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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 38 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CTKB CYTEK BIOSCIENCES INC Healthcare 22,871.0 $101K 0.03% NEW $4.43 +3.2%
742 RZLT REZOLUTE INC Healthcare 19,462.0 $101K 0.03% NEW $5.20 -3.1%
743 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 29,616.0 $101K 0.03% NEW $3.41 -7.3%
744 IE IVANHOE ELECTRIC INC Technology 10,475.0 $101K 0.02% -11K -52.0% $9.61 +24.1%
745 REI RING ENERGY INC Energy 89,133.0 $96K 0.02% NEW $1.08 +29.6%
746 SVRA SAVARA INC Healthcare 15,554.0 $96K 0.02% -58K -79.0% $6.16 -8.9%
747 ARHS ARHAUS INC Consumer Cyclical 11,364.0 $96K 0.02% -7K -36.9% $8.42 +6.2%
748 THM INTERNATIONAL TOWER HILL MIN Basic Materials 47,829.0 $95K 0.02% NEW $1.99 +34.2%
749 LAW CS DISCO INC Technology 23,342.0 $88K 0.02% NEW $3.78 +8.2%
750 EDIT EDITAS MEDICINE INC Healthcare 26,944.0 $87K 0.02% NEW $3.24 -1.9%
751 EBS EMERGENT BIOSOLUTIONS INC Healthcare 10,390.0 $87K 0.02% -4K -28.7% $8.38 -28.8%
752 VTEX VTEX Technology 21,257.0 $85K 0.02% $4.00 -8.5%
753 TLS TELOS CORP MD Technology 16,931.0 $78K 0.02% -25K -59.2% $4.60 -3.5%
754 FHTX FOGHORN THERAPEUTICS INC Healthcare 15,483.0 $76K 0.02% NEW $4.88 +37.1%
755 TARA PROTARA THERAPEUTICS INC Healthcare 19,286.0 $74K 0.02% NEW $3.82 +2.4%
756 BORR DRILLING LTD 16,862.0 $70K 0.02% $4.13
757 VFF VILLAGE FARMS INTL INC Consumer Defensive 32,263.0 $65K 0.02% -12K -27.5% $2.00 +43.0%
758 COTY COTY INC Consumer Defensive 28,602.0 $62K 0.01% -133K -82.3% $2.16 +26.9%
759 WIT WIPRO LTD Technology 27,280.0 $61K 0.01% -55K -66.7% $2.25 -18.7%
760 REAX THE REAL BROKERAGE INC Real Estate 32,488.0 $59K 0.01% +13K +63.2% $1.82 +1361.0%
Page 38 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%