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Portfolio (Quarterly) Guide ↗

Caitong International Asset Management Co., Ltd

· CIK 0001963355
13F Portfolio $729M AUM 2,999 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2999 New
Page 70 of 150  ·  2,999 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 CAVA CAVA GROUP INC Consumer Cyclical 30.0 $2K NEW $78.47 -8.3%
1382 WKC WORLD KINECT CORPORATION Energy 71.0 $2K NEW $32.94 +8.1%
1383 MAMA MAMAS CREATIONS INC Consumer Defensive 131.0 $2K NEW $17.85 -7.5%
1384 PTLO PORTILLOS INC Consumer Cyclical 493.0 $2K NEW $4.74 +5.1%
1385 TRVI TREVI THERAPEUTICS INC Healthcare 124.0 $2K NEW $18.65 -3.1%
1386 FLR FLUOR CORP Industrials 44.0 $2K NEW $52.39 -2.1%
1387 VLN VALENS SEMICONDUCTOR LTD Technology 1,016.0 $2K NEW $2.26 -21.7%
1388 OLMA OLEMA PHARMACEUTICALS INC Healthcare 183.0 $2K NEW $12.51 -16.6%
1389 PAY PAYMENTUS HOLDINGS INC Technology 93.0 $2K NEW $24.16 +65.3%
1390 ELA ENVELA CORP Consumer Cyclical 77.0 $2K NEW $28.88 -51.0%
1391 UNIT UNITI GROUP LLC Real Estate 193.0 $2K NEW $11.47 -14.1%
1392 TSCO TRACTOR SUPPLY CO Consumer Cyclical 70.0 $2K NEW $31.61 +13.6%
1393 ENR ENERGIZER HLDGS INC Industrials 103.0 $2K NEW $21.44 +0.2%
1394 DPRO DRAGANFLY INC. Industrials 407.0 $2K NEW $5.42 -20.3%
1395 SKY CHAMPION HOMES INC Consumer Cyclical 25.0 $2K NEW $88.12 +3.9%
1396 MECHANICS BANCORP 138.0 $2K NEW $15.90
1397 ETSY INC 29.0 $2K NEW $75.34
1398 TENAX THERAPEUTICS INC 150.0 $2K NEW $14.55
1399 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 155.0 $2K NEW $13.42 -12.2%
1400 ASSEMBLY BIOSCIENCES INC 75.0 $2K NEW $27.48
Page 70 of 150  ·  2,999 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 55.9%
Basic Materials 10.4%
Energy 8.9%
Industrials 6.4%
Financial Services 5.1%
Healthcare 4.1%
Consumer Cyclical 3.8%
Communication Services 2.4%
Utilities 1.9%
Consumer Defensive 0.8%