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Portfolio (Quarterly) Guide ↗

Fosun International Ltd

· CIK 0001447884
13F Portfolio $446M AUM 73 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 10 Added 16 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 142,160.0 $12.5M 2.80% NEW $87.88 +2.6%
2 QQQM INVESCO EXCH TRADED FD TR II 28,936.0 $8.8M 1.97% NEW $302.97 -3.4%
3 IEUR ISHARES TR 107,970.0 $8.1M 1.82% NEW $75.17 +4.8%
4 SOXX ISHARES TR 6,720.0 $4.3M 0.96% NEW $640.76 -19.8%
5 VOO VANGUARD INDEX FDS 6,060.0 $4.2M 0.93% NEW $686.81 +2.5%
6 LITE LUMENTUM HLDGS INC Technology 2,827.0 $2.4M 0.54% NEW $858.06 +3.2%
7 GS GOLDMAN SACHS GROUP INC Financial Services 1,658.0 $1.7M 0.38% NEW $1011.37 +4.7%
8 ITT ITT INC Industrials 7,448.0 $1.5M 0.33% NEW $197.76 +4.2%
9 GNRC GENERAC HLDGS INC Industrials 5,005.0 $1.5M 0.33% NEW $292.81 -31.1%
10 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 13,781.0 $1.1M 0.25% NEW $82.40 -4.4%
11 NVT NVENT ELEC PLC Industrials 5,693.0 $966K 0.22% NEW $169.61 -10.7%
12 STM STMICROELECTRONICS N V Technology 7,000.0 $524K 0.12% NEW $74.89 -34.0%
13 XLE SELECT SECTOR SPDR TR 8,000.0 $425K 0.10% NEW $53.11 +16.9%
14 ETF OPPORTUNITIES TRUST 12,653.0 $297K 0.07% NEW $23.48
15 MCD MCDONALDS CORP Consumer Cyclical 1,047.0 $283K 0.06% NEW $270.31 -0.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 63.8%
Technology 17.9%
Financial Services 6.2%
Industrials 4.4%
Communication Services 3.8%
Consumer Cyclical 2.4%
Consumer Defensive 1.0%
Energy 0.2%
Basic Materials 0.2%