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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 19 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CARG CARGURUS INC Consumer Cyclical 35,389.0 $1.2M 0.02% NEW $34.09 +8.1%
362 VFLO VICTORY PORTFOLIOS II 26,369.0 $1.2M 0.02% NEW $45.75 +21.1%
363 NEOG NEOGEN CORP Healthcare 132,317.0 $1.2M 0.02% NEW $8.99 +31.6%
364 CRVL CORVEL CORP Financial Services 19,004.0 $1.2M 0.02% NEW $62.52 +11.5%
365 AEHR AEHR TEST SYS Technology 12,361.0 $1.2M 0.02% NEW $96.06 -1.5%
366 EUFN ISHARES TR 30,445.0 $1.2M 0.02% NEW $38.99 +8.1%
367 FWRD FORWARD AIR CORP Industrials 87,100.0 $1.2M 0.02% NEW $13.51 +31.2%
368 LIBERTY LIVE HOLDINGS INC 11,104.0 $1.2M 0.02% NEW $105.64
369 AON AON PLC Financial Services 3,478.0 $1.2M 0.02% NEW $331.69 +5.4%
370 NBBK NB BANCORP INC Financial Services 54,541.0 $1.2M 0.02% NEW $21.13 +4.6%
371 GBX GREENBRIER COS INC Industrials 23,355.0 $1.1M 0.02% NEW $49.01 -6.6%
372 TSEM TOWER SEMICONDUCTOR LTD Technology 4,379.0 $1.1M 0.02% NEW $260.64 -14.4%
373 LH LABCORP HOLDINGS INC Healthcare 4,074.0 $1.1M 0.02% NEW $280.00 +20.9%
374 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 67,270.0 $1.1M 0.02% NEW $16.95 +25.3%
375 HBNC HORIZON BANCORP IND Financial Services 56,791.0 $1.1M 0.02% NEW $19.98 -3.2%
376 TREKOR METALS LTD 163,226.0 $1.1M 0.02% NEW $6.88
377 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,868.0 $1.1M 0.02% NEW $391.45 -5.2%
378 WSR WHITESTONE REIT Real Estate 59,133.0 $1.1M 0.02% NEW $18.96 +0.2%
379 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,561.0 $1.1M 0.02% NEW $437.64 -16.2%
380 JNJ JOHNSON & JOHNSON Healthcare 4,405.0 $1.1M 0.02% NEW $253.97 +4.9%
Page 19 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%