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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 31 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TREX TREX INC Industrials 2.0 $98.0 NEW $49.00 -3.5%
602 ULS UL SOLUTIONS INC Industrials 1.0 $98.0 NEW $98.00 -24.3%
603 SMITHFIELD FOODS INC 4.0 $98.0 NEW $24.50
604 KNTK KINETIK HOLDINGS INC Energy 2.0 $96.0 NEW $48.00 +14.0%
605 CWST CASELLA WASTE SYS INC Industrials 1.0 $96.0 NEW $96.00 -1.3%
606 RKT ROCKET COS INC Financial Services 6.0 $96.0 NEW $16.00 -11.9%
607 ITGR INTEGER HLDGS CORP Healthcare 1.0 $95.0 NEW $95.00 +31.7%
608 TRMK TRUSTMARK CORP Financial Services 2.0 $95.0 NEW $47.50 -2.2%
609 BSY BENTLEY SYS INC Technology 3.0 $94.0 NEW $31.33 +20.3%
610 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1.0 $94.0 NEW $94.00 -1.0%
611 PEGA PEGASYSTEMS INC Technology 3.0 $94.0 NEW $31.33 +9.4%
612 GREIF INC 1.0 $94.0 NEW $94.00
613 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 1.0 $93.0 NEW $93.00 +20.8%
614 PRIM PRIMORIS SVCS CORP Industrials 1.0 $93.0 NEW $93.00 -19.2%
615 SFNC SIMMONS FIRST NATL CORP Financial Services 4.0 $93.0 NEW $23.25 -1.2%
616 CE CELANESE CORP DEL Basic Materials 2.0 $91.0 NEW $45.50 -0.5%
617 LIBERTY MEDIA CORP DEL 1.0 $91.0 NEW $91.00
618 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1.0 $90.0 NEW $90.00 +0.8%
619 HUBG HUB GROUP INC Industrials 2.0 $90.0 NEW $45.00 -10.6%
620 OTTR OTTER TAIL CORP Utilities 1.0 $90.0 NEW $90.00 +2.3%
Page 31 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%