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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 64 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 DAC DANAOS CORPORATION Industrials 4,878.0 $597K 0.01% +534.0 +12.3% $122.37 +23.6%
1262 ARW ARROW ELECTRS INC Technology 2,795.0 $596K 0.01% NEW $213.41 -2.1%
1263 J P MORGAN EXCHANGE TRADED F 8,217.0 $594K 0.01% NEW $72.28
1264 MSCI MSCI INC Financial Services 1,059.0 $593K 0.01% -3K -76.2% $560.04 +1.6%
1265 RKLB ROCKET LAB CORP Industrials 5,804.0 $590K 0.01% NEW $101.65 -33.6%
1266 DXJ WISDOMTREE TR 3,397.0 $589K 0.01% -742.0 -17.9% $173.52 +3.3%
1267 PRF INVESCO EXCHANGE TRADED FD T 10,891.0 $588K 0.01% NEW $54.03 +3.8%
1268 SSTK SHUTTERSTOCK INC Communication Services 42,181.0 $588K 0.01% NEW $13.95 -60.6%
1269 TFII TFI INTERNATIONAL INC Industrials 4,097.0 $588K 0.01% NEW $143.57 -5.1%
1270 LAMR LAMAR ADVERTISING CO Real Estate 3,749.0 $585K 0.01% NEW $155.98 -3.5%
1271 ASIX ADVANSIX INC Basic Materials 29,414.0 $585K 0.01% -18K -37.8% $19.88 -17.7%
1272 CVBF CVB FINL CORP Financial Services 25,870.0 $583K 0.01% NEW $22.55 -1.1%
1273 XSD SPDR SERIES TRUST 923.0 $576K 0.01% NEW $623.70 -19.8%
1274 VLYPN VALLEY NATL BANCORP 39,243.0 $575K 0.01% NEW $14.65
1275 LXU LSB INDS INC Basic Materials 53,157.0 $575K 0.01% -13K -19.8% $10.81 -3.4%
1276 HBCP HOMEBANCORP INC Financial Services 8,386.0 $575K 0.01% NEW $68.52 +1.4%
1277 XMHQ INVESCO EXCHANGE TRADED FD T 5,090.0 $575K 0.01% NEW $112.88 +5.9%
1278 IFRA ISHARES TR 9,058.0 $571K 0.01% NEW $63.04 -5.1%
1279 AAT AMERICAN ASSETS TR INC Real Estate 23,045.0 $569K 0.01% NEW $24.69 -8.9%
1280 FIRST TRACKS BIOTHERAPEUTICS 28,084.0 $565K 0.01% NEW $20.12
Page 64 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%