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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 66 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 IEUR ISHARES TR 6,005.0 $422K 0.01% -15K -72.0% $70.27 +5.5%
1302 NPK NATIONAL PRESTO INDS INC Industrials 3,067.0 $420K 0.01% -3K -52.9% $137.06 +3.1%
1303 EZA ISHARES INC 6,180.0 $419K 0.01% NEW $67.80 -1.7%
1304 AHRT AH RLTY TR INC Financial Services 75,997.0 $418K 0.01% NEW $5.50 +19.4%
1305 WRD WERIDE INC Technology 51,315.0 $415K 0.01% NEW $8.09 -16.4%
1306 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,104.0 $413K 0.01% -1K -30.8% $133.11 -16.6%
1307 CLVT CLARIVATE PLC Technology 162,856.0 $412K 0.01% NEW $2.53 -1.1%
1308 IQVIA HLDGS INC 2,411.0 $411K 0.01% +258.0 +12.0% $170.54
1309 ZUMZ ZUMIEZ INC Consumer Cyclical 18,528.0 $411K 0.01% NEW $22.16 +1.2%
1310 XLV SELECT SECTOR SPDR TR 2,792.0 $409K 0.01% NEW $146.61 -1.0%
1311 TTC TORO CO Industrials 4,377.0 $409K 0.01% NEW $93.44 -5.4%
1312 THRM GENTHERM INC Consumer Cyclical 14,563.0 $405K 0.01% NEW $27.78 +5.9%
1313 ESNT ESSENT GROUP LTD Financial Services 6,920.0 $404K 0.01% -14K -67.6% $58.44 +5.5%
1314 VREX VAREX IMAGING CORP Healthcare 38,020.0 $403K 0.01% +26K +206.6% $10.61 -9.6%
1315 KRE SPDR SERIES TRUST 6,187.0 $403K 0.01% -10K -61.2% $65.15 +3.4%
1316 GLNG GOLAR LNG LTD Energy 7,447.0 $403K 0.01% -7K -46.7% $54.11 +5.5%
1317 ARDT ARDENT HEALTH INC Healthcare 46,868.0 $401K 0.01% +29K +165.7% $8.56 +16.1%
1318 OTIS OTIS WORLDWIDE CORP Industrials 5,160.0 $398K 0.01% -40K -88.6% $77.08 -9.2%
1319 CMCO COLUMBUS MCKINNON CORP N Y Industrials 27,154.0 $395K 0.01% -93K -77.4% $14.53 -8.3%
1320 EFAV ISHARES TR 4,294.0 $392K 0.01% -6K -58.1% $91.37 +0.3%
Page 66 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%