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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 40 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ADMA ADMA BIOLOGICS INC Healthcare 3.0 $26.0 NEW $8.67 +10.2%
782 PAY PAYMENTUS HOLDINGS INC Technology 1.0 $26.0 NEW $26.00 +53.6%
783 CNXC CONCENTRIX CORP Technology 1.0 $25.0 NEW $25.00 +4.1%
784 HGTY HAGERTY INC Financial Services 2.0 $25.0 NEW $12.50 +7.2%
785 PLUG PLUG PWR INC Industrials 9.0 $24.0 NEW $2.67 -18.6%
786 PATH UIPATH INC Technology 2.0 $24.0 NEW $12.00 +38.1%
787 SIRIUSPOINT LTD 1.0 $24.0 NEW $24.00
788 DYN DYNE THERAPEUTICS INC Healthcare 1.0 $22.0 NEW $22.00 +18.1%
789 CC CHEMOURS CO Basic Materials 1.0 $21.0 NEW $21.00 -26.7%
790 FRSH FRESHWORKS INC Technology 2.0 $21.0 NEW $10.50 +25.6%
791 LUNR INTUITIVE MACHINES INC Industrials 1.0 $21.0 NEW $21.00 -20.7%
792 MGNI MAGNITE INC Communication Services 1.0 $21.0 NEW $21.00 +12.2%
793 ZETA ZETA GLOBAL HOLDINGS CORP Technology 1.0 $21.0 NEW $21.00 +35.6%
794 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 2.0 $20.0 NEW $10.00 -13.6%
795 SRPT SAREPTA THERAPEUTICS INC Healthcare 1.0 $19.0 NEW $19.00 -4.6%
796 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 4.0 $19.0 NEW $4.75 +12.0%
797 ASGN EVERFORTH INC Technology 1.0 $18.0 NEW $18.00 +7.0%
798 NCNO NCINO INC Technology 1.0 $18.0 NEW $18.00 +16.4%
799 GTM ZOOMINFO TECHNOLOGIES INC Technology 5.0 $15.0 NEW $3.00 +30.0%
800 VERX VERTEX INC Technology 1.0 $13.0 NEW $13.00 +5.2%
Page 40 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%