Fund Holdings — Counterpoint Mutual Funds LLC

Total Portfolio Value
$665.93M
Total Bought
$493.53M
Total Sold
$1.18B
Net Transaction
-$684.96M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SPDR SERIES TRUST
ST STR BLO 1 ETF
02,206,436+2,206,4360202,19830.36%+202,198
NORTHERN LTS FD TR III
COUN QUA EQU ETF
1,471,1161,549,616+78,50058,99264,7589.72%+5,767
SPS COMM INC(SPSC)091,801+91,80105,1110.77%+5,111
ALBERTSONS COS INC0297,473+297,47305,0690.76%+5,069
ZOETIS INC(ZTS)042,789+42,78905,0580.76%+5,058
VERTEX INC(VERX)0406,757+406,75704,8360.73%+4,836
STAR BULK CARRIERS CORP.(SBLK)0208,427+208,42704,7880.72%+4,788
ELI LILLY & CO(LLY)05,203+5,20304,7860.72%+4,786
SMUCKER J M CO(SJM)049,598+49,59804,7830.72%+4,783
AUTOMATIC DATA PROCESSING IN023,473+23,47304,7690.72%+4,769
EXLSERVICE HLDGS INC(EXLS)0156,536+156,53604,7670.72%+4,767
TERADATA CORP DEL(TDC)0185,610+185,61004,7570.71%+4,757
VERRA MOBILITY CORP(VRRM)0332,393+332,39304,7500.71%+4,750
FIDELITY NATL INFORMATION SV(FIS)0101,185+101,18504,7470.71%+4,747
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
2,04953,609+51,5602955,0320.76%+4,737
ASTERA LABS INC(ALAB)043,097+43,09704,7230.71%+4,723
ONDAS INC(ONDS)0520,089+520,08904,7020.71%+4,702
MONDAY COM LTD
SHS
3,43873,507+70,0695075,0800.76%+4,573
T1 ENERGY INC(TE)01,031,648+1,031,64804,5290.68%+4,529
GOLD COM INC(GOLD)14,851124,761+109,9105065,0000.75%+4,495
TENABLE HLDGS INC(TENB)0265,541+265,54104,4920.67%+4,492
THE REALREAL INC(REAL)0492,806+492,80604,4750.67%+4,475
EZCORP INC(EZPW)25,763189,239+163,4765004,8030.72%+4,303
BELLRING BRANDS INC(BRBR)18,771297,279+278,5085024,7830.72%+4,281
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)0307,268+307,26804,2650.64%+4,265
LIGHTPATH TECHNOLOGIES INC(LPTH)0423,658+423,65804,2490.64%+4,249
GENERAL MTRS CO(GM)9,94167,836+57,8958085,0540.76%+4,245
TERADYNE INC(TER)2,57615,993+13,4174994,7410.71%+4,243
INTERNATIONAL BUSINESS MACHS(IBM)017,415+17,41504,2210.63%+4,221
BROADRIDGE FINL SOLUTIONS IN(BR)025,917+25,91704,2110.63%+4,211
AGNICO EAGLE MINES LTD(AEM)020,744+20,74404,2110.63%+4,211
GENPACT LIMITED
SHS
0113,021+113,02104,2100.63%+4,210
LEIDOS HOLDINGS INC(LDOS)027,066+27,06604,2090.63%+4,209
MONSTER BEVERAGE CORP NEW(MNST)058,051+58,05104,2060.63%+4,206
MILLICOM INTL CELLULAR S A
COM STK
056,020+56,02004,1980.63%+4,198
MAXIMUS INC(MMS)065,452+65,45204,1950.63%+4,195
THE TRADE DESK INC(TTD)13,211206,722+193,5115014,6910.70%+4,189
CALIX INC(CALX)085,456+85,45604,1860.63%+4,186
FIRST MAJESTIC SILVER CORP(AG)0194,537+194,53704,1790.63%+4,179
VIAVI SOLUTIONS INC(VIAV)27,921138,349+110,4284984,6040.69%+4,107
MARQETA INC(MQ)60,5781,035,609+975,0312884,2250.63%+3,938
BRISTOL-MYERS SQUIBB CO(BMY)5,45369,463+64,0102944,2130.63%+3,919
EXCELERATE ENERGY INC(EE)11,403125,387+113,9843204,1900.63%+3,871
DHT HOLDINGS INC(DHT)41,679229,694+188,0155094,1970.63%+3,688
UNITED NAT FOODS INC(UNFI)24,27693,683+69,4078174,2210.63%+3,404
VIATRIS INC(VTRS)228,996375,738+146,7422,8515,0760.76%+2,225
MICRON TECHNOLOGY INC(MU)10,05914,047+3,9882,8714,7460.71%+1,875
LIBERTY GLOBAL LTD(LBTYA)302,154414,524+112,3703,3665,0120.75%+1,646
AMN HEALTHCARE SVCS INC232,128275,995+43,8673,6585,0620.76%+1,403
BROOKDALE SR LIVING INC(BKD)314,586345,397+30,8113,3944,7250.71%+1,331
CENTENE CORP DEL(CNC)89,197144,965+55,7683,6704,7460.71%+1,076
ECHOSTAR CORP(ECHO)08,163+8,16309560.14%+956
ULTRA CLEAN HLDGS INC(UCTT)014,750+14,75009170.14%+917
INTUITIVE MACHINES INC(LUNR)048,958+48,95809090.14%+909
LUMEN TECHNOLOGIES INC(LUMN)0130,115+130,11509040.14%+904
JEFFERIES FINANCIAL GROUP IN(JEF)021,734+21,73408970.13%+897
TETRA TECHNOLOGIES INC DEL(TTI)0104,965+104,96508940.13%+894
ICHOR HOLDINGS
SHS
019,141+19,14108920.13%+892
TRANSOCEAN LTD(RIG)0133,401+133,40108840.13%+884
LIBERTY ENERGY INC(LBRT)030,694+30,69408840.13%+884
EAGLE BANCORPORATION INC(EGBN)035,358+35,35808790.13%+879
SFL CORPORATION LTD
SHS
081,426+81,42608790.13%+879
ALPHA & OMEGA SEMICONDUCTOR(AOSL)039,579+39,57908770.13%+877
REDWOOD TRUST INC(RWT)0156,116+156,11608760.13%+876
PEPSICO INC(PEP)05,584+5,58408670.13%+867
DENISON MINES CORP(DNN)0245,426+245,42608660.13%+866
FEDEX CORP(FDX)02,423+2,42308630.13%+863
RALLIANT CORP(RAL)020,547+20,54708550.13%+855
ACV AUCTIONS INC(ACVA)0200,664+200,66408510.13%+851
OIL STS INTL INC(OIS)073,084+73,08408510.13%+851
COGNEX CORP(CGNX)017,220+17,22008440.13%+844
RESIDEO TECHNOLOGIES INC(REZI)024,886+24,88608390.13%+839
ENDEAVOUR SILVER CORP(EXK)089,549+89,54908340.13%+834
ALPHABET INC(GOOG)10,76014,611+3,8513,3684,2020.63%+834
GOODYEAR TIRE & RUBR CO(GT)0124,171+124,17108230.12%+823
UNUSUAL MACHS INC(UMAC)065,909+65,90908170.12%+817
DOLLAR GEN CORP(DG)06,780+6,78008050.12%+805
AMERESCO INC030,859+30,85907870.12%+787
CENTURY ALUM CO(CENX)011,586+11,58606800.10%+680
COEUR MNG INC(CDE)034,639+34,63906500.10%+650
TASEKO MINES LTD(TGB)095,461+95,46106160.09%+616
HUDBAY MINERALS INC(HBM)029,365+29,36506140.09%+614
POET TECHNOLOGIES INC(POET)0100,591+100,59105980.09%+598
DECKERS OUTDOOR CORP(DECK)05,932+5,93205940.09%+594
ASANA INC(ASAN)092,371+92,37105910.09%+591
DXC TECHNOLOGY CO(DXC)046,830+46,83005890.09%+589
IDT CORP(IDT)011,965+11,96505870.09%+587
SATELLOGIC INC(SATL)0107,296+107,29605840.09%+584
GARTNER INC(IT)03,682+3,68205830.09%+583
VERMILION ENERGY INC(VET)042,285+42,28505830.09%+583
LIVERAMP HLDGS INC(RAMP)021,947+21,94705820.09%+582
ACCENTURE PLC IRELAND
SHS CLASS A
02,929+2,92905810.09%+581
KENNAMETAL INC(KMT)015,968+15,96805770.09%+577
ARKO PETE CORP(APC)032,124+32,12405750.09%+575
SITIME CORP(SITM)01,663+1,66305740.09%+574
ASTEC INDS INC010,625+10,62505720.09%+572
REINSURANCE GROUP AMER INC(RGA)02,799+2,79905710.09%+571
WILEY JOHN & SONS INC(WLY)014,998+14,99805710.09%+571
BORR DRILLING LTD(BORR)098,850+98,85005700.09%+570
CVS HEALTH CORP(CVS)07,941+7,94105700.09%+570
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Counterpoint Mutual Funds LLC — 13F Holdings — Q1 2026 | TickerTrail