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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 33 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,810.0 $232K 0.06% NEW $82.40 -4.8%
642 BSX BOSTON SCIENTIFIC CORP Healthcare 5,405.0 $231K 0.06% $42.68 +12.9%
643 UGI UGI CORP NEW Utilities 6,677.0 $231K 0.06% $34.54 +11.3%
644 PUMP PROPETRO HLDG CORP Energy 16,079.0 $231K 0.06% +2K +17.0% $14.34 -25.9%
645 PRENETICS GLOBAL LTD 12,058.0 $231K 0.06% NEW $19.12
646 EXPAND ENERGY CORPORATION 2,524.0 $230K 0.06% NEW $91.19
647 RKT ROCKET COS INC Financial Services 14,607.0 $230K 0.06% NEW $15.75 -11.7%
648 ASSEMBLY BIOSCIENCES INC 8,285.0 $228K 0.06% -4K -33.1% $27.48
649 MYGN MYRIAD GENETICS INC Healthcare 39,837.0 $227K 0.06% NEW $5.71 -45.4%
650 CAH CARDINAL HEALTH INC Healthcare 957.0 $227K 0.06% $237.56 +0.4%
651 IPAR INTERPARFUMS INC Consumer Defensive 2,019.0 $226K 0.06% -6K -74.8% $111.86 +4.3%
652 VNOM VIPER ENERGY INC Energy 5,316.0 $225K 0.06% $42.40 +4.3%
653 FBRT FRANKLIN BSP RLTY TR INC Real Estate 27,543.0 $224K 0.05% -8K -21.6% $8.14 +3.8%
654 VSTS VESTIS CORPORATION Industrials 15,440.0 $224K 0.05% -16K -50.2% $14.52 -10.3%
655 GFF GRIFFON CORP Industrials 2,296.0 $224K 0.05% -1K -31.1% $97.53 +3.4%
656 SNPS SYNOPSYS INC Technology 502.0 $224K 0.05% NEW $446.07 -8.1%
657 AMPL AMPLITUDE INC Technology 29,250.0 $224K 0.05% -3K -8.0% $7.65 +69.4%
658 AGM FEDERAL AGRIC MTG CORP Financial Services 1,117.0 $223K 0.05% -673.0 -37.6% $199.27 +9.5%
659 CBC CENTRAL BANCOMPANY Financial Services 7,317.0 $222K 0.05% NEW $30.38 +6.5%
660 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,302.0 $221K 0.05% NEW $96.12 -50.3%
Page 33 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%