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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 11 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VOYA VOYA FINANCIAL INC Financial Services 4.0 $371.0 NEW $92.75 +6.9%
202 AN AUTONATION INC Consumer Cyclical 2.0 $369.0 NEW $184.50 +5.8%
203 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7.0 $369.0 NEW $52.71 +23.7%
204 AYI ACUITY INC Industrials 1.0 $368.0 NEW $368.00 -8.5%
205 ILMN ILLUMINA INC Healthcare 2.0 $368.0 NEW $184.00 +21.3%
206 EIX EDISON INTL Utilities 5.0 $368.0 NEW $73.60 +0.5%
207 OVV OVINTIV INC Energy 7.0 $364.0 NEW $52.00 +26.8%
208 MRNA MODERNA INC Healthcare 5.0 $363.0 NEW $72.60 +91.3%
209 SEIC SEI INVTS CO Financial Services 4.0 $361.0 NEW $90.25 +22.7%
210 CSL CARLISLE COS INC Industrials 1.0 $361.0 NEW $361.00 +0.4%
211 ES EVERSOURCE ENERGY Utilities 5.0 $361.0 NEW $72.20 -1.3%
212 NPO ENPRO INC Industrials 1.0 $361.0 NEW $361.00 -15.6%
213 EVEREST GROUP LTD 1.0 $360.0 NEW $360.00
214 COOPER COS INC 5.0 $360.0 NEW $72.00
215 HEI HEICO CORP NEW Industrials 1.0 $360.0 NEW $360.00 -2.0%
216 TTMI TTM TECHNOLOGIES INC Technology 2.0 $360.0 NEW $180.00 -40.5%
217 PR PERMIAN RESOURCES CORP Energy 20.0 $359.0 NEW $17.95 +32.0%
218 AEIS ADVANCED ENERGY INDS Industrials 1.0 $357.0 NEW $357.00 -23.1%
219 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2.0 $355.0 NEW $177.50 +22.9%
220 ZION ZIONS BANCORPORATION NATL AS Financial Services 5.0 $354.0 NEW $70.80 -4.1%
Page 11 of 41  ·  802 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%