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Portfolio (Quarterly) Guide ↗

E Fund Management Co., Ltd.

· CIK 0001842296
13F Portfolio $3.4B AUM 489 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q2 2025 · All 136 New 275 Added 76 Reduced 41 Exited
Page 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOC NORTHROP GRUMMAN CORP Industrials 474.0 $323K 0.01% NEW $682.24 -19.3%
62 MLYS MINERALYS THERAPEUTICS INC Healthcare 11,862.0 $321K 0.01% NEW $27.09 -12.8%
63 WMB WILLIAMS COS INC Energy 4,405.0 $321K 0.01% NEW $72.78 -1.6%
64 SBSW SIBANYE STILLWATER LTD Basic Materials 25,909.0 $319K 0.01% NEW $12.32 -20.0%
65 GD GENERAL DYNAMICS CORP Industrials 923.0 $317K 0.01% NEW $343.22 +5.0%
66 BK BANK NEW YORK MELLON CORP Financial Services 2,641.0 $313K 0.01% NEW $118.63 +19.5%
67 PNC PNC FINL SVCS GROUP INC Financial Services 1,491.0 $310K 0.01% NEW $208.09 +14.2%
68 FCX FREEPORT MCMORAN INC Basic Materials 5,231.0 $307K 0.01% NEW $58.78 +16.4%
69 ALB ALBEMARLE CORP Basic Materials 1,695.0 $304K 0.01% NEW $179.53 -5.1%
70 PWR QUANTA SVCS INC Industrials 543.0 $298K 0.01% NEW $549.02 +28.9%
71 USB US BANCORP Financial Services 5,665.0 $295K 0.01% NEW $52.01 +10.8%
72 NRIX NURIX THERAPEUTICS INC Healthcare 18,796.0 $291K 0.01% NEW $15.50 +9.4%
73 SLB SLB LIMITED Energy 5,513.0 $283K 0.01% NEW $51.39 +9.3%
74 FDX FEDEX CORP Industrials 790.0 $281K 0.01% NEW $356.18 -5.0%
75 TNGX TANGO THERAPEUTICS INC Healthcare 13,194.0 $276K 0.01% NEW $20.92 +47.9%
76 EMR EMERSON ELEC CO Industrials 2,065.0 $271K 0.01% NEW $131.02 +9.2%
77 CRH PLC 2,549.0 $268K 0.01% NEW $105.12
78 UPS UNITED PARCEL SVCS INC Industrials 2,690.0 $265K 0.01% NEW $98.38 +10.4%
79 STNG SCORPIO TANKERS INC Energy 3,492.0 $261K 0.01% NEW $74.66 +5.9%
80 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 8,178.0 $259K 0.01% NEW $31.72 -1.4%
Page 4 of 7  ·  136 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 52.5%
Consumer Cyclical 19.8%
Communication Services 9.0%
Financial Services 6.0%
Healthcare 4.6%
Consumer Defensive 3.0%
Industrials 2.5%
Basic Materials 1.1%
Utilities 0.8%
Energy 0.7%