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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 33 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ENERFLEX LTD 126,089.0 $1.9M 0.04% NEW $15.43
642 MTX MINERALS TECHNOLOGIES INC Basic Materials 31,793.0 $1.9M 0.04% NEW $60.95 +23.1%
643 BRC BRADY CORP Industrials 24,662.0 $1.9M 0.04% NEW $78.37 +9.1%
644 PJT PJT PARTNERS INC Financial Services 11,559.0 $1.9M 0.04% NEW $167.20 -8.0%
645 AAOI APPLIED OPTOELECTRONICS INC Technology 55,271.0 $1.9M 0.04% NEW $34.86 +374.1%
646 RC READY CAPITAL CORP Real Estate 883,314.0 $1.9M 0.04% NEW $2.18 -22.0%
647 WELL WELLTOWER INC Real Estate 10,302.0 $1.9M 0.04% NEW $185.61 +17.5%
648 GH GUARDANT HEALTH INC Healthcare 18,715.0 $1.9M 0.04% NEW $102.14 -3.9%
649 U HAUL HOLDING COMPANY 40,888.0 $1.9M 0.04% NEW $46.74
650 MCY MERCURY GENL CORP NEW Financial Services 20,248.0 $1.9M 0.04% NEW $94.06 +7.8%
651 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 131,957.0 $1.9M 0.04% NEW $14.42 +28.0%
652 MWA MUELLER WTR PRODS INC Industrials 79,217.0 $1.9M 0.04% NEW $23.82 +5.0%
653 IOSP INNOSPEC INC Basic Materials 24,614.0 $1.9M 0.04% NEW $76.54 +0.4%
654 ITB ISHARES TR 19,468.0 $1.9M 0.04% NEW $96.30 -6.4%
655 ASTE ASTEC INDS INC Industrials 43,191.0 $1.9M 0.04% NEW $43.32 +12.4%
656 BV BRIGHTVIEW HLDGS INC Industrials 147,586.0 $1.9M 0.04% NEW $12.67 -2.1%
657 CRL CHARLES RIV LABS INTL INC Healthcare 9,368.0 $1.9M 0.04% NEW $199.48 -23.6%
658 DLB DOLBY LABORATORIES INC Technology 29,039.0 $1.9M 0.04% NEW $64.22 -16.9%
659 HPE HEWLETT PACKARD ENTERPRISE C Technology 77,568.0 $1.9M 0.04% NEW $24.02 +35.8%
660 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 14,048.0 $1.9M 0.04% NEW $131.84 -36.0%
Page 33 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%