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Portfolio (Quarterly) Guide ↗

Counterpoint Mutual Funds LLC

· CIK 0001698461
13F Portfolio $666M AUM 294 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 191 New 61 Added 42 Reduced 236 Exited
Page 12 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 BEACON FINANCIAL CORP. 10,632 $280K 0.02% SOLD
222 WDC WESTERN DIGITAL CORP Technology 1,624 $280K 0.02% SOLD
223 MFA MFA FINL INC Real Estate 29,684 $276K 0.02% SOLD
224 CVNA CARVANA CO Consumer Cyclical 649 $274K 0.02% SOLD
225 COKE COCA COLA CONS INC Consumer Defensive 1,782 $273K 0.02% SOLD
226 LSPD LIGHTSPEED COMMERCE INC Technology 22,107 $267K 0.02% SOLD
227 GDOT GREEN DOT CORP Financial Services 20,725 $265K 0.02% SOLD
228 MNTN INC 21,342 $255K 0.02% SOLD
229 TDAY USA TODAY CO INC Communication Services 49,311 $254K 0.02% SOLD
230 TK TEEKAY CORPORATION LTD Energy 28,084 $254K 0.02% SOLD
231 IHS IHS HOLDING LIMITED Communication Services 33,573 $250K 0.02% SOLD
232 UVE UNIVERSAL INS HLDGS INC Financial Services 7,265 $246K 0.02% SOLD
233 DAC DANAOS CORPORATION Industrials 2,534 $239K 0.02% SOLD
234 ARDT ARDENT HEALTH INC Healthcare 26,977 $238K 0.02% SOLD
235 NPK INTERNATIONAL INC 19,965 $238K 0.02% SOLD
236 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 42,924 $111K 0.01% SOLD
Page 12 of 12  ·  236 positions
Sector Allocation
Technology 38.2%
Healthcare 13.8%
Industrials 10.3%
Consumer Defensive 8.5%
Financial Services 6.4%
Consumer Cyclical 6.1%
Energy 5.3%
Basic Materials 5.0%
Communication Services 4.0%
Utilities 1.7%