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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 17 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NFG NATIONAL FUEL GAS CO Energy 14.0 $1K $94.00 -13.5%
322 CRM SALESFORCE INC Technology 7.0 $1K $186.71 -5.6%
323 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 18.0 $1K $71.22 -9.7%
324 EBND SPDR SERIES TRUST 62.0 $1K $20.65 +0.7%
325 TJX TJX COS INC NEW Consumer Cyclical 8.0 $1K $159.75 -0.3%
326 SPGI S&P GLOBAL INC Financial Services 3.0 $1K $425.67 -2.0%
327 APH AMPHENOL CORP Technology 10.0 $1K $126.40 -1.2%
328 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1.0 $1K $1262.00 -13.6%
329 VRSN VERISIGN INC Technology 5.0 $1K $248.40 +22.0%
330 LYV LIVE NATION ENTERTAINMENT IN Communication Services 8.0 $1K $152.62 +8.8%
331 MPC MARATHON PETE CORP Energy 5.0 $1K $244.20 +1.7%
332 IVOL KRANESHARES TRUST 65.0 $1K $18.72 -3.8%
333 LMT LOCKHEED MARTIN CORP Industrials 2.0 $1K $604.50 -13.5%
334 PSMT PRICESMART INC Consumer Defensive 8.0 $1K $150.50 +10.3%
335 GDXJ VANECK ETF TRUST 10.0 $1K $120.10 -6.6%
336 URNM SPROTT FDS TR 19.0 $1K $63.16 -8.0%
337 EWS ISHARES INC 42.0 $1K $28.24 +4.5%
338 CME CME GROUP INC Financial Services 4.0 $1K -10.0 -71.4% $295.50 -2.1%
339 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 20.0 $1K $59.05 +14.4%
340 CRWD CROWDSTRIKE HLDGS INC Technology 3.0 $1K $390.67 +65.9%
Page 17 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%