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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 75 of 150  ·  2,999 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 JANX JANUX THERAPEUTICS INC Healthcare 85.0 $1K NEW $15.36 +13.2%
1482 APPN APPIAN CORP Technology 57.0 $1K NEW $22.89 +67.3%
1483 WEAV WEAVE COMMUNICATIONS INC Technology 217.0 $1K NEW $5.99 +21.7%
1484 POMDOCTOR LTD 893.0 $1K NEW $1.45
1485 AMSF AMERISAFE INC Financial Services 38.0 $1K NEW $33.84 -23.1%
1486 REZI RESIDEO TECHNOLOGIES INC Industrials 41.0 $1K NEW $31.10 -34.8%
1487 ENERFLEX LTD 52.0 $1K NEW $24.52
1488 ELEMENTAL RTY CORP 73.0 $1K NEW $17.47
1489 PEN PENUMBRA INC Healthcare 4.0 $1K NEW $315.75 +3.0%
1490 DFH DREAM FINDERS HOMES INC Consumer Cyclical 73.0 $1K NEW $17.26 -13.6%
1491 PYPL PAYPAL HLDGS INC Financial Services 29.0 $1K NEW $43.17 +42.6%
1492 CARR CARRIER GLOBAL CORPORATION Industrials 17.0 $1K NEW $73.35 -17.7%
1493 GNK GENCO SHIPPING & TRADING LTD Industrials 50.0 $1K NEW $24.78 +7.0%
1494 HSTM HEALTHSTREAM INC Healthcare 45.0 $1K NEW $27.24 +6.0%
1495 ITRN ITURAN LOCATION AND CONTROL Technology 20.0 $1K NEW $61.00 -16.6%
1496 HE HAWAIIAN ELEC INDS INC MTN B Utilities 90.0 $1K NEW $13.53 -15.0%
1497 PLCE CHILDRENS PL INC NEW Consumer Cyclical 399.0 $1K NEW $3.05 -18.4%
1498 NYT NEW YORK TIMES CO MTN BE Communication Services 17.0 $1K NEW $70.00 -6.2%
1499 BLMN BLOOMIN BRANDS INC Consumer Cyclical 130.0 $1K NEW $9.14 +27.3%
1500 AWK AMERICAN WTR WKS CO INC NEW Utilities 9.0 $1K NEW $131.56 +2.9%
Page 75 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%