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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 21 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DISC MEDICINE INC 3,746.0 $274K 0.01% -3K -44.7% $73.14
402 TRV TRAVELERS COMPANIES INC Financial Services 819.0 $270K 0.01% -15.0 -1.8% $330.12 +11.3%
403 NOC NORTHROP GRUMMAN CORP Industrials 529.0 $269K 0.01% +55.0 +11.6% $509.31 +7.1%
404 URI UNITED RENTALS INC Industrials 237.0 $268K 0.01% NEW $1132.89 -7.7%
405 MPC MARATHON PETE CORP Energy 1,045.0 $267K 0.01% -444.0 -29.8% $255.67 +40.0%
406 SLB SLB LIMITED Energy 5,712.0 $266K 0.01% +199.0 +3.6% $46.49 +15.4%
407 SPG SIMON PPTY GROUP INC NEW Real Estate 1,185.0 $265K 0.01% -42.0 -3.4% $223.65 -3.6%
408 FDX FEDEX CORP Industrials 846.0 $265K 0.01% +56.0 +7.1% $313.13 +6.7%
409 PSX PHILLIPS 66 Energy 1,567.0 $265K 0.01% -2K -57.8% $169.05 +40.5%
410 SRE SEMPRA Utilities 2,834.0 $263K 0.01% +505.0 +21.7% $92.71 -9.1%
411 FIX COMFORT SYS USA INC Industrials 132.0 $262K 0.01% NEW $1981.95 -19.1%
412 ECL ECOLAB INC Basic Materials 931.0 $259K 0.01% -24.0 -2.5% $278.61 +2.5%
413 CRH PLC 2,424.0 $259K 0.01% -125.0 -4.9% $107.00
414 AJG GALLAGHER ARTHUR J & CO Financial Services 1,127.0 $259K 0.01% +135.0 +13.6% $229.57 +14.0%
415 NSC NORFOLK SOUTHN CORP Industrials 821.0 $258K 0.01% -16.0 -1.9% $314.59 +10.9%
416 ADMA ADMA BIOLOGICS INC Healthcare 30,456.0 $255K 0.01% -2K -7.4% $8.37 +12.8%
417 EOG EOG RES INC Energy 1,932.0 $251K 0.01% -2K -53.6% $129.73 +10.2%
418 AG FIRST MAJESTIC SILVER CORP Basic Materials 14,680.0 $249K 0.01% -3K -17.6% $16.96 +27.1%
419 GM GENERAL MTRS CO Consumer Cyclical 3,229.0 $249K 0.01% -169.0 -5.0% $77.08 +12.2%
420 IMNM IMMUNOME INC Healthcare 11,727.0 $248K 0.01% -8K -40.3% $21.19 +36.1%
Page 21 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%