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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 21 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 7,794.0 $412K 0.10% NEW $52.85 -1.1%
402 OLN OLIN CORP Basic Materials 20,777.0 $412K 0.10% -11K -34.3% $19.82 -12.8%
403 VRTS VIRTUS INVT PARTNERS INC Financial Services 2,853.0 $409K 0.10% $143.50 +16.5%
404 RCUS ARCUS BIOSCIENCES INC Healthcare 13,224.0 $408K 0.10% NEW $30.83 -0.8%
405 RRX REGAL REXNORD CORPORATION Industrials 1,710.0 $407K 0.10% -3K -61.3% $238.19 -31.2%
406 ECPG ENCORE CAP GROUP INC Financial Services 4,365.0 $407K 0.10% NEW $93.29 +9.3%
407 BRC BRADY CORP Industrials 4,444.0 $407K 0.10% NEW $91.57 +2.1%
408 AMN AMN HEALTHCARE SVCS INC Healthcare 12,558.0 $407K 0.10% -2K -11.7% $32.37 +8.4%
409 WSC WILLSCOT HLDGS CORP Industrials 14,065.0 $406K 0.10% $28.86 -27.4%
410 RBBN RIBBON COMMUNICATIONS INC Communication Services 172,880.0 $405K 0.10% +33K +23.2% $2.34 -14.5%
411 MEC MAYVILLE ENGR CO INC Industrials 10,793.0 $404K 0.10% NEW $37.46 -45.7%
412 CMPS COMPASS PATHWAYS PLC Healthcare 28,375.0 $402K 0.10% +12K +70.8% $14.15 +3.5%
413 MITK MITEK SYS INC Technology 19,900.0 $401K 0.10% NEW $20.13 -4.6%
414 LIBERTY CAP CORP 18,554.0 $400K 0.10% +1K +8.6% $21.56
415 ARVN ARVINAS INC Healthcare 48,122.0 $400K 0.10% NEW $8.31 +11.2%
416 PAY PAYMENTUS HOLDINGS INC Technology 16,515.0 $399K 0.10% -15K -46.9% $24.16 +47.4%
417 LUV SOUTHWEST AIRLS CO Industrials 7,753.0 $399K 0.10% NEW $51.42 -22.7%
418 SKYW SKYWEST INC Industrials 4,011.0 $398K 0.10% $99.33 -0.5%
419 MTW MANITOWOC CO INC Industrials 28,667.0 $398K 0.10% $13.89 +36.9%
420 PFS PROVIDENT FINL SVCS INC Financial Services 16,802.0 $397K 0.10% $23.64 -0.3%
Page 21 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%