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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 30 of 37  ·  731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 HUBG HUB GROUP INC Industrials 6,474.0 $233K 0.07% NEW $36.04 +20.1%
582 RSG REPUBLIC SVCS INC Industrials 1,062.0 $233K 0.07% $219.02 -5.5%
583 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,188.0 $232K 0.07% $106.21 +13.7%
584 DCTH DELCATH SYS INC Healthcare 25,030.0 $232K 0.07% NEW $9.28 +16.9%
585 CASY CASEYS GEN STORES INC Consumer Cyclical 319.0 $232K 0.07% NEW $727.86 +11.2%
586 SN SHARKNINJA INC Consumer Cyclical 2,180.0 $231K 0.07% $105.90 +10.9%
587 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,173.0 $230K 0.07% NEW $196.04 +5.5%
588 OFLX OMEGA FLEX INC Industrials 7,402.0 $230K 0.07% NEW $31.04 -2.5%
589 GTLB GITLAB INC Technology 10,566.0 $229K 0.07% NEW $21.64 +22.0%
590 HOMETRUST BANCSHARES INC 5,344.0 $228K 0.07% $42.65
591 BBWI BATH & BODY WORKS INC Consumer Cyclical 12,198.0 $228K 0.07% -11K -48.2% $18.67 +3.5%
592 DCO DUCOMMUN INC DEL Industrials 1,863.0 $227K 0.07% -3K -58.5% $122.00 +23.3%
593 MAN MANPOWERGROUP INC WIS Industrials 7,694.0 $227K 0.07% NEW $29.46 -2.6%
594 CECO CECO ENVIRONMENTAL CORP Industrials 3,770.0 $225K 0.07% NEW $59.58 +52.3%
595 VMC VULCAN MATLS CO Basic Materials 824.0 $224K 0.07% $272.30 -1.2%
596 CNO CNO FINL GROUP INC Financial Services 5,460.0 $224K 0.07% $41.06 +14.7%
597 GBX GREENBRIER COS INC Industrials 4,244.0 $223K 0.07% -12K -74.0% $52.65 -8.3%
598 PRG PROG HOLDINGS INC Industrials 7,764.0 $223K 0.07% -8K -51.5% $28.69 +22.9%
599 IONS IONIS PHARMACEUTICALS INC Healthcare 2,963.0 $222K 0.07% NEW $75.09 +1.6%
600 CUBE CUBESMART Real Estate 6,068.0 $222K 0.07% $36.65 +9.7%
Page 30 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%