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Portfolio (Quarterly) Guide ↗

XY Capital Ltd

· CIK 0001933132
13F Portfolio $159M AUM 269 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 269 New
Page 12 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BX PUT BLACKSTONE INC Financial Services 800.0 $123K 0.08% NEW $154.14 -25.0%
222 TXN PUT TEXAS INSTRS INC Technology 700.0 $121K 0.08% NEW $173.49 +74.2%
223 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 435.0 $121K 0.08% NEW $278.92 -10.9%
224 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 1,300.0 $119K 0.07% NEW $91.21 +1.1%
225 PG CALL PROCTER AND GAMBLE CO Consumer Defensive 800.0 $115K 0.07% NEW $143.31 -1.0%
226 PG PUT PROCTER AND GAMBLE CO Consumer Defensive 800.0 $115K 0.07% NEW $143.31 -1.0%
227 MMM 3M CO Industrials 694.0 $111K 0.07% NEW $160.10 -6.5%
228 XOM CALL EXXON MOBIL CORP Energy 900.0 $108K 0.07% NEW $120.34 +34.6%
229 XOM PUT EXXON MOBIL CORP Energy 900.0 $108K 0.07% NEW $120.34 +34.6%
230 ACN CALL ACCENTURE PLC IRELAND Technology 400.0 $107K 0.07% NEW $268.30 -33.6%
231 TXN CALL TEXAS INSTRS INC Technology 600.0 $104K 0.07% NEW $173.49 +74.2%
232 WFC PUT WELLS FARGO CO NEW Financial Services 1,100.0 $103K 0.07% NEW $93.20 -19.6%
233 META META PLATFORMS INC Communication Services 155.0 $102K 0.06% NEW $660.09 -8.5%
234 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 395.0 $101K 0.06% NEW $256.03 -7.0%
235 ORLY CALL OREILLY AUTOMOTIVE INC Consumer Cyclical 1,100.0 $100K 0.06% NEW $91.21 +1.1%
236 AVGO BROADCOM INC Technology 288.0 $100K 0.06% NEW $346.10 +19.3%
237 MCD MCDONALDS CORP Consumer Cyclical 307.0 $94K 0.06% NEW $305.63 -7.4%
238 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,661.0 $90K 0.06% NEW $53.94 +7.5%
239 WDAY CALL WORKDAY INC Technology 400.0 $86K 0.05% NEW $214.78 -39.8%
240 WDAY PUT WORKDAY INC Technology 400.0 $86K 0.05% NEW $214.78 -39.8%
Page 12 of 14  ·  269 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
Consumer Cyclical 24.3%
Healthcare 18.7%
Technology 13.8%
Communication Services 13.6%
Financial Services 9.6%
Real Estate 7.8%
Consumer Defensive 7.4%
Energy 2.7%
Basic Materials 1.3%
Industrials 0.9%