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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 23 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NOVT NOVANTA INC Technology 1.0 $164.0 NEW $164.00 -14.8%
442 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1.0 $163.0 NEW $163.00 -2.0%
443 PTCT PTC THERAPEUTICS INC Healthcare 2.0 $163.0 NEW $81.50 -9.9%
444 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 6.0 $163.0 NEW $27.17 -9.6%
445 AGO ASSURED GUARANTY LTD Financial Services 2.0 $163.0 NEW $81.50 -7.8%
446 AES AES CORP Utilities 11.0 $162.0 NEW $14.73 +0.0%
447 MORN MORNINGSTAR INC Financial Services 1.0 $162.0 NEW $162.00 +32.7%
448 KWR QUAKER HOUGHTON Basic Materials 1.0 $162.0 NEW $162.00 +1.7%
449 CALM CAL MAINE FOODS INC Consumer Defensive 2.0 $161.0 NEW $80.50 +4.5%
450 PODD INSULET CORP Healthcare 1.0 $160.0 NEW $160.00 -10.6%
451 PSN PARSONS CORP DEL Industrials 3.0 $160.0 NEW $53.33 -9.9%
452 GBCI GLACIER BANCORP INC NEW Financial Services 3.0 $159.0 NEW $53.00 -10.7%
453 AMR ALPHA METALLURGICAL RESOUR I Energy 1.0 $158.0 NEW $158.00 +36.5%
454 DAN DANA INC Consumer Cyclical 6.0 $158.0 NEW $26.33 +14.5%
455 LPX LOUISIANA PAC CORP Basic Materials 2.0 $158.0 NEW $79.00 -8.5%
456 TRMB TRIMBLE INC Technology 3.0 $158.0 NEW $52.67 +12.8%
457 ASB ASSOCIATED BANC-CORP Financial Services 5.0 $157.0 NEW $31.40 -1.8%
458 LKQ LKQ CORP Consumer Cyclical 6.0 $157.0 NEW $26.17 -3.0%
459 WSFS WSFS FINL CORP Financial Services 2.0 $157.0 NEW $78.50 +0.1%
460 HCC WARRIOR MET COAL INC Energy 2.0 $157.0 NEW $78.50 +34.1%
Page 23 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%