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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 31 of 37  ·  727 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 4.0 $350.0 NEW $87.50 +12.4%
602 EXC EXELON CORP Utilities 8.0 $349.0 NEW $43.62 +2.3%
603 PTC PTC INC Technology 2.0 $349.0 NEW $174.50 -17.4%
604 MANH MANHATTAN ASSOCIATES INC Technology 2.0 $347.0 NEW $173.50 -21.9%
605 OKTA OKTA INC Technology 4.0 $346.0 NEW $86.50 -0.9%
606 DOCU DOCUSIGN INC Technology 5.0 $342.0 NEW $68.40 -27.7%
607 PCG PG&E CORP Utilities 21.0 $338.0 NEW $16.10 +2.0%
608 CTVA CORTEVA INC Basic Materials 5.0 $336.0 NEW $67.20 +17.5%
609 FITB FIFTH THIRD BANCORP Financial Services 7.0 $328.0 NEW $46.86 +1.6%
610 SAIA SAIA INC Industrials 1.0 $327.0 NEW $327.00 +37.3%
611 TEAM ATLASSIAN CORPORATION Technology 2.0 $325.0 NEW $162.50 -46.7%
612 SHW SHERWIN WILLIAMS CO Basic Materials 1.0 $325.0 NEW $325.00 -8.0%
613 OMC OMNICOM GROUP INC Communication Services 4.0 $323.0 NEW $80.75 -11.0%
614 VST VISTRA CORP Utilities 2.0 $323.0 NEW $161.50 -16.6%
615 BRO BROWN & BROWN INC Financial Services 4.0 $319.0 NEW $79.75 -28.0%
616 MAS MASCO CORP Industrials 5.0 $318.0 NEW $63.60 +1.4%
617 BLFS BIOLIFE SOLUTIONS INC Healthcare 13.0 $315.0 NEW $24.23 -1.0%
618 VECO VEECO INSTRS INC DEL Technology 11.0 $315.0 NEW $28.64 +91.0%
619 KR KROGER CO Consumer Defensive 5.0 $313.0 NEW $62.60 +12.8%
620 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3.0 $312.0 NEW $104.00 -9.4%
Page 31 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%