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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 7 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FTAI AVIATION LTD 2.0 $524.0 NEW $262.00
122 KEY KEYCORP Financial Services 22.0 $512.0 NEW $23.27 -6.0%
123 BEN FRANKLIN RESOURCES INC Financial Services 15.0 $511.0 NEW $34.07 +1.6%
124 NDAQ NASDAQ INC Financial Services 6.0 $497.0 NEW $82.83 +19.3%
125 CBOE CBOE GLOBAL MKTS INC Financial Services 2.0 $496.0 NEW $248.00 +24.2%
126 SANM SANMINA CORP Technology 2.0 $493.0 NEW $246.50 -24.8%
127 HUBB HUBBELL INC Industrials 1.0 $491.0 NEW $491.00 -4.9%
128 AVY AVERY DENNISON CORP Industrials 3.0 $490.0 NEW $163.33 +12.5%
129 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5.0 $487.0 NEW $97.40 +5.3%
130 EXEL EXELIXIS INC Healthcare 9.0 $486.0 NEW $54.00 +1.0%
131 DLTR DOLLAR TREE INC Consumer Defensive 4.0 $485.0 NEW $121.25 +12.8%
132 CHE CHEMED CORP NEW Healthcare 1.0 $481.0 NEW $481.00 +12.5%
133 CNC CENTENE CORP DEL Healthcare 7.0 $479.0 NEW $68.43 -4.1%
134 AA ALCOA CORP Basic Materials 10.0 $475.0 NEW $47.50 +4.0%
135 DY DYCOM INDS INC Industrials 1.0 $471.0 NEW $471.00 -19.1%
136 GPC GENUINE PARTS CO Consumer Cyclical 4.0 $470.0 NEW $117.50 +15.5%
137 GEN GEN DIGITAL INC Technology 18.0 $470.0 NEW $26.11 +11.5%
138 CACI CACI INTL INC Technology 1.0 $467.0 NEW $467.00 +36.3%
139 GFS GLOBALFOUNDRIES INC Technology 6.0 $464.0 NEW $77.33 -40.6%
140 MYRG MYR GROUP INC Industrials 1.0 $464.0 NEW $464.00 -34.2%
Page 7 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%