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 4 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQ INVESCO QQQ TR Financial Services 40.0 $29K 0.01% +4.0 +11.1% $718.90 -1.7%
62 VLO VALERO ENERGY CORP Energy 106.0 $29K 0.01% +4.0 +3.9% $269.44 +28.4%
63 TXN TEXAS INSTRS INC Technology 94.0 $28K 0.01% +5.0 +5.6% $298.41 -13.2%
64 NKE NIKE INC Consumer Cyclical 649.0 $28K 0.01% +7.0 +1.1% $43.06 -5.4%
65 VUG VANGUARD INDEX FDS 324.0 $28K 0.01% +245.0 +310.1% $86.17 +0.9%
66 MU MICRON TECHNOLOGY INC Technology 26.0 $27K 0.01% +10.0 +62.5% $1032.31 -11.8%
67 GIS GENERAL MILLS INC Consumer Defensive 706.0 $27K 0.01% +6.0 +0.9% $37.77 +8.3%
68 WMT WALMART INC Consumer Defensive 239.0 $26K 0.01% +20.0 +9.1% $108.82 -2.1%
69 CCK CROWN HLDGS INC Consumer Cyclical 233.0 $26K 0.01% +4.0 +1.8% $111.37 +7.5%
70 EDV VANGUARD WORLD FD 400.0 $25K 0.01% +216.0 +117.4% $63.46 -5.2%
71 ETN EATON CORP PLC Industrials 61.0 $25K 0.01% +2.0 +3.4% $412.31 -0.9%
72 RKLB ROCKET LAB CORP Industrials 249.0 $25K 0.01% +2.0 +0.8% $100.07 -31.8%
73 KMI KINDER MORGAN INC DEL Energy 734.0 $23K 0.00% +21.0 +3.0% $31.72 -2.3%
74 NFLX NETFLIX INC. Communication Services 313.0 $23K 0.00% +14.0 +4.7% $74.19 +7.8%
75 MA MASTERCARD INCORPORATED Financial Services 43.0 $22K 0.00% +4.0 +10.3% $522.44 +14.8%
76 BAC BANK OF AMER CORP Financial Services 358.0 $21K 0.00% +40.0 +12.6% $58.36 +6.8%
77 CMI CUMMINS INC Industrials 29.0 $20K 0.00% +2.0 +7.4% $682.34 -16.2%
78 AVGO BROADCOM INC Technology 52.0 $19K 0.00% +11.0 +26.8% $369.35 -2.9%
79 MRK MERCK & CO INC Healthcare 143.0 $18K 0.00% +21.0 +17.2% $125.37 +20.2%
80 UNH UNITEDHEALTH GROUP INC Healthcare 42.0 $18K 0.00% +3.0 +7.7% $426.55 -6.5%
Page 4 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%