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Portfolio (Quarterly) Guide ↗

XY Capital Ltd

· CIK 0001933132
13F Portfolio $104M AUM 72 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 10 Added 12 Reduced 70 Exited
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK PUT MERCK & CO INC Healthcare 2,000.0 $257K 0.25% NEW $128.50 +21.7%
22 MRK CALL MERCK & CO INC Healthcare 2,000.0 $257K 0.25% NEW $128.50 +21.7%
23 SSP SCRIPPS E W CO OHIO Communication Services 85,951.0 $238K 0.23% NEW $2.77 +18.8%
24 ORCL CALL ORACLE CORP Technology 1,500.0 $220K 0.21% NEW $146.55 -1.3%
25 ORCL PUT ORACLE CORP Technology 1,500.0 $220K 0.21% NEW $146.55 -1.3%
26 GDX CALL VANECK ETF TRUST 2,500.0 $189K 0.18% NEW $75.45 +39.9%
27 GDX PUT VANECK ETF TRUST 2,500.0 $189K 0.18% NEW $75.45 +39.9%
28 MO PUT ALTRIA GROUP INC Consumer Defensive 2,600.0 $187K 0.18% NEW $71.95 -5.4%
29 MO CALL ALTRIA GROUP INC Consumer Defensive 2,600.0 $187K 0.18% NEW $71.95 -5.4%
30 JPM PUT JPMORGAN CHASE & CO Financial Services 500.0 $164K 0.16% NEW $327.33 +9.0%
31 JPM CALL JPMORGAN CHASE & CO Financial Services 500.0 $164K 0.16% NEW $327.33 +9.0%
32 XLE CALL SELECT SECTOR SPDR TR 3,000.0 $159K 0.15% NEW $53.11 +16.9%
33 XLE PUT SELECT SECTOR SPDR TR 3,000.0 $159K 0.15% NEW $53.11 +16.9%
34 STLA STELLANTIS N.V Consumer Cyclical 26,039.0 $149K 0.14% NEW $5.74 -8.4%
35 XLE SELECT SECTOR SPDR TR 1,822.0 $139K 0.13% NEW $76.48 -18.8%
36 F PUT FORD MTR CO Consumer Cyclical 10,000.0 $139K 0.13% NEW $13.90 +0.4%
37 F CALL FORD MTR CO Consumer Cyclical 10,000.0 $139K 0.13% NEW $13.90 +0.4%
38 UPS CALL UNITED PARCEL SVCS INC Industrials 1,000.0 $108K 0.10% NEW $107.50 -2.2%
39 UPS PUT UNITED PARCEL SVCS INC Industrials 1,000.0 $108K 0.10% NEW $107.50 -2.2%
40 CB CALL CHUBB LIMITED Financial Services 300.0 $102K 0.10% NEW $340.74 +0.7%
Page 2 of 3  ·  47 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 24.6%
Healthcare 19.9%
Financial Services 19.9%
Consumer Cyclical 14.0%
Energy 11.1%
Basic Materials 4.8%
Industrials 3.6%
Consumer Defensive 1.5%
Real Estate 0.4%
Communication Services 0.3%