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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 11 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ISHARES TR 210.0 $10K 0.00% $48.99
202 LOW LOWES COS INC Consumer Cyclical 46.0 $10K 0.00% -2.0 -4.2% $221.93 -2.2%
203 REGN REGENERON PHARMACEUTICALS Healthcare 16.0 $10K 0.00% $624.75 +32.6%
204 OEF ISHARES TR 27.0 $10K 0.00% $365.89 +3.0%
205 DHR DANAHER CORP DEL Healthcare 49.0 $9K 0.00% -21.0 -30.0% $193.73 +11.1%
206 KO COCA COLA CO Consumer Defensive 116.0 $9K 0.00% -11.0 -8.7% $81.29 +13.2%
207 V VISA INC Financial Services 26.0 $9K 0.00% +12.0 +85.7% $351.12 +8.9%
208 AIG AMERICAN INTL GROUP INC Financial Services 116.0 $9K 0.00% +9.0 +8.4% $76.59 +1.0%
209 EEM ISHARES TR 130.0 $9K 0.00% $66.48 -0.6%
210 LRCX LAM RESEARCH CORP Technology 22.0 $9K 0.00% +12.0 +120.0% $391.27 -20.7%
211 LIN LINDE PLC Basic Materials 16.0 $9K 0.00% -4.0 -20.0% $533.56 -8.2%
212 KLAC KLA CORP Technology 32.0 $9K 0.00% +30.0 +1500.0% $266.22 -31.8%
213 AMAT APPLIED MATLS INC Technology 13.0 $8K 0.00% -3.0 -18.8% $650.92 -25.6%
214 WDC WESTERN DIGITAL CORP Technology 14.0 $8K 0.00% +7.0 +100.0% $598.43 -27.2%
215 VBR VANGUARD INDEX FDS 34.0 $8K 0.00% $242.76 +2.3%
216 BHP BHP BILLITON LIMITED Basic Materials 100.0 $8K 0.00% $82.22 +18.1%
217 DGRO ISHARES TR 108.0 $8K 0.00% $76.02 +5.1%
218 NUAI NEW ERA ENERGY & DIGITAL INC Energy 1,500.0 $8K 0.00% $5.20 -7.3%
219 DIS DISNEY WALT CO Communication Services 78.0 $7K 0.00% -23.0 -22.8% $95.72 +15.5%
220 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 108.0 $7K 0.00% +90.0 +500.0% $64.86 +14.4%
Page 11 of 71  ·  1,416 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%