Portfolio (Quarterly)
Guide ↗
DecisionPoint Financial, LLC
· CIK 0001938514| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | EBND | SPDR SERIES TRUST | — | 62 | $1K | — | SOLD |
| 22 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 1 | $1K | — | SOLD |
| 23 | IVOL | KRANESHARES TRUST | — | 65 | $1K | — | SOLD |
| 24 | EWS | ISHARES INC | — | 42 | $1K | — | SOLD |
| 25 | WY | WEYERHAEUSER CO | Real Estate | 40 | $978.0 | — | SOLD |
| 26 | BP | BP PLC | Energy | 20 | $940.0 | — | SOLD |
| 27 | MLCO | MELCO RESORTS AND ENTMNT LTD | Consumer Cyclical | 145 | $824.0 | — | SOLD |
| 28 | MCW | MISTER CAR WASH INC | Consumer Cyclical | 118 | $823.0 | — | SOLD |
| 29 | ALC | ALCON AG | Healthcare | 10 | $754.0 | — | SOLD |
| 30 | NU | NU HLDGS LTD | Financial Services | 45 | $647.0 | — | SOLD |
| 31 | AMPX | AMPRIUS TECHNOLOGIES INC | Industrials | 37 | $624.0 | — | SOLD |
| 32 | CTRA | COTERRA ENERGY INC | Energy | 16 | $563.0 | — | SOLD |
| 33 | MNRO | MONRO INC | Consumer Cyclical | 33 | $530.0 | — | SOLD |
| 34 | HURN | HURON CONSULTING GROUP INC | Industrials | 4 | $510.0 | — | SOLD |
| 35 | O | REALTY INCOME CORP | Real Estate | 8 | $490.0 | — | SOLD |
| 36 | HUBS | HUBSPOT INC | Technology | 2 | $489.0 | — | SOLD |
| 37 | BV | BRIGHTVIEW HLDGS INC | Industrials | 41 | $484.0 | — | SOLD |
| 38 | CRY | ARTIVION INC | — | 13 | $477.0 | — | SOLD |
| 39 | STWD | STARWOOD PPTY TR INC | Real Estate | 26 | $448.0 | — | SOLD |
| 40 | IAC | IAC INC | Technology | 11 | $441.0 | — | SOLD |
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%