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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 8 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ROST ROSS STORES INC Consumer Cyclical 12,450.0 $2.6M 0.06% -1K -9.7% $212.85 +8.0%
142 WB WEIBO CORP Communication Services 360,379.0 $2.6M 0.06% +13K +3.6% $7.26 -3.9%
143 CTAS CINTAS CORP Industrials 15,361.0 $2.6M 0.06% +1K +10.0% $170.08 +20.0%
144 WBD WARNER BROS DISCOVERY INC Communication Services 96,882.0 $2.6M 0.06% +9K +10.3% $26.66 +8.3%
145 ADSK AUTODESK INC Technology 13,135.0 $2.6M 0.06% +498.0 +3.9% $194.42 +39.2%
146 PCAR PACCAR INC Industrials 20,407.0 $2.5M 0.06% +2K +8.9% $120.12 +5.3%
147 AEM AGNICO EAGLE MINES LTD Basic Materials 15,083.0 $2.3M 0.05% -3K -14.2% $155.13 +38.9%
148 ABNB AIRBNB INC Consumer Cyclical 16,243.0 $2.3M 0.05% +1K +8.6% $143.10 +28.9%
149 NEBIUS GROUP N.V. 8,113.0 $2.2M 0.05% NEW $276.17
150 BKR BAKER HUGHES COMPANY Energy 38,569.0 $2.1M 0.05% +3K +9.6% $55.50 +11.9%
151 ROP ROPER TECHNOLOGIES INC Industrials 6,287.0 $2.1M 0.05% +143.0 +2.3% $338.39 +24.9%
152 FAST FASTENAL CO Industrials 44,231.0 $2.1M 0.05% +4K +8.8% $48.03 +6.5%
153 ACN ACCENTURE PLC IRELAND Technology 16,703.0 $2.1M 0.05% -214.0 -1.3% $124.44 +50.6%
154 MCD MCDONALDS CORP Consumer Cyclical 7,650.0 $2.1M 0.05% +287.0 +3.9% $270.31 -3.8%
155 RKLB ROCKET LAB CORP Industrials 20,279.0 $2.1M 0.05% NEW $101.65 -33.6%
156 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 6,258.0 $2.0M 0.04% $317.53 -10.3%
157 EA ELECTRONIC ARTS INC Communication Services 9,600.0 $2.0M 0.04% +784.0 +8.9% $205.04 +2.3%
158 XEL XCEL ENERGY INC Utilities 24,032.0 $1.9M 0.04% +2K +7.5% $80.30 -3.9%
159 TPR TAPESTRY INC Consumer Cyclical 12,968.0 $1.9M 0.04% $146.38 -15.8%
160 VZ VERIZON COMMUNICATIONS INC Communication Services 44,815.0 $1.9M 0.04% +1K +3.0% $42.34 +16.7%
Page 8 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%