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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 29 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FUL FULLER H B CO Basic Materials 2.0 $115.0 NEW $57.50 -0.9%
562 IPGP IPG PHOTONICS CORP Technology 1.0 $115.0 NEW $115.00 -37.6%
563 MKTX MARKETAXESS HLDGS INC Financial Services 1.0 $115.0 NEW $115.00 +41.3%
564 VNT VONTIER CORPORATION Technology 4.0 $115.0 NEW $28.75 +16.1%
565 YOU CLEAR SECURE INC Technology 2.0 $112.0 NEW $56.00 -20.9%
566 PSKY PARAMOUNT SKYDANCE CORP Communication Services 11.0 $112.0 NEW $10.18 +4.8%
567 PCTY PAYLOCITY HLDG CORP Technology 1.0 $112.0 NEW $112.00 +35.9%
568 TDS TELEPHONE & DATA SYS INC Communication Services 3.0 $112.0 NEW $37.33 -9.4%
569 AVNT AVIENT CORPORATION Basic Materials 3.0 $111.0 NEW $37.00 +20.6%
570 CUSHMAN AND WAKEFIELD LTD 8.0 $111.0 NEW $13.88
571 CHH CHOICE HOTELS INTL INC Consumer Cyclical 1.0 $110.0 NEW $110.00 +0.2%
572 ROAD CONSTRUCTION PARTNERS INC Industrials 1.0 $110.0 NEW $110.00 -0.3%
573 SNDR SCHNEIDER NATIONAL INC Industrials 3.0 $110.0 NEW $36.67 -5.3%
574 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1.0 $110.0 NEW $110.00 -13.5%
575 BGC BGC GROUP INC Financial Services 10.0 $109.0 NEW $10.90 +8.3%
576 MMS MAXIMUS INC Industrials 2.0 $108.0 NEW $54.00 +8.4%
577 TFSL TFS FINL CORP Financial Services 6.0 $108.0 NEW $18.00 -1.2%
578 SHC SOTERA HEALTH CO Healthcare 6.0 $107.0 NEW $17.83 +9.4%
579 USLM UNITED STS LIME & MINERALS I Basic Materials 1.0 $107.0 NEW $107.00 +11.3%
580 DLB DOLBY LABORATORIES INC Technology 2.0 $106.0 NEW $53.00 +24.8%
Page 29 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%