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Portfolio (Quarterly) Guide ↗

EntryPoint Capital, LLC

· CIK 0001992519
13F Portfolio $256M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 639 New
Page 15 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CSGP COSTAR GROUP INC Real Estate 5,439.0 $366K 0.14% NEW $67.24 -51.9%
282 ABUS ARBUTUS BIOPHARMA CORP Healthcare 75,607.0 $364K 0.14% NEW $4.81 -3.5%
283 AGO ASSURED GUARANTY LTD Financial Services 4,041.0 $363K 0.14% NEW $89.87 -16.5%
284 MS MORGAN STANLEY Financial Services 2,041.0 $362K 0.14% NEW $177.53 +13.6%
285 DPZ DOMINOS PIZZA INC Consumer Cyclical 864.0 $360K 0.14% NEW $416.82 -24.6%
286 R RYDER SYS INC Industrials 1,881.0 $360K 0.14% NEW $191.39 +30.1%
287 ARCB ARCBEST CORP Industrials 4,848.0 $360K 0.14% NEW $74.19 +79.3%
288 WYNN WYNN RESORTS LTD Consumer Cyclical 2,985.0 $359K 0.14% NEW $120.33 -16.7%
289 RBBN RIBBON COMMUNICATIONS INC Communication Services 124,573.0 $359K 0.14% NEW $2.88 +2.6%
290 KMPR KEMPER CORP Financial Services 8,830.0 $358K 0.14% NEW $40.54 -34.2%
291 VSH VISHAY INTERTECHNOLOGY INC Technology 24,473.0 $355K 0.14% NEW $14.49 +236.4%
292 WAB WABTEC Industrials 1,658.0 $354K 0.14% NEW $213.45 +22.2%
293 ITRI ITRON INC Technology 3,806.0 $353K 0.14% NEW $92.86 -8.2%
294 HNST HONEST CO INC Consumer Cyclical 136,810.0 $353K 0.14% NEW $2.58 +40.9%
295 GSHD GOOSEHEAD INS INC Financial Services 4,776.0 $352K 0.14% NEW $73.65 -49.6%
296 BOC BOSTON OMAHA CORP Communication Services 28,378.0 $351K 0.14% NEW $12.37 +2.1%
297 VC VISTEON CORP Consumer Cyclical 3,691.0 $351K 0.14% NEW $95.10 +24.1%
298 ZETA ZETA GLOBAL HOLDINGS CORP Technology 17,221.0 $350K 0.14% NEW $20.35 -4.8%
299 SLVM SYLVAMO CORP Basic Materials 7,273.0 $350K 0.14% NEW $48.15 -18.6%
300 WSFS WSFS FINL CORP Financial Services 6,315.0 $349K 0.14% NEW $55.24 +30.7%
Page 15 of 32  ·  639 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
Financial Services 19.9%
Industrials 14.5%
Technology 13.0%
Healthcare 11.9%
Consumer Cyclical 10.0%
Real Estate 7.4%
Basic Materials 5.6%
Energy 4.8%
Consumer Defensive 4.7%
Utilities 4.1%