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Portfolio (Quarterly) Guide ↗

EntryPoint Capital, LLC

· CIK 0001992519
13F Portfolio $341M AUM 731 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 316 New 166 Added 118 Reduced 224 Exited
Page 3 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 JPM JPMORGAN CHASE & CO. Financial Services 1,503 $484K 0.19% SOLD
42 YUM YUM BRANDS INC Consumer Cyclical 3,201 $484K 0.19% SOLD
43 LPG DORIAN LPG LTD Energy 19,590 $477K 0.19% SOLD
44 CCK CROWN HLDGS INC Consumer Cyclical 4,585 $472K 0.18% SOLD
45 KD KYNDRYL HLDGS INC Technology 17,702 $470K 0.18% SOLD
46 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,178 $466K 0.18% SOLD
47 ROCK GIBRALTAR INDS INC Industrials 9,402 $465K 0.18% SOLD
48 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 7,109 $457K 0.18% SOLD
49 SF STIFEL FINL CORP Financial Services 3,631 $455K 0.18% SOLD
50 FLR FLUOR CORP NEW Industrials 11,471 $455K 0.18% SOLD
51 MLKN MILLERKNOLL INC Consumer Cyclical 24,863 $454K 0.18% SOLD
52 OHI OMEGA HEALTHCARE INVS INC Real Estate 9,912 $439K 0.17% SOLD
53 CNC CENTENE CORP DEL Healthcare 10,523 $433K 0.17% SOLD
54 DUK DUKE ENERGY CORP NEW Utilities 3,660 $429K 0.17% SOLD
55 EGBN EAGLE BANCORP INC MD Financial Services 19,781 $424K 0.17% SOLD
56 ALIT ALIGHT INC Technology 212,339 $414K 0.16% SOLD
57 ABT ABBOTT LABS Healthcare 3,289 $412K 0.16% SOLD
58 ITGR INTEGER HLDGS CORP Healthcare 5,162 $405K 0.16% SOLD
59 IEX IDEX CORP Industrials 2,266 $403K 0.16% SOLD
60 IAC IAC INC Technology 10,236 $400K 0.16% SOLD
Page 3 of 12  ·  224 positions
Sector Allocation
Industrials 19.3%
Technology 14.7%
Financial Services 14.5%
Healthcare 13.4%
Consumer Cyclical 9.3%
Real Estate 6.5%
Basic Materials 5.0%
Consumer Defensive 5.0%
Utilities 5.0%
Energy 4.8%