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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 8 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 SYM SYMBOTIC INC Industrials 5,201 $309K 0.02% SOLD
142 LMT LOCKHEED MARTIN CORP Industrials 639 $309K 0.02% SOLD
143 URI UNITED RENTALS INC Industrials 381 $308K 0.02% SOLD
144 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 12,308 $308K 0.02% SOLD
145 JBL JABIL INC Technology 1,352 $308K 0.02% SOLD
146 ROKU ROKU INC Communication Services 2,839 $308K 0.02% SOLD
147 BYD BOYD GAMING CORP Consumer Cyclical 3,613 $308K 0.02% SOLD
148 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,373 $308K 0.02% SOLD
149 MHK MOHAWK INDS INC Consumer Cyclical 2,811 $307K 0.02% SOLD
150 FELE FRANKLIN ELEC INC Industrials 3,212 $307K 0.02% SOLD
151 AMP AMERIPRISE FINL INC Financial Services 625 $306K 0.02% SOLD
152 BDC BELDEN INC Technology 2,628 $306K 0.02% SOLD
153 PNR PENTAIR PLC Industrials 2,940 $306K 0.02% SOLD
154 MDB MONGODB INC Technology 729 $306K 0.02% SOLD
155 T AT&T INC Communication Services 12,199 $303K 0.02% SOLD
156 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 4,883 $302K 0.02% SOLD
157 VCTR VICTORY CAP HLDGS INC Financial Services 4,785 $302K 0.02% SOLD
158 WMB WILLIAMS COS INC Energy 5,006 $301K 0.02% SOLD
159 VTEX VTEX Technology 79,725 $300K 0.02% SOLD
160 EOG EOG RES INC Energy 2,853 $300K 0.02% SOLD
Page 8 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%