E. Ohman J:Or Asset Management Ab Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, E. Ohman J:Or Asset Management Ab disclosed 455 stock positions valued at approximately $4.47B as of quarter-end September 30, 2026. The largest holdings include NVIDIA, MICROSOFT, and APPLE.
- Report Period
- September 30, 2026
- No. of Stocks
- 455
- Portfolio Value
- $4.47B
Holdings by Sector
E. Ohman J:Or Asset Management Ab Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA | NVDA | Technology | 8.83% | 1,730,360 | -8,750 | -0.50% | $395,179,617 |
| MICROSOFT | MSFT | Technology | 8.32% | 725,808 | -10,260 | -1.39% | $372,266,923 |
| APPLE | AAPL | Technology | 6.21% | 834,903 | -15,498 | -1.82% | $278,039,397 |
| ALPHABET A | GOOGL | Communication Services | 5.76% | 749,452 | +13,164 | +1.79% | $257,871,444 |
| AMAZON | AMZN | Consumer Cyclical | 4.62% | 828,960 | +12,894 | +1.58% | $206,535,384 |
| BROADCOM | AVGO | Technology | 3.50% | 446,562 | -56,226 | -11.18% | $156,828,109 |
| JP MORGAN CHASE | JPM | Financial Services | 2.32% | 313,441 | -2,610 | -0.83% | $103,695,686 |
| VISA A | V | Financial Services | 2.29% | 285,394 | -7,441 | -2.54% | $102,550,626 |
| ADV MICRO DEV | AMD | Technology | 1.90% | 139,164 | +81,640 | +141.92% | $85,134,969 |
| TAIWAN SEMICOND ADR | TSM | Technology | 1.72% | 168,356 | +16,465 | +10.84% | $76,802,324 |
| ELI LILLY | LLY | Healthcare | 1.69% | 65,248 | -22 | -0.03% | $75,497,156 |
| META PLATFORMS | META | Communication Services | 1.59% | 98,158 | +737 | +0.76% | $71,182,218 |
| SALESFORCE | CRM | Technology | 1.59% | 309,252 | +120,108 | +63.50% | $70,994,982 |
| SERVICENOW | NOW | Technology | 1.31% | 436,578 | +8,742 | +2.04% | $58,505,818 |
| THERMO FISCHER SCIEN | TMO | Healthcare | 1.18% | 78,308 | +423 | +0.54% | $52,861,815 |
| ALPHABET C | GOOG | Communication Services | 1.11% | 146,315 | +1,450 | +1.00% | $49,855,373 |
| COLGATE PALMOLIVE | CL | Consumer Defensive | 1.08% | 564,471 | +160 | +0.03% | $48,160,666 |
| BLACKROCK | BLK | Financial Services | 1.01% | 42,616 | +4 | +0.01% | $45,100,087 |
| MASTERCARD | MA | Financial Services | 1.00% | 81,367 | -10,133 | -11.07% | $44,871,459 |
| WW GRAINGER | GWW | Industrials | 0.99% | 35,657 | +477 | +1.36% | $44,420,064 |
| MICRON TECH | MU | Technology | 0.97% | 40,554 | +730 | +1.83% | $43,194,471 |
| PALO ALTO NETWORKS | PANW | Technology | 0.88% | 98,565 | -57,700 | -36.92% | $39,160,860 |
| CAPITAL ONE FIN | COF | Financial Services | 0.87% | 201,161 | +3,382 | +1.71% | $38,838,154 |
| PROGRESSIVE | PGR | Financial Services | 0.85% | 182,666 | +1,683 | +0.93% | $37,868,488 |
| ICICI BANK LTD ADR | IBN | Financial Services | 0.83% | 1,349,925 | +6,181 | +0.46% | $37,190,434 |
| PROLOGIS | PLD | Real Estate | 0.80% | 274,040 | -31,796 | -10.40% | $35,581,354 |
| LUMENTUM HOLDINGS | LITE | Technology | 0.79% | 36,363 | +11,302 | +45.10% | $35,317,927 |
| VEEVA SYSTEMS | VEEV | Healthcare | 0.72% | 113,455 | -40,400 | -26.26% | $32,385,730 |
| DOVER CORP | DOV | Industrials | 0.72% | 172,968 | +26,019 | +17.71% | $32,353,664 |
| CONSTELLATION ENERGY | CEG | Utilities | 0.72% | 126,989 | +11,466 | +9.93% | $32,257,746 |
Showing 30 of 455 holdings in the latest reporting period.