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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 18 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RNGR RANGER ENERGY SVCS INC Energy 22,203.0 $310K 0.12% NEW $13.98 +9.1%
342 INVH INVITATION HOMES INC Real Estate 11,160.0 $310K 0.12% NEW $27.79 +5.8%
343 MTZ MASTEC INC Industrials 1,425.0 $310K 0.12% NEW $217.37 +78.3%
344 PRAA PRA GROUP INC Financial Services 17,501.0 $310K 0.12% NEW $17.69 -14.9%
345 ENSG ENSIGN GROUP INC Healthcare 1,776.0 $309K 0.12% NEW $174.20 -1.3%
346 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,063.0 $306K 0.12% NEW $75.26 -0.1%
347 LASR NLIGHT INC Technology 8,144.0 $305K 0.12% NEW $37.51 +117.0%
348 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 18,657.0 $303K 0.12% NEW $16.24 -14.8%
349 APG API GROUP CORP Industrials 7,910.0 $303K 0.12% NEW $38.26 +8.7%
350 CPRX CATALYST PHARMACEUTICALS INC Healthcare 12,931.0 $302K 0.12% NEW $23.34 +34.2%
351 SLGN SILGAN HLDGS INC Consumer Cyclical 7,459.0 $301K 0.12% NEW $40.37 -5.9%
352 FSLY FASTLY INC Technology 29,491.0 $300K 0.12% NEW $10.18 +64.7%
353 CRVL CORVEL CORP Financial Services 4,436.0 $300K 0.12% NEW $67.67 -12.2%
354 AGM FEDERAL AGRIC MTG CORP Financial Services 1,708.0 $300K 0.12% NEW $175.57 +1.3%
355 TER TERADYNE INC Technology 1,543.0 $299K 0.12% NEW $193.56 +94.2%
356 DT DYNATRACE INC Technology 6,877.0 $298K 0.12% NEW $43.34 -10.2%
357 WD WALKER & DUNLOP INC Financial Services 4,951.0 $298K 0.12% NEW $60.15 -15.9%
358 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,043.0 $297K 0.12% NEW $73.58 +101.0%
359 MTRX MATRIX SVC CO Industrials 25,380.0 $297K 0.12% NEW $11.70 +10.1%
360 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,863.0 $297K 0.12% NEW $103.67 +10.3%
Page 18 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%