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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 F CALL FORD MTR CO Consumer Cyclical 10,000.0 $139K 0.13% NEW $13.90 +0.4%
62 UPS PUT UNITED PARCEL SVCS INC Industrials 1,000.0 $108K 0.10% NEW $107.50 -2.2%
63 UPS CALL UNITED PARCEL SVCS INC Industrials 1,000.0 $108K 0.10% NEW $107.50 -2.2%
64 CB PUT CHUBB LIMITED Financial Services 300.0 $102K 0.10% NEW $340.74 +0.7%
65 CB CALL CHUBB LIMITED Financial Services 300.0 $102K 0.10% NEW $340.74 +0.7%
66 BLOCK INC 1,117.0 $85K 0.08% NEW $76.00
67 ORCL ORACLE CORP Technology 553.0 $81K 0.08% NEW $146.55 -1.3%
68 JPM JPMORGAN CHASE & CO Financial Services 166.0 $54K 0.05% NEW $327.33 +9.0%
69 AVGO BROADCOM INC Technology 129.0 $49K 0.05% NEW $377.75 -5.6%
70 BA BOEING CO Industrials 225.0 $49K 0.05% +210.0 +1400.0% $216.47 -2.5%
71 UPS UNITED PARCEL SVCS INC Industrials 249.0 $27K 0.03% NEW $107.50 -2.2%
72 F FORD MTR CO Consumer Cyclical 908.0 $13K 0.01% NEW $13.90 +0.4%
Page 4 of 4  ·  72 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%