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Portfolio (Quarterly) Guide ↗

EntryPoint Capital, LLC

· CIK 0001992519
13F Portfolio $412M AUM 768 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 271 New 170 Added 164 Reduced 234 Exited
Page 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LXEO LEXEO THERAPEUTICS INC Healthcare 103,648.0 $482K 0.12% +87K +525.9% $4.66 +7.6%
122 EC ECOPETROL S A Energy 33,466.0 $477K 0.12% +13K +65.6% $14.24 +16.0%
123 WEAV WEAVE COMMUNICATIONS INC Technology 78,708.0 $471K 0.11% +62K +376.2% $5.99 +22.0%
124 MGTX MEIRAGTX HLDGS PLC Healthcare 34,510.0 $466K 0.11% +3K +8.1% $13.51 +7.8%
125 MMM 3M CO Industrials 2,853.0 $462K 0.11% +86.0 +3.1% $161.91 +11.2%
126 QNST QUINSTREET INC Communication Services 30,720.0 $450K 0.11% +17K +129.1% $14.65 +34.3%
127 CERS CERUS CORP Healthcare 153,791.0 $449K 0.11% +114K +285.1% $2.92 -6.2%
128 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,272.0 $439K 0.11% +394.0 +21.0% $193.23 +5.5%
129 DCTH DELCATH SYS INC Healthcare 34,761.0 $438K 0.11% +10K +38.9% $12.59 +30.3%
130 CRGY CRESCENT ENERGY COMPANY Energy 43,681.0 $429K 0.10% +28K +175.2% $9.82 +36.2%
131 RBBN RIBBON COMMUNICATIONS INC Communication Services 172,880.0 $405K 0.10% +33K +23.2% $2.34 -13.2%
132 CMPS COMPASS PATHWAYS PLC Healthcare 28,375.0 $402K 0.10% +12K +70.8% $14.15 +3.3%
133 LIBERTY CAP CORP 18,554.0 $400K 0.10% +1K +8.6% $21.56
134 EGHT 8X8 INC NEW Technology 231,691.0 $396K 0.10% +199K +601.2% $1.71 +11.1%
135 MG MISTRAS GROUP INC Industrials 22,015.0 $385K 0.09% +2K +7.8% $17.47 +7.6%
136 BV BRIGHTVIEW HLDGS INC Industrials 26,755.0 $379K 0.09% +16K +149.7% $14.17 -22.1%
137 FOXA FOX CORP Communication Services 7,250.0 $378K 0.09% +2K +27.1% $52.16 +33.4%
138 EL LAUDER ESTEE COS INC Consumer Defensive 4,706.0 $372K 0.09% +381.0 +8.8% $78.95 +33.1%
139 NEM NEWMONT CORP Basic Materials 3,939.0 $368K 0.09% +633.0 +19.1% $93.40 +40.9%
140 RNGR RANGER ENERGY SVCS INC Energy 22,707.0 $364K 0.09% +10K +77.8% $16.01 -1.4%
Page 7 of 9  ·  170 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
Industrials 18.4%
Financial Services 17.5%
Healthcare 14.4%
Technology 12.3%
Consumer Cyclical 9.5%
Real Estate 7.8%
Consumer Defensive 4.4%
Utilities 4.4%
Energy 4.3%
Basic Materials 3.9%