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Portfolio (Quarterly) Guide ↗

Counterpoint Mutual Funds LLC

· CIK 0001698461
13F Portfolio $1.3B AUM 339 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 339 New
Page 5 of 17  ·  339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SIX FLAGS ENTERTAINMENT CORP 33,642.0 $516K 0.04% NEW $15.34
82 PLAY DAVE & BUSTERS ENTMT INC Communication Services 31,718.0 $514K 0.04% NEW $16.21 -26.3%
83 REAX THE REAL BROKERAGE INC Real Estate 140,851.0 $514K 0.04% NEW $3.65 -51.8%
84 PRAA PRA GROUP INC Financial Services 28,937.0 $512K 0.04% NEW $17.69 -15.5%
85 SSYS STRATASYS LTD Technology 58,852.0 $511K 0.04% NEW $8.68 +2.8%
86 NESR NATIONAL ENERGY SERVICES REU Energy 32,549.0 $510K 0.04% NEW $15.66 +56.7%
87 GPRE GREEN PLAINS INC Basic Materials 52,003.0 $510K 0.04% NEW $9.80 +51.2%
88 NBR NABORS INDUSTRIES LTD Energy 9,382.0 $509K 0.04% NEW $54.30 +60.3%
89 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 42,612.0 $509K 0.04% NEW $11.95 +11.5%
90 CMB.TECH NV 52,764.0 $509K 0.04% NEW $9.65
91 DHT DHT HOLDINGS INC Energy 41,679.0 $509K 0.04% NEW $12.21 +54.7%
92 PRIM PRIMORIS SVCS CORP Industrials 4,096.0 $508K 0.04% NEW $124.14 -18.4%
93 ADNT ADIENT PLC Consumer Cyclical 26,520.0 $508K 0.04% NEW $19.17 +8.2%
94 M MACYS INC Consumer Cyclical 23,041.0 $508K 0.04% NEW $22.05 +9.5%
95 HCC WARRIOR MET COAL INC Energy 5,761.0 $508K 0.04% NEW $88.17 +2.7%
96 MH MCGRAW HILL INC Consumer Defensive 30,771.0 $508K 0.04% NEW $16.50 -41.3%
97 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 38,226.0 $508K 0.04% NEW $13.28 -7.5%
98 FRO FRONTLINE PLC Energy 23,259.0 $508K 0.04% NEW $21.82 +87.6%
99 MNDY MONDAY COM LTD Technology 3,438.0 $507K 0.04% NEW $147.56 -51.5%
100 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 20,779.0 $507K 0.04% NEW $24.40 -16.7%
Page 5 of 17  ·  339 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
Healthcare 18.9%
Technology 17.8%
Industrials 17.2%
Consumer Cyclical 10.7%
Financial Services 9.2%
Energy 8.0%
Basic Materials 7.2%
Consumer Defensive 7.0%
Communication Services 2.5%
Utilities 1.1%