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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 18 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 90,931.0 $476K 0.12% -66K -41.9% $5.24 -19.3%
342 FOR FORESTAR GROUP INC Real Estate 15,024.0 $476K 0.12% NEW $31.65 -9.6%
343 TIC TIC SOLUTIONS INC Industrials 58,387.0 $472K 0.12% -175K -75.0% $8.09 +21.3%
344 WEAV WEAVE COMMUNICATIONS INC Technology 78,708.0 $471K 0.11% +62K +376.2% $5.99 +21.9%
345 HOMB HOME BANCSHARES INC Financial Services 16,472.0 $470K 0.11% $28.55 +3.9%
346 TTI TETRA TECHNOLOGIES INC DEL Energy 41,492.0 $470K 0.11% NEW $11.33 -38.8%
347 TRNS TRANSCAT INC Industrials 5,041.0 $468K 0.11% $92.77 -3.1%
348 MGTX MEIRAGTX HLDGS PLC Healthcare 34,510.0 $466K 0.11% +3K +8.1% $13.51 +4.7%
349 DISC MEDICINE INC 6,371.0 $466K 0.11% $73.14
350 ICICI BANK LIMITED 15,979.0 $464K 0.11% NEW $29.03
351 ROL ROLLINS INC Consumer Cyclical 11,108.0 $464K 0.11% NEW $41.74 -13.9%
352 BRX BRIXMOR PPTY GROUP INC Real Estate 14,658.0 $462K 0.11% $31.53 -7.7%
353 MMM 3M CO Industrials 2,853.0 $462K 0.11% +86.0 +3.1% $161.91 +10.5%
354 AVPT AVEPOINT INC Technology 41,199.0 $462K 0.11% -14K -25.1% $11.21 +27.6%
355 CAT CATERPILLAR INC Industrials 433.0 $461K 0.11% NEW $1064.90 -23.3%
356 KAI KADANT INC Industrials 1,460.0 $459K 0.11% NEW $314.23 -2.7%
357 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 23,031.0 $458K 0.11% NEW $19.89 +12.8%
358 ATAIBECKLEY INC 86,497.0 $456K 0.11% NEW $5.27
359 STAG STAG INDUSTRIAL INC Real Estate 11,968.0 $456K 0.11% $38.06 -2.6%
360 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 13,388.0 $455K 0.11% $34.00 +9.5%
Page 18 of 39  ·  768 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%