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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 29 of 37  ·  727 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FORM FORMFACTOR INC Technology 8.0 $447.0 NEW $55.88 +109.8%
562 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $446.0 NEW $446.00 -26.3%
563 ORA ORMAT TECHNOLOGIES INC Utilities 4.0 $442.0 NEW $110.50 +18.3%
564 OKE ONEOK INC NEW Energy 6.0 $441.0 NEW $73.50 +29.6%
565 TTEK TETRA TECH INC NEW Industrials 13.0 $437.0 NEW $33.62 -19.0%
566 UHS UNIVERSAL HLTH SVCS INC Healthcare 2.0 $437.0 NEW $218.50 -23.8%
567 WMS ADVANCED DRAIN SYS INC DEL Industrials 3.0 $435.0 NEW $145.00 -9.2%
568 APOS APOLLO GLOBAL MGMT INC Financial Services 3.0 $435.0 NEW $145.00 -82.1%
569 DHI D R HORTON INC Consumer Cyclical 3.0 $433.0 NEW $144.33 -6.7%
570 IAC IAC INC Technology 11.0 $431.0 NEW $39.18 +2.8%
571 WDAY WORKDAY INC Technology 2.0 $430.0 NEW $215.00 -39.8%
572 SCHG SCHWAB STRATEGIC TR 13.0 $425.0 NEW $32.69 +4.9%
573 PWR QUANTA SVCS INC Industrials 1.0 $423.0 NEW $423.00 +68.8%
574 CTRA COTERRA ENERGY INC Energy 16.0 $422.0 NEW $26.38 +23.5%
575 WAL WESTERN ALLIANCE BANCORP Financial Services 5.0 $421.0 NEW $84.20 -9.6%
576 MTCH MATCH GROUP INC NEW Communication Services 13.0 $420.0 NEW $32.31 +9.4%
577 CHTR CHARTER COMMUNICATIONS INC N Communication Services 2.0 $418.0 NEW $209.00 -31.8%
578 GPOR GULFPORT ENERGY CORP Energy 2.0 $416.0 NEW $208.00 -9.9%
579 EPAM EPAM SYS INC Technology 2.0 $410.0 NEW $205.00 -51.0%
580 BANC BANC OF CALIFORNIA INC Financial Services 21.0 $406.0 NEW $19.33 -2.8%
Page 29 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%