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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 21 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Status
401 CWT CALIFORNIA WTR SVC GROUP Utilities 20,082 $911K 0.02% SOLD
402 PRA PROASSURANCE CORP Financial Services 36,540 $903K 0.02% SOLD
403 IWO ISHARES TR 2,827 $887K 0.02% SOLD
404 BEACON FINANCIAL CORP. 29,461 $884K 0.02% SOLD
405 IJK ISHARES TR 8,772 $883K 0.02% SOLD
406 DTM DT MIDSTREAM INC Energy 6,493 $874K 0.02% SOLD
407 PNTG PENNANT GROUP INC Healthcare 28,630 $873K 0.02% SOLD
408 XHR XENIA HOTELS & RESORTS INC Real Estate 58,676 $870K 0.02% SOLD
409 WD WALKER & DUNLOP INC Financial Services 19,040 $845K 0.02% SOLD
410 FSV FIRSTSERVICE CORP NEW Real Estate 6,068 $843K 0.02% SOLD
411 VBK VANGUARD INDEX FDS 2,774 $838K 0.02% SOLD
412 ATHM AUTOHOME INC Communication Services 48,039 $834K 0.02% SOLD
413 BLMN BLOOMIN BRANDS INC Consumer Cyclical 152,975 $826K 0.02% SOLD
414 CPK CHESAPEAKE UTILS CORP Utilities 6,524 $824K 0.02% SOLD
415 XHB SPDR SERIES TRUST 8,300 $819K 0.02% SOLD
416 LXEO LEXEO THERAPEUTICS INC Healthcare 142,571 $818K 0.02% SOLD
417 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,058 $805K 0.01% SOLD
418 SCHM SCHWAB STRATEGIC TR 25,792 $799K 0.01% SOLD
419 MAS MASCO CORP Industrials 13,216 $798K 0.01% SOLD
420 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 9,186 $794K 0.01% SOLD
Page 21 of 32  ·  630 positions
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%