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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 5 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LUV SOUTHWEST AIRLS CO Industrials 318.0 $16K 0.00% +12.0 +3.9% $50.47 -19.5%
82 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 52.0 $16K 0.00% +2.0 +4.0% $306.40 -1.3%
83 DE DEERE & CO Industrials 25.0 $16K 0.00% +2.0 +8.7% $627.64 +4.3%
84 COF CAPITAL ONE FINL CORP Financial Services 72.0 $15K 0.00% +4.0 +5.9% $204.83 +6.5%
85 ALL ALLSTATE CORP Financial Services 60.0 $15K 0.00% +3.0 +5.3% $243.13 +6.8%
86 NEE NEXTERA ENERGY INC Utilities 166.0 $14K 0.00% +5.0 +3.1% $86.37 -3.2%
87 AMD ADVANCED MICRO DEVICES INC Technology 24.0 $13K 0.00% +7.0 +41.2% $540.92 -14.8%
88 V VISA INC Financial Services 26.0 $9K 0.00% +12.0 +85.7% $351.12 +8.5%
89 AIG AMERICAN INTL GROUP INC Financial Services 116.0 $9K 0.00% +9.0 +8.4% $76.59 +1.1%
90 LRCX LAM RESEARCH CORP Technology 22.0 $9K 0.00% +12.0 +120.0% $391.27 -21.6%
91 KLAC KLA CORP Technology 32.0 $9K 0.00% +30.0 +1500.0% $266.22 -32.3%
92 WDC WESTERN DIGITAL CORP Technology 14.0 $8K 0.00% +7.0 +100.0% $598.43 -27.2%
93 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 108.0 $7K 0.00% +90.0 +500.0% $64.86 +14.4%
94 MGK VANGUARD WORLD FD 70.0 $6K 0.00% +56.0 +400.0% $87.91 +0.9%
95 DFIS DIMENSIONAL ETF TRUST 161.0 $6K 0.00% +24.0 +17.5% $35.30 +6.0%
96 GE GE AEROSPACE Industrials 15.0 $6K 0.00% +3.0 +25.0% $375.00 -8.9%
97 DAL DELTA AIR LINES INC Industrials 57.0 $5K 0.00% +14.0 +32.6% $93.07 -10.6%
98 PM PHILIP MORRIS INTL INC Consumer Defensive 29.0 $5K 0.00% +5.0 +20.8% $177.72 +8.4%
99 BKNG BOOKING HOLDINGS INC Consumer Cyclical 28.0 $5K 0.00% +27.0 +2700.0% $182.64 +16.9%
100 CAH CARDINAL HEALTH INC Healthcare 20.0 $5K 0.00% +3.0 +17.6% $237.75 -2.3%
Page 5 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%