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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 24 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 XLRE SELECT SECTOR SPDR TR 17,407.0 $766K 0.01% NEW $44.03 +2.1%
462 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 7,055.0 $764K 0.01% NEW $108.35 -0.6%
463 SHLD GLOBAL X FDS 12,709.0 $759K 0.01% NEW $59.71 +11.5%
464 RLJ RLJ LODGING TR Real Estate 63,726.0 $755K 0.01% NEW $11.85 -3.2%
465 SBSI SOUTHSIDE BANCSHARES INC Financial Services 21,271.0 $749K 0.01% NEW $35.19 -9.6%
466 ONON ON HLDG AG Consumer Cyclical 21,097.0 $747K 0.01% NEW $35.42 -16.9%
467 KNG FIRST TR EXCHANGE-TRADED FD 14,735.0 $744K 0.01% NEW $50.50 +2.0%
468 TRGP TARGA RES CORP Energy 2,768.0 $742K 0.01% NEW $268.14 +8.5%
469 TTI TETRA TECHNOLOGIES INC DEL Energy 65,400.0 $741K 0.01% NEW $11.33 -38.9%
470 IMKTA INGLES MKTS INC Consumer Defensive 8,331.0 $738K 0.01% NEW $88.58 -6.9%
471 BBB FOODS INC 17,581.0 $733K 0.01% NEW $41.67
472 EYPT EYEPOINT INC Healthcare 51,190.0 $732K 0.01% NEW $14.30 -65.5%
473 AM ANTERO MIDSTREAM CORP Energy 32,047.0 $729K 0.01% NEW $22.75 -1.9%
474 WY WEYERHAEUSER CO Real Estate 29,962.0 $717K 0.01% NEW $23.94 -0.4%
475 ALMS ALUMIS INC Healthcare 25,236.0 $710K 0.01% NEW $28.14 -14.3%
476 HZO MARINEMAX INC Consumer Cyclical 19,359.0 $709K 0.01% NEW $36.62 +42.4%
477 CADL CANDEL THERAPEUTICS INC Healthcare 68,472.0 $705K 0.01% NEW $10.30 +28.7%
478 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 15,270.0 $703K 0.01% NEW $46.04 -1.7%
479 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 34,704.0 $700K 0.01% NEW $20.18 +7.5%
480 STNG SCORPIO TANKERS INC Energy 10,104.0 $700K 0.01% NEW $69.26 +11.6%
Page 24 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%