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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 24 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CTS CTS CORP Technology 5,612.0 $366K 0.09% -3K -32.0% $65.19 -11.5%
462 ENTG ENTEGRIS INC Technology 2,027.0 $365K 0.09% -2K -52.8% $179.86 -19.2%
463 AVA AVISTA CORP Utilities 8,905.0 $364K 0.09% $40.91 -7.7%
464 RNGR RANGER ENERGY SVCS INC Energy 22,707.0 $364K 0.09% +10K +77.8% $16.01 +2.2%
465 VZ VERIZON COMMUNICATIONS INC Communication Services 8,573.0 $363K 0.09% NEW $42.34 +16.7%
466 DLB DOLBY LABORATORIES INC Technology 6,900.0 $363K 0.09% -20K -73.9% $52.58 +18.7%
467 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,744.0 $363K 0.09% NEW $76.43 -6.2%
468 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,619.0 $363K 0.09% -4K -70.1% $223.95 +27.1%
469 PYPL PAYPAL HLDGS INC Financial Services 8,331.0 $360K 0.09% $43.18 +42.4%
470 TDS TELEPHONE & DATA SYS INC Communication Services 9,697.0 $359K 0.09% NEW $37.01 -10.4%
471 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,018.0 $356K 0.09% NEW $350.07 -6.9%
472 ATEC ALPHATEC HLDGS INC Healthcare 41,197.0 $356K 0.09% NEW $8.65 +10.6%
473 RSG REPUBLIC SVCS INC Industrials 1,667.0 $355K 0.09% +605.0 +57.0% $213.08 +2.9%
474 TEAM ATLASSIAN CORPORATION Technology 4,557.0 $354K 0.09% NEW $77.79 +138.6%
475 ALLY ALLY FINL INC Financial Services 7,703.0 $354K 0.09% $45.95 -7.0%
476 SEANERGY MARITIME HLDGS CORP 26,264.0 $353K 0.09% NEW $13.43
477 FORM FORMFACTOR INC Technology 2,205.0 $353K 0.09% -3K -55.1% $159.93 -31.1%
478 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 13,614.0 $352K 0.09% -3K -17.0% $25.82 -6.4%
479 KVYO KLAVIYO INC Technology 23,249.0 $351K 0.09% NEW $15.10 +29.9%
480 XYL XYLEM INC Industrials 2,958.0 $350K 0.09% $118.21 -4.7%
Page 24 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%