BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 16 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 7.0 $274.0 +2.0 +40.0% $39.14 +9.8%
302 EMN EASTMAN CHEM CO Basic Materials 4.0 $269.0 +1.0 +33.3% $67.25 +8.1%
303 ACN ACCENTURE PLC IRELAND Technology 2.0 $263.0 +1.0 +100.0% $131.50 +41.8%
304 CPRT COPART INC Industrials 8.0 $231.0 +4.0 +100.0% $28.88 +15.2%
305 SAIC SCIENCE APPLICATIONS INTL CO Technology 2.0 $211.0 +1.0 +100.0% $105.50 +20.2%
306 FISV FISERV INC Technology 4.0 $203.0 +2.0 +100.0% $50.75 +4.4%
307 WHD CACTUS INC Energy 4.0 $196.0 +2.0 +100.0% $49.00 +38.9%
308 PTON PELOTON INTERACTIVE INC Consumer Cyclical 32.0 $189.0 +3.0 +10.3% $5.91 -9.2%
309 KMX CARMAX INC Consumer Cyclical 3.0 $156.0 +2.0 +200.0% $52.00 +20.8%
310 PINS PINTEREST INC Communication Services 7.0 $154.0 +1.0 +16.7% $22.00 +6.7%
311 RALLIANT CORP 2.0 $144.0 +1.0 +100.0% $72.00
312 UA UNDER ARMOUR INC 7.0 $45.0 +6.0 +600.0% $6.43
Page 16 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%