Fund HoldingsCounterpoint Mutual Funds LLC

Total Portfolio Value
$407.94M
Total Bought
$181.53M
Total Sold
$36.49M
Net Transaction
+$145.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR
BROAD USD HIGH
1,465,9433,709,536+2,243,59353,287135,73233.27%+82,445
SSGA ACTIVE ETF TR
ST STR BL LN ETF
732,2191,198,300+466,08130,70250,46012.37%+19,758
VANECK ETF TRUST
HIGH YLD MUNIETF
323,051657,359+334,30816,67934,3548.42%+17,674
NORTHERN LTS FD TR III
COUN QUA EQU ETF
0383,419+383,419011,4502.81%+11,450
INVESCO EXCH TRADED FD TR II
SR LN ETF
4,425,2324,576,232+151,00093,72696,78723.73%+3,061
SSR MINING IN(SSRM)0161,620+161,62007210.18%+721
HAWAIIAN ELEC INDUSTRIES(HE)062,772+62,77207070.17%+707
NU SKIN ENTERPRISES INC050,876+50,87607040.17%+704
ENLINK MIDSTREAM LLC050,587+50,58706900.17%+690
DICKS SPORTING GOODS INC(DKS)03,058+3,05806880.17%+688
ENERPAC TOOL GROUP CORP(EPAC)019,221+19,22106850.17%+685
PUBMATIC INC028,858+28,85806850.17%+685
GOLDEN OCEAN GROUP LTD052,784+52,78406840.17%+684
SUNOCO LP/SUNOCO FIN CORP(SUN)011,305+11,30506820.17%+682
WILLIAMS SONOMA INC(WSM)02,139+2,13906790.17%+679
TOLL BROTHERS INC(TOL)05,199+5,19906730.16%+673
EVERQUOTE INC(EVER)036,204+36,20406720.16%+672
ROBINHOOD MKTS INC(HOOD)033,117+33,11706670.16%+667
PACTIV EVERGREEN INC045,967+45,96706580.16%+658
CELLEBRITE DI LTD(CLBT)059,301+59,30106570.16%+657
VITAL FARMS INC028,223+28,22306560.16%+656
TECHNIPFMC PLC(FTI)026,032+26,03206540.16%+654
EMCOR GROUP INC(EME)01,863+1,86306520.16%+652
META PLATFORMS INC(META)01,321+1,32106410.16%+641
KYNDRYL HLDGS INC(KD)025,234+25,23405490.13%+549
CROWDSTRIKE HLDGS INC(CRWD)01,704+1,70405460.13%+546
UNIVERSAL HLTH SVCS INC(UHS)02,934+2,93405350.13%+535
MERCURY GENL CORP NEW(MCY)010,337+10,33705330.13%+533
SPOTIFY TECHNOLOGY S A(SPOT)01,991+1,99105250.13%+525
TEXAS ROADHOUSE INC(TXRH)03,384+3,38405230.13%+523
OSCAR HEALTH INC(OSCR)25,03448,994+23,9602297290.18%+499
SPDR SER TR
ST BLOO HIGH ETF
18,63723,713+5,0761,7652,2570.55%+492
UNITED NAT FOODS INC(UNFI)12,14858,993+46,8451976780.17%+481
ARCHROCK INC(AROC)13,21733,606+20,3892046610.16%+457
RXSIGHT INC6,69013,573+6,8832707000.17%+430
AGILON HEALTH INC(AGL)069,051+69,05104210.10%+421
PAR PAC HOLDINGS INC(PARR)7,78318,629+10,8462836900.17%+407
PLAINS ALL AMERN PIPELINE L(PAA)022,876+22,87604020.10%+402
SPROUTS FMRS MKT INC(SFM)06,194+6,19403990.10%+399
TARGA RES CORP(TRGP)03,566+3,56603990.10%+399
ARCH CAP GROUP LTD
ORD
04,310+4,31003980.10%+398
MPLX LP(MPLX)09,575+9,57503980.10%+398
MOTOROLA SOLUTIONS INC(MSI)01,121+1,12103980.10%+398
CENTENE CORP DEL(CNC)05,044+5,04403960.10%+396
MCKESSON CORP(MCK)0734+73403940.10%+394
WASTE MGMT INC DEL(WM)01,845+1,84503930.10%+393
CENCORA INC01,614+1,61403920.10%+392
SMITH & WESSON BRANDS INC022,588+22,58803920.10%+392
GODADDY INC(GDDY)03,243+3,24303850.09%+385
NUTANIX INC(NTNX)6,00110,820+4,8192866680.16%+382
NOVOCURE LTD(NVCR)28,15747,646+19,4894207450.18%+324
NEXTERA ENERGY PARTNERS LP(XIFR)010,150+10,15003050.07%+305
VONTIER CORPORATION(VNT)06,646+6,64603010.07%+301
OMNICELL COM(OMCL)010,278+10,27803000.07%+300
CONDUENT INC088,693+88,69303000.07%+300
ABERCROMBIE & FITCH CO02,384+2,38402990.07%+299
VICTORY CAP HLDGS INC(VCTR)07,024+7,02402980.07%+298
PHINIA INC(PHIN)07,739+7,73902970.07%+297
TUTOR PERINI CORP(TPC)020,356+20,35602940.07%+294
MAXLINEAR INC(MXL)015,755+15,75502940.07%+294
ALLISON TRANSMISSION HLDGS I(ALSN)03,601+3,60102920.07%+292
CHEWY INC(CHWY)018,346+18,34602920.07%+292
SHAKE SHACK INC(SHAK)02,798+2,79802910.07%+291
BILL HOLDINGS INC04,233+4,23302910.07%+291
COMPASS MINERALS INTL INC(CMP)018,370+18,37002890.07%+289
UNIVERSAL INS HLDGS INC(UVE)014,229+14,22902890.07%+289
AZEK CO INC05,725+5,72502880.07%+288
PBF ENERGY INC(PBF)04,969+4,96902860.07%+286
SWEETGREEN INC011,323+11,32302860.07%+286
MONDAY COM LTD
SHS
01,265+1,26502860.07%+286
HIMS & HERS HEALTH INC(HIMS)018,397+18,39702850.07%+285
VTEX034,667+34,66702830.07%+283
SKYWEST INC(SKYW)7,3969,678+2,2823866690.16%+282
COINBASE GLOBAL INC(COIN)01,063+1,06302820.07%+282
TENET HEALTHCARE CORP(THC)02,671+2,67102810.07%+281
IRIDIUM COMMUNICATIONS INC(IRDM)010,698+10,69802800.07%+280
CONSTELLATION ENERGY CORP(CEG)01,510+1,51002790.07%+279
ACM RESH INC(ACMR)09,575+9,57502790.07%+279
CONSOL ENERGY INC NEW03,331+3,33102790.07%+279
AMBARELLA INC(AMBA)05,458+5,45802770.07%+277
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
013,002+13,00202760.07%+276
RENEW ENERGY GLOBAL PLC(RNW)045,906+45,90602750.07%+275
ROKU INC(ROKU)04,217+4,21702750.07%+275
PAGAYA TECHNOLOGIES LTD(PGY)027,201+27,20102750.07%+275
WK KELLOGG CO014,589+14,58902740.07%+274
ARLO TECHNOLOGIES INC(ARLO)021,666+21,66602740.07%+274
HERBALIFE LTD(HLF)027,219+27,21902740.07%+274
TELADOC HEALTH INC(TDOC)017,975+17,97502710.07%+271
JFROG LTD(FROG)06,127+6,12702710.07%+271
ORION S.A.011,512+11,51202710.07%+271
TAYLOR MORRISON HOME CORP(TMHC)04,349+4,34902700.07%+270
DELEK US HLDGS INC NEW(DK)08,783+8,78302700.07%+270
NAPCO SEC TECHNOLOGIES INC(NSSC)06,718+6,71802700.07%+270
MONOLITHIC PWR SYS INC(MPWR)0397+39702690.07%+269
MYERS INDS INC(MYE)011,568+11,56802680.07%+268
ATLASSIAN CORPORATION01,363+1,36302660.07%+266
V F CORP(VFC)017,307+17,30702650.07%+265
THE TRADE DESK INC(TTD)03,033+3,03302650.06%+265
INFORMATICA INC07,536+7,53602640.06%+264
XPO INC(XPO)02,157+2,15702630.06%+263
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