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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 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NXPI NXP SEMICONDUCTORS N V Technology 15,671.0 $4.4M 0.10% +724.0 +4.8% $281.03 -20.3%
102 MPWR MONOLITHIC PWR SYS INC Technology 3,046.0 $4.2M 0.09% +134.0 +4.6% $1382.36 -6.9%
103 GE GE AEROSPACE Industrials 11,256.0 $4.2M 0.09% +383.0 +3.5% $373.73 -8.0%
104 BAC BANK OF AMER CORP Financial Services 71,769.0 $4.1M 0.09% +2K +2.9% $56.98 +8.7%
105 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 40,817.0 $3.9M 0.09% +7K +20.7% $96.12 -51.7%
106 HD HOME DEPOT INC Consumer Cyclical 11,101.0 $3.9M 0.09% +840.0 +8.2% $352.68 -6.7%
107 TSEM TOWER SEMICONDUCTOR LTD Technology 14,903.0 $3.9M 0.09% -333K -95.7% $260.64 -17.2%
108 AVBP ARRIVENT BIOPHARMA INC Healthcare 109,328.0 $3.8M 0.09% +15K +16.4% $34.74 -13.0%
109 MRK MERCK & CO INC Healthcare 29,310.0 $3.8M 0.09% +897.0 +3.2% $128.50 +15.1%
110 CSX CSX CORP Industrials 77,676.0 $3.7M 0.08% +12K +17.5% $47.53 +8.0%
111 PG PROCTER & GAMBLE CO Consumer Defensive 24,885.0 $3.6M 0.08% +796.0 +3.3% $146.64 -2.0%
112 CRM SALESFORCE INC Technology 22,243.0 $3.5M 0.08% -4K -13.6% $156.66 +65.8%
113 ADP AUTOMATIC DATA PROCESSING IN Industrials 15,518.0 $3.5M 0.08% +1K +8.5% $223.95 +27.9%
114 CEG CONSTELLATION ENERGY CORP Utilities 13,871.0 $3.4M 0.08% +1K +9.8% $248.37 +13.4%
115 NEM NEWMONT CORP Basic Materials 36,798.0 $3.4M 0.08% -8K -17.2% $93.40 +39.6%
116 DELL DELL TECHNOLOGIES INC Technology 7,862.0 $3.4M 0.08% -296.0 -3.6% $431.46 +9.1%
117 CMCSA COMCAST CORP NEW Communication Services 137,677.0 $3.4M 0.08% +9K +7.0% $24.55 +9.5%
118 KO COCA COLA CO Consumer Defensive 41,569.0 $3.4M 0.08% +275.0 +0.7% $81.27 +10.4%
119 CVX CHEVRON CORPORATION Energy 20,157.0 $3.3M 0.07% +542.0 +2.8% $165.76 +21.1%
120 AXTI AXT INC Technology 46,171.0 $3.3M 0.07% -1.2M -96.3% $72.08 -11.5%
Page 6 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%