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Portfolio (Quarterly) Guide ↗

EntryPoint Capital, LLC

· CIK 0001992519
13F Portfolio $341M AUM 731 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 316 New 166 Added 118 Reduced 224 Exited
Page 15 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SINCLAIR INC 13,759.0 $178K 0.05% NEW $12.94
282 SATL SATELLOGIC INC Technology 32,372.0 $176K 0.05% NEW $5.44 +97.4%
283 KOPN KOPIN CORP Technology 77,968.0 $175K 0.05% NEW $2.25 +149.3%
284 TLS TELOS CORP MD Technology 41,551.0 $174K 0.05% NEW $4.19 +11.9%
285 FWRD FORWARD AIR CORP Industrials 10,379.0 $173K 0.05% NEW $16.71 -42.4%
286 IVVD INVIVYD INC Healthcare 131,178.0 $171K 0.05% NEW $1.30 -15.4%
287 PTON PELOTON INTERACTIVE INC Consumer Cyclical 39,594.0 $170K 0.05% NEW $4.29 +34.5%
288 SPOK SPOK HLDGS INC Healthcare 14,850.0 $162K 0.05% NEW $10.90 -1.6%
289 QNST QUINSTREET INC Communication Services 13,412.0 $161K 0.05% NEW $12.01 +1.7%
290 SFIX STITCH FIX INC Consumer Cyclical 45,525.0 $151K 0.04% NEW $3.31 +2.7%
291 PALISADE BIO INC 79,495.0 $139K 0.04% NEW $1.75
292 ANGX ANGEL STUDIOS INC Communication Services 44,471.0 $136K 0.04% NEW $3.05 -9.5%
293 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 15,471.0 $128K 0.04% NEW $8.25 +5.9%
294 DRH DIAMONDROCK HOSPITALITY CO Real Estate 13,588.0 $127K 0.04% NEW $9.37 +18.0%
295 ACRS ACLARIS THERAPEUTICS INC Healthcare 33,007.0 $124K 0.04% NEW $3.75 +20.3%
296 TG TREDEGAR CORP Industrials 15,485.0 $123K 0.04% NEW $7.95 +0.6%
297 EBS EMERGENT BIOSOLUTIONS INC Healthcare 14,577.0 $121K 0.04% NEW $8.30 +10.0%
298 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 17,539.0 $120K 0.04% NEW $6.83 +12.4%
299 TMQ TRILOGY METALS INC NEW Basic Materials 33,126.0 $119K 0.04% NEW $3.59 +18.7%
300 ADT ADT INC DEL Industrials 17,807.0 $117K 0.03% NEW $6.57 +5.5%
Page 15 of 16  ·  316 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 19.3%
Technology 14.7%
Financial Services 14.5%
Healthcare 13.4%
Consumer Cyclical 9.3%
Real Estate 6.5%
Basic Materials 5.0%
Consumer Defensive 5.0%
Utilities 5.0%
Energy 4.8%