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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 12 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HBAN HUNTINGTON BANCSHARES INC Financial Services 58.0 $1K +32.0 +123.1% $18.12 -6.0%
222 HEICO CORP NEW 4.0 $1K +1.0 +33.3% $261.75
223 XPO XPO INC Industrials 5.0 $1K +3.0 +150.0% $207.20 -7.3%
224 TRGP TARGA RES CORP Energy 4.0 $1K +3.0 +300.0% $258.00 +14.1%
225 KKR KKR & CO INC 11.0 $1K +3.0 +37.5% $92.64
226 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5.0 $1K +3.0 +150.0% $202.00 +11.7%
227 OXY OCCIDENTAL PETE CORP Energy 21.0 $1K +15.0 +250.0% $47.95 +25.4%
228 FITB FIFTH THIRD BANCORP Financial Services 17.0 $978.0 +10.0 +142.9% $57.53 -4.6%
229 APG API GROUP CORP Industrials 23.0 $961.0 +10.0 +76.9% $41.78 -2.5%
230 SOFI SOFI TECHNOLOGIES INC Financial Services 52.0 $959.0 +29.0 +126.1% $18.44 -1.1%
231 OSCR OSCAR HEALTH INC Healthcare 30.0 $957.0 +3.0 +11.1% $31.90 -0.3%
232 MIR MIRION TECHNOLOGIES INC Industrials 53.0 $950.0 +6.0 +12.8% $17.92 -18.1%
233 MDLZ MONDELEZ INTL INC Consumer Defensive 16.0 $950.0 +8.0 +100.0% $59.38 +9.0%
234 FHN FIRST HORIZON CORPORATION Financial Services 36.0 $938.0 +15.0 +71.4% $26.06 -5.9%
235 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 18.0 $924.0 +6.0 +50.0% $51.33 +1.1%
236 INGERSOLL RAND INC 11.0 $890.0 +5.0 +83.3% $80.91
237 VMC VULCAN MATLS CO Basic Materials 3.0 $886.0 +2.0 +200.0% $295.33 -6.6%
238 RMBS RAMBUS INC DEL Technology 7.0 $867.0 +2.0 +40.0% $123.86 -29.7%
239 TMUS T-MOBILE US INC Communication Services 5.0 $866.0 +1.0 +25.0% $173.20 +5.4%
240 KR KROGER CO Consumer Defensive 15.0 $844.0 +10.0 +200.0% $56.27 +5.0%
Page 12 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%