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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 12 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TSN TYSON FOODS INC Consumer Defensive 6.0 $351.0 NEW $58.50 -1.1%
222 VICR VICOR CORP Technology 1.0 $351.0 NEW $351.00 -45.9%
223 NXT NEXTPOWER INC Technology 3.0 $349.0 NEW $116.33 -27.2%
224 WEC WEC ENERGY GROUP INC Utilities 3.0 $349.0 NEW $116.33 -7.5%
225 ATO ATMOS ENERGY CORP Utilities 2.0 $347.0 NEW $173.50 -3.3%
226 KNSL KINSALE CAP GROUP INC Financial Services 1.0 $346.0 NEW $346.00 +14.3%
227 EVRG EVERGY INC Utilities 4.0 $345.0 NEW $86.25 -5.6%
228 MIDD MIDDLEBY CORP Industrials 2.0 $344.0 NEW $172.00 -33.0%
229 GATX GATX CORP Industrials 2.0 $344.0 NEW $172.00 +3.8%
230 GH GUARDANT HEALTH INC Healthcare 2.0 $342.0 NEW $171.00 -4.6%
231 EVR EVERCORE INC Financial Services 1.0 $342.0 NEW $342.00 -15.2%
232 ALV AUTOLIV INC Consumer Cyclical 3.0 $341.0 NEW $113.67 +8.4%
233 ESE ESCO TECHNOLOGIES INC Technology 1.0 $340.0 NEW $340.00 -18.9%
234 RVTY REVVITY INC Healthcare 3.0 $339.0 NEW $113.00 +8.8%
235 ELAN ELANCO ANIMAL HEALTH INC Healthcare 14.0 $338.0 NEW $24.14 +1.1%
236 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4.0 $337.0 NEW $84.25 +19.9%
237 AMG AFFILIATED MANAGERS GROUP Financial Services 1.0 $337.0 NEW $337.00 +6.5%
238 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2.0 $336.0 NEW $168.00 -8.9%
239 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1.0 $333.0 NEW $333.00 +1.7%
240 AXS AXIS CAP HLDGS LTD Financial Services 3.0 $328.0 NEW $109.33 -9.1%
Page 12 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%