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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 18 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EMR EMERSON ELEC CO Industrials 12.0 $2K +6.0 +100.0% $139.58 +12.7%
342 FDIS FIDELITY COVINGTON TRUST 16.0 $2K $103.44 -0.6%
343 GILD GILEAD SCIENCES INC Healthcare 13.0 $2K -33.0 -71.7% $126.00 +17.2%
344 FCX FREEPORT MCMORAN INC Basic Materials 27.0 $2K +12.0 +80.0% $60.56 +30.1%
345 HOOD ROBINHOOD MKTS INC Financial Services 15.0 $2K -67.0 -81.7% $108.67 +2.0%
346 AEP AMERICAN ELEC PWR CO INC Utilities 12.0 $2K +4.0 +50.0% $135.08 -9.5%
347 SNA SNAP ON INC Industrials 4.0 $2K +2.0 +100.0% $403.50 -2.4%
348 XLU SELECT SECTOR SPDR TR 36.0 $2K $44.78 -3.3%
349 FETH FIDELITY ETHEREUM FD Financial Services 100.0 $2K $16.09 +53.3%
350 UBER UBER TECHNOLOGIES INC Technology 22.0 $2K -2.0 -8.3% $72.68 +9.4%
351 WSM WILLIAMS SONOMA INC Consumer Cyclical 7.0 $2K +4.0 +133.3% $228.29 +3.3%
352 SEABRIDGE GOLD INC 61.0 $2K NEW $26.11
353 DQ DAQO NEW ENERGY CORP Technology 125.0 $2K $12.70 +11.5%
354 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4.0 $2K +1.0 +33.3% $395.25 +2.2%
355 PPLT ABRDN PLATINUM ETF TRUST Financial Services 110.0 $2K +99.0 +900.0% $14.29 +17.5%
356 EWBC EAST WEST BANCORP INC Financial Services 12.0 $2K +5.0 +71.4% $130.75 -1.8%
357 LMT LOCKHEED MARTIN CORP Industrials 3.0 $2K +1.0 +50.0% $522.00 +7.3%
358 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 16.0 $2K +8.0 +100.0% $97.38 -49.8%
359 VNM VANECK ETF TRUST 84.0 $2K $18.54 -3.3%
360 CDNS CADENCE DESIGN SYSTEM INC Technology 4.0 $2K +1.0 +33.3% $377.75 -13.4%
Page 18 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%