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Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514
13F Portfolio $540M AUM 1,429 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 802 New 312 Added 119 Reduced 64 Exited
Page 10 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SHW SHERWIN WILLIAMS CO Basic Materials 4.0 $1K +3.0 +300.0% $346.25 +0.1%
182 PWR QUANTA SVCS INC Industrials 2.0 $1K +1.0 +100.0% $691.50 -10.8%
183 NE NOBLE CORP PLC Energy 37.0 $1K +5.0 +15.6% $37.08 +24.0%
184 CORPAY INC 4.0 $1K +2.0 +100.0% $341.00
185 BMY BRISTOL-MYERS SQUIBB CO Healthcare 24.0 $1K +19.0 +380.0% $56.46 +19.2%
186 AKAM AKAMAI TECHNOLOGIES INC Technology 12.0 $1K +4.0 +50.0% $112.83 -6.4%
187 HWM HOWMET AEROSPACE INC Industrials 5.0 $1K +2.0 +66.7% $267.60 -1.6%
188 R RYDER SYS INC Industrials 5.0 $1K +2.0 +66.7% $266.00 -7.9%
189 EXPE EXPEDIA GROUP INC Consumer Cyclical 5.0 $1K +2.0 +66.7% $264.60 +28.2%
190 ITT ITT INC Industrials 7.0 $1K +2.0 +40.0% $188.86 +8.5%
191 HPE HEWLETT PACKARD ENTERPRISE C Technology 30.0 $1K +15.0 +100.0% $43.97 +19.2%
192 SLB SLB LIMITED Energy 29.0 $1K +19.0 +190.0% $45.10 +19.7%
193 WCC WESCO INTL INC Industrials 4.0 $1K +2.0 +100.0% $320.75 +5.1%
194 BIIB BIOGEN INC Healthcare 6.0 $1K +3.0 +100.0% $209.83 +3.9%
195 ACLS AXCELIS TECHNOLOGIES INC Technology 7.0 $1K +1.0 +16.7% $178.43 -30.8%
196 FAST FASTENAL CO Industrials 26.0 $1K +12.0 +85.7% $47.77 +7.3%
197 NFG NATIONAL FUEL GAS CO Energy 16.0 $1K +2.0 +14.3% $77.50 +6.4%
198 NET CLOUDFLARE INC Technology 5.0 $1K +1.0 +25.0% $246.40 +13.8%
199 FANG DIAMONDBACK ENERGY INC Energy 7.0 $1K +4.0 +133.3% $172.00 +19.5%
200 AFL AFLAC INC Financial Services 10.0 $1K +5.0 +100.0% $118.50 -0.3%
Page 10 of 16  ·  312 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.5%
Technology 23.0%
Consumer Cyclical 9.6%
Industrials 4.9%
Communication Services 2.8%
Healthcare 2.4%
Energy 1.6%
Consumer Defensive 0.4%
Utilities 0.3%
Basic Materials 0.2%