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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 5 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CALY CALLAWAY GOLF CO Consumer Cyclical 36,844.0 $511K 0.15% NEW $13.88 +11.8%
82 WDAY WORKDAY INC Technology 3,935.0 $511K 0.15% NEW $129.92 -4.5%
83 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 4,590.0 $509K 0.15% NEW $110.91 +0.1%
84 ENTG ENTEGRIS INC Technology 4,298.0 $504K 0.15% NEW $117.24 +21.2%
85 EXLS EXLSERVICE HLDGS INC Technology 16,506.0 $503K 0.15% NEW $30.45 -4.9%
86 IOT SAMSARA INC Technology 15,784.0 $500K 0.15% NEW $31.69 -1.7%
87 CCB COASTAL FINL CORP WA Financial Services 6,560.0 $499K 0.15% NEW $76.10 -6.3%
88 WRLD WORLD ACCEP CORPORATION Financial Services 3,670.0 $496K 0.14% NEW $135.04 +23.2%
89 PH PARKER-HANNIFIN CORP Industrials 553.0 $495K 0.14% NEW $895.24 -3.0%
90 SUZ SUZANO S A Basic Materials 49,433.0 $495K 0.14% NEW $10.01 -16.8%
91 A AGILENT TECHNOLOGIES INC Healthcare 4,319.0 $492K 0.14% NEW $113.98 +1.0%
92 VIRT VIRTU FINL INC Financial Services 11,168.0 $491K 0.14% NEW $43.98 +18.0%
93 GEF GREIF INC Consumer Cyclical 7,264.0 $487K 0.14% NEW $67.07 -4.1%
94 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,553.0 $484K 0.14% NEW $136.09 -9.0%
95 KFY KORN FERRY Industrials 7,599.0 $478K 0.14% NEW $62.95 +8.2%
96 PLD PROLOGIS INC. Real Estate 3,602.0 $476K 0.14% NEW $132.18 +11.2%
97 CR CRANE COMPANY Industrials 2,768.0 $473K 0.14% NEW $171.00 +6.3%
98 ROG ROGERS CORP Technology 4,397.0 $472K 0.14% NEW $107.33 +34.2%
99 DVN DEVON ENERGY CORP NEW Energy 9,361.0 $471K 0.14% NEW $50.32 -10.3%
100 AMTM AMENTUM HOLDINGS INC Industrials 17,978.0 $469K 0.14% NEW $26.08 -12.2%
Page 5 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%