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Manager record

Counterpoint Mutual Funds LLC

San Diego, CA · CIK 1698461 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.16BReported 13F valueQ3 2026 · as filed
323Holdings listed
+14.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.1B$1.1BQ2 2025299 holdingsQ3 2025: $1.3B$1.3BQ3 2025318 holdingsQ4 2025: $2.0B$2.0BQ4 2025618 holdingsQ1 2026: $665.9M$665.9MQ1 2026294 holdingsQ2 2026: $1.0B$1.0BQ2 2026295 holdingsQ3 2026: $1.2B$1.2BQ3 2026323 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$1.16B · 323 holdings listed · View original SEC filing ↗
Jul 20 2026 13F-HR · period Q2 2026

$1.01B · 295 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$665.93M · 294 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$698.00M · 279 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$1.35B · 339 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$1.27B · 318 holdings listed · View original SEC filing ↗
Jul 14 2025 13F-HR · period Q2 2025

$1.13B · 299 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology