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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 37 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 GRNT GRANITE RIDGE RESOURCES INC Energy 35,386.0 $156K 0.04% NEW $4.41 +13.4%
722 STNE STONECO LTD Technology 14,298.0 $155K 0.04% $10.84 -10.3%
723 VOD VODAFONE GROUP PLC Communication Services 11,699.0 $155K 0.04% $13.22 +20.5%
724 ADMA ADMA BIOLOGICS INC Healthcare 18,144.0 $152K 0.04% -66K -78.4% $8.37 +15.1%
725 SFIX STITCH FIX INC Consumer Cyclical 36,413.0 $150K 0.04% -9K -20.0% $4.11 -22.9%
726 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 20,512.0 $145K 0.04% NEW $7.05 -3.1%
727 SBET SHARPLINK INC Financial Services 29,238.0 $140K 0.03% NEW $4.80 +73.3%
728 OCUL OCULAR THERAPEUTIX INC Healthcare 13,912.0 $137K 0.03% -25K -64.3% $9.82 +9.7%
729 LTBR LIGHTBRIDGE CORP Industrials 15,265.0 $134K 0.03% NEW $8.79 -8.4%
730 ABUS ARBUTUS BIOPHARMA CORP Healthcare 27,940.0 $134K 0.03% -82K -74.6% $4.80 +8.1%
731 EXPI AGNT INC Real Estate 23,711.0 $128K 0.03% NEW $5.41 -12.6%
732 PAGS PAGSEGURO DIGITAL LTD Technology 13,926.0 $126K 0.03% $9.05 -0.1%
733 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 15,471.0 $125K 0.03% $8.06 -0.6%
734 HLLY HOLLEY INC Consumer Cyclical 48,574.0 $124K 0.03% NEW $2.55 +12.2%
735 ANGX ANGEL STUDIOS INC. Communication Services 33,683.0 $124K 0.03% -11K -24.3% $3.67 +21.8%
736 NIOCORP DEVS LTD 25,198.0 $121K 0.03% $4.82
737 BSBR BANCO SANTANDER BRASIL S A Financial Services 23,084.0 $121K 0.03% NEW $5.25 +10.7%
738 ADT ADT INC DEL Industrials 17,807.0 $116K 0.03% $6.50 +14.5%
739 NRGV ENERGY VAULT HOLDINGS INC Utilities 22,723.0 $107K 0.03% -9K -27.4% $4.71 -21.4%
740 BFLY BUTTERFLY NETWORK INC Healthcare 12,473.0 $105K 0.03% NEW $8.42 +2.6%
Page 37 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%