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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 18 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SMG SCOTTS MIRACLE-GRO CO Basic Materials 19,256.0 $1.3M 0.03% NEW $68.11 -10.3%
342 PRI PRIMERICA INC Financial Services 4,593.0 $1.3M 0.03% NEW $284.20 +2.3%
343 CRI CARTERS INC Consumer Cyclical 31,539.0 $1.3M 0.03% NEW $41.16 -18.5%
344 XOP SPDR SERIES TRUST 8,334.0 $1.3M 0.03% NEW $154.26 +18.0%
345 GD GENERAL DYNAMICS CORP Industrials 3,624.0 $1.3M 0.03% NEW $354.24 +7.2%
346 LBRX LB PHARMACEUTICALS INC Healthcare 39,413.0 $1.3M 0.03% NEW $32.45 +46.7%
347 GNW GENWORTH FINL INC Financial Services 134,560.0 $1.3M 0.03% NEW $9.47 +4.7%
348 AGL AGILON HEALTH INC Healthcare 11,849.0 $1.3M 0.03% NEW $107.18 -10.9%
349 SOFI SOFI TECHNOLOGIES INC Financial Services 70,457.0 $1.3M 0.03% NEW $17.93 +8.1%
350 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 28,629.0 $1.3M 0.03% NEW $43.86 -5.3%
351 WGO WINNEBAGO INDS INC Consumer Cyclical 39,793.0 $1.2M 0.03% NEW $31.24 -0.6%
352 FOR FORESTAR GROUP INC Real Estate 39,275.0 $1.2M 0.03% NEW $31.65 -9.1%
353 PAYX PAYCHEX INC Industrials 12,619.0 $1.2M 0.03% NEW $98.33 +28.8%
354 EMBJ EMBRAER S.A. Industrials 19,443.0 $1.2M 0.03% NEW $63.80 +18.1%
355 HDV ISHARES TR 45,186.0 $1.2M 0.03% NEW $27.41 +7.4%
356 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 35,611.0 $1.2M 0.02% NEW $34.73 +12.8%
357 VOYG VOYAGER TECHNOLOGIES INC Industrials 38,263.0 $1.2M 0.02% NEW $32.25 +7.0%
358 CMRE COSTAMARE INC Industrials 87,664.0 $1.2M 0.02% NEW $14.02 +9.3%
359 ASTS AST SPACEMOBILE INC Technology 13,776.0 $1.2M 0.02% NEW $88.86 -30.9%
360 ETON PHARMACEUTICALS INC 33,542.0 $1.2M 0.02% NEW $36.20
Page 18 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%