Counterpoint Mutual Funds LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$698.0B

Holdings

279

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (279 positions)

StockValue
USHYISHARES TR
$193.0M
BKLNINVESCO EXCH TRADED FD TR II
$102.2M
HYDVANECK ETF TRUST
$48.6M
SRLNSSGA ACTIVE ETF TR
$46.5M
CPAINORTHERN LTS FD TR III
$40.8M
HYGISHARES TR
$35.5M
JNKSPDR SER TR
$35.2M
PHYLPGIM ETF TR
$3.5M
SFMSPROUTS FMRS MKT INC
$2.2M
HCQAMN HEALTHCARE SVCS INC
$2.2M
UNFIUNITED NAT FOODS INC
$2.2M
XIFRXPLR INFRASTRUCTURE LP
$2.1M
BRBRBELLRING BRANDS INC
$2.1M
CLBTCELLEBRITE DI LTD
$2.1M
ARANTERO RESOURCES CORP
$2.1M
AROCARCHROCK INC
$2.1M
EATBRINKER INTL INC
$2.1M
SHLSSHOALS TECHNOLOGIES GROUP IN
$2.1M
NTNXNUTANIX INC
$2.0M
ADTNADTRAN HOLDINGS INC
$2.0M
LEGLEGGETT & PLATT INC
$2.0M
EVEREVERQUOTE INC
$2.0M
COMPCOMPASS INC
$2.0M
DOCSDOXIMITY INC
$2.0M
TDOCTELADOC HEALTH INC
$2.0M
XRXXEROX HOLDINGS CORP
$1.9M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$1.9M
HYTRNORTHERN LTS FD TR III
$1.9M
CRKCOMSTOCK RES INC
$1.8M
TRGPTARGA RES CORP
$1.8M
EXLSEXLSERVICE HOLDINGS INC
$1.8M
MGPIMGP INGREDIENTS INC NEW
$1.7M
PBIPITNEY BOWES INC
$1.7M
HOODROBINHOOD MKTS INC
$1.7M
VISNCOMMSCOPE HLDG CO INC
$1.7M
DASHDOORDASH INC
$1.6M
MLB1MERCADOLIBRE INC
$1.5M
4I1PHILIP MORRIS INTL INC
$1.4M
MCKMCKESSON CORP
$1.4M
EXEEXPAND ENERGY CORPORATION
$1.4M
BKRBAKER HUGHES COMPANY
$1.3M
WMBWILLIAMS COS INC
$1.3M
VIRTVIRTU FINL INC
$1.3M
ALHCALIGNMENT HEALTHCARE INC
$1.3M
GGENPACT LIMITED
$1.3M
UNMUNUM GROUP
$1.3M
CHWYCHEWY INC
$1.3M
ETENERGY TRANSFER L P
$1.3M
GDDYGODADDY INC
$1.3M
TAT&T INC
$1.3M
GNWGENWORTH FINL INC
$1.3M
ESLTELBIT SYS LTD
$1.3M
OPCHOPTION CARE HEALTH INC
$1.3M
TMUST-MOBILE US INC
$1.3M
MPLXMPLX LP
$1.3M
TWLOTWILIO INC
$1.3M
IDIINTERDIGITAL INC
$1.3M
SRADSPORTRADAR GROUP AG
$1.3M
SPOTSPOTIFY TECHNOLOGY S A
$1.3M
HTZHERTZ GLOBAL HLDGS INC
$869K
PRMPERIMETER SOLUTIONS INC
$849K
GOGROCERY OUTLET HLDG CORP
$846K
EPACENERPAC TOOL GROUP CORP
$831K
ACHCACADIA HEALTHCARE COMPANY IN
$813K
THCTENET HEALTHCARE CORP
$808K
TSAACI WORLDWIDE INC
$805K
SLVMSYLVAMO CORP
$804K
DXCDXC TECHNOLOGY CO
$804K
AXGNAXOGEN INC
$801K
AGLAGILON HEALTH INC
$800K
ARISUSDARIS WATER SOLUTIONS INC
$799K
STLDSTEEL DYNAMICS INC
$798K
CALYTOPGOLF CALLAWAY BRANDS CORP
$795K
JXNJACKSON FINANCIAL INC
$790K
GJBSTEELCASE INC
$788K
OVVOVINTIV INC
$788K
EVHEVOLENT HEALTH INC
$786K
ITRIITRON INC
$786K
ACTENACT HLDGS INC
$780K
AWIARMSTRONG WORLD INDS INC NEW
$778K
BCPCBALCHEM CORP
$777K
TTDTHE TRADE DESK INC
$771K
MASMASCO CORP
$771K
RPCP10 INC
$766K
EEEXCELERATE ENERGY INC
$764K
GFFGRIFFON CORP
$764K
BWXTBWX TECHNOLOGIES INC
$763K
DVDOUBLEVERIFY HLDGS INC
$756K
GSLGLOBAL SHIP LEASE INC NEW
$755K
CATCATERPILLAR INC
$755K
SAHSONIC AUTOMOTIVE INC
$747K
MHOM/I HOMES INC
$746K
TNLTRAVEL PLUS LEISURE CO
$745K
FLYWFLYWIRE CORPORATION
$745K
ACMAECOM
$742K
BDCBELDEN INC
$742K
SEMRSEMRUSH HLDGS INC
$742K
CUBICUSTOMERS BANCORP INC
$737K
NRANRG ENERGY INC
$737K
FOXFFOX FACTORY HLDG CORP
$733K
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