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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 39 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PAYO PAYONEER GLOBAL INC Technology 5.0 $36.0 NEW $7.20 -1.2%
762 S SENTINELONE INC Technology 2.0 $36.0 NEW $18.00 +15.7%
763 PTEN PATTERSON-UTI ENERGY INC Energy 4.0 $35.0 NEW $8.75 +35.5%
764 IOT SAMSARA INC Technology 1.0 $35.0 NEW $35.00 +15.2%
765 BEAM BEAM THERAPEUTICS INC Healthcare 1.0 $34.0 NEW $34.00 -16.7%
766 DHT DHT HOLDINGS INC Energy 2.0 $34.0 NEW $17.00 +16.0%
767 HAMILTON INSURANCE GROUP LTD 1.0 $34.0 NEW $34.00
768 FMC FMC CORP Basic Materials 3.0 $33.0 NEW $11.00 +2.5%
769 LBRDA LIBERTY BROADBAND CORP 1.0 $33.0 NEW $33.00
770 BKD BROOKDALE SR LIVING INC Healthcare 2.0 $32.0 NEW $16.00 -24.2%
771 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1.0 $32.0 NEW $32.00 -1.6%
772 UEC URANIUM ENERGY CORP Energy 3.0 $32.0 NEW $10.67 +17.3%
773 CLVT CLARIVATE PLC Technology 14.0 $32.0 NEW $2.29 -6.8%
774 GLOB GLOBANT S A Technology 1.0 $32.0 NEW $32.00 +23.7%
775 BLKB BLACKBAUD INC Technology 1.0 $31.0 NEW $31.00 +55.1%
776 NWBI NORTHWEST BANCSHARES INC Financial Services 2.0 $31.0 NEW $15.50 -0.8%
777 CVI CVR ENERGY INC Energy 1.0 $29.0 NEW $29.00 +31.1%
778 CTRI CENTURI HOLDINGS INC Utilities 1.0 $29.0 NEW $29.00 -28.3%
779 BKV BKV CORP Energy 1.0 $28.0 NEW $28.00 -13.5%
780 TALO TALOS ENERGY INC Energy 2.0 $27.0 NEW $13.50 +25.4%
Page 39 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%