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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 28 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 HCSG HEALTHCARE SVCS GROUP INC Healthcare 12,595.0 $309K 0.07% -4K -24.3% $24.56 -7.4%
542 SMBK SMARTFINANCIAL INC Financial Services 6,570.0 $308K 0.07% $46.92 +7.7%
543 BALL BALL CORP Consumer Cyclical 4,935.0 $308K 0.07% $62.40 +2.0%
544 APOG APOGEE ENTERPRISES INC Industrials 6,721.0 $307K 0.07% -15K -69.7% $45.74 -10.3%
545 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,055.0 $307K 0.07% NEW $290.59 -9.6%
546 OVV OVINTIV INC Energy 5,808.0 $306K 0.07% NEW $52.65 +22.6%
547 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 8,032.0 $305K 0.07% NEW $37.98 -9.6%
548 LTRX LANTRONIX INC Technology 51,770.0 $304K 0.07% NEW $5.88 +1.6%
549 NVS NOVARTIS AG Healthcare 1,936.0 $303K 0.07% NEW $156.72 -1.1%
550 PBYI PUMA BIOTECHNOLOGY INC Healthcare 37,386.0 $303K 0.07% -16K -30.1% $8.11 +13.4%
551 HLNE HAMILTON LANE INC Financial Services 3,819.0 $301K 0.07% NEW $78.83 +36.4%
552 GPC GENUINE PARTS CO Consumer Cyclical 2,544.0 $300K 0.07% NEW $117.98 +17.4%
553 NBHC NATIONAL BK HLDGS CORP Financial Services 6,724.0 $299K 0.07% -5K -43.9% $44.43 -7.4%
554 KOP KOPPERS HOLDINGS INC Basic Materials 6,652.0 $299K 0.07% -9K -57.1% $44.90 +2.7%
555 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,219.0 $299K 0.07% +2K +47.1% $57.22 +13.8%
556 CMS CMS ENERGY CORP Utilities 3,893.0 $298K 0.07% -9K -69.3% $76.50 -10.5%
557 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,457.0 $298K 0.07% NEW $86.09 +16.9%
558 KB KB FINL GROUP INC Financial Services 2,828.0 $297K 0.07% $104.96 +15.7%
559 GTM ZOOMINFO TECHNOLOGIES INC Technology 101,163.0 $296K 0.07% +68K +208.0% $2.93 +40.1%
560 SPOK SPOK HLDGS INC Healthcare 28,852.0 $295K 0.07% +14K +94.3% $10.24 +0.8%
Page 28 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%