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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 2 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SOUN SOUNDHOUND AI INC Technology 5,781.0 $39K 0.01% -1K -14.8% $6.68 +6.1%
22 PGR PROGRESSIVE CORP Financial Services 166.0 $37K 0.01% -2.0 -1.2% $225.30 -0.9%
23 MCD MCDONALDS CORP Consumer Cyclical 99.0 $27K 0.01% -4.0 -3.9% $269.43 +1.2%
24 SBUX STARBUCKS CORP Consumer Cyclical 229.0 $24K 0.00% -4.0 -1.7% $103.39 +3.9%
25 DFSD DIMENSIONAL ETF TRUST 485.0 $23K 0.00% -861.0 -64.0% $47.72 -0.9%
26 MDT MEDTRONIC PLC Healthcare 220.0 $17K 0.00% -8.0 -3.5% $79.20 +17.8%
27 IWF ISHARES TR 138.0 $17K 0.00% -229.0 -62.4% $123.02 -1.2%
28 SHEL SHELL PLC Energy 217.0 $17K 0.00% -11.0 -4.8% $76.57 +21.3%
29 UNP UNION PAC CORP Industrials 46.0 $13K 0.00% -1.0 -2.1% $277.74 +11.0%
30 XEL XCEL ENERGY INC Utilities 155.0 $12K 0.00% -3.0 -1.9% $79.70 -4.0%
31 INTU INTUIT Technology 45.0 $12K 0.00% -3.0 -6.2% $267.09 +38.5%
32 ABT ABBOTT LABORATORIES Healthcare 126.0 $12K 0.00% -41.0 -24.6% $92.18 +26.6%
33 TMO THERMO FISHER SCIENTIFIC INC Healthcare 22.0 $11K 0.00% -5.0 -18.5% $513.36 +20.8%
34 LOW LOWES COS INC Consumer Cyclical 46.0 $10K 0.00% -2.0 -4.2% $221.93 -2.3%
35 DHR DANAHER CORP DEL Healthcare 49.0 $9K 0.00% -21.0 -30.0% $193.73 +11.7%
36 KO COCA COLA CO Consumer Defensive 116.0 $9K 0.00% -11.0 -8.7% $81.29 +13.0%
37 LIN LINDE PLC Basic Materials 16.0 $9K 0.00% -4.0 -20.0% $533.56 -8.9%
38 AMAT APPLIED MATLS INC Technology 13.0 $8K 0.00% -3.0 -18.8% $650.92 -25.8%
39 DIS DISNEY WALT CO Communication Services 78.0 $7K 0.00% -23.0 -22.8% $95.72 +14.7%
40 SO SOUTHERN CO Utilities 64.0 $6K 0.00% -6.0 -8.6% $95.12 -5.7%
Page 2 of 6  ·  119 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%