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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 15 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PRU PRUDENTIAL FINL INC Financial Services 5.0 $556.0 +1.0 +25.0% $111.20 +10.3%
282 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5.0 $545.0 +3.0 +150.0% $109.00 +2.7%
283 DDOG DATADOG INC Technology 2.0 $529.0 +1.0 +100.0% $264.50 -14.6%
284 BLDR BUILDERS FIRSTSOURCE INC Industrials 6.0 $509.0 +3.0 +100.0% $84.83 -17.2%
285 PPC PILGRIMS PRIDE CORP Consumer Defensive 17.0 $486.0 +5.0 +41.7% $28.59 +11.2%
286 OMC OMNICOM GROUP INC Communication Services 6.0 $457.0 +2.0 +50.0% $76.17 +16.8%
287 ARES ARES MANAGEMENT CORPORATION Financial Services 4.0 $455.0 +1.0 +33.3% $113.75 +23.1%
288 FLR FLUOR CORP Industrials 9.0 $454.0 +4.0 +80.0% $50.44 +1.7%
289 VLTO VERALTO CORP Industrials 5.0 $452.0 +4.0 +400.0% $90.40 +9.9%
290 PYPL PAYPAL HLDGS INC Financial Services 10.0 $441.0 +4.0 +66.7% $44.10 +39.9%
291 CRUS CIRRUS LOGIC INC Technology 3.0 $440.0 +1.0 +50.0% $146.67 -23.9%
292 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 21.0 $435.0 +10.0 +90.9% $20.71 -16.9%
293 ROL ROLLINS INC Consumer Cyclical 10.0 $422.0 +6.0 +150.0% $42.20 -11.7%
294 EXC EXELON CORP Utilities 9.0 $417.0 +1.0 +12.5% $46.33 -4.3%
295 TSCO TRACTOR SUPPLY CO Consumer Cyclical 11.0 $355.0 +1.0 +10.0% $32.27 +11.3%
296 XYL XYLEM INC Industrials 3.0 $352.0 +1.0 +50.0% $117.33 -2.7%
297 LEN LENNAR CORP Consumer Cyclical 4.0 $349.0 +1.0 +33.3% $87.25 +1.0%
298 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4.0 $322.0 +1.0 +33.3% $80.50 -8.7%
299 CMS CMS ENERGY CORP Utilities 4.0 $304.0 +1.0 +33.3% $76.00 -10.0%
300 OTIS OTIS WORLDWIDE CORP Industrials 4.0 $283.0 +1.0 +33.3% $70.75 +2.0%
Page 15 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%