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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 14 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 29,616.0 $101K 0.03% NEW $3.41 -7.3%
262 REI RING ENERGY INC Energy 89,133.0 $96K 0.02% NEW $1.08 +29.6%
263 THM INTERNATIONAL TOWER HILL MIN Basic Materials 47,829.0 $95K 0.02% NEW $1.99 +34.2%
264 LAW CS DISCO INC Technology 23,342.0 $88K 0.02% NEW $3.78 +8.2%
265 EDIT EDITAS MEDICINE INC Healthcare 26,944.0 $87K 0.02% NEW $3.24 -1.9%
266 FHTX FOGHORN THERAPEUTICS INC Healthcare 15,483.0 $76K 0.02% NEW $4.88 +37.1%
267 TARA PROTARA THERAPEUTICS INC Healthcare 19,286.0 $74K 0.02% NEW $3.82 +2.4%
268 CDZI CADIZ INC Utilities 13,981.0 $58K 0.01% NEW $4.18 -3.6%
269 FOSL FOSSIL GROUP INC Consumer Cyclical 12,810.0 $53K 0.01% NEW $4.14 +30.9%
270 SNAP SNAP INC Communication Services 10,961.0 $49K 0.01% NEW $4.44 +22.1%
271 CHRS COHERUS ONCOLOGY INC Healthcare 24,377.0 $34K 0.01% NEW $1.40 +3.6%
Page 14 of 14  ·  271 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%