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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 14 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DTE DTE ENERGY CO Utilities 2.0 $302.0 NEW $151.00 -10.2%
262 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 5.0 $301.0 NEW $60.20 +25.0%
263 BBIO BRIDGEBIO PHARMA INC Healthcare 4.0 $299.0 NEW $74.75 +8.5%
264 BIO BIO RAD LABS INC Healthcare 1.0 $298.0 NEW $298.00 +28.1%
265 DOW DOW HLDGS INC Basic Materials 11.0 $298.0 NEW $27.09 +16.1%
266 CG CARLYLE GROUP INC Financial Services 7.0 $297.0 NEW $42.43 +15.8%
267 RRC RANGE RES CORP Energy 8.0 $296.0 NEW $37.00 +11.5%
268 CBSH COMMERCE BANCSHARES INC Financial Services 5.0 $294.0 NEW $58.80 -0.3%
269 UMBF UMB FINL CORP Financial Services 2.0 $292.0 NEW $146.00 -1.4%
270 U HAUL HOLDING COMPANY 5.0 $292.0 NEW $58.40
271 PLXS PLEXUS CORP Technology 1.0 $291.0 NEW $291.00 -18.3%
272 LAD LITHIA MTRS INC Consumer Cyclical 1.0 $291.0 NEW $291.00 +26.6%
273 TTC TORO CO Industrials 3.0 $291.0 NEW $97.00 +2.6%
274 DOCN DIGITALOCEAN HLDGS INC Technology 2.0 $290.0 NEW $145.00 -23.1%
275 BE BLOOM ENERGY CORP Industrials 1.0 $290.0 NEW $290.00 -29.6%
276 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5.0 $290.0 NEW $58.00 +12.2%
277 FLS FLOWSERVE CORP Industrials 4.0 $290.0 NEW $72.50 +11.0%
278 OSK OSHKOSH CORP Industrials 2.0 $290.0 NEW $145.00 +7.8%
279 ONB OLD NATL BANCORP IND Financial Services 11.0 $289.0 NEW $26.27 -1.9%
280 RIOT RIOT PLATFORMS INC Financial Services 12.0 $288.0 NEW $24.00 -16.7%
Page 14 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%