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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 9 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SNA SNAP ON INC Industrials 4.0 $2K +2.0 +100.0% $403.50 -2.2%
162 WSM WILLIAMS SONOMA INC Consumer Cyclical 7.0 $2K +4.0 +133.3% $228.29 +4.2%
163 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4.0 $2K +1.0 +33.3% $395.25 +1.9%
164 PPLT ABRDN PLATINUM ETF TRUST Financial Services 110.0 $2K +99.0 +900.0% $14.29 +19.0%
165 EWBC EAST WEST BANCORP INC Financial Services 12.0 $2K +5.0 +71.4% $130.75 -1.4%
166 LMT LOCKHEED MARTIN CORP Industrials 3.0 $2K +1.0 +50.0% $522.00 +8.1%
167 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 16.0 $2K +8.0 +100.0% $97.38 -49.8%
168 CDNS CADENCE DESIGN SYSTEM INC Technology 4.0 $2K +1.0 +33.3% $377.75 -16.4%
169 GM GENERAL MTRS CO Consumer Cyclical 20.0 $2K +19.0 +1900.0% $75.55 +15.1%
170 FORM FORMFACTOR INC Technology 10.0 $1K +2.0 +25.0% $147.20 -26.7%
171 LNG CHENIERE ENERGY INC Energy 6.0 $1K +4.0 +200.0% $244.00 +15.1%
172 PCAR PACCAR INC Industrials 12.0 $1K +6.0 +100.0% $121.25 +7.2%
173 MTB M & T BK CORP Financial Services 6.0 $1K +2.0 +50.0% $242.00 -0.1%
174 DVN DEVON ENERGY CORP NEW Energy 36.0 $1K +34.0 +1700.0% $40.25 +19.8%
175 JCI JOHNSON CONTROLS INTERNATION Industrials 10.0 $1K +7.0 +233.3% $144.80 -1.2%
176 USB US BANCORP Financial Services 23.0 $1K +16.0 +228.6% $62.00 +0.7%
177 GRMN GARMIN LTD Technology 6.0 $1K +3.0 +100.0% $237.67 +22.5%
178 CEG CONSTELLATION ENERGY CORP Utilities 6.0 $1K +3.0 +100.0% $236.50 +15.6%
179 MCO MOODYS CORP Financial Services 3.0 $1K +2.0 +200.0% $468.67 +9.1%
180 CTAS CINTAS CORP Industrials 8.0 $1K +4.0 +100.0% $174.25 +19.0%
Page 9 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%