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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $4.5B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1482 New
Page 13 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 OCUL OCULAR THERAPEUTIX INC Healthcare 395,335.0 $4.8M 0.11% NEW $12.14 -33.4%
242 ALLE ALLEGION PLC Industrials 30,136.0 $4.8M 0.11% NEW $159.22 -20.4%
243 UPS UNITED PARCEL SERVICE INC Industrials 48,322.0 $4.8M 0.11% NEW $99.19 -2.8%
244 OKE ONEOK INC NEW Energy 64,965.0 $4.8M 0.11% NEW $73.50 +29.0%
245 NTAP NETAPP INC Technology 44,427.0 $4.8M 0.11% NEW $107.09 +13.4%
246 NDSN NORDSON CORP Industrials 19,777.0 $4.8M 0.11% NEW $240.43 +13.6%
247 TECHNIPFMC PLC 106,701.0 $4.8M 0.11% NEW $44.56
248 PCG PG&E CORP Utilities 294,446.0 $4.7M 0.11% NEW $16.07 +1.3%
249 MS MORGAN STANLEY Financial Services 26,451.0 $4.7M 0.10% NEW $177.53 +8.6%
250 STT STATE STR CORP Financial Services 36,274.0 $4.7M 0.10% NEW $129.01 +18.1%
251 FIRST HAWAIIAN INC 184,672.0 $4.7M 0.10% NEW $25.30
252 BRBR BELLRING BRANDS INC Consumer Defensive 174,404.0 $4.7M 0.10% NEW $26.73 -65.7%
253 VRSK VERISK ANALYTICS INC Industrials 20,768.0 $4.6M 0.10% NEW $223.69 -23.3%
254 KBR KBR INC Industrials 115,540.0 $4.6M 0.10% NEW $40.20 -20.0%
255 CRUS CIRRUS LOGIC INC Technology 39,096.0 $4.6M 0.10% NEW $118.50 +35.8%
256 CIVITAS RESOURCES INC 170,837.0 $4.6M 0.10% NEW $27.09
257 TTEK TETRA TECH INC NEW Industrials 137,700.0 $4.6M 0.10% NEW $33.54 -18.1%
258 TDG TRANSDIGM GROUP INC Industrials 3,465.0 $4.6M 0.10% NEW $1329.85 -10.8%
259 TEL TE CONNECTIVITY PLC Technology 20,191.0 $4.6M 0.10% NEW $227.51 -13.7%
260 THC TENET HEALTHCARE CORP Healthcare 23,098.0 $4.6M 0.10% NEW $198.72 -3.9%
Page 13 of 75  ·  1,482 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 16.1%
Industrials 12.6%
Consumer Cyclical 11.2%
Healthcare 10.9%
Energy 6.5%
Basic Materials 4.9%
Consumer Defensive 4.0%
Communication Services 3.9%
Real Estate 3.4%