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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 27 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 INFY INFOSYS LTD Technology 30,432.0 $319K 0.08% $10.49 +13.5%
522 ING ING GROEP N.V. Financial Services 10,135.0 $318K 0.08% $31.38 +11.7%
523 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 32,106.0 $318K 0.08% -23K -41.3% $9.90 -25.4%
524 FSBC FIVE STAR BANCORP Financial Services 6,507.0 $317K 0.08% +1K +21.8% $48.69 -7.0%
525 AMERICAN COASTAL INS CORP 28,444.0 $316K 0.08% NEW $11.10
526 PRGS PROGRESS SOFTWARE CORP Technology 9,397.0 $316K 0.08% NEW $33.58 +34.5%
527 CVNA CARVANA CO Consumer Cyclical 4,793.0 $315K 0.08% NEW $65.82 +13.3%
528 SITE CTRS CORP 79,322.0 $315K 0.08% NEW $3.97
529 PECO PHILLIPS EDISON & CO INC Real Estate 7,549.0 $314K 0.08% $41.62 -5.6%
530 ECVT ECOVYST INC Basic Materials 25,200.0 $314K 0.08% +10K +63.9% $12.45 -18.0%
531 BC BRUNSWICK CORP Consumer Cyclical 3,716.0 $313K 0.08% $84.24 -6.3%
532 APH AMPHENOL CORP Technology 1,774.0 $313K 0.08% -7K -79.4% $176.32 -8.7%
533 TCBX THIRD COAST BANCSHARES INC Financial Services 7,736.0 $313K 0.08% $40.40 +12.3%
534 BOC BOSTON OMAHA CORP Communication Services 22,913.0 $313K 0.08% +3K +12.7% $13.64 +1.6%
535 GH GUARDANT HEALTH INC Healthcare 2,083.0 $313K 0.08% NEW $150.03 +14.3%
536 CTGO CONTANGO SILVER & GOLD INC Basic Materials 19,773.0 $312K 0.08% NEW $15.79 +27.9%
537 LNG CHENIERE ENERGY INC Energy 1,303.0 $311K 0.08% -42.0 -3.1% $239.01 +18.0%
538 VERA VERA THERAPEUTICS INC Healthcare 7,245.0 $311K 0.07% NEW $42.91 -20.0%
539 COHR COHERENT CORP Technology 786.0 $310K 0.07% -756.0 -49.0% $394.47 -25.7%
540 FIGS FIGS INC Consumer Cyclical 30,273.0 $310K 0.07% NEW $10.23 +47.2%
Page 27 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%