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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 18 of 37  ·  727 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 50.0 $2K NEW $37.00 -12.1%
342 LITE LUMENTUM HLDGS INC Technology 5.0 $2K NEW $368.60 +157.6%
343 SA SEABRIDGE GOLD INC Basic Materials 61.0 $2K NEW $29.59 +0.5%
344 ARKK ARK ETF TR 23.0 $2K NEW $76.96 -1.6%
345 LRN STRIDE INC Consumer Defensive 27.0 $2K NEW $64.96 +33.3%
346 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5.0 $2K NEW $350.60 +11.4%
347 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6.0 $2K NEW $287.33 +10.7%
348 SCHW SCHWAB CHARLES CORP Financial Services 17.0 $2K NEW $101.12 -11.3%
349 LRCX LAM RESEARCH CORP Technology 10.0 $2K NEW $171.20 +74.0%
350 FICO FAIR ISAAC CORP Technology 1.0 $2K NEW $1691.00 -27.2%
351 CI THE CIGNA GROUP Healthcare 6.0 $2K NEW $275.33 +2.9%
352 FDIS FIDELITY COVINGTON TRUST 16.0 $2K NEW $102.19 -1.1%
353 C CITIGROUP INC Financial Services 14.0 $2K NEW $116.71 +5.8%
354 URI UNITED RENTALS INC Industrials 2.0 $2K NEW $809.50 +14.0%
355 MO ALTRIA GROUP INC Consumer Defensive 28.0 $2K NEW $57.68 +28.2%
356 VNM VANECK ETF TRUST 84.0 $2K NEW $19.08 -0.6%
357 AMT AMERICAN TOWER CORP NEW Real Estate 9.0 $2K NEW $175.67 +5.0%
358 SPGI S&P GLOBAL INC Financial Services 3.0 $2K NEW $522.67 -20.9%
359 ROK ROCKWELL AUTOMATION INC Industrials 4.0 $2K NEW $389.25 +11.7%
360 XLU SELECT SECTOR SPDR TR 36.0 $2K NEW $42.69 +5.1%
Page 18 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%