Portfolio (Quarterly)
Guide ↗
DecisionPoint Financial, LLC
· CIK 0001938514| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | GPOR | GULFPORT ENERGY CORP | Energy | 2 | $424.0 | — | SOLD |
| 42 | ZS | ZSCALER INC | Technology | 3 | $421.0 | — | SOLD |
| 43 | MSTR | STRATEGY INC | Technology | 3 | $375.0 | — | SOLD |
| 44 | FXI | ISHARES TR | — | 10 | $359.0 | — | SOLD |
| 45 | — | XPERI INC | — | 64 | $359.0 | — | SOLD |
| 46 | AVB | AVALONBAY CMNTYS INC | Real Estate | 2 | $327.0 | — | SOLD |
| 47 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 2 | $300.0 | — | SOLD |
| 48 | STEL | STELLAR BANCORP INC | Financial Services | 7 | $257.0 | — | SOLD |
| 49 | ESTC | ELASTIC N V | Technology | 5 | $250.0 | — | SOLD |
| 50 | — | FIRST FNDTN INC | — | 40 | $236.0 | — | SOLD |
| 51 | WOOF | PETCO HEALTH & WELLNESS CO I | Consumer Cyclical | 84 | $234.0 | — | SOLD |
| 52 | RYAN | RYAN SPECIALTY HOLDINGS INC | Financial Services | 6 | $203.0 | — | SOLD |
| 53 | MASI | MASIMO CORP | Healthcare | 1 | $178.0 | — | SOLD |
| 54 | INVH | INVITATION HOMES INC | Real Estate | 7 | $174.0 | — | SOLD |
| 55 | YELP | YELP INC | Communication Services | 6 | $149.0 | — | SOLD |
| 56 | CUBE | CUBESMART | Real Estate | 4 | $147.0 | — | SOLD |
| 57 | TEAM | ATLASSIAN CORPORATION | Technology | 2 | $137.0 | — | SOLD |
| 58 | — | JAMES HARDIE INDS PLC | — | 7 | $133.0 | — | SOLD |
| 59 | DUOL | DUOLINGO INC | Technology | 1 | $99.0 | — | SOLD |
| 60 | FOUR | SHIFT4 PMTS INC | Technology | 2 | $88.0 | — | 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%