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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 14 of 37  ·  731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 A AGILENT TECHNOLOGIES INC Healthcare 4,319.0 $492K 0.14% NEW $113.98 +1.7%
262 VIRT VIRTU FINL INC Financial Services 11,168.0 $491K 0.14% NEW $43.98 +14.4%
263 GEF GREIF INC Consumer Cyclical 7,264.0 $487K 0.14% NEW $67.07 -4.9%
264 IIIN INSTEEL INDS INC Industrials 14,409.0 $484K 0.14% +1K +8.2% $33.61 -18.0%
265 CPRX CATALYST PHARMACEUTICALS INC Healthcare 19,539.0 $484K 0.14% +7K +51.1% $24.76 +26.4%
266 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,553.0 $484K 0.14% NEW $136.09 -8.3%
267 PCRX PACIRA BIOSCIENCES INC Healthcare 21,268.0 $481K 0.14% -5K -18.8% $22.60 +6.5%
268 WDC WESTERN DIGITAL CORP Technology 1,773.0 $480K 0.14% +347.0 +24.3% $270.49 +98.2%
269 KFY KORN FERRY Industrials 7,599.0 $478K 0.14% NEW $62.95 +8.8%
270 FORM FORMFACTOR INC Technology 4,909.0 $476K 0.14% -2K -30.0% $96.99 +37.7%
271 PLD PROLOGIS INC. Real Estate 3,602.0 $476K 0.14% NEW $132.18 +10.9%
272 MIRM MIRUM PHARMACEUTICALS INC Healthcare 5,150.0 $476K 0.14% $92.38 +5.7%
273 TFC TRUIST FINL CORP Financial Services 10,318.0 $474K 0.14% $45.97 +5.4%
274 ALG ALAMO GROUP INC Industrials 2,874.0 $474K 0.14% +958.0 +50.0% $164.97 -6.2%
275 CR CRANE COMPANY Industrials 2,768.0 $473K 0.14% NEW $171.00 +5.8%
276 ROG ROGERS CORP Technology 4,397.0 $472K 0.14% NEW $107.33 +33.9%
277 DVN DEVON ENERGY CORP NEW Energy 9,361.0 $471K 0.14% NEW $50.32 -11.5%
278 CRBG COREBRIDGE FINL INC Financial Services 19,694.0 $470K 0.14% -9K -31.8% $23.86 +12.4%
279 NBHC NATIONAL BK HLDGS CORP Financial Services 11,983.0 $469K 0.14% $39.16 +7.4%
280 AMTM AMENTUM HOLDINGS INC Industrials 17,978.0 $469K 0.14% NEW $26.08 -11.6%
Page 14 of 37  ·  731 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%