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Portfolio (Quarterly) Guide ↗

Employees Provident Fund Board

· CIK 0001600177
13F Portfolio $17.4B AUM 68 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 38 Added 17 Reduced 7 Exited
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 428,922.0 $79.3M 0.46% NEW $184.79 -14.4%
42 MRK MERCK & CO INC Healthcare 535,502.0 $68.8M 0.40% -1.4M -71.7% $128.50 +17.1%
43 JNJ JOHNSON & JOHNSON Healthcare 266,023.0 $67.6M 0.39% +84K +45.9% $253.97 +7.7%
44 DG DOLLAR GEN CORP Consumer Defensive 585,851.0 $67.4M 0.39% $115.11 +8.1%
45 GILD GILEAD SCIENCES INC Healthcare 488,657.0 $61.7M 0.35% +143K +41.2% $126.34 +15.8%
46 TJX TJX COS INC NEW Consumer Cyclical 394,300.0 $59.7M 0.34% +91K +30.0% $151.50 -7.7%
47 CMI CUMMINS INC Industrials 77,071.0 $55.0M 0.32% -3K -4.3% $713.21 -19.7%
48 DOV DOVER CORP Industrials 220,400.0 $49.4M 0.28% +78K +55.2% $224.28 -10.1%
49 FSLR FIRST SOLAR INC Energy 178,800.0 $42.2M 0.24% +32K +22.1% $235.96 -10.6%
50 ABBV ABBVIE INC Healthcare 163,093.0 $41.0M 0.24% +18K +12.4% $251.64 +5.5%
51 TT TRANE TECHNOLOGIES PLC Industrials 80,565.0 $39.6M 0.23% +13K +19.9% $491.16 -9.0%
52 SYK STRYKER CORPORATION Healthcare 113,560.0 $35.8M 0.20% $314.84 +4.7%
53 AMGN AMGEN INC Healthcare 90,000.0 $32.6M 0.19% +36K +67.0% $362.12 +21.8%
54 PNC PNC FINL SVCS GROUP INC Financial Services 120,500.0 $29.7M 0.17% +29K +31.1% $246.22 -1.6%
55 CL COLGATE PALMOLIVE CO Consumer Defensive 320,300.0 $29.4M 0.17% +70K +28.1% $91.68 -0.1%
56 FIX COMFORT SYS USA INC Industrials 14,560.0 $28.9M 0.17% -457.0 -3.0% $1981.95 -19.2%
57 CSL CARLISLE COS INC Industrials 79,216.0 $28.7M 0.17% +1K +1.9% $362.75 -0.4%
58 CI THE CIGNA GROUP Healthcare 91,500.0 $25.2M 0.14% +16K +20.4% $275.68 +1.0%
59 GPC GENUINE PARTS CO Consumer Cyclical 208,700.0 $24.6M 0.14% -11K -5.1% $117.98 +14.1%
60 CENCORA INC 84,162.0 $23.8M 0.14% +20K +30.5% $282.98
Page 3 of 4  ·  68 positions

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
Technology 52.4%
Communication Services 12.3%
Healthcare 11.9%
Consumer Cyclical 5.7%
Financial Services 5.3%
Industrials 4.3%
Basic Materials 4.0%
Utilities 3.2%
Consumer Defensive 0.6%
Energy 0.3%