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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 19 of 37  ·  731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ACGL ARCH CAP GROUP LTD Financial Services 3,989.0 $383K 0.11% $95.99 -4.8%
362 GSBC GREAT SOUTHN BANCORP INC Financial Services 6,063.0 $383K 0.11% $63.13 +12.3%
363 LNG CHENIERE ENERGY INC Energy 1,345.0 $382K 0.11% -965.0 -41.8% $283.76 -18.6%
364 AMRC AMERESCO INC Industrials 14,912.0 $380K 0.11% NEW $25.50 +40.9%
365 HLN HALEON PLC Healthcare 37,899.0 $379K 0.11% NEW $10.01 -6.9%
366 BCAL CALIFORNIA BANCORP Financial Services 21,395.0 $379K 0.11% +4K +19.6% $17.72 +7.4%
367 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 291,175.0 $379K 0.11% +222K +321.8% $1.30 -48.5%
368 ENSG ENSIGN GROUP INC Healthcare 1,877.0 $378K 0.11% +101.0 +5.7% $201.50 -14.7%
369 ESI ELEMENT SOLUTIONS INC Basic Materials 11,039.0 $377K 0.11% $34.14 +25.7%
370 PYPL PAYPAL HLDGS INC Financial Services 8,331.0 $377K 0.11% -7K -44.4% $45.23 -3.3%
371 HON HONEYWELL INTL INC Industrials 1,660.0 $375K 0.11% -4K -71.5% $226.03 +2.4%
372 VRT VERTIV HOLDINGS CO Industrials 1,497.0 $375K 0.11% NEW $250.58 +27.6%
373 BP BP PLC Energy 7,968.0 $374K 0.11% NEW $47.00 -11.4%
374 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,728.0 $374K 0.11% NEW $137.13 +2.3%
375 PARR PAR PAC HOLDINGS INC Energy 5,971.0 $374K 0.11% $62.64 -9.9%
376 GBCI GLACIER BANCORP INC NEW Financial Services 8,301.0 $371K 0.11% NEW $44.67 +7.3%
377 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,208.0 $371K 0.11% NEW $71.18 -10.3%
378 TRNS TRANSCAT INC Industrials 5,041.0 $370K 0.11% NEW $73.45 +9.4%
379 SKYW SKYWEST INC Industrials 4,011.0 $368K 0.11% NEW $91.83 -5.7%
380 MCB METROPOLITAN BK HLDG CORP Financial Services 4,418.0 $368K 0.11% NEW $83.29 +7.7%
Page 19 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%