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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 7 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNH UNITEDHEALTH GROUP INC Healthcare 10,422.0 $2.8M 0.08% +66.0 +0.6% $270.59 +49.9%
122 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 30,509.0 $2.8M 0.08% +8K +37.2% $92.31 -2.4%
123 MELI MERCADOLIBRE INC Consumer Cyclical 1,622.0 $2.8M 0.08% +433.0 +36.4% $1729.02 -6.9%
124 VRT VERTIV HOLDINGS CO Industrials 11,048.0 $2.8M 0.08% +1K +12.2% $250.58 +12.1%
125 FN FABRINET Technology 5,242.0 $2.7M 0.08% NEW $521.52 +11.6%
126 CSX CSX CORP Industrials 66,088.0 $2.7M 0.08% +17K +35.5% $41.05 +15.4%
127 RTX RTX CORPORATION Industrials 13,839.0 $2.7M 0.08% +10K +312.5% $192.90 -4.5%
128 PM PHILIP MORRIS INTL INC Consumer Defensive 16,051.0 $2.7M 0.08% -141.0 -0.9% $165.34 +9.3%
129 GS GOLDMAN SACHS GROUP INC Financial Services 3,096.0 $2.6M 0.08% -123.0 -3.8% $845.99 +22.4%
130 MDLZ MONDELEZ INTL INC Consumer Defensive 45,224.0 $2.6M 0.08% +12K +34.3% $57.64 +9.9%
131 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 8,519.0 $2.6M 0.08% +268.0 +3.2% $304.08 +12.4%
132 WFC WELLS FARGO & CO Financial Services 32,265.0 $2.6M 0.08% -2K -4.7% $79.61 +3.0%
133 AEP AMERICAN ELEC PWR CO INC Utilities 19,203.0 $2.5M 0.07% +5K +38.7% $131.08 -2.0%
134 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 33,824.0 $2.5M 0.07% +9K +38.3% $72.46 +27.0%
135 WBD WARNER BROS DISCOVERY INC Communication Services 87,837.0 $2.4M 0.07% +25K +40.1% $27.46 -4.5%
136 B BARRICK MNG CORP Basic Materials 58,436.0 $2.4M 0.07% NEW $40.86 -4.3%
137 CTAS CINTAS CORP Industrials 13,963.0 $2.4M 0.07% +4K +34.9% $169.14 +7.5%
138 FANG DIAMONDBACK ENERGY INC Energy 11,670.0 $2.3M 0.07% +4K +59.7% $197.79 -3.1%
139 MCD MCDONALDS CORP Consumer Cyclical 7,363.0 $2.3M 0.07% -71.0 -1.0% $310.79 -8.4%
140 DDOG DATADOG INC Technology 19,384.0 $2.3M 0.07% -2K -10.2% $118.05 +98.4%
Page 7 of 25  ·  489 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%