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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $5.3B AUM 1,496 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 669 New 455 Added 356 Reduced 655 Exited
Page 34 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FERG FERGUSON ENTERPRISES INC Industrials 9,651.0 $2.3M 0.04% NEW $233.26 -4.1%
662 WMK WEIS MKTS INC Consumer Defensive 32,824.0 $2.2M 0.04% NEW $68.39 +5.4%
663 R RYDER SYS INC Industrials 10,931.0 $2.2M 0.04% NEW $204.71 +14.7%
664 MKSI MKS INC. Technology 9,732.0 $2.2M 0.04% NEW $229.81 +36.3%
665 VC VISTEON CORP Consumer Cyclical 24,489.0 $2.2M 0.04% -19K -44.3% $91.11 +19.9%
666 WMB WILLIAMS COS INC Energy 30,588.0 $2.2M 0.04% NEW $72.78 +7.0%
667 OII OCEANEERING INTL INC Energy 62,516.0 $2.2M 0.04% -22K -26.1% $35.47 +8.5%
668 AMBA AMBARELLA INC Technology 43,068.0 $2.2M 0.04% +264.0 +0.6% $51.47 +62.5%
669 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 84,250.0 $2.2M 0.04% NEW $26.25 -10.7%
670 AVPT AVEPOINT INC Technology 232,250.0 $2.2M 0.04% +105K +83.2% $9.51 +7.7%
671 WRB BERKLEY W R CORP Financial Services 33,001.0 $2.2M 0.04% +12K +55.7% $66.28 +3.0%
672 CSL CARLISLE COS INC Industrials 6,542.0 $2.2M 0.04% NEW $333.62 -0.4%
673 FOX FOX CORP Communication Services 40,991.0 $2.2M 0.04% NEW $53.10 +8.5%
674 TNET TRINET GROUP INC Industrials 59,638.0 $2.2M 0.04% +26K +77.8% $36.43 +17.0%
675 SCHF SCHWAB STRATEGIC TR 87,661.0 $2.2M 0.04% +45K +105.6% $24.75 +10.5%
676 CATY CATHAY GEN BANCORP Financial Services 43,419.0 $2.2M 0.04% +26K +150.6% $49.86 +14.8%
677 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 50,272.0 $2.2M 0.04% +15K +42.3% $43.06 -0.7%
678 ENVIRI CORP 110,134.0 $2.2M 0.04% +19K +21.2% $19.62
679 IBCP INDEPENDENT BK CORP MICH Financial Services 64,512.0 $2.1M 0.04% +43K +204.6% $33.30 +2.2%
680 AUGO AURA MINERALS INC Basic Materials 26,047.0 $2.1M 0.04% -62K -70.5% $81.60 -7.7%
Page 34 of 75  ·  1,496 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 20.6%
Financial Services 15.4%
Industrials 14.0%
Healthcare 12.2%
Consumer Cyclical 11.5%
Basic Materials 7.3%
Consumer Defensive 5.1%
Communication Services 4.3%
Real Estate 3.7%
Energy 3.7%