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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 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,499.0 $202K 0.05% -18K -83.3% $57.62 +17.3%
142 BENITEC BIOPHARMA INC 15,048.0 $201K 0.05% -9K -38.1% $13.38
143 CVX CHEVRON CORPORATION Energy 1,211.0 $201K 0.05% -3K -68.0% $165.76 +20.8%
144 SXC SUNCOKE ENERGY INC Energy 21,971.0 $177K 0.04% -22K -50.1% $8.05 +22.0%
145 ANNX ANNEXON INC Healthcare 30,787.0 $176K 0.04% -21K -40.1% $5.71 -12.6%
146 NMR NOMURA HLDGS INC Financial Services 19,336.0 $170K 0.04% -56K -74.3% $8.78 +14.5%
147 BVS BIOVENTUS INC Healthcare 17,732.0 $167K 0.04% -6K -24.3% $9.44 +48.0%
148 PALISADE BIO INC 78,498.0 $164K 0.04% -997.0 -1.2% $2.09
149 ADMA ADMA BIOLOGICS INC Healthcare 18,144.0 $152K 0.04% -66K -78.4% $8.37 +15.1%
150 SFIX STITCH FIX INC Consumer Cyclical 36,413.0 $150K 0.04% -9K -20.0% $4.11 -22.9%
151 OCUL OCULAR THERAPEUTIX INC Healthcare 13,912.0 $137K 0.03% -25K -64.3% $9.82 +9.7%
152 ABUS ARBUTUS BIOPHARMA CORP Healthcare 27,940.0 $134K 0.03% -82K -74.6% $4.80 +8.1%
153 ANGX ANGEL STUDIOS INC. Communication Services 33,683.0 $124K 0.03% -11K -24.3% $3.67 +21.8%
154 NRGV ENERGY VAULT HOLDINGS INC Utilities 22,723.0 $107K 0.03% -9K -27.4% $4.71 -21.4%
155 IE IVANHOE ELECTRIC INC Technology 10,475.0 $101K 0.02% -11K -52.0% $9.61 +24.1%
156 SVRA SAVARA INC Healthcare 15,554.0 $96K 0.02% -58K -79.0% $6.16 -8.9%
157 ARHS ARHAUS INC Consumer Cyclical 11,364.0 $96K 0.02% -7K -36.9% $8.42 +6.2%
158 EBS EMERGENT BIOSOLUTIONS INC Healthcare 10,390.0 $87K 0.02% -4K -28.7% $8.38 -28.8%
159 TLS TELOS CORP MD Technology 16,931.0 $78K 0.02% -25K -59.2% $4.60 -3.5%
160 VFF VILLAGE FARMS INTL INC Consumer Defensive 32,263.0 $65K 0.02% -12K -27.5% $2.00 +43.0%
Page 8 of 9  ·  164 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%