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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 10 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,173 $230K 0.07% SOLD
182 DCO DUCOMMUN INC DEL Industrials 1,863 $227K 0.07% SOLD
183 MAN MANPOWERGROUP INC WIS Industrials 7,694 $227K 0.07% SOLD
184 CECO CECO ENVIRONMENTAL CORP Industrials 3,770 $225K 0.07% SOLD
185 VMC VULCAN MATLS CO Basic Materials 824 $224K 0.07% SOLD
186 PRG PROG HOLDINGS INC Industrials 7,764 $223K 0.07% SOLD
187 IONS IONIS PHARMACEUTICALS INC Healthcare 2,963 $222K 0.07% SOLD
188 INSW INTERNATIONAL SEAWAYS INC Energy 3,029 $221K 0.07% SOLD
189 ONITY GROUP INC 5,595 $220K 0.06% SOLD
190 WD WALKER & DUNLOP INC Financial Services 4,906 $218K 0.06% SOLD
191 NMRA NEUMORA THERAPEUTICS INC. Healthcare 110,875 $216K 0.06% SOLD
192 SNA SNAP ON INC Industrials 595 $216K 0.06% SOLD
193 MRVL MARVELL TECHNOLOGY INC Technology 2,174 $215K 0.06% SOLD
194 HAMILTON INSURANCE GROUP LTD 7,160 $214K 0.06% SOLD
195 F FORD MTR CO Consumer Cyclical 18,255 $211K 0.06% SOLD
196 TITN TITAN MACHY INC Industrials 12,531 $210K 0.06% SOLD
197 COLD AMERICOLD REALTY TRUST INC Real Estate 17,987 $206K 0.06% SOLD
198 YELP YELP INC Communication Services 8,246 $204K 0.06% SOLD
199 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 48,224 $204K 0.06% SOLD
200 AEP AMERICAN ELEC PWR CO INC Utilities 1,543 $202K 0.06% SOLD
Page 10 of 12  ·  234 positions
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%