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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 46 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 VZ VERIZON COMMUNICATIONS INC Communication Services 29,368.0 $1.2M 0.03% NEW $40.73 +17.2%
902 CLS CELESTICA INC Technology 4,026.0 $1.2M 0.03% NEW $295.61 +14.7%
903 FLNC FLUENCE ENERGY INC Utilities 60,155.0 $1.2M 0.03% NEW $19.78 -9.5%
904 REET ISHARES TR 47,607.0 $1.2M 0.03% NEW $24.95 +9.2%
905 LNG CHENIERE ENERGY INC Energy 6,104.0 $1.2M 0.03% NEW $194.39 +26.9%
906 GUNR FLEXSHARES TR 25,814.0 $1.2M 0.03% NEW $45.85 +18.5%
907 WSO WATSCO INC Industrials 3,512.0 $1.2M 0.03% NEW $336.95 +14.8%
908 MTZ MASTEC INC Industrials 5,432.0 $1.2M 0.03% NEW $217.37 +77.1%
909 ONESTREAM INC 64,218.0 $1.2M 0.03% NEW $18.38
910 EWA ISHARES INC 44,775.0 $1.2M 0.03% NEW $26.19 +10.3%
911 RDVT RED VIOLET INC Technology 20,587.0 $1.2M 0.03% NEW $56.95 -12.0%
912 CW CURTISS WRIGHT CORP Industrials 2,116.0 $1.2M 0.03% NEW $551.27 +27.9%
913 CHKP CHECK POINT SOFTWARE TECH LT Technology 6,266.0 $1.2M 0.03% NEW $185.56 -32.1%
914 FLAGSTAR BANK NATIONAL ASSOC 92,291.0 $1.2M 0.03% NEW $12.59
915 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 27,815.0 $1.2M 0.03% NEW $41.70 -14.1%
916 NTCT NETSCOUT SYS INC Technology 42,764.0 $1.2M 0.03% NEW $27.06 +44.1%
917 BCO BRINKS CO Industrials 9,909.0 $1.2M 0.03% NEW $116.73 -8.6%
918 CF CF INDS HLDGS INC Basic Materials 14,938.0 $1.2M 0.03% NEW $77.34 +59.4%
919 FAST FASTENAL CO Industrials 28,643.0 $1.1M 0.03% NEW $40.13 +8.6%
920 SAFT SAFETY INS GROUP INC Financial Services 14,682.0 $1.1M 0.03% NEW $77.91 -6.6%
Page 46 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%