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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 25 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RIG TRANSOCEAN LTD Energy 31.0 $151.0 NEW $4.87 +16.3%
482 AZZ AZZ INC Industrials 1.0 $150.0 NEW $150.00 -7.5%
483 FCN FTI CONSULTING INC Industrials 1.0 $150.0 NEW $150.00 +1.2%
484 GVA GRANITE CONSTR INC Industrials 1.0 $150.0 NEW $150.00 -18.7%
485 MGY MAGNOLIA OIL & GAS CORP Energy 6.0 $150.0 NEW $25.00 +6.1%
486 SIRI SIRIUSXM HOLDINGS INC Communication Services 5.0 $150.0 NEW $30.00 -5.1%
487 FLAGSTAR BANK NATIONAL ASSOC 10.0 $150.0 NEW $15.00
488 LOPE GRAND CANYON ED INC Consumer Defensive 1.0 $149.0 NEW $149.00 +0.2%
489 ICUI ICU MED INC Healthcare 1.0 $149.0 NEW $149.00 +21.8%
490 BKH BLACK HILLS CORP Utilities 2.0 $148.0 NEW $74.00 +0.0%
491 CVLT COMMVAULT SYS INC Technology 1.0 $148.0 NEW $148.00 -10.5%
492 MTDR MATADOR RES CO Energy 3.0 $148.0 NEW $49.33 +12.8%
493 BMI BADGER METER INC Technology 1.0 $147.0 NEW $147.00 -6.2%
494 BROS DUTCH BROS INC Consumer Cyclical 2.0 $147.0 NEW $73.50 -30.8%
495 FULT FULTON FINL CORP PA Financial Services 6.0 $147.0 NEW $24.50 -2.7%
496 NWS NEWS CORP NEW 5.0 $147.0 NEW $29.40
497 BKU BANKUNITED INC Financial Services 3.0 $146.0 NEW $48.67 -4.2%
498 LBRT LIBERTY ENERGY INC Energy 6.0 $146.0 NEW $24.33 -24.6%
499 WLK WESTLAKE CORPORATION Basic Materials 2.0 $146.0 NEW $73.00 +1.6%
500 ETSY INC 2.0 $146.0 NEW $73.00
Page 25 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%