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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 3 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRT VERTIV HOLDINGS CO Industrials 4.0 $1K NEW $311.50 -18.4%
42 DYNF BLACKROCK ETF TRUST 18.0 $1K NEW $67.50 +2.0%
43 UPS UNITED PARCEL SVCS INC Industrials 11.0 $1K NEW $109.55 -6.3%
44 NXPI NXP SEMICONDUCTORS N V Technology 4.0 $1K NEW $279.25 -20.3%
45 UAL UNITED AIRLS HLDGS INC Industrials 8.0 $1K NEW $135.25 -16.2%
46 BLK BLACKROCK INC Financial Services 1.0 $981.0 NEW $981.00 +19.1%
47 F FORD MTR CO Consumer Cyclical 70.0 $955.0 NEW $13.64 +2.2%
48 PFE PFIZER INC Healthcare 39.0 $932.0 NEW $23.90 +17.2%
49 FERG FERGUSON ENTERPRISES INC Industrials 4.0 $917.0 NEW $229.25 +3.4%
50 TGT TARGET CORP Consumer Defensive 7.0 $913.0 NEW $130.43 +29.7%
51 NTRS NORTHERN TR CORP Financial Services 5.0 $878.0 NEW $175.60 +6.6%
52 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4.0 $872.0 NEW $218.00 -7.4%
53 JBHT HUNT J B TRANS SVCS INC Industrials 3.0 $871.0 NEW $290.33 -9.9%
54 TECHNIPFMC PLC 13.0 $847.0 NEW $65.15
55 WWD WOODWARD INC Industrials 2.0 $842.0 NEW $421.00 -20.8%
56 TWLO TWILIO INC Communication Services 4.0 $838.0 NEW $209.50 +6.3%
57 MSI MOTOROLA SOLUTIONS INC Technology 2.0 $838.0 NEW $419.00 +14.7%
58 TEL TE CONNECTIVITY PLC Technology 4.0 $806.0 NEW $201.50 +0.5%
59 EME EMCOR GROUP INC Industrials 1.0 $805.0 NEW $805.00 -4.6%
60 AMKR AMKOR TECHNOLOGY INC Technology 10.0 $800.0 NEW $80.00 -40.0%
Page 3 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%