COUNTERPOINT MUTUAL FUNDS LLC

PrivateCIK: 1698461
Location

SAN DIEGO, CA

294
Positions
$665.93M
Total AUM (reported)
22.50M
Total Shares

Allocation by class

TOTAL AUM$665.93M294 positions
STATE STREET SPD$217.52M32.7%
COM$201.40M30.2%
COUNTERPOINT QUA$64.76M9.7%
BROAD USD HIGH$20.42M3.1%
COM NEW$19.80M3.0%
SHS$19.43M2.9%
COM CL A$19.28M2.9%

Portfolio Concentration

Top 343.2%4–108.4%11–2511.0%Rest37.5%TOP 1051.6%0%100%
Top 3$287.37M43.2%
4–10$56.03M8.4%
11–25$72.98M11.0%
Rest$249.55M37.5%

Top 3 weight

43.2%

Top 10 weight

51.6%

Voting Authority Distribution

Total shares with voting rights: 22.50M

Sole

Full voting authority

22.50M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole294
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings294
Rows:

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares2.21M
TypeSH
Market value$202.20M
30.36%
Sole
2.21M
Shared
0.00
None
0.00

NORTHERN LTS FD TR III

SOLE
COUNTERPOINT QUA
Shares1.55M
TypeSH
Market value$64.76M
9.72%
Sole
1.55M
Shared
0.00
None
0.00

ISHARES TR

SOLE
BROAD USD HIGH
Shares554.24K
TypeSH
Market value$20.42M
3.07%
Sole
554.24K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares160.06K
TypeSH
Market value$15.32M
2.30%
Sole
160.06K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares192.45K
TypeSH
Market value$15.31M
2.30%
Sole
192.45K
Shared
0.00
None
0.00

SPS COMM INC

SOLE
COM
Shares91.80K
TypeSH
Market value$5.11M
0.77%
Sole
91.80K
Shared
0.00
None
0.00

MONDAY COM LTD

SOLE
SHS
Shares73.51K
TypeSH
Market value$5.08M
0.76%
Sole
73.51K
Shared
0.00
None
0.00

VIATRIS INC

SOLE
COM
Shares375.74K
TypeSH
Market value$5.08M
0.76%
Sole
375.74K
Shared
0.00
None
0.00

ALBERTSONS COS INC

SOLE
COMMON STOCK
Shares297.47K
TypeSH
Market value$5.07M
0.76%
Sole
297.47K
Shared
0.00
None
0.00

AMN HEALTHCARE SVCS INC

SOLE
COM
Shares276K
TypeSH
Market value$5.06M
0.76%
Sole
276K
Shared
0.00
None
0.00

ZOETIS INC

SOLE
CL A
Shares42.79K
TypeSH
Market value$5.06M
0.76%
Sole
42.79K
Shared
0.00
None
0.00

GENERAL MTRS CO

SOLE
COM
Shares67.84K
TypeSH
Market value$5.05M
0.76%
Sole
67.84K
Shared
0.00
None
0.00

CREDO TECHNOLOGY GROUP HOLDI

SOLE
ORDINARY SHARES
Shares53.61K
TypeSH
Market value$5.03M
0.76%
Sole
53.61K
Shared
0.00
None
0.00

LIBERTY GLOBAL LTD

SOLE
COM CL A
Shares414.52K
TypeSH
Market value$5.01M
0.75%
Sole
414.52K
Shared
0.00
None
0.00

GOLD COM INC

SOLE
COM
Shares124.76K
TypeSH
Market value$5.00M
0.75%
Sole
124.76K
Shared
0.00
None
0.00

VERTEX INC

SOLE
CL A
Shares406.76K
TypeSH
Market value$4.84M
0.73%
Sole
406.76K
Shared
0.00
None
0.00

EZCORP INC

SOLE
CL A NON VTG
Shares189.24K
TypeSH
Market value$4.80M
0.72%
Sole
189.24K
Shared
0.00
None
0.00

STAR BULK CARRIERS CORP.

SOLE
SHS PAR
Shares208.43K
TypeSH
Market value$4.79M
0.72%
Sole
208.43K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares5.20K
TypeSH
Market value$4.79M
0.72%
Sole
5.20K
Shared
0.00
None
0.00

SMUCKER J M CO

SOLE
COM NEW
Shares49.60K
TypeSH
Market value$4.78M
0.72%
Sole
49.60K
Shared
0.00
None
0.00

BELLRING BRANDS INC

SOLE
COMMON STOCK
Shares297.28K
TypeSH
Market value$4.78M
0.72%
Sole
297.28K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares23.47K
TypeSH
Market value$4.77M
0.72%
Sole
23.47K
Shared
0.00
None
0.00

EXLSERVICE HLDGS INC

SOLE
COM
Shares156.54K
TypeSH
Market value$4.77M
0.72%
Sole
156.54K
Shared
0.00
None
0.00

TERADATA CORP DEL

SOLE
COM
Shares185.61K
TypeSH
Market value$4.76M
0.71%
Sole
185.61K
Shared
0.00
None
0.00

VERRA MOBILITY CORP

SOLE
CL A COM STK
Shares332.39K
TypeSH
Market value$4.75M
0.71%
Sole
332.39K
Shared
0.00
None
0.00
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