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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 5 of 150  ·  2,999 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 30,328.0 $1.6M 0.22% NEW $52.65 +22.9%
82 PENG PENGUIN SOLUTIONS INC Technology 20,739.0 $1.6M 0.22% NEW $76.01 -17.0%
83 SSRM SSR MINING IN Basic Materials 53,790.0 $1.5M 0.21% NEW $28.28 +15.9%
84 APA APA CORPORATION Energy 46,254.0 $1.5M 0.21% NEW $32.57 +27.7%
85 TTMI TTM TECHNOLOGIES INC Technology 7,949.0 $1.5M 0.20% NEW $187.02 -24.6%
86 RDW REDWIRE CORPORATION Industrials 120,284.0 $1.5M 0.20% NEW $12.23 +9.6%
87 BMNR BITMINE IMMERSION TECHS INC Financial Services 108,922.0 $1.4M 0.20% NEW $13.31 +40.7%
88 AEP AMERICAN ELEC PWR CO INC Utilities 10,516.0 $1.4M 0.20% NEW $136.81 -7.5%
89 VENTURE GLOBAL INC 127,964.0 $1.4M 0.20% NEW $11.13
90 BERKSHIRE HATHAWAY INC DEL 2,843.0 $1.4M 0.20% NEW $500.39
91 VELO3D INC 80,861.0 $1.4M 0.20% NEW $17.55
92 ANGLOGOLD ASHANTI PLC 17,323.0 $1.4M 0.19% NEW $80.89
93 RMBS RAMBUS INC DEL Technology 10,386.0 $1.4M 0.19% NEW $132.74 -24.2%
94 OXY OCCIDENTAL PETE CORP Energy 28,073.0 $1.4M 0.19% NEW $48.57 +21.6%
95 RUN SUNRUN INC Energy 101,464.0 $1.4M 0.19% NEW $13.38 -26.5%
96 KO COCA COLA CO Consumer Defensive 16,689.0 $1.4M 0.19% NEW $81.27 +7.0%
97 FPS FORGENT POWER SOLUTIONS INC Industrials 23,684.0 $1.3M 0.18% NEW $55.86 -30.5%
98 UMC UNITED MICROELECTRONICS CORP Technology 48,516.0 $1.3M 0.18% NEW $27.21 -28.2%
99 NXT NEXTPOWER INC Technology 10,629.0 $1.3M 0.17% NEW $119.14 -16.8%
100 VLO VALERO ENERGY CORP Energy 4,846.0 $1.3M 0.17% NEW $260.44 +33.3%
Page 5 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 55.4%
Basic Materials 10.4%
Energy 8.9%
Industrials 6.3%
Financial Services 5.1%
Healthcare 4.1%
Consumer Cyclical 3.8%
Communication Services 3.2%
Utilities 1.9%
Consumer Defensive 0.8%