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 6 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MS MORGAN STANLEY Financial Services 22.0 $5K 0.00% +10.0 +83.3% $211.86 +1.0%
102 GEV GE VERNOVA INC Utilities 4.0 $5K 0.00% +1.0 +33.3% $1134.50 -17.0%
103 URI UNITED RENTALS INC Industrials 4.0 $4K 0.00% +2.0 +100.0% $1112.00 -2.4%
104 COLB COLUMBIA BKG SYS INC Financial Services 134.0 $4K 0.00% +8.0 +6.3% $32.51 -5.7%
105 QCOM QUALCOMM INC Technology 23.0 $4K 0.00% +11.0 +91.7% $181.96 -13.1%
106 MKSI MKS INC. Technology 10.0 $4K 0.00% +2.0 +25.0% $411.10 -34.4%
107 COHR COHERENT CORP Technology 11.0 $4K 0.00% +4.0 +57.1% $368.73 -25.3%
108 GLW CORNING INC Technology 18.0 $4K 0.00% +11.0 +157.1% $220.67 -34.2%
109 TER TERADYNE INC Technology 9.0 $4K 0.00% +3.0 +50.0% $427.44 -15.1%
110 GFF GRIFFON CORP Industrials 41.0 $4K 0.00% +1.0 +2.5% $92.39 +9.1%
111 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 71.0 $4K 0.00% +4.0 +6.0% $53.04 +1.4%
112 WFC WELLS FARGO & CO Financial Services 42.0 $4K 0.00% +15.0 +55.6% $85.95 -2.0%
113 C CITIGROUP INC Financial Services 25.0 $4K 0.00% +11.0 +78.6% $140.16 -6.0%
114 CIEN CIENA CORP Technology 7.0 $3K 0.00% +3.0 +75.0% $462.57 -19.0%
115 APH AMPHENOL CORP Technology 17.0 $3K 0.00% +7.0 +70.0% $172.24 -10.4%
116 ROK ROCKWELL AUTOMATION INC Industrials 6.0 $3K 0.00% +2.0 +50.0% $482.83 -11.2%
117 EBAY EBAY INC. Consumer Cyclical 26.0 $3K 0.00% +9.0 +52.9% $111.31 -4.5%
118 IEMG ISHARES INC 35.0 $3K 0.00% +13.0 +59.1% $80.66 -0.1%
119 SCHW SCHWAB CHARLES CORP Financial Services 28.0 $3K 0.00% +11.0 +64.7% $96.46 +17.1%
120 ATI ATI INC Industrials 14.0 $3K +3.0 +27.3% $192.21 +6.4%
Page 6 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%