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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 9 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TFC TRUIST FINL CORP Financial Services 47,537.0 $2.4M 0.05% -155K -76.6% $49.82 +1.9%
162 AMT AMERICAN TOWER CORP Real Estate 14,469.0 $2.4M 0.05% -15K -51.5% $163.57 +8.0%
163 LINC LINCOLN EDL SVCS CORP Consumer Defensive 47,313.0 $2.4M 0.05% -25K -34.4% $49.90 -48.3%
164 BANR BANNER CORP Financial Services 35,352.0 $2.3M 0.05% -19K -35.5% $66.44 +6.0%
165 JBL JABIL INC Technology 6,090.0 $2.3M 0.05% -4K -42.1% $385.48 -19.1%
166 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 134,542.0 $2.3M 0.05% -303K -69.2% $17.20 +1.2%
167 AVA AVISTA CORP Utilities 55,491.0 $2.3M 0.04% -7K -10.9% $40.91 -7.0%
168 XYL XYLEM INC Industrials 18,953.0 $2.2M 0.04% -1K -5.1% $118.21 -3.4%
169 OPLN OPENLANE INC Consumer Cyclical 53,732.0 $2.2M 0.04% -31K -36.8% $41.24 -16.2%
170 MSI MOTOROLA SOLUTIONS INC Technology 5,256.0 $2.2M 0.04% -7K -56.9% $415.29 +17.9%
171 RGNX REGENXBIO INC Healthcare 181,471.0 $2.2M 0.04% -94K -34.0% $11.98 -23.4%
172 DD DUPONT DE NEMOURS INC Basic Materials 15,831.0 $2.1M 0.04% -65K -80.5% $135.64 +1.3%
173 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 40,562.0 $2.1M 0.04% -51K -55.5% $52.85 -0.4%
174 KMX CARMAX INC Consumer Cyclical 40,501.0 $2.1M 0.04% -21K -34.2% $52.89 +20.8%
175 TKR TIMKEN CO Industrials 14,671.0 $2.1M 0.04% -37K -71.3% $145.32 -13.6%
176 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 81,269.0 $2.1M 0.04% -48K -37.2% $26.00 +6.5%
177 ENVA ENOVA INTL INC Financial Services 8,712.0 $2.1M 0.04% -17K -66.0% $240.73 -0.4%
178 SBLK STAR BULK CARRIERS CORP. Industrials 83,756.0 $2.1M 0.04% -61K -42.2% $24.97 +18.9%
179 KKR KKR & CO INC 22,745.0 $2.1M 0.04% -6K -20.2% $91.78
180 PL PLANET LABS PBC Industrials 62,649.0 $2.1M 0.04% -83K -56.9% $33.13 -35.9%
Page 9 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%