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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 9 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 26,219 $299K 0.02% SOLD
162 MOOG INC 1,227 $299K 0.02% SOLD
163 PLAB PHOTRONICS INC Technology 9,329 $299K 0.02% SOLD
164 JXN JACKSON FINANCIAL INC Financial Services 2,793 $298K 0.02% SOLD
165 GATX GATX CORP Industrials 1,754 $297K 0.02% SOLD
166 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 28,478 $297K 0.02% SOLD
167 SWKS SKYWORKS SOLUTIONS INC Technology 4,686 $297K 0.02% SOLD
168 CL COLGATE PALMOLIVE CO Consumer Defensive 3,759 $297K 0.02% SOLD
169 RMD RESMED INC Healthcare 1,233 $297K 0.02% SOLD
170 HLX HELIX ENERGY SOLUTIONS GRP I Energy 47,320 $297K 0.02% SOLD
171 FORTINET INC 3,735 $297K 0.02% SOLD
172 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 138 $296K 0.02% SOLD
173 MCK MCKESSON CORP Healthcare 361 $296K 0.02% SOLD
174 GRNT GRANITE RIDGE RESOURCES INC Energy 62,926 $296K 0.02% SOLD
175 CSX CSX CORP Industrials 8,158 $296K 0.02% SOLD
176 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 51,305 $296K 0.02% SOLD
177 TT TRANE TECHNOLOGIES PLC Industrials 759 $295K 0.02% SOLD
178 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,028 $295K 0.02% SOLD
179 SKYW SKYWEST INC Industrials 2,936 $295K 0.02% SOLD
180 BKNG BOOKING HOLDINGS INC Consumer Cyclical 55 $295K 0.02% SOLD
Page 9 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%