BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 30 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FELE FRANKLIN ELEC INC Industrials 1.0 $106.0 NEW $106.00 -3.9%
582 FLUTTER ENTMT PLC 1.0 $106.0 NEW $106.00
583 FFBC 1ST FINL BANCORP Financial Services 3.0 $105.0 NEW $35.00 -6.7%
584 KBR KBR INC Industrials 3.0 $105.0 NEW $35.00 +7.7%
585 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 6.0 $104.0 NEW $17.33 -3.5%
586 CRC CALIFORNIA RES CORP Energy 2.0 $104.0 NEW $52.00 -0.6%
587 TDC TERADATA CORP DEL Technology 3.0 $104.0 NEW $34.67 -21.0%
588 ADUS ADDUS HOMECARE CORP Healthcare 1.0 $103.0 NEW $103.00 +17.6%
589 LCII LCI INDS Consumer Cyclical 1.0 $103.0 NEW $103.00 +1.7%
590 LFST LIFESTANCE HEALTH GROUP INC Healthcare 9.0 $103.0 NEW $11.44 +7.3%
591 POR PORTLAND GEN ELEC CO Utilities 2.0 $103.0 NEW $51.50 -3.3%
592 SM SM ENERGY COMPANY Energy 4.0 $103.0 NEW $25.75 +38.6%
593 WLY WILEY JOHN & SONS INC Communication Services 2.0 $103.0 NEW $51.50 +4.6%
594 DOX AMDOCS LTD Technology 2.0 $103.0 NEW $51.50 +21.0%
595 HAYW HAYWARD HLDGS INC Industrials 6.0 $102.0 NEW $17.00 -14.9%
596 TRN TRINITY INDS INC Industrials 3.0 $102.0 NEW $34.00 -13.0%
597 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 2.0 $100.0 NEW $50.00 -0.7%
598 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 1.0 $100.0 NEW $100.00 +17.0%
599 VC VISTEON CORP Consumer Cyclical 1.0 $100.0 NEW $100.00 +3.6%
600 OLN OLIN CORP Basic Materials 5.0 $98.0 NEW $19.60 -11.4%
Page 30 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%