Fund HoldingsCounterpoint Mutual Funds LLC

Total Portfolio Value
$801.08M
Total Bought
$467.69M
Total Sold
$195.17M
Net Transaction
+$272.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR
BROAD USD HIGH
08,401,003+8,401,0030309,07338.58%+309,073
ISHARES TR0141,851+141,851083,50510.42%+83,505
SPDR SER TR
ST BLOO HIGH ETF
0243,691+243,691023,2652.90%+23,265
NORTHERN LTS FD TR III
COUN QUA EQU ETF
723,2761,083,546+360,27024,24237,2124.65%+12,970
INVESCO EXCH TRADED FD TR II
SR LN ETF
04,937,232+4,937,2320104,02712.99%+104,027
BRINKER INTL INC(EAT)014,141+14,14101,8710.23%+1,871
TWILIO INC(TWLO)017,252+17,25201,8650.23%+1,865
INTAPP INC(INTA)028,906+28,90601,8530.23%+1,853
CORECIVIC INC(CXW)084,683+84,68301,8410.23%+1,841
DOXIMITY INC(DOCS)034,086+34,08601,8200.23%+1,820
PAYONEER GLOBAL INC(PAYO)0180,145+180,14501,8090.23%+1,809
SOLARIS ENERGY INFRAS INC(SEI)061,855+61,85501,7800.22%+1,780
NORTHERN LTS FD TR III
CP HIGH YILD TRD
075,800+75,80001,6460.21%+1,646
UNITED AIRLS HLDGS INC(UAL)018,776+18,77601,8230.23%+1,823
ARIS WATER SOLUTIONS INC074,342+74,34201,7800.22%+1,780
GREEN PLAINS INC(GPRE)0156,409+156,40901,4830.19%+1,483
UNITED NAT FOODS INC(UNFI)072,242+72,24201,9730.25%+1,973
LOCKHEED MARTIN CORP(LMT)02,909+2,90901,4140.18%+1,414
P10 INC(RPC)0111,480+111,48001,4060.18%+1,406
VICTORIAS SECRET AND CO(VSXY)033,561+33,56101,3900.17%+1,390
GEN DIGITAL INC(GEN)050,284+50,28401,3770.17%+1,377
MCKESSON CORP(MCK)02,399+2,39901,3670.17%+1,367
COMFORT SYS USA INC(FIX)03,199+3,19901,3570.17%+1,357
PRIMORIS SVCS CORP(PRIM)019,509+19,50901,4900.19%+1,490
PAYMENTUS HOLDINGS INC(PAY)042,085+42,08501,3750.17%+1,375
SHOPIFY INC(SHOP)012,867+12,86701,3680.17%+1,368
ROBINHOOD MKTS INC(HOOD)036,279+36,27901,3520.17%+1,352
MPLX LP(MPLX)022,885+22,88501,0950.14%+1,095
ALTRIA GROUP INC(MO)020,945+20,94501,0950.14%+1,095
AT&T INC(T)047,997+47,99701,0930.14%+1,093
CISCO SYS INC(CSCO)018,384+18,38401,0880.14%+1,088
T-MOBILE US INC(TMUS)04,925+4,92501,0870.14%+1,087
AXIS CAP HLDGS LTD
SHS
012,259+12,25901,0860.14%+1,086
ALASKA AIR GROUP INC016,761+16,76101,0850.14%+1,085
FOX CORP(FOX)022,267+22,26701,0820.14%+1,082
CAL MAINE FOODS INC(CALM)010,408+10,40801,0710.13%+1,071
WIX COM LTD
SHS
2,8966,348+3,4524841,3620.17%+878
US FOODS HLDG CORP(USFD)016,076+16,07601,0840.14%+1,084
CARGURUS INC(CARG)33,95549,878+15,9231,0201,8230.23%+803
MIRION TECHNOLOGIES INC(MIR)044,022+44,02207680.10%+768
ROBLOX CORP(RBLX)013,177+13,17707620.10%+762
NEW YORK TIMES CO(NYT)18,61534,405+15,7901,0361,7910.22%+754
VERMILION ENERGY INC(VET)079,509+79,50907470.09%+747
COMPASS MINERALS INTL INC(CMP)066,143+66,14307440.09%+744
PERIMETER SOLUTIONS INC(PRM)058,135+58,13507430.09%+743
10X GENOMICS INC(TXG)051,658+51,65807420.09%+742
MACOM TECH SOLUTIONS HLDGS I(MTSI)05,642+5,64207330.09%+733
GOODRX HLDGS INC(GDRX)0156,439+156,43907270.09%+727
NOMAD FOODS LTD(NOMD)043,025+43,02507220.09%+722
LUMENTUM HLDGS INC(LITE)08,592+8,59207210.09%+721
ATLASSIAN CORPORATION02,908+2,90807080.09%+708
MARCUS CORP DEL(MCS)032,857+32,85707060.09%+706
ROKU INC(ROKU)09,371+9,37106970.09%+697
PERFORMANCE FOOD GROUP CO(PFGC)08,215+8,21506950.09%+695
MASCO CORP(MAS)09,522+9,52206910.09%+691
LEGGETT & PLATT INC(LEG)069,412+69,41206660.08%+666
CENTURY ALUM CO(CENX)036,431+36,43106640.08%+664
TOAST INC(TOST)018,122+18,12206610.08%+661
KB HOME(KBH)09,742+9,74206400.08%+640
UPSTART HLDGS INC(UPST)010,339+10,33906370.08%+637
PLAINS ALL AMERN PIPELINE L(PAA)72,521109,540+37,0191,2601,8710.23%+611
CENCORA INC06,136+6,13601,3790.17%+1,379
TELEPHONE & DATA SYS INC(TDS)54,66954,909+2401,2711,8730.23%+602
PLAINS GP HLDGS L P(PAGP)67,841100,040+32,1991,2551,8390.23%+584
CELLEBRITE DI LTD(CLBT)79,20786,776+7,5691,3341,9120.24%+578
AXOGEN INC(AXGN)034,275+34,27505650.07%+565
TARGA RES CORP(TRGP)8,2549,955+1,7011,2221,7770.22%+555
DESPEGAR COM CORP028,636+28,63605510.07%+551
LAUDER ESTEE COS INC(EL)010,357+10,35707770.10%+777
QUINSTREET INC(QNST)033,741+33,74107780.10%+778
DXP ENTERPRISES INC(DXPE)06,187+6,18705110.06%+511
DUOLINGO INC(DUOL)02,248+2,24807290.09%+729
HERTZ GLOBAL HLDGS INC393,507485,969+92,4621,2991,7790.22%+480
CELESTICA INC(CLS)05,198+5,19804800.06%+480
AFFIRM HLDGS INC(AFRM)07,827+7,82704770.06%+477
TAPESTRY INC(TPR)07,295+7,29504770.06%+477
CLOVER HEALTH INVESTMENTS CO(CLOV)0233,392+233,39207350.09%+735
COMPASS INC(COMP)0113,579+113,57906640.08%+664
EXCELERATE ENERGY INC(EE)015,642+15,64204730.06%+473
COMPOSECURE INC(GPGI)030,731+30,73104710.06%+471
LEONARDO DRS INC(DRS)022,404+22,40407240.09%+724
RAYONIER ADVANCED MATLS INC087,880+87,88007250.09%+725
CNX RES CORP(CNX)019,637+19,63707200.09%+720
KNOWLES CORP(KN)023,252+23,25204630.06%+463
VITA COCO CO INC(COCO)012,519+12,51904620.06%+462
VIMEO INC0109,060+109,06006980.09%+698
UPWORK INC(UPWK)027,915+27,91504560.06%+456
SKYWEST INC(SKYW)017,833+17,83301,7860.22%+1,786
DAVE INC(DAVE)05,200+5,20004520.06%+452
GEO GROUP INC NEW(GEO)016,147+16,14704520.06%+452
NEXTERA ENERGY PARTNERS LP(XIFR)025,343+25,34304510.06%+451
SITIME CORP(SITM)02,094+2,09404490.06%+449
AVEPOINT INC026,840+26,84004430.06%+443
WOLVERINE WORLD WIDE INC(WWW)019,939+19,93904430.06%+443
NOVA LTD(NVMI)02,232+2,23204400.05%+440
STRIDE INC(LRN)04,226+4,22604390.05%+439
QXO INC(QXO)027,541+27,54104380.05%+438
ZETA GLOBAL HOLDINGS CORP(ZETA)040,851+40,85107350.09%+735
PAR TECHNOLOGY CORP05,791+5,79104210.05%+421
GRAND CANYON ED INC(LOPE)02,568+2,56804210.05%+421
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