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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 26 of 37  ·  727 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SOFI SOFI TECHNOLOGIES INC Financial Services 23.0 $603.0 NEW $26.22 -41.9%
502 CORPAY INC 2.0 $602.0 NEW $301.00
503 PDFS PDF SOLUTIONS INC Technology 21.0 $600.0 NEW $28.57 +49.0%
504 DTM DT MIDSTREAM INC Energy 5.0 $599.0 NEW $119.80 +25.4%
505 PBYI PUMA BIOTECHNOLOGY INC Healthcare 100.0 $595.0 NEW $5.95 +14.5%
506 SYM SYMBOTIC INC Industrials 10.0 $595.0 NEW $59.50 -21.7%
507 CRY ARTIVION INC 13.0 $593.0 NEW $45.62 -60.8%
508 SMG SCOTTS MIRACLE-GRO CO Basic Materials 10.0 $584.0 NEW $58.40 -3.5%
509 TRV TRAVELERS COMPANIES INC Financial Services 2.0 $581.0 NEW $290.50 +5.2%
510 R RYDER SYS INC Industrials 3.0 $575.0 NEW $191.67 +19.1%
511 FAST FASTENAL CO Industrials 14.0 $562.0 NEW $40.14 +8.5%
512 MEDP MEDPACE HLDGS INC Healthcare 1.0 $562.0 NEW $562.00 -25.3%
513 AFL AFLAC INC Financial Services 5.0 $552.0 NEW $110.40 +6.2%
514 EXPAND ENERGY CORPORATION 5.0 $552.0 NEW $110.40
515 ABM ABM INDS INC Industrials 13.0 $550.0 NEW $42.31 -6.5%
516 BOH BANK HAWAII CORP Financial Services 8.0 $547.0 NEW $68.38 +14.4%
517 HSY HERSHEY CO Consumer Defensive 3.0 $546.0 NEW $182.00 +5.9%
518 ADI ANALOG DEVICES INC Technology 2.0 $543.0 NEW $271.50 +46.6%
519 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 8.0 $540.0 NEW $67.50 +6.7%
520 WSM WILLIAMS SONOMA INC Consumer Cyclical 3.0 $536.0 NEW $178.67 -3.9%
Page 26 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%