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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 13 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NMM NAVIOS MARITIME PARTNERS LP Industrials 4,395.0 $297K 0.04% -11K -71.6% $67.48 +4.0%
242 ASGN ASGN INC Technology 7,648.0 $296K 0.04% NEW $38.71 -50.2%
243 CAMT CAMTEK LTD Technology 1,942.0 $294K 0.04% -3K -58.5% $151.61 +28.7%
244 AVO MISSION PRODUCE INC Consumer Defensive 21,390.0 $294K 0.04% NEW $13.76 -16.5%
245 GL GLOBE LIFE INC Financial Services 2,112.0 $294K 0.04% NEW $139.17 +22.7%
246 UEC URANIUM ENERGY CORP Energy 21,643.0 $292K 0.04% NEW $13.50 -11.0%
247 Q QNITY ELECTRONICS INC Technology 2,530.0 $292K 0.04% -36K -93.5% $115.38 +46.5%
248 HNRG HALLADOR ENERGY COMPANY Energy 17,914.0 $292K 0.04% NEW $16.28 +19.5%
249 FTRE FORTREA HLDGS INC Healthcare 30,860.0 $291K 0.04% NEW $9.42 +62.5%
250 CORZ CORE SCIENTIFIC INC NEW Technology 19,394.0 $290K 0.04% -166.0 -0.8% $14.96 +94.9%
251 HNGE HINGE HEALTH INC Healthcare 7,496.0 $289K 0.04% -72K -90.6% $38.56 +80.0%
252 PGR PROGRESSIVE CORP Financial Services 1,452.0 $288K 0.04% NEW $198.24 +3.3%
253 TEAM ATLASSIAN CORPORATION Technology 4,196.0 $286K 0.04% +2K +135.6% $68.25 +21.2%
254 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,518.0 $286K 0.04% -6K -56.4% $63.35 +20.6%
255 CMCSA COMCAST CORP NEW Communication Services 9,938.0 $285K 0.04% +121.0 +1.2% $28.71 -21.9%
256 ENSG ENSIGN GROUP INC Healthcare 1,408.0 $284K 0.04% NEW $201.50 -23.7%
257 EQH EQUITABLE HLDGS INC Financial Services 7,644.0 $284K 0.04% +1K +21.4% $37.11 +22.0%
258 SRAD SPORTRADAR GROUP AG Technology 16,814.0 $281K 0.04% +4K +29.0% $16.74 -10.0%
259 NX QUANEX BLDG PRODS CORP Industrials 15,660.0 $281K 0.04% NEW $17.97 -5.4%
260 GRMN GARMIN LTD Technology 1,211.0 $281K 0.04% NEW $232.01 +0.9%
Page 13 of 15  ·  294 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 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%