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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 15 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EHC ENCOMPASS HEALTH CORP Healthcare 48,491.0 $4.9M 0.10% -18K -26.8% $101.08 +18.9%
282 PINNACLE FINL PARTNERS INC 48,561.0 $4.9M 0.10% NEW $100.88
283 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 56,657.0 $4.9M 0.10% +5K +10.1% $86.20 -1.9%
284 ITW ILLINOIS TOOL WKS INC Industrials 18,028.0 $4.9M 0.10% -9K -32.1% $270.47 +4.1%
285 BROS DUTCH BROS INC Consumer Cyclical 67,826.0 $4.9M 0.10% NEW $71.81 -28.9%
286 CUZ COUSINS PPTYS INC Real Estate 161,136.0 $4.8M 0.10% NEW $29.98 +0.7%
287 GFI GOLD FIELDS LTD Basic Materials 143,431.0 $4.8M 0.10% -11K -7.1% $33.59 +45.5%
288 GGG GRACO INC Industrials 63,564.0 $4.8M 0.10% +8K +15.2% $75.61 +4.1%
289 ADMA ADMA BIOLOGICS INC Healthcare 573,581.0 $4.8M 0.10% -502K -46.7% $8.37 +16.1%
290 UPSTREAM BIO INC 693,555.0 $4.8M 0.10% -307K -30.7% $6.92
291 OTIS OTIS WORLDWIDE CORP Industrials 66,935.0 $4.8M 0.10% +62K +1197.2% $71.60 -0.2%
292 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 47,715.0 $4.8M 0.10% -70K -59.3% $100.07 +9.8%
293 PVH PVH CORPORATION Consumer Cyclical 64,061.0 $4.8M 0.09% NEW $74.26 +0.4%
294 EL LAUDER ESTEE COS INC Consumer Defensive 60,199.0 $4.8M 0.09% NEW $78.95 +32.8%
295 HPQ HP INC Technology 216,415.0 $4.7M 0.09% +109K +100.9% $21.94 +34.5%
296 TNDM TANDEM DIABETES CARE INC Healthcare 314,653.0 $4.7M 0.09% +237K +304.0% $15.09 +43.0%
297 AHR AMERICAN HEALTHCARE REIT INC Real Estate 91,025.0 $4.7M 0.09% NEW $52.15 +9.4%
298 TTMI TTM TECHNOLOGIES INC Technology 25,370.0 $4.7M 0.09% +12K +83.8% $187.02 -40.0%
299 EIX EDISON INTL Utilities 63,204.0 $4.7M 0.09% +1K +2.2% $74.45 +0.4%
300 EFX EQUIFAX INC Industrials 29,541.0 $4.7M 0.09% -9K -24.3% $158.72 +20.9%
Page 15 of 83  ·  1,651 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%