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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 14 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OR OR ROYALTIES INC. Basic Materials 38,605.0 $1.2M 0.02% -118K -75.4% $31.63 +21.5%
262 PETROLEO BRASILEIRO S A 83,226.0 $1.2M 0.02% -94K -53.0% $14.64
263 IOSP INNOSPEC INC Basic Materials 14,815.0 $1.2M 0.02% -18K -55.5% $81.39 +17.5%
264 HCI HCI GROUP INC Financial Services 6,872.0 $1.2M 0.02% -8K -53.8% $175.25 +6.7%
265 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 32,257.0 $1.2M 0.02% -13K -28.6% $37.21 +8.9%
266 CCB COASTAL FINL CORP WA Financial Services 15,444.0 $1.2M 0.02% -9K -37.6% $77.51 -39.6%
267 PKE PARK AEROSPACE CORP Industrials 31,319.0 $1.2M 0.02% -561.0 -1.8% $38.16 -14.0%
268 MUR MURPHY OIL CORP Energy 36,618.0 $1.2M 0.02% -6K -13.4% $32.56 +6.6%
269 VICI VICI PPTYS INC Real Estate 44,739.0 $1.2M 0.02% -147K -76.7% $26.55 -2.1%
270 CRAI CRA INTL INC Industrials 8,282.0 $1.2M 0.02% -10K -54.2% $142.30 +19.9%
271 PODD INSULET CORP Healthcare 7,689.0 $1.2M 0.02% -54K -87.5% $152.25 -5.8%
272 D DOMINION ENERGY INC Utilities 17,130.0 $1.2M 0.02% -6K -26.4% $68.29 -2.0%
273 MKL MARKEL GROUP INC Financial Services 595.0 $1.2M 0.02% -428.0 -41.8% $1953.01 -7.0%
274 BBSI BARRETT BUSINESS SVCS INC Industrials 32,689.0 $1.2M 0.02% -81K -71.3% $35.52 -4.5%
275 NWPX NWPX INFRASTRUCTURE INC Industrials 7,728.0 $1.2M 0.02% -15K -66.0% $149.94 -25.2%
276 PNR PENTAIR PLC Industrials 15,029.0 $1.2M 0.02% -69K -82.2% $76.66 -18.0%
277 WMK WEIS MKTS INC Consumer Defensive 14,646.0 $1.1M 0.02% -18K -55.4% $78.31 -9.8%
278 SEM SELECT MED HLDGS CORP Healthcare 69,442.0 $1.1M 0.02% -54K -43.5% $16.51 +0.0%
279 PCAR PACCAR INC Industrials 9,139.0 $1.1M 0.02% -56K -85.9% $120.12 +7.6%
280 IBCP INDEPENDENT BK CORP MICH Financial Services 30,385.0 $1.1M 0.02% -34K -52.9% $36.07 +1.9%
Page 14 of 24  ·  471 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%