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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 36 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SATL SATELLOGIC INC Technology 32,372.0 $185K 0.04% $5.72 -10.3%
702 STTK SHATTUCK LABS INC Healthcare 26,387.0 $183K 0.04% NEW $6.94 +13.8%
703 BGC BGC GROUP INC Financial Services 17,129.0 $183K 0.04% NEW $10.69 +11.3%
704 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 12,312.0 $182K 0.04% NEW $14.80 +29.5%
705 OLMA OLEMA PHARMACEUTICALS INC Healthcare 14,454.0 $181K 0.04% NEW $12.51 -13.3%
706 NNDM NANO DIMENSION LTD Technology 124,568.0 $181K 0.04% +56K +80.9% $1.45 +9.7%
707 SXC SUNCOKE ENERGY INC Energy 21,971.0 $177K 0.04% -22K -50.1% $8.05 +22.0%
708 GERN GERON CORP Healthcare 137,644.0 $176K 0.04% +39K +38.9% $1.28 +19.5%
709 ANNX ANNEXON INC Healthcare 30,787.0 $176K 0.04% -21K -40.1% $5.71 -12.6%
710 LMNR LIMONEIRA CO Consumer Defensive 13,291.0 $175K 0.04% +3K +25.7% $13.13 +2.8%
711 MDXG MIMEDX GROUP INC Healthcare 44,915.0 $173K 0.04% +257.0 +0.6% $3.85 +14.8%
712 DXC DXC TECHNOLOGY CO Technology 19,310.0 $171K 0.04% $8.85 +19.2%
713 ZURA BIO LTD 28,806.0 $170K 0.04% NEW $5.90
714 NMR NOMURA HLDGS INC Financial Services 19,336.0 $170K 0.04% -56K -74.3% $8.78 +14.5%
715 BVS BIOVENTUS INC Healthcare 17,732.0 $167K 0.04% -6K -24.3% $9.44 +48.0%
716 PALISADE BIO INC 78,498.0 $164K 0.04% -997.0 -1.2% $2.09
717 XRAY DENTSPLY SIRONA INC Healthcare 15,426.0 $164K 0.04% NEW $10.61 +3.0%
718 MVST MICROVAST HOLDINGS INC Industrials 139,729.0 $163K 0.04% +17K +14.1% $1.17 -34.5%
719 CABA CABALETTA BIO INC Healthcare 50,927.0 $158K 0.04% NEW $3.11 +4.5%
720 GDRX GOODRX HLDGS INC Healthcare 54,271.0 $156K 0.04% NEW $2.88 +26.7%
Page 36 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%