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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 73 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 TWIN TWIN DISC INC Industrials 14,148.0 $328K 0.01% NEW $23.20 +2.2%
1442 DOLE DOLE PLC Consumer Defensive 23,910.0 $328K 0.01% -102K -81.0% $13.72 -1.5%
1443 CXM SPRINKLR INC Technology 63,526.0 $328K 0.01% NEW $5.16 +54.2%
1444 EFV ISHARES TR 4,270.0 $327K 0.01% -22K -83.7% $76.55 +6.7%
1445 DIVERSIFIED ENERGY CO 23,569.0 $327K 0.01% NEW $13.86
1446 IMO IMPERIAL OIL LTD Energy 2,907.0 $326K 0.01% NEW $112.02 +16.3%
1447 ARTNA ARTESIAN RES CORP Utilities 9,493.0 $323K 0.01% NEW $33.99 +4.4%
1448 SEIC SEI INVTS CO Financial Services 3,658.0 $321K 0.01% -43K -92.1% $87.71 +26.0%
1449 LTRX LANTRONIX INC Technology 54,537.0 $321K 0.01% NEW $5.88 +0.7%
1450 VMD VIEMED HEALTHCARE INC Healthcare 28,114.0 $320K 0.01% NEW $11.40 -18.6%
1451 PRESIDIO PRODTN CO 26,166.0 $318K 0.01% NEW $12.16
1452 VOR VOR BIOPHARMA INC Healthcare 17,238.0 $317K 0.01% NEW $18.41 +27.8%
1453 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 17,050.0 $317K 0.01% NEW $18.57 -28.2%
1454 IGM ISHARES TR 1,913.0 $313K 0.01% NEW $163.58 -1.3%
1455 DE DEERE & CO Industrials 493.0 $313K 0.01% -3K -83.7% $634.33 -2.3%
1456 QQQE DIREXION SHARES ETF TRUST 2,561.0 $312K 0.01% NEW $122.01 +0.9%
1457 EMR EMERSON ELEC CO Industrials 2,180.0 $312K 0.01% -217K -99.0% $143.15 +10.8%
1458 SOUTH BOW CORP 8,847.0 $312K 0.01% NEW $35.24
1459 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,061.0 $311K 0.01% NEW $293.18 +4.2%
1460 PAVE GLOBAL X FDS 5,269.0 $310K 0.01% -23K -81.2% $58.92 -5.0%
Page 73 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%