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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 17 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CHT CHUNGHWA TELECOM CO LTD Communication Services 7,875.0 $328K 0.13% NEW $41.71 +4.1%
322 MFA MFA FINL INC Real Estate 35,266.0 $328K 0.13% NEW $9.31 +3.1%
323 ATEX ANTERIX INC Communication Services 15,012.0 $328K 0.13% NEW $21.83 +195.9%
324 GOSS GOSSAMER BIO INC Healthcare 105,085.0 $326K 0.13% NEW $3.10 -93.5%
325 BANR BANNER CORP Financial Services 5,194.0 $325K 0.13% NEW $62.66 +3.6%
326 BCS BARCLAYS PLC Financial Services 12,772.0 $325K 0.13% NEW $25.45 -3.7%
327 WIT WIPRO LTD Technology 114,074.0 $324K 0.13% NEW $2.84 -27.3%
328 PRK PARK NATL CORP Financial Services 2,128.0 $324K 0.13% NEW $152.18 +11.7%
329 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 10,374.0 $323K 0.13% NEW $31.12 -44.4%
330 WHD CACTUS INC Energy 7,067.0 $323K 0.13% NEW $45.68 +33.0%
331 ALG ALAMO GROUP INC Industrials 1,916.0 $322K 0.12% NEW $167.87 -8.1%
332 LNT ALLIANT ENERGY CORP Utilities 4,942.0 $321K 0.12% NEW $65.01 +13.2%
333 VRTS VIRTUS INVT PARTNERS INC Financial Services 1,969.0 $321K 0.12% NEW $163.15 -11.2%
334 EIG EMPLOYERS HLDGS INC Financial Services 7,430.0 $321K 0.12% NEW $43.17 +0.8%
335 IVT INVENTRUST PPTYS CORP Real Estate 11,346.0 $320K 0.12% NEW $28.21 +17.4%
336 REX REX AMERICAN RES CORP Basic Materials 9,793.0 $317K 0.12% NEW $32.32 +51.9%
337 LOAR LOAR HOLDINGS INC Industrials 4,641.0 $316K 0.12% NEW $68.00 -8.7%
338 ASPN ASPEN AEROGELS INC Industrials 110,142.0 $312K 0.12% NEW $2.83 +122.1%
339 OC OWENS CORNING NEW Industrials 2,784.0 $312K 0.12% NEW $111.91 +8.9%
340 MTDR MATADOR RES CO Energy 7,314.0 $310K 0.12% NEW $42.44 +25.0%
Page 17 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%