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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 30 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SINCLAIR INC 19,922.0 $284K 0.07% +6K +44.8% $14.25
582 TRNO TERRENO RLTY CORP Real Estate 4,383.0 $284K 0.07% $64.77 +3.9%
583 ADUS ADDUS HOMECARE CORP Healthcare 2,822.0 $284K 0.07% $100.47 +18.3%
584 BBWI BATH & BODY WORKS INC Consumer Cyclical 12,198.0 $282K 0.07% $23.13 -20.3%
585 KMI KINDER MORGAN INC DEL Energy 8,797.0 $281K 0.07% -12K -57.5% $31.97 -1.6%
586 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 6,695.0 $281K 0.07% NEW $41.95 +13.7%
587 T AT&T INC Communication Services 13,554.0 $281K 0.07% -11K -43.8% $20.70 +23.3%
588 CNO CNO FINL GROUP INC Financial Services 5,460.0 $278K 0.07% $50.98 +8.1%
589 REPX RILEY EXPLORATION PERMIAN IN Energy 8,443.0 $278K 0.07% $32.96 +13.4%
590 XMAX INC 30,355.0 $276K 0.07% NEW $9.09
591 LYEL LYELL IMMUNOPHARMA INC Healthcare 19,410.0 $273K 0.07% NEW $14.05 +4.5%
592 FIS FIDELITY NATL INFORMATION SV Technology 7,012.0 $273K 0.07% NEW $38.88 +4.1%
593 FPI FARMLAND PARTNERS INC Real Estate 28,112.0 $272K 0.07% $9.68 +7.4%
594 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,188.0 $270K 0.07% $123.44 -5.1%
595 STUBHUB HLDGS INC 20,936.0 $269K 0.07% NEW $12.87
596 CPNG COUPANG INC Consumer Cyclical 15,503.0 $269K 0.07% +275.0 +1.8% $17.37 -5.7%
597 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,758.0 $269K 0.07% -2K -52.1% $152.96 -20.6%
598 TYL TYLER TECHNOLOGIES INC Technology 918.0 $268K 0.07% NEW $292.46 +25.8%
599 HOMETRUST BANCSHARES INC 5,344.0 $267K 0.07% $49.89
600 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 6,316.0 $266K 0.07% -529.0 -7.7% $42.18 +1.9%
Page 30 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%