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Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514
13F Portfolio $454M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 727 New
Page 13 of 37  ·  727 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BBAI BIGBEAR AI HLDGS INC Technology 1,000.0 $5K 0.00% NEW $5.40 -24.4%
242 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1.0 $5K 0.00% NEW $5356.00 -97.1%
243 USB US BANCORP DEL Financial Services 99.0 $5K 0.00% NEW $53.36 -0.1%
244 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 67.0 $5K 0.00% NEW $75.91 -29.6%
245 EMXC ISHARES INC 69.0 $5K 0.00% NEW $72.68 +29.7%
246 GLW CORNING INC Technology 57.0 $5K 0.00% NEW $87.56 +100.8%
247 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 150.0 $5K 0.00% NEW $33.02 +4.2%
248 V VISA INC Financial Services 14.0 $5K 0.00% NEW $350.71 -5.9%
249 ITOT ISHARES TR 33.0 $5K 0.00% NEW $148.70 +8.8%
250 EMB ISHARES TR 50.0 $5K 0.00% NEW $96.28 -1.4%
251 CENCORA INC 14.0 $5K 0.00% NEW $337.79
252 CM CANADIAN IMPERIAL BANK OF CO Financial Services 52.0 $5K 0.00% NEW $90.62 +23.9%
253 NFLX NETFLIX INC Communication Services 50.0 $5K 0.00% NEW $93.76 -4.7%
254 SPTL SPDR SERIES TRUST 177.0 $5K 0.00% NEW $26.47 -3.6%
255 CVS CVS HEALTH CORP Healthcare 58.0 $5K 0.00% NEW $79.36 +18.7%
256 DUK DUKE ENERGY CORP NEW Utilities 39.0 $5K 0.00% NEW $117.23 +6.3%
257 MU MICRON TECHNOLOGY INC Technology 16.0 $5K 0.00% NEW $285.44 +144.8%
258 DFIS DIMENSIONAL ETF TRUST 137.0 $5K 0.00% NEW $32.94 +9.8%
259 BTI BRITISH AMERN TOB PLC Consumer Defensive 79.0 $4K 0.00% NEW $56.62 +15.3%
260 NUAI NEW ERA ENERGY & DIGITAL INC Energy 1,500.0 $4K 0.00% NEW $2.93 +36.9%
Page 13 of 37  ·  727 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 55.3%
Technology 23.5%
Consumer Cyclical 8.6%
Industrials 4.4%
Communication Services 3.3%
Healthcare 2.3%
Energy 1.5%
Consumer Defensive 0.4%
Utilities 0.3%
Basic Materials 0.2%