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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 12 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 OCFC OCEANFIRST FINL CORP Financial Services 109,429.0 $2.1M 0.04% NEW $19.53 -2.6%
222 TCBI TEXAS CAP BANCSHARES INC Financial Services 20,677.0 $2.1M 0.04% NEW $103.26 -4.6%
223 CPB THE CAMPBELLS COMPANY Consumer Defensive 95,617.0 $2.1M 0.04% NEW $22.27 +4.3%
224 ARI APOLLO COML REAL ESTATE FIN Real Estate 198,784.0 $2.1M 0.04% NEW $10.68 -36.2%
225 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 159,961.0 $2.1M 0.04% NEW $13.26 +6.2%
226 WEX WEX INC Technology 15,000.0 $2.1M 0.04% NEW $141.09 +40.7%
227 SKM SK TELECOM CO LTD Communication Services 65,344.0 $2.1M 0.04% NEW $32.16 +23.8%
228 REET ISHARES TR 75,821.0 $2.1M 0.04% NEW $27.62 +1.6%
229 SCHH SCHWAB STRATEGIC TR 88,241.0 $2.1M 0.04% NEW $23.68 +1.7%
230 CTRI CENTURI HOLDINGS INC Utilities 68,709.0 $2.1M 0.04% NEW $30.24 -30.0%
231 USMV ISHARES TR 21,528.0 $2.1M 0.04% NEW $96.46 +5.3%
232 GFF GRIFFON CORP Industrials 21,227.0 $2.1M 0.04% NEW $97.53 +3.4%
233 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 353,883.0 $2.1M 0.04% NEW $5.80 -10.3%
234 WK WORKIVA INC Technology 42,199.0 $2.0M 0.04% NEW $48.51 +53.6%
235 KNSL KINSALE CAP GROUP INC Financial Services 6,188.0 $2.0M 0.04% NEW $329.81 +17.4%
236 FE FIRSTENERGY CORP Utilities 42,445.0 $2.0M 0.04% NEW $47.54 -1.7%
237 SCL STEPAN CO Basic Materials 36,168.0 $2.0M 0.04% NEW $55.72 +12.5%
238 WHD CACTUS INC Energy 39,237.0 $2.0M 0.04% NEW $51.23 +29.7%
239 LMAT LEMAITRE VASCULAR INC Healthcare 20,871.0 $2.0M 0.04% NEW $95.96 -17.0%
240 MGTX MEIRAGTX HLDGS PLC Healthcare 148,065.0 $2.0M 0.04% NEW $13.51 +7.8%
Page 12 of 40  ·  785 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%