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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 16 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SLDP SOLID POWER INC Industrials 37,783.0 $113K 0.03% NEW $3.00 +7.7%
302 OWL BLUE OWL CAPITAL INC Financial Services 12,275.0 $112K 0.03% NEW $9.13 +10.6%
303 RR RICHTECH ROBOTICS INC Industrials 52,369.0 $109K 0.03% NEW $2.09 +51.7%
304 NRGV ENERGY VAULT HOLDINGS INC Utilities 31,290.0 $103K 0.03% NEW $3.30 +59.1%
305 IMMX IMMIX BIOPHARMA INC Healthcare 11,324.0 $103K 0.03% NEW $9.11 -3.0%
306 RXST RXSIGHT INC Healthcare 16,315.0 $100K 0.03% NEW $6.16 -2.8%
307 CLNE CLEAN ENERGY FUELS CORP Energy 40,338.0 $100K 0.03% NEW $2.48 -17.7%
308 LXEO LEXEO THERAPEUTICS INC Healthcare 16,560.0 $95K 0.03% NEW $5.74 -10.5%
309 CMPS COMPASS PATHWAYS PLC Healthcare 16,612.0 $92K 0.03% NEW $5.53 +121.1%
310 BLZE BACKBLAZE INC Technology 24,691.0 $85K 0.03% NEW $3.45 +125.2%
311 TMC TMC THE METALS COMPANY INC Basic Materials 16,707.0 $78K 0.02% NEW $4.67 +20.6%
312 PACK RANPAK HOLDINGS CORP Consumer Cyclical 20,621.0 $74K 0.02% NEW $3.57 +86.6%
313 SID COMPANHIA SIDERURGICA NACION Basic Materials 50,467.0 $63K 0.02% NEW $1.24 +8.1%
314 EGHT 8X8 INC NEW Technology 33,042.0 $55K 0.02% NEW $1.66 +29.5%
315 GEVO GEVO INC Basic Materials 10,223.0 $28K 0.01% NEW $2.73 -35.2%
316 SES SES AI CORPORATION Consumer Cyclical 17,727.0 $17K 0.01% NEW $0.96 +29.9%
Page 16 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%