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Portfolio (Quarterly) Guide ↗

E Fund Management Co., Ltd.

· CIK 0001842296
13F Portfolio $4.5B AUM 488 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 199 Added 226 Reduced 38 Exited
Page 6 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CTAS CINTAS CORP Industrials 15,361.0 $2.6M 0.06% +1K +10.0% $170.08 +20.1%
102 WBD WARNER BROS DISCOVERY INC Communication Services 96,882.0 $2.6M 0.06% +9K +10.3% $26.66 +8.1%
103 ADSK AUTODESK INC Technology 13,135.0 $2.6M 0.06% +498.0 +3.9% $194.42 +39.6%
104 PCAR PACCAR INC Industrials 20,407.0 $2.5M 0.06% +2K +8.9% $120.12 +5.2%
105 ABNB AIRBNB INC Consumer Cyclical 16,243.0 $2.3M 0.05% +1K +8.6% $143.10 +28.9%
106 BKR BAKER HUGHES COMPANY Energy 38,569.0 $2.1M 0.05% +3K +9.6% $55.50 +12.5%
107 ROP ROPER TECHNOLOGIES INC Industrials 6,287.0 $2.1M 0.05% +143.0 +2.3% $338.39 +24.3%
108 FAST FASTENAL CO Industrials 44,231.0 $2.1M 0.05% +4K +8.8% $48.03 +6.6%
109 MCD MCDONALDS CORP Consumer Cyclical 7,650.0 $2.1M 0.05% +287.0 +3.9% $270.31 -3.7%
110 EA ELECTRONIC ARTS INC Communication Services 9,600.0 $2.0M 0.04% +784.0 +8.9% $205.04 +2.3%
111 XEL XCEL ENERGY INC Utilities 24,032.0 $1.9M 0.04% +2K +7.5% $80.30 -3.9%
112 VZ VERIZON COMMUNICATIONS INC Communication Services 44,815.0 $1.9M 0.04% +1K +3.0% $42.34 +16.8%
113 IDXX IDEXX LABS INC Healthcare 3,598.0 $1.9M 0.04% +233.0 +6.9% $526.44 +3.7%
114 EXC EXELON CORP Utilities 39,498.0 $1.8M 0.04% +3K +8.2% $46.62 -5.6%
115 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 7,158.0 $1.8M 0.04% +600.0 +9.2% $249.98 -6.0%
116 ODFL OLD DOMINION FREIGHT LINE IN Industrials 7,999.0 $1.7M 0.04% +623.0 +8.4% $216.60 -7.8%
117 FERROVIAL NV 25,228.0 $1.7M 0.04% +2K +9.6% $68.61
118 KDP KEURIG DR PEPPER INC Consumer Defensive 52,398.0 $1.7M 0.04% +4K +8.4% $32.73 -2.2%
119 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 15,621.0 $1.6M 0.04% +1K +6.9% $100.07 +7.4%
120 PYPL PAYPAL HLDGS INC Financial Services 34,326.0 $1.5M 0.03% +1K +3.7% $43.18 +42.5%
Page 6 of 10  ·  199 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 68.9%
Consumer Cyclical 12.9%
Communication Services 4.2%
Financial Services 3.9%
Healthcare 3.4%
Industrials 2.5%
Consumer Defensive 2.3%
Utilities 0.8%
Basic Materials 0.6%
Energy 0.4%