E. OHMAN J:OR ASSET MANAGEMENT AB
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORCL | 71K | $19.91M |
 | SRRK | 70K | $2.60M |
 | AMD | 69K | $11.13M |
 | USB | 68K | $3.27M |
 | QCOM | 67K | $11.15M |
 | HBAN | 64K | $1.11M |
 | TSM | 62K | $17.28M |
 | TEX | 62K | $3.17M |
 | BLD | 59K | $23.24M |
 | CMG | 59K | $2.32M |
 | NXT | 57K | $4.22M |
 | PEP | 57K | $7.99M |
 | KDP | 56K | $1.42M |
 | HPE | 55K | $1.34M |
 | LRCX | 54K | $7.20M |
 | NOW | 53K | $49.06M |
 | CVS | 52K | $3.95M |
 | TFC | 51K | $2.33M |
 | MS | 51K | $8.05M |
 | FIX | 49K | $40.05M |
Oracle Corporation
ORCL
Shares Held
71K
Value
$19.91M
Scholar Rock Holding Corporation
SRRK
Shares Held
70K
Value
$2.60M
Advanced Micro Devices, Inc.
AMD
Shares Held
69K
Value
$11.13M
U.S. Bancorp
USB
Shares Held
68K
Value
$3.27M
QUALCOMM Incorporated
QCOM
Shares Held
67K
Value
$11.15M
Huntington Bancshares Incorporated
HBAN
Shares Held
64K
Value
$1.11M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
62K
Value
$17.28M
Terex Corporation
TEX
Shares Held
62K
Value
$3.17M
TopBuild Corp.
BLD
Shares Held
59K
Value
$23.24M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
59K
Value
$2.32M
Nextpower Inc.
NXT
Shares Held
57K
Value
$4.22M
PepsiCo, Inc.
PEP
Shares Held
57K
Value
$7.99M
Keurig Dr Pepper Inc.
KDP
Shares Held
56K
Value
$1.42M
Hewlett Packard Enterprise Company
HPE
Shares Held
55K
Value
$1.34M
Lam Research Corporation
LRCX
Shares Held
54K
Value
$7.20M
ServiceNow, Inc.
NOW
Shares Held
53K
Value
$49.06M
CVS Health Corporation
CVS
Shares Held
52K
Value
$3.95M
Truist Financial Corporation
TFC
Shares Held
51K
Value
$2.33M
Morgan Stanley
MS
Shares Held
51K
Value
$8.05M
Comfort Systems USA, Inc.
FIX
Shares Held
49K
Value
$40.05M