Q2 2026 13F · SEC CIK 2009396

E. Ohman J:or Asset Management AB

Asset managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.3B
Reported positions: 465
Top holdings a year, 3 yrs: +16.3%
Average holding period: 2.9 yrs

E. Ohman J:or Asset Management AB is an asset manager that reported 465 positions worth $4.3B in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Nvidia Corporation Com (NVDA, 8.1%), Microsoft Corp (MSFT, 6.4%), Alphabet Inc (GOOGL, 6.1%). A portfolio copying its top holdings returned 16.3% a year over the last 3 years, against 18.8% for the S&P 500.

E. Ohman J:or Asset Management AB holdings largest 50 of 465 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

E. Ohman J:or Asset Management AB 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	8.1%	8.1%	1,739,110	-1.6%	$348.0M
MSFTMicrosoft Corp	6.4%	7.2%	736,068	+0.2%	$274.6M
GOOGLAlphabet Inc	6.1%	5.8%	736,288	-2.7%	$263.1M
AAPLApple Inc	5.7%	5.7%	850,401	+0.0%	$246.1M
AMZNAmazon Com Inc Com	4.5%	4.7%	816,066	-4.2%	$194.5M
AVGOBroadcom Inc	4.4%	4.2%	502,788	-2.2%	$189.9M
JPMJpmorgan Chase & Co	2.4%	2.1%	316,051	+15.1%	$103.5M
VVisa Inc Com Cl A	2.3%	1.9%	292,835	+20.4%	$100.5M
LLYLilly Eli & Co	1.8%	0.7%	65,270	+137.4%	$78.3M
TSMTaiwan Semiconductor Manufac	1.7%	1.2%	151,891	+14.2%	$72.5M
IBMInternational Business Machs	1.4%	1.5%	220,477	-5.5%	$62.0M
METAMeta Platforms Inc Class A	1.3%	1.7%	97,421	-15.3%	$54.9M
PANWPalo Alto Networks Inc	1.2%	1.0%	156,265	-34.4%	$53.3M
CLColgate Palmolive Co	1.2%	1.1%	564,311	+14.8%	$51.7M
GOOGAlphabet Inc	1.2%	1.1%	144,865	-0.7%	$51.2M
GWWWw Grainger Inc	1.1%	1.0%	35,180	+1.1%	$47.9M
MAMastercard Inc.	1.1%	1.3%	91,500	-5.8%	$47.0M
MUMicron Technology Inc	1.1%	—	39,824	—	$46.0M
NOWServicenow Inc Com	1.0%	0.7%	427,836	+62.0%	$42.5M
PLDPrologis Inc	1.0%	1.1%	305,836	-1.0%	$41.4M
SYKStryker Corporation	1.0%	—	131,471	—	$41.4M
BLKBlackrock Inc	1.0%	0.9%	42,612	+17.5%	$41.0M
COFCapital One Financial Corp	0.9%	—	197,779	—	$39.7M
PGRProgressive Corp.	0.9%	1.0%	180,983	-6.5%	$39.5M
FTNTFortinet Inc	0.9%	0.6%	255,619	-10.3%	$39.3M
TMOThermo Fisher Scientific Inc	0.9%	1.0%	77,885	+1.1%	$39.0M
IBNIcici Bank Limited	0.9%	0.9%	1,343,744	+7.0%	$39.0M
FSLRFirst Solar Inc Com	0.8%	0.7%	151,973	+10.8%	$35.9M
AMDAdvanced Micro Devices Inc	0.8%	—	57,524	—	$33.4M
DOVDover Corp Common	0.8%	—	146,949	—	$33.0M
MELIMercadolibre Inc	0.8%	0.8%	19,145	+8.8%	$32.5M
ACIAlbertsons Cos Inc Com	0.7%	0.9%	2,321,294	+14.0%	$31.4M
PSMTPricesmart Inc	0.7%	0.5%	156,929	+18.9%	$30.7M
FIXComfort Sys USA Inc	0.7%	0.6%	15,448	-13.3%	$30.6M
MCHPMicrochip Tech Inc	0.7%	0.7%	332,367	-22.8%	$30.3M
WTSWatts Water Technologies Inc	0.7%	0.5%	76,425	+18.4%	$29.9M
CRMSalesforce Inc Com	0.7%	0.9%	189,144	+8.3%	$29.6M
GNRCGenerac Hldgs Inc	0.7%	0.5%	100,936	-1.3%	$29.6M
CEGConstellation Energy Corp	0.7%	0.8%	115,523	+1.3%	$28.7M
RDNTRadNet Inc	0.6%	—	452,966	—	$27.9M
UBERUber Technologies Inc	0.6%	0.7%	383,520	+9.4%	$27.7M
VEEVVeeva Sys Inc	0.6%	0.7%	153,855	+2.4%	$27.3M
AMATApplied Matls Inc	0.6%	—	36,471	—	$26.4M
CYTKCytokinetics Inc	0.6%	0.5%	304,611	+1.3%	$25.9M
ADSKAutodesk Inc	0.6%	0.8%	128,018	+0.0%	$24.9M
LRCXLam Research Corp	0.6%	—	57,351	—	$24.9M
ROLRollins Inc	0.5%	0.9%	550,668	-11.7%	$23.0M
INTCIntel Corp	0.5%	—	155,005	—	$21.6M
LITELumentum Hldgs Inc Com	0.5%	—	25,061	—	$21.5M
OKTAOkta Inc	0.5%	—	146,156	—	$19.9M

What E. Ohman J:or Asset Management AB bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.3% /yr; S&P 500 +20.1%
3 years: +16.3% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.3B	465
Q1 2026	$3.8B	477
Q4 2025	$4.3B	480
Q3 2025	$4.2B	398
Q2 2025	$4.0B	401
Q1 2025	$3.8B	414
Q4 2024	$4.3B	425
Q3 2024	$4.0B	408
Q2 2024	$4.0B	415
Q1 2024	$3.9B	422
Q4 2023	$2.7B	409
Q3 2023	$2.7B	416

Questions about E. Ohman J:or Asset Management AB's portfolio

What stocks does E. Ohman J:or Asset Management AB own?

E. Ohman J:or Asset Management AB's latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 465 positions worth $4.3B. The largest are Nvidia Corporation Com (NVDA) at 8.1%, Microsoft Corp (MSFT) at 6.4%, Alphabet Inc (GOOGL) at 6.1%, Apple Inc (AAPL) at 5.7% and Amazon Com Inc Com (AMZN) at 4.5%.

What did E. Ohman J:or Asset Management AB buy last quarter?

In Q2 2026, E. Ohman J:or Asset Management AB added Lilly Eli & Co (LLY) (+137.4% shares), Servicenow Inc Com (NOW) (+62.0% shares) and Visa Inc Com Cl A (V) (+20.4% shares), compared with its Q1 2026 filing.

What did E. Ohman J:or Asset Management AB sell last quarter?

In Q2 2026, E. Ohman J:or Asset Management AB cut from its top 50 Gilead Sciences (GILD), cut from its top 50 Cboe Global Mkts Inc (CBOE), cut from its top 50 At&t Inc Com (T), cut from its top 50 Intuit (INTU), cut from its top 50 Boston Scientific Corp (BSX), Palo Alto Networks Inc (PANW) (-34.4% shares), Microchip Tech Inc (MCHP) (-22.8% shares) and Meta Platforms Inc Class A (META) (-15.3% shares), compared with its Q1 2026 filing.

How has E. Ohman J:or Asset Management AB's portfolio performed?

A portfolio copying E. Ohman J:or Asset Management AB's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.3% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +9.3% against +20.1%.

When is E. Ohman J:or Asset Management AB's next 13F filing due?

13F filings are due 45 days after each quarter ends. E. Ohman J:or Asset Management AB's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.