Fund HoldingsCounterpoint Mutual Funds LLC

Total Portfolio Value
$1.35B
Total Bought
$328.99M
Total Sold
$248.63M
Net Transaction
+$80.35M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST BLOO HIGH ETF
0712,042+712,042069,2185.13%+69,218
ISHARES TR
BROAD USD HIGH
14,409,88415,079,411+669,527544,405563,89541.77%+19,489
ISHARES TR3,466,1683,627,257+161,089281,418292,46621.67%+11,048
NORTHERN LTS FD TR III
COUN QUA EQU ETF
1,300,4161,471,116+170,70051,35758,9924.37%+7,634
VANECK ETF TRUST
HIGH YLD MUNIETF
358,150441,820+83,67018,23022,5861.67%+4,356
SLIDE INS HLDGS INC(SLDE)0189,634+189,63403,6940.27%+3,694
FMC CORP(FMC)0266,204+266,20403,6920.27%+3,692
FISERV INC(FISV)054,641+54,64103,6700.27%+3,670
CHIME FINL INC(CHYM)0145,357+145,35703,6590.27%+3,659
HOWMET AEROSPACE INC(HWM)017,841+17,84103,6580.27%+3,658
BROOKDALE SR LIVING INC(BKD)0314,586+314,58603,3940.25%+3,394
TACTILE SYS TECHNOLOGY INC0116,930+116,93003,3910.25%+3,391
OKEANIS ECO TANKERS COR
SHS
0100,179+100,17903,3900.25%+3,390
ADVANCE AUTO PARTS INC(AAP)086,143+86,14303,3850.25%+3,385
ENVIRI CORP0188,254+188,25403,3740.25%+3,374
DOLLAR TREE INC(DLTR)027,404+27,40403,3710.25%+3,371
ROIVANT SCIENCES LTD(ROIV)0155,334+155,33403,3710.25%+3,371
HERBALIFE LTD(HLF)0261,302+261,30203,3680.25%+3,368
ALPHABET INC(GOOG)010,760+10,76003,3680.25%+3,368
CLEAR SECURE INC(YOU)095,971+95,97103,3670.25%+3,367
BRIGHTSPRING HEALTH SVCS INC(BTSG)089,897+89,89703,3670.25%+3,367
NIQ GLOBAL INTELLIGENCE PLC(NIQ)0204,082+204,08203,3650.25%+3,365
COTY INC(COTY)01,181,332+1,181,33203,6390.27%+3,639
DYCOM INDS INC(DY)09,881+9,88103,3390.25%+3,339
ZIM INTEGRATED SHIPPING SERV
SHS
0175,271+175,27103,7210.28%+3,721
HINGE HEALTH INC(HNGE)079,457+79,45703,6910.27%+3,691
MP MATERIALS CORP(MP)063,113+63,11303,1880.24%+3,188
QNITY ELECTRONICS INC(Q)038,910+38,91003,1770.24%+3,177
PBF ENERGY INC(PBF)16,649135,065+118,4165023,6630.27%+3,161
SOLID POWER INC0688,641+688,64102,9270.22%+2,927
OMADA HEALTH INC(OMDA)22,764215,917+193,1535033,4070.25%+2,904
KLARNA GROUP PLC(KLAR)099,851+99,85102,8870.21%+2,887
TERAWULF INC(WULF)0250,853+250,85302,8820.21%+2,882
ACCELERANT HOLDINGS(ARX)0175,967+175,96702,8770.21%+2,877
COMPOSECURE INC(GPGI)24,061175,108+151,0475013,3760.25%+2,875
NATIONAL VISION HLDGS INC(EYE)0111,338+111,33802,8750.21%+2,875
ELBIT SYS LTD(ESLT)05,857+5,85703,3840.25%+3,384
AXOGEN INC(AXGN)087,580+87,58002,8660.21%+2,866
BARRICK MNG CORP(B)065,795+65,79502,8650.21%+2,865
ANGLOGOLD ASHANTI PLC(AU)033,560+33,56002,8620.21%+2,862
VIATRIS INC(VTRS)0228,996+228,99602,8510.21%+2,851
NIOCORP DEVS LTD0610,063+610,06303,2330.24%+3,233
MICROVAST HOLDINGS INC132,5351,149,738+1,017,2035103,2190.24%+2,709
DIGITAL TURBINE INC(APPS)86,354634,542+548,1885533,1730.24%+2,620
LIBERTY GLOBAL LTD(LBTYA)72,464302,154+229,6908303,3660.25%+2,536
EOS ENERGY ENTERPRISES INC(EOSE)45,054254,192+209,1385132,9130.22%+2,400
SOLAREDGE TECHNOLOGIES INC(SEDG)099,921+99,92102,8830.21%+2,883
TOWER SEMICONDUCTOR LTD(TSEM)14,90524,267+9,3621,0782,8490.21%+1,772
ISHARES TR84,34184,341056,44957,7694.28%+1,319
GARRETT MOTION INC(GTX)172,018194,086+22,0682,3433,3830.25%+1,040
PROPETRO HLDG CORP(PUMP)087,919+87,91908360.06%+836
MAGNERA CORP054,410+54,41008240.06%+824
INSIGHT ENTERPRISES INC(NSIT)010,002+10,00208150.06%+815
INSPERITY INC(NSP)020,969+20,96908120.06%+812
NAVIOS MARITIME PARTNERS L P(NMM)015,454+15,45408100.06%+810
LAS VEGAS SANDS CORP(LVS)012,414+12,41408080.06%+808
TALOS ENERGY INC(TALO)072,635+72,63508000.06%+800
KOHLS CORP(KSS)038,559+38,55907870.06%+787
USA RARE EARTH INC(USAR)065,863+65,86307840.06%+784
URBAN OUTFITTERS INC(URBN)010,352+10,35207790.06%+779
AMN HEALTHCARE SVCS INC0232,128+232,12803,6580.27%+3,658
NEWMONT CORP(NEM)31,80733,634+1,8272,6823,3580.25%+677
IBOTTA INC025,842+25,84205870.04%+587
TASKUS INC048,498+48,49805720.04%+572
AVEANNA HEALTHCARE HLDGS INC(AVAH)321,757414,060+92,3032,8543,3830.25%+529
MICRON TECHNOLOGY INC(MU)14,04610,059-3,9872,3502,8710.21%+521
SIX FLAGS ENTERTAINMENT CORP(FUN)033,642+33,64205160.04%+516
DAVE & BUSTERS ENTMT INC031,718+31,71805140.04%+514
PRA GROUP INC028,937+28,93705120.04%+512
STRATASYS LTD058,852+58,85205110.04%+511
NATIONAL ENERGY SERVICES REU
SHS
032,549+32,54905100.04%+510
CMB.TECH NV(CMBT)052,764+52,76405090.04%+509
DHT HOLDINGS INC(DHT)041,679+41,67905090.04%+509
MACYS INC(M)023,041+23,04105080.04%+508
WARRIOR MET COAL INC(HCC)05,761+5,76105080.04%+508
CLEVELAND-CLIFFS INC NEW(CLF)038,226+38,22605080.04%+508
FRONTLINE PLC(FRO)023,259+23,25905080.04%+508
UPWORK INC(UPWK)025,573+25,57305070.04%+507
PHREESIA INC029,932+29,93205060.04%+506
PERMIAN RESOURCES CORP(PR)036,093+36,09305060.04%+506
PEABODY ENERGY CORP(BTU)017,042+17,04205060.04%+506
OSCAR HEALTH INC(OSCR)035,212+35,21205060.04%+506
COMPASS MINERALS INTL INC(CMP)025,762+25,76205060.04%+506
WOODWARD INC(WWD)01,673+1,67305060.04%+506
GAP INC(GAP)019,755+19,75505060.04%+506
FULGENT GENETICS INC019,250+19,25005060.04%+506
GOLD COM INC(GOLD)014,851+14,85105060.04%+506
LINCOLN NATL CORP IND(LNC)011,355+11,35505060.04%+506
SINCLAIR INC(SBGI)033,025+33,02505050.04%+505
PENN ENTERTAINMENT INC(PENN)034,222+34,22205050.04%+505
LENDINGCLUB CORP(HAPN)026,647+26,64705050.04%+505
HAEMONETICS CORP MASS(HAE)06,295+6,29505050.04%+505
AEROVIRONMENT INC02,085+2,08505040.04%+504
AMAZON COM INC(AMZN)02,184+2,18405040.04%+504
DUOLINGO INC(DUOL)02,872+2,87205040.04%+504
STRIDE INC(LRN)07,761+7,76105040.04%+504
FERROGLOBE PLC(GSM)0108,592+108,59205040.04%+504
CASTLE BIOSCIENCES INC(CSTL)012,952+12,95205040.04%+504
ADTALEM GLOBAL ED INC(CVSA)04,869+4,86905040.04%+504
JAZZ PHARMACEUTICALS PLC(JAZZ)02,963+2,96305040.04%+504
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