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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 20 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 4.0 $197.0 NEW $49.25 -0.4%
382 SIGI SELECTIVE INS GROUP INC Financial Services 2.0 $197.0 NEW $98.50 -6.7%
383 YETI YETI HLDGS INC Consumer Cyclical 4.0 $197.0 NEW $49.25 -12.0%
384 SKYW SKYWEST INC Industrials 2.0 $197.0 NEW $98.50 +3.4%
385 PII POLARIS INC Consumer Cyclical 3.0 $195.0 NEW $65.00 -1.6%
386 OGE OGE ENERGY CORP Utilities 4.0 $194.0 NEW $48.50 -5.4%
387 AROC ARCHROCK INC Energy 5.0 $194.0 NEW $38.80 -19.3%
388 ACI ALBERTSONS COMPANIES INC Consumer Defensive 14.0 $194.0 NEW $13.86 -9.4%
389 MAT MATTEL INC Consumer Cyclical 14.0 $193.0 NEW $13.79 +9.1%
390 CLX CLOROX CO DEL Consumer Defensive 2.0 $193.0 NEW $96.50 +9.1%
391 INGR INGREDION INC Consumer Defensive 2.0 $192.0 NEW $96.00 +9.3%
392 BHF BRIGHTHOUSE FINL INC Financial Services 3.0 $192.0 NEW $64.00 -19.0%
393 WTRG ESSENTIAL UTILS INC Utilities 5.0 $191.0 NEW $38.20 +6.3%
394 W WAYFAIR INC Consumer Cyclical 2.0 $191.0 NEW $95.50 +9.3%
395 MUR MURPHY OIL CORP Energy 6.0 $190.0 NEW $31.67 +10.5%
396 RVMD REVOLUTION MEDICINES INC Healthcare 1.0 $188.0 NEW $188.00 +13.0%
397 PRK PARK NATL CORP Financial Services 1.0 $188.0 NEW $188.00 +7.0%
398 UBSI UNITED BANKSHARES INC WEST V Financial Services 4.0 $188.0 NEW $47.00 +1.1%
399 ESAB ESAB CORPORATION Industrials 2.0 $188.0 NEW $94.00 -14.8%
400 LAUR LAUREATE ED INC Consumer Defensive 5.0 $187.0 NEW $37.40 -0.0%
Page 20 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%