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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 18 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ST SENSATA TECHNOLOGIES HLDG PL Technology 5.0 $233.0 NEW $46.60 -10.0%
342 SOMNIGROUP INTERNATIONAL INC 3.0 $232.0 NEW $77.33
343 SPXC SPX TECHNOLOGIES INC Industrials 1.0 $232.0 NEW $232.00 -13.4%
344 HALO HALOZYME THERAPEUTICS INC Healthcare 3.0 $232.0 NEW $77.33 +40.5%
345 CRL CHARLES RIV LABS INTL INC Healthcare 1.0 $230.0 NEW $230.00 +29.8%
346 DAR DARLING INGREDIENTS INC Consumer Defensive 4.0 $227.0 NEW $56.75 +9.8%
347 HWC HANCOCK WHITNEY CORPORATION Financial Services 3.0 $227.0 NEW $75.67 -1.1%
348 CART MAPLEBEAR INC Consumer Cyclical 5.0 $225.0 NEW $45.00 +15.1%
349 INSTALLED BLDG PRODS INC 1.0 $225.0 NEW $225.00
350 EXP EAGLE MATLS INC Basic Materials 1.0 $220.0 NEW $220.00 -7.2%
351 CR CRANE COMPANY Industrials 1.0 $220.0 NEW $220.00 -6.2%
352 NOV NOV INC Energy 12.0 $218.0 NEW $18.17 +8.8%
353 KGS KODIAK GAS SVCS INC Energy 3.0 $218.0 NEW $72.67 -18.6%
354 AAL AMERICAN AIRLINES GROUP INC Industrials 12.0 $218.0 NEW $18.17 -25.0%
355 GTES GATES INDL CORP PLC Industrials 8.0 $218.0 NEW $27.25 -4.5%
356 MCY MERCURY GENL CORP NEW Financial Services 2.0 $218.0 NEW $109.00 -2.5%
357 FOXA FOX CORP Communication Services 4.0 $217.0 NEW $54.25 +27.6%
358 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4.0 $217.0 NEW $54.25 -17.1%
359 POOL POOL CORP Industrials 1.0 $216.0 NEW $216.00 -12.9%
360 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3.0 $216.0 NEW $72.00 +9.3%
Page 18 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%