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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 15 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RIOT RIOT PLATFORMS INC Financial Services 12.0 $288.0 NEW $24.00 -16.7%
282 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 4.0 $287.0 NEW $71.75 +1.0%
283 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1.0 $287.0 NEW $287.00 -9.6%
284 JKHY HENRY JACK & ASSOC INC Technology 2.0 $285.0 NEW $142.50 +19.7%
285 PPL PPL CORP Utilities 8.0 $285.0 NEW $35.62 -1.6%
286 TKR TIMKEN CO Industrials 2.0 $284.0 NEW $142.00 -13.6%
287 MTRN MATERION CORP Basic Materials 1.0 $284.0 NEW $284.00 -19.1%
288 FE FIRSTENERGY CORP Utilities 6.0 $283.0 NEW $47.17 -1.3%
289 IDCC INTERDIGITAL INC Technology 1.0 $283.0 NEW $283.00 +20.5%
290 NI NISOURCE INC Utilities 6.0 $282.0 NEW $47.00 -13.1%
291 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 4.0 $280.0 NEW $70.00 -15.0%
292 ALLE ALLEGION PLC Industrials 2.0 $280.0 NEW $140.00 +16.2%
293 IRIDIUM COMMUNICATIONS INC 5.0 $279.0 NEW $55.80
294 HII HUNTINGTON INGALLS INDS INC Industrials 1.0 $279.0 NEW $279.00 +5.6%
295 FEDERATED HERMES INC 5.0 $277.0 NEW $55.40
296 DUPONT DE NEMOURS INC 2.0 $277.0 NEW $138.50
297 IUSB ISHARES TR 6.0 $276.0 NEW $46.00 -1.1%
298 HLI HOULIHAN LOKEY INC Financial Services 2.0 $276.0 NEW $138.00 -6.6%
299 ESI ELEMENT SOLUTIONS INC Basic Materials 6.0 $275.0 NEW $45.83 -23.7%
300 UNF UNIFIRST CORP MASS Industrials 1.0 $267.0 NEW $267.00 +9.3%
Page 15 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%