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Portfolio (Quarterly) Guide ↗

China Universal Asset Management Co., Ltd.

· CIK 0001906594
13F Portfolio $1.3B AUM 497 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 66 New 192 Added 213 Reduced 46 Exited
Page 9 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BKR BAKER HUGHES CO Energy 27,924.0 $1.3M 0.10% +2K +7.3% $45.54 +44.5%
162 CVS CVS HEALTH CORP Healthcare 16,000.0 $1.3M 0.10% -7K -31.3% $79.36 +17.6%
163 AXON AXON ENTERPRISE INC Industrials 2,233.0 $1.3M 0.10% +161.0 +7.8% $567.93 -31.4%
164 SYK STRYKER CORP Healthcare 3,600.0 $1.3M 0.10% +2K +80.0% $352.26 -8.7%
165 CYTK CYTOKINETICS INC Healthcare 19,923.0 $1.3M 0.10% -1K -5.0% $63.54 +22.9%
166 EXC EXELON CORP Utilities 28,590.0 $1.2M 0.10% +2K +7.2% $43.59 +4.0%
167 XEL XCEL ENERGY INC Utilities 16,740.0 $1.2M 0.10% +1K +7.2% $74.37 +7.4%
168 CAI CARIS LIFE SCIENCES INC Healthcare 45,976.0 $1.2M 0.10% NEW $26.98 -40.9%
169 MPWR MONOLITHIC POWER SYSTEMS INC Technology 1,356.0 $1.2M 0.10% NEW $907.76 +72.0%
170 MRK MERCK & CO. INC. Healthcare 11,512.0 $1.2M 0.09% -20K -63.3% $106.22 +9.1%
171 FANG DIAMONDBACK ENERGY INC Energy 8,108.0 $1.2M 0.09% +466.0 +6.1% $150.33 +33.7%
172 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 13,787.0 $1.2M 0.09% -2K -13.3% $87.34 +15.5%
173 NUVL NUVALENT INC-A Healthcare 11,769.0 $1.2M 0.09% +83.0 +0.7% $100.59 +0.6%
174 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 12,966.0 $1.2M 0.09% +870.0 +7.2% $90.70 +3.8%
175 KRYS KRYSTAL BIOTECH INC Healthcare 4,725.0 $1.2M 0.09% -348.0 -6.9% $246.54 +23.4%
176 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 10,875.0 $1.2M 0.09% -767.0 -6.6% $107.04 -15.3%
177 BZ KANZHUN LTD - ADR Industrials 57,000.0 $1.2M 0.09% +40K +229.5% $20.38 -32.3%
178 MSTR STRATEGY INC Technology 7,576.0 $1.2M 0.09% +609.0 +8.7% $151.95 +8.5%
179 PAYX PAYCHEX INC Industrials 10,185.0 $1.1M 0.09% +692.0 +7.3% $112.18 -16.0%
180 CTSH COGNIZANT TECH SOLUTIONS-A Technology 13,658.0 $1.1M 0.09% +765.0 +5.9% $83.00 -37.0%
Page 9 of 25  ·  497 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 39.5%
Healthcare 21.2%
Communication Services 12.4%
Financial Services 10.6%
Consumer Cyclical 10.1%
Consumer Defensive 2.7%
Industrials 1.9%
Utilities 0.6%
Basic Materials 0.5%
Energy 0.4%