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 $3.78 billion in total holdings as of March 31, 2026.E. Ohman J:Or Asset Management Ab owns shares of 477 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 6.21% of the portfolio was purchased this quarter.About 9.61% of the portfolio was sold this quarter.This quarter, E. Ohman J:Or Asset Management Ab has purchased 480 new stocks and bought additional shares in 95 stocks.E. Ohman J:Or Asset Management Ab sold shares of 184 stocks and completely divested from 22 stocks this quarter.Largest Holdings NVIDIA $308,375,650Microsoft $271,819,163Alphabet $217,690,972Apple $215,775,303Amazon.com $177,370,438 Largest New Holdings this Quarter 368736104 - Generac $19,971,516 Holding00971T101 - Akamai Technologies $15,849,300 Holding148929102 - CAVA Group $3,324,100 Holding67576A100 - Ocular Therapeutix $2,541,000 Holding37959E102 - Globe Life $2,457,603 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 71,138 shares (about $24.04M)MercadoLibre 12,676 shares (about $21.92M)Uber Technologies 281,800 shares (about $20.27M)Generac 102,245 shares (about $19.97M)Broadcom 56,003 shares (about $17.33M) Largest Sales this Quarter Alphabet 156,032 shares (about $44.87M)Comfort Systems USA 30,740 shares (about $42.39M)Airbnb 247,237 shares (about $31.22M)Amazon.com 135,493 shares (about $28.22M)International Business Machines 97,536 shares (about $23.64M) 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$308,375,650$8,814,176 ▼-2.8%1,768,2098.1%Computer and TechnologyMSFTMicrosoft$271,819,163$13,747,744 ▼-4.8%734,3097.2%Computer and TechnologyGOOGLAlphabet$217,690,972$44,868,562 ▼-17.1%757,0285.8%Computer and TechnologyAAPLApple$215,775,303$11,503,286 ▼-5.1%850,2125.7%Computer and TechnologyAMZNAmazon.com$177,370,438$28,219,127 ▼-13.7%851,6374.7%Retail/WholesaleAVGOBroadcom$159,051,308$17,333,488 ▲12.2%513,8814.2%Computer and TechnologyJPMJPMorgan Chase & Co.$80,751,038$814,235 ▼-1.0%274,5142.1%FinanceVVisa$73,529,249$342,740 ▼-0.5%243,2811.9%Business ServicesMETAMeta Platforms$65,840,148$229,996 ▲0.4%115,0791.7%Computer and TechnologyIBMInternational Business Machines$56,552,011$23,641,751 ▼-29.5%233,3101.5%Computer and TechnologyGILDGilead Sciences$53,239,619$1,968,323 ▼-3.6%382,0021.4%MedicalCBOECboe Global Markets$53,087,658$14,920,039 ▲39.1%188,8771.4%Financial ServicesTAT&T$49,708,225$1,961,087 ▼-3.8%1,714,6681.3%Computer and TechnologyMAMastercard$48,551,463$1,888,715 ▼-3.7%97,1691.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$44,952,757$24,041,087 ▲115.0%133,0161.2%Computer and TechnologyINTUIntuit$44,395,914$13,823,189 ▼-23.7%102,6781.2%Computer and TechnologyCLColgate-Palmolive$41,910,574$2,233,537 ▲5.6%491,7351.1%Consumer StaplesGOOGAlphabet$41,865,783$2,719,146 ▼-6.1%145,9451.1%Computer and TechnologyPLDPrologis$40,842,298$5,248,736 ▼-11.4%308,9901.1%FinancePGRProgressive$38,378,273$3,463,055 ▼-8.3%193,5951.0%FinancePANWPalo Alto Networks$38,190,789$156,953 ▼-0.4%238,2161.0%Computer and TechnologyGWWW.W. Grainger$37,939,463$3,100,082 ▲8.9%34,7811.0%IndustrialsTMOThermo Fisher Scientific$37,882,709$7,863,497 ▼-17.2%77,0711.0%MedicalBSXBoston Scientific$37,221,104$1,800,549 ▲5.1%593,1651.0%MedicalBLACKROCK$34,862,949$866,501 ▼-2.4%36,2510.9%COMACIAlbertsons Companies$34,693,679$2,696,154 ▲8.4%2,036,0140.9%Consumer StaplesROLRollins$33,304,446$1,916,885 ▲6.1%623,5620.9%ConstructionCRMSalesforce$32,593,702$176,590 ▼-0.5%174,6060.9%Computer and TechnologyIBNICICI Bank$32,534,259$2,591,062 ▲8.7%1,256,1490.9%FinanceCEGConstellation Energy$31,842,040$5,645,877 ▲21.6%114,0270.8%EnergyADSKAutodesk$30,647,509$109,166 ▲0.4%128,0180.8%Computer and TechnologyMELIMercadoLibre$30,423,836$21,917,058 ▲257.6%17,5960.8%Retail/WholesaleMCHPMicrochip Technology$27,822,1000.0%430,6160.7%Computer and TechnologyNOWServiceNow$27,612,387$3,840,435 ▼-12.2%264,1070.7%Computer and TechnologyFSLRFirst Solar$27,059,338$424,898 ▲1.6%137,1760.7%EnergyVEEVVeeva Systems$26,388,348$1,539,660 ▼-5.5%150,2240.7%MedicalLLYEli Lilly and Company$25,290,916$157,281 ▲0.6%27,4970.7%MedicalUBERUber Technologies$25,215,062$20,269,874 ▲409.9%350,5500.7%Computer and TechnologyFIXComfort Systems USA$24,572,223$42,390,153 ▼-63.3%17,8190.6%ConstructionFCNCAFirst Citizens BancShares$24,383,731$20,731 ▲0.1%12,9380.6%FinanceFTNTFortinet$23,295,021$98,064 ▼-0.4%285,0590.6%Computer and TechnologyCTSHCognizant Technology Solutions$20,623,477$703,684 ▼-3.3%336,1610.5%Computer and TechnologyGNRCGenerac$19,971,516$19,971,516 ▲New Holding102,2450.5%IndustrialsPSMTPriceSmart$19,864,495$16,759,981 ▲539.9%131,9900.5%Retail/WholesaleCYTKCytokinetics$19,823,223$4,099,602 ▼-17.1%300,7620.5%MedicalWTSWatts Water Technologies$18,737,929$15,097,983 ▲414.8%64,5490.5%Computer and TechnologyBLDTopBuild$17,177,867$1,024,742 ▼-5.6%48,8980.5%ConstructionAKAMAkamai Technologies$15,849,300$15,849,300 ▲New Holding138,0000.4%Computer and TechnologyCNMCore & Main$15,340,182$13,020,556 ▲561.3%310,5300.4%IndustrialsWALMART$14,289,714$2,486 ▼0.0%114,9800.4%COMJNJJohnson & Johnson$14,002,501$413,104 ▼-2.9%57,2840.4%MedicalABBVAbbVie$13,073,759$434,980 ▼-3.2%60,1120.3%MedicalMUMicron Technology$12,974,407$503,382 ▼-3.7%38,4040.3%Computer and TechnologyHDHome Depot$12,807,963$51,965 ▲0.4%38,9430.3%Retail/WholesalePGProcter & Gamble$12,669,988$83,775 ▼-0.7%87,7180.3%Consumer StaplesAMDAdvanced Micro Devices$12,379,529$203,430 ▼-1.6%60,8540.3%Computer and TechnologyNFLXNetflix$12,224,607$749,970 ▼-5.8%127,1410.3%Consumer DiscretionaryAMATApplied Materials$12,116,797$427,237 ▼-3.4%35,4510.3%Computer and TechnologyLAM RESEARCH$11,948,081$485,008 ▼-3.9%55,9210.3%COM NEWKOCocaCola$11,648,198$7,605 ▲0.1%153,1650.3%Consumer StaplesCSCOCisco Systems$10,524,928$356,914 ▼-3.3%135,6480.3%Computer and TechnologyDEDeere & Company$10,460,481$1,293,337 ▼-11.0%18,5700.3%IndustrialsMRKMerck & Co., Inc.$10,231,507$408,986 ▼-3.8%85,0570.3%MedicalISRGIntuitive Surgical$9,952,774$963,469 ▼-8.8%21,5900.3%MedicalVZVerizon Communications$9,052,867$634,779 ▼-6.6%180,3360.2%Computer and TechnologyBACBank of America$8,866,650$3,144,765 ▼-26.2%181,8800.2%FinanceINTCIntel$8,836,856$361,866 ▼-3.9%200,2460.2%Computer and TechnologyGSThe Goldman Sachs Group$8,697,623$339,242 ▼-3.8%10,2810.2%FinanceORCLOracle$8,635,651$307,460 ▼-3.4%58,7020.2%Computer and TechnologyYUMCYum China$8,401,720$1,233,280 ▼-12.8%21,8000.2%Retail/WholesaleUNHUnitedHealth Group$8,328,490$351,767 ▼-4.1%30,7790.2%MedicalPALANTIR TECH$8,041,743$218,103 ▼-2.6%54,9750.2%CL AGE VERNOVA$7,794,997$445,179 ▼-5.4%8,9300.2%COMKLACKLA$7,120,575$10,307 ▼-0.1%4,8360.2%Computer and TechnologyTJXTJX Companies$6,983,681$47,910 ▲0.7%43,7300.2%Retail/WholesaleCCitigroup$6,949,538$385,594 ▼-5.3%61,2780.2%Financial ServicesMCDMcDonald's$6,768,695$175,907 ▲2.7%21,7790.2%Retail/WholesaleWFCWells Fargo & Company$6,734,528$366,206 ▼-5.2%84,5940.2%FinanceMSMorgan Stanley$6,602,055$362,054 ▼-5.2%40,1170.2%FinanceTXNTexas Instruments$6,583,482$77,656 ▼-1.2%33,9110.2%Computer and TechnologyAMGNAmgen$6,468,762$239,258 ▼-3.6%18,3850.2%MedicalBKNGBooking$6,138,647$63,155 ▲1.0%1,4580.2%Retail/WholesaleABTAbbott Laboratories$5,999,727$328,544 ▼-5.2%58,4370.2%MedicalDXCMDexCom$5,978,058$1,274,840 ▼-17.6%95,1920.2%MedicalSPGIS&P Global$5,859,484$1,276,020 ▲27.8%13,7760.2%FinanceWELLWelltower$5,809,708$39,542 ▲0.7%29,3850.2%FinanceHDBHDFC Bank$5,779,624$398,080 ▲7.4%232,3000.2%FinanceDISWalt Disney$5,767,668$342,149 ▼-5.6%59,8430.2%Consumer DiscretionaryAXPAmerican Express$5,685,717$196,612 ▼-3.3%18,7970.2%FinancePEPPepsiCo$5,637,338$38,823 ▲0.7%36,3020.1%Consumer StaplesPFEPfizer$5,591,205$1,642,680 ▲41.6%199,1170.1%MedicalNTRANatera$5,478,726$479,976 ▼-8.1%27,3950.1%MedicalLOWLowe's Companies$5,204,540$113,414 ▲2.2%22,0270.1%Retail/WholesaleMCKMcKesson$4,924,764$126,343 ▼-2.5%5,6910.1%MedicalNXTNextpower$4,773,539$1,386,325 ▼-22.5%39,5980.1%EnergyQCOMQualcomm$4,740,907$4,507,944 ▼-48.7%36,8140.1%Computer and TechnologyUNPUnion Pacific$4,648,599$327,537 ▼-6.6%19,1600.1%TransportationADBEAdobe$4,587,649$109,386 ▼-2.3%18,8730.1%Computer and TechnologyARISTA NETWORKS$4,580,553$79,807 ▼-1.7%37,3070.1%COM SHSTMUST-Mobile US$4,536,438$850,622 ▲23.1%21,5990.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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