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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 23 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 RALLIANT CORP 3,706.0 $273K 0.01% -44K -92.2% $73.63
442 CNX CNX RES CORP Energy 8,037.0 $273K 0.01% -57K -87.7% $33.93 +5.6%
443 IWF ISHARES TR 2,135.0 $265K 0.01% -2K -47.1% $124.17 -1.8%
444 SCHD SCHWAB STRATEGIC TR 8,296.0 $263K 0.01% -732.0 -8.1% $31.71 +10.6%
445 NVST ENVISTA HOLDINGS CORPORATION Healthcare 9,968.0 $263K 0.01% -24K -70.8% $26.35 +2.8%
446 ICHR ICHOR HOLDINGS Technology 2,229.0 $250K 0.01% -24K -91.5% $112.28 -49.1%
447 ALV AUTOLIV INC Consumer Cyclical 2,130.0 $247K 0.01% -27K -92.8% $116.17 +6.9%
448 IHS IHS HOLDING LIMITED Communication Services 28,875.0 $238K 0.01% -280K -90.7% $8.24 +1.0%
449 EWJ ISHARES INC 2,516.0 $235K 0.01% -51K -95.3% $93.27 +2.3%
450 FTS FORTIS INC Utilities 3,962.0 $227K 0.00% -33K -89.3% $57.23 -3.9%
451 AMRIZE LTD 4,154.0 $221K 0.00% -22K -84.4% $53.30
452 AWR AMER STATES WTR CO Utilities 2,669.0 $221K 0.00% -5K -66.3% $82.63 +8.8%
453 PR PERMIAN RESOURCES CORP Energy 11,923.0 $220K 0.00% -202K -94.4% $18.41 +26.2%
454 SCHE SCHWAB STRATEGIC TR 6,026.0 $219K 0.00% -15K -71.2% $36.26 +2.1%
455 SSNC SS&C TECH HLDGS Technology 3,487.0 $216K 0.00% -31K -90.0% $62.05 +34.3%
456 KT KT CORP Communication Services 12,376.0 $214K 0.00% -295K -96.0% $17.28 +10.9%
457 IYZ ISHARES TR 5,002.0 $212K 0.00% -2K -30.1% $42.31 +1.8%
458 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 7,050.0 $211K 0.00% -32K -82.1% $29.93 +12.6%
459 TREX TREX INC Industrials 4,200.0 $210K 0.00% -33K -88.8% $50.04 -5.7%
460 EWL ISHARES INC 3,185.0 $200K 0.00% -22K -87.6% $62.85 +2.6%
Page 23 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%