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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 54 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 VMI VALMONT INDS INC Industrials 2,070.0 $833K 0.02% NEW $402.32 +24.4%
1062 DDS DILLARDS INC Consumer Cyclical 1,373.0 $833K 0.02% NEW $606.34 -12.6%
1063 CFFN CAPITOL FED FINL INC Financial Services 122,161.0 $832K 0.02% NEW $6.81 +12.0%
1064 ROG ROGERS CORP Technology 9,079.0 $831K 0.02% NEW $91.57 +46.1%
1065 ANDE ANDERSONS INC Consumer Defensive 15,606.0 $830K 0.02% NEW $53.17 +31.5%
1066 FFIC FLUSHING FINL CORP Financial Services 54,668.0 $829K 0.02% NEW $15.17 +3.0%
1067 XYLD GLOBAL X FDS 20,339.0 $826K 0.02% NEW $40.63 -1.5%
1068 LILAK LIBERTY LATIN AMERICA LTD Communication Services 110,720.0 $826K 0.02% NEW $7.46 +0.7%
1069 CPS COOPER STD HLDGS INC Consumer Cyclical 25,157.0 $826K 0.02% NEW $32.83 -18.9%
1070 KE KIMBALL ELECTRONICS INC Industrials 29,498.0 $821K 0.02% NEW $27.82 -10.4%
1071 TRN TRINITY INDS INC Industrials 31,012.0 $820K 0.02% NEW $26.44 +29.6%
1072 GPN GLOBAL PMTS INC Industrials 10,563.0 $818K 0.02% NEW $77.40 -12.7%
1073 EW EDWARDS LIFESCIENCES CORP Healthcare 9,550.0 $814K 0.02% NEW $85.25 -3.4%
1074 ORI OLD REP INTL CORP Financial Services 17,809.0 $813K 0.02% NEW $45.64 -12.2%
1075 TREX TREX CO INC Industrials 23,150.0 $812K 0.02% NEW $35.08 +8.8%
1076 GDEN GOLDEN ENTMT INC Consumer Cyclical 29,653.0 $806K 0.02% NEW $27.19 +5.0%
1077 LENNAR CORP 8,465.0 $805K 0.02% NEW $95.12
1078 TAN INVESCO EXCH TRADED FD TR II 16,382.0 $805K 0.02% NEW $49.12 +24.1%
1079 ATKR ATKORE INC Industrials 12,679.0 $802K 0.02% NEW $63.25 +13.4%
1080 FDUS FIDUS INVT CORP Financial Services 41,518.0 $801K 0.02% NEW $19.30 -3.3%
Page 54 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%