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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $5.1B AUM 1,651 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 785 New 392 Added 471 Reduced 630 Exited
Page 16 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VOD VODAFONE GROUP PLC Communication Services 132,137.0 $1.7M 0.04% +117K +782.4% $13.22 +20.5%
302 EWU ISHARES TR 37,258.0 $1.7M 0.03% +27K +267.7% $46.14 +6.0%
303 XLU SELECT SECTOR SPDR TR 36,428.0 $1.7M 0.03% +28K +326.8% $45.34 -4.1%
304 AXP AMERICAN EXPRESS CO Financial Services 4,874.0 $1.6M 0.03% +3K +140.9% $338.25 -0.6%
305 MAREX GROUP PLC 26,909.0 $1.6M 0.03% +21K +352.2% $60.95
306 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 80,948.0 $1.6M 0.03% +23K +38.7% $19.89 +12.7%
307 VFH VANGUARD WORLD FD 12,171.0 $1.6M 0.03% +3K +34.1% $131.60 +8.2%
308 AGO ASSURED GUARANTY LTD Financial Services 19,699.0 $1.6M 0.03% +6K +43.1% $80.16 -4.7%
309 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 36,328.0 $1.6M 0.03% +2K +4.9% $43.09 +0.8%
310 PBI PITNEY BOWES INC Industrials 87,995.0 $1.5M 0.03% +39K +79.0% $17.52 -2.6%
311 PATHWARD FINANCIAL INC 17,683.0 $1.5M 0.03% +12K +205.3% $87.06
312 L LOEWS CORP Financial Services 13,515.0 $1.5M 0.03% +7K +100.9% $113.21 -1.7%
313 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 194,473.0 $1.5M 0.03% +49K +33.4% $7.86 +8.1%
314 QDEL QUIDELORTHO CORP Healthcare 87,117.0 $1.5M 0.03% +39K +81.2% $17.52 -15.8%
315 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 88,143.0 $1.5M 0.03% +77K +707.5% $17.31 +3.8%
316 FVD FIRST TR EXCHANGE-TRADED FD 31,660.0 $1.5M 0.03% +21K +188.8% $48.18 +5.9%
317 AVT AVNET INC Technology 17,160.0 $1.5M 0.03% +6K +49.8% $88.82 +1.6%
318 BTI BRITISH AMERN TOB PLC Consumer Defensive 24,172.0 $1.5M 0.03% +13K +112.0% $61.76 -7.0%
319 DOO BRP INC Consumer Cyclical 24,104.0 $1.5M 0.03% +8K +49.3% $61.02 -0.5%
320 KD KYNDRYL HLDGS INC Technology 129,335.0 $1.5M 0.03% +65K +102.1% $11.31 +12.8%
Page 16 of 20  ·  392 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 23.2%
Financial Services 14.0%
Healthcare 12.7%
Industrials 11.9%
Consumer Cyclical 11.1%
Energy 6.4%
Basic Materials 5.5%
Consumer Defensive 4.8%
Communication Services 4.3%
Real Estate 3.8%