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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	—	ANNALY CAPITAL MANAGEMENT IN	—	4	$85.0	—	SOLD
62	LCID	LUCID GROUP INC	Consumer Cyclical	4	$39.0	—	SOLD
63	ANGI	ANGI INC	Communication Services	5	$35.0	—	SOLD
64	VSTS	VESTIS CORPORATION	Industrials	2	$16.0	—	SOLD

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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%