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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 50 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 MKL MARKEL GROUP INC Financial Services 595.0 $1.2M 0.02% -428.0 -41.8% $1953.01 -6.9%
982 BBSI BARRETT BUSINESS SVCS INC Industrials 32,689.0 $1.2M 0.02% -81K -71.3% $35.52 -3.2%
983 NWPX NWPX INFRASTRUCTURE INC Industrials 7,728.0 $1.2M 0.02% -15K -66.0% $149.94 -25.3%
984 AON AON PLC Financial Services 3,478.0 $1.2M 0.02% NEW $331.69 +7.1%
985 NBBK NB BANCORP INC Financial Services 54,541.0 $1.2M 0.02% NEW $21.13 +6.3%
986 PNR PENTAIR PLC Industrials 15,029.0 $1.2M 0.02% -69K -82.2% $76.66 -19.6%
987 SLVM SYLVAMO CORP Basic Materials 30,469.0 $1.2M 0.02% +9K +39.8% $37.80 -3.8%
988 IWP ISHARES TR 7,862.0 $1.2M 0.02% +4K +80.9% $146.41 -3.8%
989 WMK WEIS MKTS INC Consumer Defensive 14,646.0 $1.1M 0.02% -18K -55.4% $78.31 -9.1%
990 LCII LCI INDS Consumer Cyclical 10,829.0 $1.1M 0.02% +9K +504.6% $105.88 -2.8%
991 SEM SELECT MED HLDGS CORP Healthcare 69,442.0 $1.1M 0.02% -54K -43.5% $16.51 +0.0%
992 GBX GREENBRIER COS INC Industrials 23,355.0 $1.1M 0.02% NEW $49.01 -6.3%
993 TSEM TOWER SEMICONDUCTOR LTD Technology 4,379.0 $1.1M 0.02% NEW $260.64 -20.2%
994 LH LABCORP HOLDINGS INC Healthcare 4,074.0 $1.1M 0.02% NEW $280.00 +19.7%
995 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 67,270.0 $1.1M 0.02% NEW $16.95 +21.3%
996 HBNC HORIZON BANCORP IND Financial Services 56,791.0 $1.1M 0.02% NEW $19.98 -2.1%
997 TREKOR METALS LTD 163,226.0 $1.1M 0.02% NEW $6.88
998 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,868.0 $1.1M 0.02% NEW $391.45 -6.4%
999 WSR WHITESTONE REIT Real Estate 59,133.0 $1.1M 0.02% NEW $18.96 +0.2%
1000 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,561.0 $1.1M 0.02% NEW $437.64 -16.7%
Page 50 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%