AMAT Applied Materials	$26,368,533	$737,460 â–²	2.9%	36,471	0.6%	Technology
CYTK Cytokinetics	$25,949,811	$327,896 â–²	1.3%	304,611	0.6%	Healthcare
ADSK Autodesk	$24,889,260		0.0%	128,018	0.6%	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%	Industrials
INTC Intel	$21,643,348	$6,317,001 â–¼	-22.6%	155,005	0.5%	Technology
LITE Lumentum	$21,503,842	$19,444,498 â–²	944.2%	25,061	0.5%	Technology
OKTA Okta	$19,942,986	$19,143,935 â–²	2,395.8%	146,156	0.5%	Technology
AKAM Akamai Technologies	$19,931,625	$3,618,645 â–²	22.2%	168,612	0.5%	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%	Consumer Discretionary
CSCO Cisco Systems	$16,320,832	$387,618 â–²	2.4%	138,948	0.4%	Technology
ABBV AbbVie	$15,692,774	$566,190 â–²	3.7%	62,362	0.4%	Healthcare
JNJ Johnson & Johnson	$15,081,754	$533,337 â–²	3.7%	59,384	0.4%	Healthcare
HD Home Depot	$14,281,071	$546,654 â–²	4.0%	40,493	0.3%	Consumer Discretionary
KLAC KLA	$13,836,421	$12,377,351 â–²	848.3%	45,860	0.3%	Technology
UNH UnitedHealth Group	$13,170,899	$378,223 â–²	3.0%	31,689	0.3%	Healthcare
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%	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%	Healthcare
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%	Healthcare
TXN Texas Instruments	$9,699,496	$408,356 â–¼	-4.0%	32,541	0.2%	Technology
NFLX Netflix	$9,352,043	$274,176 â–²	3.0%	130,981	0.2%	Communication Services
ORCL Oracle	$8,947,171	$344,393 â–²	4.0%	61,052	0.2%	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%	Finance
WDC Western Digital	$7,916,296	$408,781 â–²	5.4%	12,394	0.2%	Technology
VZ Verizon Communications	$7,872,530	$237,104 â–²	3.1%	185,936	0.2%	Communication Services
DXCM DexCom	$7,624,289	$1,213,108 â–²	18.9%	113,204	0.2%	Healthcare
DIS Walt Disney	$7,588,639	$1,828,750 â–²	31.7%	78,843	0.2%	Communication Services
GLW Corning	$7,123,432		0.0%	27,888	0.2%	Technology
AMGN Amgen	$7,066,772	$409,196 â–²	6.1%	19,515	0.2%	Healthcare
QCOM Qualcomm	$7,059,717	$256,858 â–²	3.8%	38,204	0.2%	Technology
YUMC Yum China	$6,967,280		0.0%	21,800	0.2%	Consumer Discretionary
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%	Communication Services
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%	Industrials
GILD Gilead Sciences	$5,659,021	$42,603,109 â–¼	-88.3%	44,792	0.1%	Healthcare
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%	Healthcare
APH Amphenol	$5,463,275	$299,744 â–²	5.8%	30,985	0.1%	Technology
UNP Union Pacific	$5,456,320	$244,800 â–²	4.7%	20,060	0.1%	Industrials
MCK McKesson	$5,444,098	$1,143,978 â–²	26.6%	7,205	0.1%	Healthcare
MCD McDonald's	$5,400,523	$486,558 â–¼	-8.3%	19,979	0.1%	Consumer Discretionary
WELL Welltower	$5,346,278	$1,323,235 â–¼	-19.8%	23,555	0.1%	Real Estate
STRL Sterling Infrastructure	$5,327,418	$2,819,410 â–¼	-34.6%	6,347	0.1%	Industrials
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%	Technology
BKNG Booking	$5,002,127	$4,742,253 â–²	1,824.8%	28,064	0.1%	Consumer Discretionary

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