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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 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,268 $336K 0.10% SOLD
122 WHD CACTUS INC Energy 7,067 $335K 0.10% SOLD
123 PVH PVH CORPORATION Consumer Cyclical 4,780 $333K 0.10% SOLD
124 DX DYNEX CAP INC Real Estate 26,112 $333K 0.10% SOLD
125 CMP COMPASS MINERALS INTL INC Basic Materials 14,021 $327K 0.10% SOLD
126 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,173 $326K 0.10% SOLD
127 EQBK EQUITY BANCSHARES INC Financial Services 7,219 $321K 0.09% SOLD
128 ASIX ADVANSIX INC Basic Materials 12,774 $312K 0.09% SOLD
129 GCMG GCM GROSVENOR INC Financial Services 31,553 $309K 0.09% SOLD
130 SEPN SEPTERNA INC Healthcare 12,776 $307K 0.09% SOLD
131 MLAB MESA LABS INC Technology 3,469 $307K 0.09% SOLD
132 SPIRE GLOBAL INC 24,248 $305K 0.09% SOLD
133 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 86,874 $305K 0.09% SOLD
134 M MACYS INC Consumer Cyclical 16,849 $305K 0.09% SOLD
135 ORKA ORUKA THERAPEUTICS INC Healthcare 6,120 $300K 0.09% SOLD
136 NMRK NEWMARK GROUP INC Real Estate 19,963 $299K 0.09% SOLD
137 ACLS AXCELIS TECHNOLOGIES INC Technology 3,213 $299K 0.09% SOLD
138 AAPL APPLE INC Technology 1,162 $295K 0.09% SOLD
139 ARMK ARAMARK Industrials 7,156 $290K 0.09% SOLD
140 BLFS BIOLIFE SOLUTIONS INC Healthcare 15,107 $288K 0.08% SOLD
Page 7 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%