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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RBLX ROBLOX CORP Technology 101.0 $6K 0.00% -3.0 -2.9% $57.95 -33.1%
42 CVS CVS HEALTH CORP Healthcare 55.0 $6K 0.00% -3.0 -5.2% $104.82 -10.2%
43 WM WASTE MGMT INC DEL Industrials 25.0 $6K 0.00% -4.0 -13.8% $224.08 +1.1%
44 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 139.0 $4K 0.00% -11.0 -7.3% $30.37 +16.3%
45 ABBV ABBVIE INC Healthcare 13.0 $3K 0.00% -19.0 -59.4% $251.08 +5.4%
46 MCK MCKESSON CORP Healthcare 4.0 $3K 0.00% -3.0 -42.9% $768.25 +13.7%
47 AON AON PLC Financial Services 8.0 $3K 0.00% -1.0 -11.1% $343.62 +4.5%
48 AMGN AMGEN INC Healthcare 6.0 $2K -5.0 -45.5% $361.33 +22.8%
49 GILD GILEAD SCIENCES INC Healthcare 13.0 $2K -33.0 -71.7% $126.00 +16.5%
50 HOOD ROBINHOOD MKTS INC Financial Services 15.0 $2K -67.0 -81.7% $108.67 -4.6%
51 UBER UBER TECHNOLOGIES INC Technology 22.0 $2K -2.0 -8.3% $72.68 +9.1%
52 DKNG DRAFTKINGS INC NEW Consumer Cyclical 57.0 $1K -398.0 -87.5% $25.77 +0.8%
53 WMB WILLIAMS COS INC Energy 17.0 $1K -16.0 -48.5% $72.82 -2.5%
54 CI THE CIGNA GROUP Healthcare 4.0 $1K -2.0 -33.3% $277.25 +1.2%
55 TTD THE TRADE DESK INC Technology 54.0 $1K -6.0 -10.0% $19.17 -30.8%
56 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2.0 $997.0 -8.0 -80.0% $498.50 +9.8%
57 CENCORA INC 3.0 $866.0 -11.0 -78.6% $288.67
58 ECL ECOLAB INC Basic Materials 3.0 $836.0 -1.0 -25.0% $278.67 +3.0%
59 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2.0 $833.0 -3.0 -60.0% $416.50 -3.3%
60 SPGI S&P GLOBAL INC Financial Services 2.0 $830.0 -1.0 -33.3% $415.00 +4.9%
Page 3 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%