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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 33 of 37  ·  731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PII POLARIS INC Consumer Cyclical 3,691.0 $201K 0.06% NEW $54.50 +26.1%
642 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 21,602.0 $201K 0.06% -722.0 -3.2% $9.31 -6.4%
643 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 3,721.0 $201K 0.06% $53.93 +6.9%
644 WK WORKIVA INC Technology 3,364.0 $201K 0.06% $59.63 -15.6%
645 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 3,547.0 $200K 0.06% -3K -49.5% $56.49 -6.4%
646 INN SUMMIT HOTEL PPTYS Real Estate 45,298.0 $200K 0.06% NEW $4.42 +28.5%
647 LRMR LARIMAR THERAPEUTICS INC Healthcare 44,479.0 $200K 0.06% -9K -16.6% $4.50 -22.9%
648 PUMP PROPETRO HLDG CORP Energy 13,747.0 $198K 0.06% NEW $14.41 +17.1%
649 TDOC TELADOC HEALTH INC Healthcare 36,299.0 $198K 0.06% NEW $5.45 +20.9%
650 ECVT ECOVYST INC Basic Materials 15,380.0 $198K 0.06% -15K -48.9% $12.86 +9.3%
651 TWI TITAN INTL INC ILL Industrials 28,534.0 $197K 0.06% NEW $6.91 +5.1%
652 GTM ZOOMINFO TECHNOLOGIES INC Technology 32,842.0 $196K 0.06% NEW $5.98 -41.5%
653 LYG LLOYDS BANKING GROUP PLC Financial Services 38,846.0 $195K 0.06% NEW $5.03 +9.3%
654 AUPH AURINIA PHARMACEUTICALS INC Healthcare 12,841.0 $190K 0.06% -8K -37.9% $14.82 +2.5%
655 NATIONAL CINEMEDIA INC 60,943.0 $186K 0.05% +6K +9.9% $3.05
656 PCG PG&E CORP Utilities 10,524.0 $185K 0.05% $17.57 -6.5%
657 MVST MICROVAST HOLDINGS INC Industrials 122,488.0 $184K 0.05% NEW $1.50 -4.0%
658 VTS VITESSE ENERGY INC Energy 10,081.0 $183K 0.05% -3K -21.5% $18.16 -0.2%
659 SINCLAIR INC 13,759.0 $178K 0.05% NEW $12.94
660 MDXG MIMEDX GROUP INC Healthcare 44,658.0 $176K 0.05% +17K +59.0% $3.95 -7.1%
Page 33 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%