Fund Holdings — Counterpoint Mutual Funds LLC

Total Portfolio Value
$1.27B
Total Bought
$277.00M
Total Sold
$151.78M
Net Transaction
+$125.22M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ISHARES TR
BROAD USD HIGH
13,188,55814,409,884+1,221,326494,703544,40542.99%+49,703
VANECK ETF TRUST
HIGH YLD MUNIETF
0358,150+358,150018,2301.44%+18,230
ISHARES TR3,338,8453,466,168+127,323269,278281,41822.22%+12,140
SPDR SERIES TRUST
ST BLOO HIGH ETF
472,367577,955+105,58845,94756,6344.47%+10,687
NORTHERN LTS FD TR III
COUN QUA EQU ETF
1,238,9161,300,416+61,50046,07051,3574.06%+5,287
ISHARES TR84,34184,341052,36756,4494.46%+4,082
RESIDEO TECHNOLOGIES INC(REZI)078,683+78,68303,3980.27%+3,398
TREEHOUSE FOODS INC0163,807+163,80703,3110.26%+3,311
PAR PAC HOLDINGS INC(PARR)092,765+92,76503,2860.26%+3,286
BUMBLE INC(BMBL)0509,758+509,75803,1040.25%+3,104
AVEANNA HEALTHCARE HLDGS INC(AVAH)0321,757+321,75702,8540.23%+2,854
TUTOR PERINI CORP(TPC)8,31549,139+40,8243893,2230.25%+2,834
DELEK US HLDGS INC NEW(DK)087,821+87,82102,8340.22%+2,834
CIENA CORP(CIEN)019,349+19,34902,8190.22%+2,819
HELEN OF TROY LTD(HELE)12,764125,416+112,6523623,1600.25%+2,798
ORACLE CORP(ORCL)09,918+9,91802,7890.22%+2,789
CORNING INC(GLW)033,926+33,92602,7830.22%+2,783
BLOOMIN BRANDS INC36,879431,359+394,4803183,0930.24%+2,775
NEWMONT CORP(NEM)031,807+31,80702,6820.21%+2,682
GLOBANT S A
COM
2,99151,329+48,3382722,9450.23%+2,674
MONSTER BEVERAGE CORP NEW(MNST)039,396+39,39602,6520.21%+2,652
VESTIS CORPORATION(VSTS)123,888720,944+597,0567103,2660.26%+2,556
GROUPON INC(GRPN)10,954121,439+110,4853662,8360.22%+2,469
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3,00412,295+9,2914342,9020.23%+2,469
TRONOX HOLDINGS PLC(TROX)69,799689,150+619,3513542,7700.22%+2,417
WESTERN DIGITAL CORP(WDC)019,895+19,89502,3890.19%+2,389
REV GROUP INC9,04149,585+40,5444302,8100.22%+2,380
MICRON TECHNOLOGY INC(MU)014,046+14,04602,3500.19%+2,350
KINROSS GOLD CORP(KGC)094,235+94,23502,3420.18%+2,342
KIMBALL ELECTRONICS INC(KE)078,267+78,26702,3370.18%+2,337
TAPESTRY INC(TPR)4,65324,233+19,5804092,7440.22%+2,335
KROGER CO(KR)034,587+34,58702,3320.18%+2,332
MICROSOFT CORP(MSFT)04,460+4,46002,3100.18%+2,310
ALBERTSONS COS INC0131,778+131,77802,3070.18%+2,307
CALIX INC(CALX)037,534+37,53402,3030.18%+2,303
NETFLIX INC(NFLX)01,910+1,91002,2900.18%+2,290
GREEN DOT CORP(GDOT)38,345197,653+159,3084132,6540.21%+2,241
MAPLEBEAR INC(CART)060,907+60,90702,2390.18%+2,239
SPROUT SOCIAL INC(SPT)19,461202,611+183,1504072,6180.21%+2,211
EXTREME NETWORKS(EXTR)43,604132,439+88,8357832,7350.22%+1,952
GARRETT MOTION INC(GTX)40,638172,018+131,3804272,3430.19%+1,916
CORECIVIC INC(CXW)19,701106,895+87,1944152,1750.17%+1,760
CENTENE CORP DEL(CNC)35,21391,943+56,7301,9113,2810.26%+1,369
TOWER SEMICONDUCTOR LTD(TSEM)014,905+14,90501,0780.09%+1,078
WAYFAIR INC(W)010,328+10,32809230.07%+923
BED BATH & BEYOND INC(NXH)093,977+93,97709200.07%+920
INTERDIGITAL INC(IDCC)02,623+2,62309060.07%+906
VIASAT INC(VSAT)030,759+30,75909010.07%+901
AVIS BUDGET GROUP05,462+5,46208770.07%+877
MOBILEYE GLOBAL INC(MBLY)062,075+62,07508760.07%+876
FORTREA HLDGS INC(FTRE)0103,646+103,64608730.07%+873
GREEN PLAINS INC(GPRE)098,726+98,72608680.07%+868
WOLVERINE WORLD WIDE INC(WWW)031,341+31,34108600.07%+860
LIBERTY GLOBAL LTD(LBTYA)072,464+72,46408300.07%+830
FOX FACTORY HLDG CORP(FOXF)033,320+33,32008090.06%+809
MCKESSON CORP(MCK)2,6073,505+8981,9102,7080.21%+797
CARDINAL HEALTH INC(CAH)11,37417,251+5,8771,9112,7080.21%+797
THE REAL BROKERAGE INC(REAX)0185,900+185,90007770.06%+777
KRISPY KREME INC(DNUT)114,391241,459+127,0683339340.07%+602
XPLR INFRASTRUCTURE LP(XIFR)313,727309,558-4,1692,5733,1480.25%+576
BLOOM ENERGY CORP06,712+6,71205680.04%+568
ENERGY FUELS INC(UUUU)036,762+36,76205640.04%+564
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)037,214+37,21405570.04%+557
DIGITAL TURBINE INC(APPS)086,354+86,35405530.04%+553
HUNTSMAN CORP(HUN)25,79190,018+64,2272698080.06%+540
CELANESE CORP DEL(CE)5,68520,274+14,5893158530.07%+539
HIVE DIGITAL TECHNOLOGIES LT(HIVE)0130,789+130,78905270.04%+527
AMENTUM HOLDINGS INC021,913+21,91305250.04%+525
AMERICAN BATTERY TECHNOLOGY(ABAT)0107,625+107,62505230.04%+523
ECHOSTAR CORP(ECHO)06,829+6,82905210.04%+521
APPLIED DIGITAL CORP022,568+22,56805180.04%+518
ARCHER AVIATION INC(ACHR)053,987+53,98705170.04%+517
COOPER STD HLDGS INC(CPS)014,001+14,00105170.04%+517
AURA MINERALS INC(AUGO)013,884+13,88405170.04%+517
INGRAM MICRO HLDG CORP(INGM)023,934+23,93405140.04%+514
EVERUS CONSTR GROUP(ECG)05,997+5,99705140.04%+514
CLEARPOINT NEURO INC(CLPT)023,571+23,57105140.04%+514
NEWELL BRANDS INC(NWL)097,995+97,99505130.04%+513
EOS ENERGY ENTERPRISES INC(EOSE)045,054+45,05405130.04%+513
TANDEM DIABETES CARE INC(TNDM)042,265+42,26505130.04%+513
GUARDIAN PHARMACY SVCS INC(GRDN)019,495+19,49505110.04%+511
MICROVAST HOLDINGS INC(MVST)0132,535+132,53505100.04%+510
PALANTIR TECHNOLOGIES INC(PLTR)02,790+2,79005090.04%+509
NEWSMAX INC(NMAX)040,945+40,94505080.04%+508
IMPINJ INC(PI)02,806+2,80605070.04%+507
CELSIUS HLDGS INC(CELH)08,818+8,81805070.04%+507
NLIGHT INC(LASR)017,065+17,06505060.04%+506
MATIV HOLDINGS INC(MATV)044,531+44,53105040.04%+504
OMADA HEALTH INC(OMDA)022,764+22,76405030.04%+503
SMITHFIELD FOODS INC(SFD)021,432+21,43205030.04%+503
SEALSQ CORP(LAES)0134,314+134,31405020.04%+502
PBF ENERGY INC(PBF)016,649+16,64905020.04%+502
TALEN ENERGY CORP(TLN)01,180+1,18005020.04%+502
TRANSOCEAN LTD(RIG)0160,743+160,74305020.04%+502
CENTURI HOLDINGS INC(CTRI)023,683+23,68305010.04%+501
MNTN INC(MNTN)027,023+27,02305010.04%+501
AMPRIUS TECHNOLOGIES INC(AMPX)047,639+47,63905010.04%+501
PROFRAC HLDG CORP(ACDC)0135,409+135,40905010.04%+501
COMPOSECURE INC(GPGI)024,061+24,06105010.04%+501
LITHIUM AMERS CORP NEW(LAC)087,729+87,72905010.04%+501
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Counterpoint Mutual Funds LLC — 13F Holdings — Q3 2025 | TickerTrail