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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 27 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 WSC WILLSCOT HLDGS CORP Industrials 5.0 $137.0 NEW $27.40 -22.4%
522 DORM DORMAN PRODS INC Consumer Cyclical 1.0 $136.0 NEW $136.00 -4.1%
523 EBC EASTERN BANKSHARES INC Financial Services 6.0 $136.0 NEW $22.67 -1.4%
524 NVST ENVISTA HOLDINGS CORPORATION Healthcare 5.0 $136.0 NEW $27.20 +1.0%
525 KFY KORN FERRY Industrials 2.0 $136.0 NEW $68.00 +24.1%
526 GAMESTOP CORP 6.0 $136.0 NEW $22.67
527 NNI NELNET INC Financial Services 1.0 $135.0 NEW $135.00 -4.6%
528 TDW TIDEWATER INC NEW Energy 2.0 $135.0 NEW $67.50 +36.8%
529 ASH ASHLAND INC Basic Materials 2.0 $134.0 NEW $67.00 +10.1%
530 PAYC PAYCOM SOFTWARE INC Technology 1.0 $134.0 NEW $134.00 +72.9%
531 BIRKENSTOCK HOLDING PLC 3.0 $133.0 NEW $44.33
532 CVSA COVISTA INC Consumer Cyclical 1.0 $129.0 NEW $129.00 +5.7%
533 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 2.0 $128.0 NEW $64.00 -7.9%
534 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 2.0 $127.0 NEW $63.50 -31.3%
535 CATY CATHAY GEN BANCORP Financial Services 2.0 $127.0 NEW $63.50 -2.5%
536 ATR APTARGROUP INC Healthcare 1.0 $126.0 NEW $126.00 +6.9%
537 MWA MUELLER WTR PRODS INC Industrials 5.0 $126.0 NEW $25.20 -1.0%
538 CROX CROCS INC Consumer Cyclical 1.0 $125.0 NEW $125.00 -1.7%
539 GNW GENWORTH FINL INC Financial Services 13.0 $125.0 NEW $9.62 +2.5%
540 HP HELMERICH & PAYNE INC Energy 4.0 $124.0 NEW $31.00 +35.7%
Page 27 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%