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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 3 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PUT BERKSHIRE HATHAWAY INC DEL 1,600.0 $804K 0.51% NEW $502.65
42 GOOGL PUT ALPHABET INC Communication Services 2,500.0 $782K 0.49% NEW $313.00 +25.5%
43 HCM HUTCHMED CHINA LTD Healthcare 57,610.0 $768K 0.48% NEW $13.33 -8.4%
44 TMO PUT THERMO FISHER SCIENTIFIC INC Healthcare 1,300.0 $753K 0.47% NEW $579.45 -23.5%
45 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 72,289.0 $698K 0.44% NEW $9.65 +31.8%
46 UNH PUT UNITEDHEALTH GROUP INC Healthcare 2,100.0 $693K 0.44% NEW $330.11 +17.9%
47 CAT PUT CATERPILLAR INC Industrials 1,200.0 $687K 0.43% NEW $572.87 +48.9%
48 DIA CALL SPDR DOW JONES INDL AVERAGE Financial Services 1,400.0 $673K 0.42% NEW $480.57 +2.5%
49 MRK PUT MERCK & CO INC Healthcare 6,300.0 $663K 0.42% NEW $105.26 +7.2%
50 PHG KONINKLIJKE PHILIPS N V Healthcare 24,413.0 $661K 0.42% NEW $27.08 -4.2%
51 LLY PUT ELI LILLY & CO Healthcare 600.0 $645K 0.41% NEW $1074.68 -7.7%
52 JPM PUT JPMORGAN CHASE & CO. Financial Services 2,000.0 $644K 0.41% NEW $322.22 -6.8%
53 MA CALL MASTERCARD INCORPORATED Financial Services 1,100.0 $628K 0.40% NEW $570.88 -10.9%
54 BSX PUT BOSTON SCIENTIFIC CORP Healthcare 6,100.0 $582K 0.37% NEW $95.35 -40.4%
55 TMO CALL THERMO FISHER SCIENTIFIC INC Healthcare 1,000.0 $579K 0.36% NEW $579.45 -23.5%
56 CAT CALL CATERPILLAR INC Industrials 1,000.0 $573K 0.36% NEW $572.87 +48.9%
57 ELVR ELEVRA LITHIUM LTD Basic Materials 10,821.0 $569K 0.36% NEW $52.57 +51.4%
58 UNH CALL UNITEDHEALTH GROUP INC Healthcare 1,700.0 $561K 0.35% NEW $330.11 +17.9%
59 MRK CALL MERCK & CO INC Healthcare 5,300.0 $558K 0.35% NEW $105.26 +7.2%
60 AMGN CALL AMGEN INC Healthcare 1,700.0 $556K 0.35% NEW $327.31 -1.4%
Page 3 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%