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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 20 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MLYS MINERALYS THERAPEUTICS INC Healthcare 11,025.0 $297K 0.01% -837.0 -7.1% $26.98 -4.6%
382 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 7,918.0 $295K 0.01% -260.0 -3.2% $37.21 +9.3%
383 VLO VALERO ENERGY CORP Energy 1,125.0 $293K 0.01% -1K -54.1% $260.44 +31.7%
384 HMY HARMONY GOLD MNG LTD Basic Materials 19,204.0 $292K 0.01% -4K -17.6% $15.21 +40.8%
385 SHW SHERWIN WILLIAMS CO Basic Materials 846.0 $291K 0.01% -16.0 -1.9% $344.32 +0.7%
386 MRSH MARSH & MCLENNAN COS INC Financial Services 1,747.0 $291K 0.01% -63.0 -3.5% $166.67 +14.0%
387 AGIO AGIOS PHARMACEUTICALS INC Healthcare 7,837.0 $291K 0.01% -5K -39.3% $37.11 -7.7%
388 WM WASTE MGMT INC DEL Industrials 1,289.0 $287K 0.01% -22.0 -1.7% $222.88 -2.1%
389 AMT AMERICAN TOWER CORP Real Estate 1,753.0 $287K 0.01% +51.0 +3.0% $163.57 +6.6%
390 SWKS SKYWORKS SOLUTIONS INC Technology 4,176.0 $283K 0.01% +252.0 +6.4% $67.80 -1.9%
391 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 15,334.0 $282K 0.01% -3K -14.1% $18.37 +30.6%
392 WBS WEBSTER FINL CORP Financial Services 3,684.0 $282K 0.01% NEW $76.42 +1.5%
393 IAG IAMGOLD CORP Basic Materials 17,716.0 $281K 0.01% -4K -17.7% $15.86 +35.9%
394 CL COLGATE PALMOLIVE CO Consumer Defensive 3,035.0 $278K 0.01% +76.0 +2.6% $91.68 -0.5%
395 NVAX NOVAVAX INC Healthcare 29,426.0 $277K 0.01% -2K -5.8% $9.42 -4.8%
396 TDG TRANSDIGM GROUP INC Industrials 208.0 $277K 0.01% -5.0 -2.4% $1332.04 -10.7%
397 CME CME GROUP INC Financial Services 1,249.0 $276K 0.01% -39.0 -3.0% $220.83 +27.3%
398 LVS LAS VEGAS SANDS CORP Consumer Cyclical 5,952.0 $275K 0.01% +125.0 +2.1% $46.19 -0.7%
399 AON AON PLC Financial Services 828.0 $275K 0.01% +33.0 +4.2% $331.69 +5.4%
400 ITW ILLINOIS TOOL WKS INC Industrials 1,013.0 $274K 0.01% +71.0 +7.5% $270.47 +4.0%
Page 20 of 25  ·  488 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%