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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 32 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TMUS T-MOBILE US INC Communication Services 1,452.0 $244K 0.06% -2K -51.9% $167.73 +7.1%
622 FULT FULTON FINL CORP PA Financial Services 10,048.0 $243K 0.06% $24.19 -1.6%
623 HUBG HUB GROUP INC Industrials 5,550.0 $243K 0.06% -924.0 -14.3% $43.79 -8.7%
624 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,286.0 $242K 0.06% NEW $188.34 -19.4%
625 TG TREDEGAR CORP Industrials 30,384.0 $242K 0.06% +15K +96.2% $7.96 -2.3%
626 SUZ SUZANO S A Basic Materials 31,116.0 $241K 0.06% -18K -37.0% $7.76 +15.2%
627 CUBE CUBESMART Real Estate 6,068.0 $241K 0.06% $39.77 +1.7%
628 MHK MOHAWK INDS INC Consumer Cyclical 1,986.0 $241K 0.06% NEW $121.33 +8.9%
629 KMPR KEMPER CORP Financial Services 8,830.0 $238K 0.06% $26.96 +5.4%
630 ATLC ATLANTICUS HOLDINGS CORP Financial Services 2,319.0 $237K 0.06% NEW $102.25 -9.1%
631 AMGN AMGEN INC Healthcare 654.0 $237K 0.06% NEW $362.12 +21.6%
632 DAR DARLING INGREDIENTS INC Consumer Defensive 4,331.0 $237K 0.06% $54.62 +14.4%
633 OIS OIL STS INTL INC Energy 29,476.0 $236K 0.06% +12K +66.0% $8.01 +3.5%
634 UGP ULTRAPAR PARTICIPACOES SA Energy 46,973.0 $236K 0.06% NEW $5.02 +28.5%
635 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,699.0 $235K 0.06% -4K -62.5% $87.22 +7.0%
636 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 3,721.0 $235K 0.06% $63.17 +10.7%
637 BROS DUTCH BROS INC Consumer Cyclical 3,271.0 $235K 0.06% NEW $71.81 -28.7%
638 MMED MINIMED GROUP INC Healthcare 15,660.0 $234K 0.06% NEW $14.95 +30.4%
639 OLP ONE LIBERTY PPTYS INC Real Estate 9,568.0 $234K 0.06% -582.0 -5.7% $24.42 -1.0%
640 VTS VITESSE ENERGY INC Energy 14,771.0 $233K 0.06% +5K +46.5% $15.77 +7.4%
Page 32 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%