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Portfolio (Quarterly) Guide ↗

EntryPoint Capital, LLC

· CIK 0001992519
13F Portfolio $256M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 639 New
Page 4 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSX BOSTON SCIENTIFIC CORP Healthcare 8,048.0 $767K 0.30% NEW $95.35 -45.6%
62 GBX GREENBRIER COS INC Industrials 16,329.0 $763K 0.30% NEW $46.74 +4.5%
63 TMUS T-MOBILE US INC Communication Services 3,725.0 $756K 0.29% NEW $203.04 -5.0%
64 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 24,092.0 $752K 0.29% NEW $31.22 +7.8%
65 APH AMPHENOL CORP NEW Technology 5,547.0 $750K 0.29% NEW $135.14 +4.5%
66 CF CF INDS HLDGS INC Basic Materials 9,663.0 $747K 0.29% NEW $77.34 +49.1%
67 WDFC WD 40 CO Basic Materials 3,786.0 $745K 0.29% NEW $196.90 +6.3%
68 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 13,497.0 $744K 0.29% NEW $55.09 +22.9%
69 DTE DTE ENERGY CO Utilities 5,740.0 $740K 0.29% NEW $128.98 +11.9%
70 FTV FORTIVE CORP Technology 13,201.0 $729K 0.28% NEW $55.21 +9.3%
71 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 19,210.0 $719K 0.28% NEW $37.45 +61.7%
72 LNN LINDSAY CORP Industrials 6,090.0 $718K 0.28% NEW $117.87 -5.2%
73 TGLS TECNOGLASS INC Basic Materials 13,951.0 $702K 0.27% NEW $50.32 -13.6%
74 IT GARTNER INC Technology 2,775.0 $700K 0.27% NEW $252.28 -35.9%
75 PLXS PLEXUS CORP Technology 4,728.0 $695K 0.27% NEW $147.00 +80.9%
76 OXY OCCIDENTAL PETE CORP Energy 16,834.0 $692K 0.27% NEW $41.12 +37.8%
77 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 4,869.0 $691K 0.27% NEW $141.83 +11.0%
78 G GENPACT LIMITED Technology 14,724.0 $689K 0.27% NEW $46.78 -31.9%
79 KN KNOWLES CORP Technology 31,982.0 $685K 0.27% NEW $21.43 +72.1%
80 AMAL AMALGAMATED FINANCIAL CORP Financial Services 21,394.0 $685K 0.27% NEW $32.03 +30.9%
Page 4 of 32  ·  639 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
Financial Services 19.9%
Industrials 14.5%
Technology 13.0%
Healthcare 11.9%
Consumer Cyclical 10.0%
Real Estate 7.4%
Basic Materials 5.6%
Energy 4.8%
Consumer Defensive 4.7%
Utilities 4.1%