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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 9 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SIGA SIGA TECHNOLOGIES INC Healthcare 60,349.0 $220K 0.05% +22K +58.0% $3.64 -15.7%
162 PLAB PHOTRONICS INC Technology 6,601.0 $215K 0.05% +810.0 +14.0% $32.53 -7.0%
163 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 16,964.0 $214K 0.05% +4K +28.3% $12.61 -6.3%
164 SLDP SOLID POWER INC Industrials 77,999.0 $202K 0.05% +40K +106.4% $2.59 -9.7%
165 NNDM NANO DIMENSION LTD Technology 124,568.0 $181K 0.04% +56K +80.9% $1.45 +9.7%
166 GERN GERON CORP Healthcare 137,644.0 $176K 0.04% +39K +38.9% $1.28 +19.5%
167 LMNR LIMONEIRA CO Consumer Defensive 13,291.0 $175K 0.04% +3K +25.7% $13.13 +2.8%
168 MDXG MIMEDX GROUP INC Healthcare 44,915.0 $173K 0.04% +257.0 +0.6% $3.85 +14.8%
169 MVST MICROVAST HOLDINGS INC Industrials 139,729.0 $163K 0.04% +17K +14.1% $1.17 -34.5%
170 REAX THE REAL BROKERAGE INC Real Estate 32,488.0 $59K 0.01% +13K +63.2% $1.82 +1361.0%
Page 9 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%