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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 5 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CGNX COGNEX CORP Technology 17,220.0 $844K 0.13% NEW $48.99 +34.9%
82 REZI RESIDEO TECHNOLOGIES INC Industrials 24,886.0 $839K 0.13% NEW $33.71 -5.3%
83 EXK ENDEAVOUR SILVER CORP Basic Materials 89,549.0 $834K 0.12% NEW $9.31 -7.5%
84 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 97,669.0 $825K 0.12% +59K +155.5% $8.45 +45.3%
85 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 124,171.0 $823K 0.12% NEW $6.63 -6.6%
86 UMAC UNUSUAL MACHS INC Financial Services 65,909.0 $817K 0.12% NEW $12.40 +101.5%
87 ADNT ADIENT PLC Consumer Cyclical 40,125.0 $811K 0.12% +14K +51.3% $20.21 +2.7%
88 DG DOLLAR GEN CORP Consumer Defensive 6,780.0 $805K 0.12% NEW $118.73 -4.4%
89 GSM FERROGLOBE PLC Basic Materials 192,189.0 $792K 0.12% +84K +77.0% $4.12 -5.1%
90 AMRC AMERESCO INC Industrials 30,859.0 $787K 0.12% NEW $25.50 +12.3%
91 CENX CENTURY ALUM CO Basic Materials 11,586.0 $680K 0.10% NEW $58.69 -11.9%
92 CDE COEUR MNG INC Basic Materials 34,639.0 $650K 0.10% NEW $18.77 -6.7%
93 TGB TASEKO MINES LTD Basic Materials 95,461.0 $616K 0.09% NEW $6.45 +10.7%
94 HBM HUDBAY MINERALS INC Basic Materials 29,365.0 $614K 0.09% NEW $20.90 +32.0%
95 NEM NEWMONT CORP Basic Materials 5,661.0 $613K 0.09% -28K -83.2% $108.25 -4.1%
96 POET POET TECHNOLOGIES INC Technology 100,591.0 $598K 0.09% NEW $5.94 +104.5%
97 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,932.0 $594K 0.09% NEW $100.09 +9.0%
98 ASAN ASANA INC Technology 92,371.0 $591K 0.09% NEW $6.40 +8.1%
99 DXC DXC TECHNOLOGY CO Technology 46,830.0 $589K 0.09% NEW $12.57 -31.6%
100 IDT IDT CORP Communication Services 11,965.0 $587K 0.09% NEW $49.10 +12.9%
Page 5 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%