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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 8 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FAF FIRST AMERN FINL CORP Financial Services 5,383.0 $369K 0.09% NEW $68.59 +7.3%
142 NPK NATIONAL PRESTO INDS INC Industrials 2,934.0 $367K 0.09% NEW $124.99 +20.9%
143 KE KIMBALL ELECTRONICS INC Industrials 14,308.0 $366K 0.09% NEW $25.60 -6.8%
144 VZ VERIZON COMMUNICATIONS INC Communication Services 8,573.0 $363K 0.09% NEW $42.34 +18.5%
145 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,744.0 $363K 0.09% NEW $76.43 -3.7%
146 TDS TELEPHONE & DATA SYS INC Communication Services 9,697.0 $359K 0.09% NEW $37.01 -10.1%
147 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,018.0 $356K 0.09% NEW $350.07 -8.1%
148 ATEC ALPHATEC HLDGS INC Healthcare 41,197.0 $356K 0.09% NEW $8.65 +8.9%
149 TEAM ATLASSIAN CORPORATION Technology 4,557.0 $354K 0.09% NEW $77.79 +116.6%
150 SEANERGY MARITIME HLDGS CORP 26,264.0 $353K 0.09% NEW $13.43
151 KVYO KLAVIYO INC Technology 23,249.0 $351K 0.09% NEW $15.10 +17.8%
152 BIGLARI HLDGS INC 166.0 $349K 0.09% NEW $2104.68
153 NEO NEOGENOMICS INC Healthcare 23,869.0 $348K 0.09% NEW $14.59 +19.1%
154 GSK GSK PLC Healthcare 6,632.0 $348K 0.08% NEW $52.42 -1.9%
155 ANIP ANI PHARMACEUTICALS INC Healthcare 4,181.0 $346K 0.08% NEW $82.78 -9.9%
156 UPS UNITED PARCEL SVCS INC Industrials 3,215.0 $346K 0.08% NEW $107.50 -1.7%
157 DFTX DEFINIUM THERAPEUTICS INC Healthcare 7,331.0 $345K 0.08% NEW $47.04 -7.0%
158 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,391.0 $340K 0.08% NEW $244.77 -15.4%
159 PGNY PROGYNY INC Healthcare 11,783.0 $340K 0.08% NEW $28.83 -8.5%
160 BLND BLEND LABS INC Technology 196,743.0 $336K 0.08% NEW $1.71 -12.3%
Page 8 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%