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Portfolio (Quarterly) Guide ↗

E Fund Management Co., Ltd.

· CIK 0001842296
13F Portfolio $2.1B AUM Filed Aug 15, 2025 EDGAR ↗ ← All Funds
Q1 2026 Q2 2025 · All 394 New
Page 6 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CEG Constellation Energy Corp Utilities 8,122.0 $2.6M 0.12% NEW $322.76 -18.9%
102 ROP Roper Technologies Inc Industrials 4,513.0 $2.6M 0.12% NEW $566.84 -42.1%
103 CVX Chevron Corp Energy 17,188.0 $2.5M 0.12% NEW $143.19 +36.0%
104 MSTR MicroStrategy Inc Technology 5,949.0 $2.4M 0.12% NEW $404.23 -59.5%
105 DIS Walt Disney Co/The Communication Services 18,783.0 $2.3M 0.11% NEW $124.01 -16.1%
106 MRK Merck & Co Inc Healthcare 29,413.0 $2.3M 0.11% NEW $79.16 +41.3%
107 NXPI NXP Semiconductors NV Technology 10,598.0 $2.3M 0.11% NEW $218.49 +32.9%
108 CTAS Cintas Corp Industrials 10,352.0 $2.3M 0.11% NEW $222.87 -22.2%
109 GS Goldman Sachs Group Inc/The Financial Services 3,219.0 $2.3M 0.11% NEW $707.75 +34.1%
110 MDLZ Mondelez International Inc Consumer Defensive 33,675.0 $2.3M 0.11% NEW $67.44 -9.3%
111 NET Cloudflare Inc Technology 11,594.0 $2.3M 0.11% NEW $195.83 +3.2%
112 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 8,251.0 $2.2M 0.10% NEW $266.34 +19.9%
113 WDAY Workday Inc Technology 9,149.0 $2.2M 0.10% NEW $240.00 -46.9%
114 MCD McDonald's Corp Consumer Cyclical 7,434.0 $2.2M 0.10% NEW $292.17 -3.8%
115 T AT&T Inc Communication Services 74,738.0 $2.2M 0.10% NEW $28.94 -15.4%
116 ARM ARM Holdings PLC Technology 13,367.0 $2.2M 0.10% NEW $161.74 +29.8%
117 ORLY O'Reilly Automotive Inc Consumer Cyclical 22,244.0 $2.0M 0.10% NEW $90.13 +0.1%
118 ANET Arista Networks Inc Technology 19,078.0 $2.0M 0.09% NEW $102.31 +37.1%
119 VZ Verizon Communications Inc Communication Services 43,821.0 $1.9M 0.09% NEW $43.27 +8.1%
120 PYPL PayPal Holdings Inc Financial Services 25,122.0 $1.9M 0.09% NEW $74.32 -40.1%
Page 6 of 20  ·  394 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 44.5%
Consumer Cyclical 24.3%
Communication Services 9.8%
Financial Services 9.1%
Healthcare 4.9%
Consumer Defensive 3.1%
Industrials 3.1%
Energy 0.5%
Utilities 0.4%
Basic Materials 0.4%