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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 26 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TCBK TRICO BANCSHARES Financial Services 6,163.0 $332K 0.08% $53.85 +0.1%
502 SBCF SEACOAST BKG CORP FLA Financial Services 9,952.0 $331K 0.08% NEW $33.25 +3.0%
503 SIBN SI BONE INC Healthcare 20,237.0 $330K 0.08% NEW $16.32 +20.4%
504 KFY KORN FERRY Industrials 4,960.0 $330K 0.08% -3K -34.7% $66.58 +27.3%
505 BCYC BICYCLE THERAPEUTICS PLC Healthcare 77,743.0 $330K 0.08% +14K +21.6% $4.24 +2.5%
506 GPCR STRUCTURE THERAPEUTICS INC Healthcare 6,136.0 $329K 0.08% NEW $53.67 -7.5%
507 LGN LEGENCE CORP Industrials 3,841.0 $327K 0.08% NEW $85.23 -30.7%
508 TDOC TELADOC HEALTH INC Healthcare 38,545.0 $327K 0.08% +2K +6.2% $8.48 -25.2%
509 ARDX ARDELYX INC Healthcare 64,028.0 $327K 0.08% NEW $5.10 -25.0%
510 BE BLOOM ENERGY CORP Industrials 1,077.0 $326K 0.08% NEW $302.70 -27.5%
511 FSS FEDERAL SIGNAL CORP Industrials 2,531.0 $325K 0.08% $128.49 -6.6%
512 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 14,886.0 $325K 0.08% -8K -35.3% $21.80 -36.4%
513 ACAD ACADIA PHARMACEUTICALS INC Healthcare 12,819.0 $324K 0.08% $25.30 +17.5%
514 PRCT PROCEPT BIOROBOTICS CORP Healthcare 14,359.0 $324K 0.08% NEW $22.58 -7.7%
515 GIC GLOBAL INDUSTRIAL COMPANY Industrials 9,689.0 $324K 0.08% NEW $33.46 +18.3%
516 BLMN BLOOMIN BRANDS INC Consumer Cyclical 35,379.0 $323K 0.08% -67K -65.6% $9.14 +15.0%
517 VIRT VIRTU FINL INC Financial Services 5,424.0 $323K 0.08% -6K -51.4% $59.57 +10.4%
518 MS MORGAN STANLEY Financial Services 1,544.0 $323K 0.08% -74.0 -4.6% $209.04 +2.8%
519 GTLB GITLAB INC Technology 10,566.0 $323K 0.08% $30.53 +44.8%
520 GE GE AEROSPACE Industrials 855.0 $320K 0.08% $373.73 -7.8%
Page 26 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%