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Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514
13F Portfolio $464M AUM 692 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 42 Added 68 Reduced 65 Exited
Page 12 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 URA GLOBAL X FDS 100.0 $5K 0.00% $48.43 -2.6%
222 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 67.0 $5K 0.00% $70.52 -24.6%
223 BAR GRANITESHARES GOLD TR Financial Services 102.0 $5K 0.00% $46.14 -4.2%
224 ITOT ISHARES TR 33.0 $5K 0.00% $142.45 +12.5%
225 FIG FIGMA INC Technology 222.0 $5K 0.00% $21.14 +3.9%
226 DFIS DIMENSIONAL ETF TRUST 137.0 $5K 0.00% $33.67 +6.0%
227 ISRG INTUITIVE SURGICAL INC Healthcare 10.0 $5K 0.00% $461.00 -5.5%
228 VRTX VERTEX PHARMACEUTICALS INC Healthcare 10.0 $4K 0.00% +1.0 +11.1% $446.60 -2.2%
229 CENCORA INC 14.0 $4K 0.00% $314.14
230 SDY SPDR SERIES TRUST 30.0 $4K 0.00% $145.97 +0.8%
231 V VISA INC Financial Services 14.0 $4K 0.00% $302.29 +8.8%
232 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1.0 $4K 0.00% $4211.00 -96.4%
233 CVS CVS HEALTH CORP Healthcare 58.0 $4K 0.00% $71.83 +33.2%
234 JMBS JANUS DETROIT STR TR 92.0 $4K 0.00% $45.18 -1.5%
235 BSX BOSTON SCIENTIFIC CORP Healthcare 66.0 $4K 0.00% $62.76 -11.7%
236 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4.0 $4K 0.00% $996.50 +9.3%
237 PM PHILIP MORRIS INTL INC Consumer Defensive 24.0 $4K 0.00% -21.0 -46.7% $165.38 +14.1%
238 AMGN AMGEN INC Healthcare 11.0 $4K 0.00% -12.0 -52.2% $351.91 -6.4%
239 NVS NOVARTIS AG Healthcare 25.0 $4K 0.00% $152.76 -1.0%
240 E ENI SPA Energy 67.0 $4K 0.00% $56.61 -1.7%
Page 12 of 34  ·  679 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 55.9%
Technology 21.4%
Consumer Cyclical 9.1%
Industrials 4.9%
Communication Services 3.1%
Healthcare 2.6%
Energy 1.9%
Consumer Defensive 0.3%
Utilities 0.3%
Basic Materials 0.2%