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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 7 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 REGN REGENERON PHARMACEUTICALS Healthcare 5,158.0 $3.2M 0.07% +333.0 +6.9% $623.54 +30.5%
122 GS GOLDMAN SACHS GROUP INC Financial Services 3,165.0 $3.2M 0.07% +69.0 +2.2% $1011.37 +2.8%
123 LEGN LEGEND BIOTECH CORP Healthcare 109,327.0 $3.2M 0.07% +79K +265.4% $28.88 -28.8%
124 MCHP MICROCHIP TECHNOLOGY INC. Technology 33,697.0 $3.1M 0.07% +2K +4.7% $91.20 -17.9%
125 ASX ASE TECHNOLOGY HLDG CO LTD Technology 68,028.0 $3.1M 0.07% +10K +17.9% $45.12 -14.3%
126 HTHT H WORLD GROUP LTD Consumer Cyclical 72,964.0 $3.0M 0.07% -5K -6.7% $41.72 +15.7%
127 PM PHILIP MORRIS INTL INC Consumer Defensive 16,796.0 $3.0M 0.07% +745.0 +4.6% $180.91 +5.9%
128 MELI MERCADOLIBRE INC Consumer Cyclical 1,773.0 $3.0M 0.07% +151.0 +9.3% $1697.39 +14.5%
129 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 32,199.0 $3.0M 0.07% +2K +5.5% $92.09 -4.4%
130 DASH DOORDASH INC Communication Services 15,850.0 $2.9M 0.07% +1K +10.1% $184.53 +25.9%
131 AEP AMERICAN ELEC PWR CO INC Utilities 21,032.0 $2.9M 0.07% +2K +9.5% $136.81 -10.5%
132 MDLZ MONDELEZ INTL INC Consumer Defensive 49,383.0 $2.9M 0.06% +4K +9.2% $57.84 +8.4%
133 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 8,478.0 $2.8M 0.06% $330.46 -1.0%
134 NOW SERVICENOW INC Technology 27,803.0 $2.8M 0.06% -888.0 -3.1% $99.28 +38.2%
135 HONEYWELL INTL INC 12,207.0 $2.7M 0.06% NEW $223.90
136 WFC WELLS FARGO & CO Financial Services 32,830.0 $2.7M 0.06% +565.0 +1.8% $82.64 +2.5%
137 RTX RTX CORPORATION Industrials 14,276.0 $2.7M 0.06% +437.0 +3.2% $189.73 +11.1%
138 QQQM INVESCO EXCH TRADED FD TR II 8,865.0 $2.7M 0.06% +2K +20.4% $302.97 -2.3%
139 HONEYWELL AEROSPACE INC 12,090.0 $2.7M 0.06% NEW $221.08
140 MS MORGAN STANLEY Financial Services 12,755.0 $2.7M 0.06% +465.0 +3.8% $209.04 +2.7%
Page 7 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%