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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 35 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CTRI CENTURI HOLDINGS INC Utilities 68,709.0 $2.1M 0.04% NEW $30.24 -30.2%
682 USMV ISHARES TR 21,528.0 $2.1M 0.04% NEW $96.46 +5.7%
683 PL PLANET LABS PBC Industrials 62,649.0 $2.1M 0.04% -83K -56.9% $33.13 -36.1%
684 GFF GRIFFON CORP Industrials 21,227.0 $2.1M 0.04% NEW $97.53 +1.7%
685 TTC TORO CO Industrials 21,228.0 $2.1M 0.04% +17K +385.0% $97.42 +2.1%
686 NEU NEWMARKET CORP Basic Materials 2,598.0 $2.1M 0.04% +317.0 +13.9% $791.24 +16.7%
687 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 64,592.0 $2.1M 0.04% +7K +12.8% $31.80 +9.1%
688 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 353,883.0 $2.1M 0.04% NEW $5.80 -8.3%
689 AUPH AURINIA PHARMACEUTICALS INC Healthcare 120,824.0 $2.1M 0.04% +49K +69.1% $16.97 -2.9%
690 WK WORKIVA INC Technology 42,199.0 $2.0M 0.04% NEW $48.51 +60.0%
691 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 26,793.0 $2.0M 0.04% -5K -16.6% $76.40 +3.5%
692 KNSL KINSALE CAP GROUP INC Financial Services 6,188.0 $2.0M 0.04% NEW $329.81 +15.8%
693 IGF ISHARES TR 30,519.0 $2.0M 0.04% +16K +106.8% $66.60 -1.5%
694 NATL NCR ATLEOS CORPORATION Technology 46,577.0 $2.0M 0.04% +22K +87.6% $43.41 +6.0%
695 FE FIRSTENERGY CORP Utilities 42,445.0 $2.0M 0.04% NEW $47.54 -2.7%
696 SCL STEPAN CO Basic Materials 36,168.0 $2.0M 0.04% NEW $55.72 +12.7%
697 WHD CACTUS INC Energy 39,237.0 $2.0M 0.04% NEW $51.23 +33.8%
698 BKU BANKUNITED INC Financial Services 41,469.0 $2.0M 0.04% +20K +97.0% $48.45 -3.9%
699 OIS OIL STS INTL INC Energy 250,165.0 $2.0M 0.04% +145K +138.9% $8.01 +8.2%
700 KBE SPDR SERIES TRUST 29,361.0 $2.0M 0.04% +25K +594.6% $68.22 +0.3%
Page 35 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%