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Counterpoint Mutual Funds LLC

hedge fundUpdated 52 days ago

Managed by Counterpoint Mutual Funds Llc • Latest filing Q2 2026

Portfolio value
$1B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
344.2%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table
PeriodPortfolio value
Q2 2023$108M
Q3 2023$120.2M
Q4 2023$224.8M
Q1 2024$407.9M
Q2 2024$428.8M
Q3 2024$527.7M
Q4 2024$801.1M
Q1 2025$698M
Q2 2025$1.1B
Q3 2025$1.3B
Q4 2025$1.3B
Q1 2026$665.9M
Q2 2026$1B

Top holdings

295 positions as of Q2 2026

View filing
E

ISHARES TR

Value
$154.1M
Shares
205.7K
% Port
15.24%
E

ISHARES TR

+447.5%
Value
$112.3M
Shares
3.03M
% Port
11.11%
?
3.N/A

SPDR SERIES TRUST

+446.9%
Value
$84.4M
Shares
875.4K
% Port
8.34%
?
4.N/A

ISHARES TR

+447.3%
Value
$84.2M
Shares
1.05M
% Port
8.33%
?
5.N/A

NORTHERN LTS FD TR III

+0.9%
Value
$81.2M
Shares
1.56M
% Port
8.04%
?
6.N/A

ASTERA LABS INC

-46.5%
Value
$11.1M
Shares
23.1K
% Port
1.10%
M
7.MU

MICRON TECHNOLOGY INC

-43.6%
Value
$9.1M
Shares
7.9K
% Port
0.90%
B

BELLRING BRANDS INC

+134.2%
Value
$9M
Shares
696.1K
% Port
0.89%
P
9.PL

PLANET LABS PBC

Value
$8.8M
Shares
266.0K
% Port
0.87%
C
10.CNC

CENTENE CORP DEL

-8.9%
Value
$8.5M
Shares
132.1K
% Port
0.84%
?
11.N/A

BROOKDALE SR LIVING INC

+51.9%
Value
$8.4M
Shares
524.8K
% Port
0.84%
?
12.N/A

FASTLY INC

+2297.6%
Value
$8M
Shares
437.9K
% Port
0.80%
A
13.AMD

ADVANCED MICRO DEVICES INC

+405.5%
Value
$8M
Shares
13.8K
% Port
0.79%
E
14.ECHO

ECHOSTAR CORP

+868.0%
Value
$8M
Shares
79.0K
% Port
0.79%
M
15.MRVL

MARVELL TECHNOLOGY INC

Value
$8M
Shares
26.9K
% Port
0.79%
C
16.CXW

CORECIVIC INC

+821.1%
Value
$8M
Shares
262.8K
% Port
0.79%
B
17.BB

BLACKBERRY LTD

Value
$8M
Shares
630.1K
% Port
0.79%
C
18.COR

CENCORA INC

+1485.3%
Value
$8M
Shares
28.1K
% Port
0.79%
I
19.INTC

INTEL CORP

Value
$7.8M
Shares
56.1K
% Port
0.78%
D
20.DELL

DELL TECHNOLOGIES INC

Value
$7.7M
Shares
18.0K
% Port
0.77%

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