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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 19 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2.0 $970.0 $485.00 -10.7%
362 DEO DIAGEO PLC Consumer Defensive 13.0 $968.0 -16.0 -55.2% $74.46 +15.5%
363 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 3.0 $965.0 $321.67 +9.5%
364 ITT ITT INC Industrials 5.0 $953.0 $190.60 +1.1%
365 GLW CORNING INC Technology 7.0 $952.0 -50.0 -87.7% $136.00 +41.1%
366 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 6.0 $944.0 $157.33 -3.7%
367 BP BP PLC Energy 20.0 $940.0 -405.0 -95.3% $47.00 -4.5%
368 ENTG ENTEGRIS INC Technology 8.0 $938.0 $117.25 +12.1%
369 MANU MANCHESTER UTD PLC NEW Communication Services 55.0 $926.0 $16.84 +19.0%
370 AKAM AKAMAI TECHNOLOGIES INC Technology 8.0 $919.0 $114.88 +27.3%
371 SENEA SENECA FOODS CORP NEW Consumer Defensive 6.0 $907.0 $151.17 -7.3%
372 TROW PRICE T ROWE GROUP INC Financial Services 10.0 $902.0 $90.20 +12.9%
373 AMP AMERIPRISE FINL INC Financial Services 2.0 $889.0 $444.50 +1.4%
374 FCX FREEPORT MCMORAN INC Basic Materials 15.0 $882.0 $58.80 +6.0%
375 CNQ CANADIAN NAT RES LTD MED TER Energy 18.0 $878.0 $48.78 -0.2%
376 TRP TC ENERGY CORP Energy 14.0 $877.0 -56.0 -80.0% $62.64 +11.9%
377 MIR MIRION TECHNOLOGIES INC Industrials 47.0 $874.0 $18.60 -5.3%
378 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 3.0 $873.0 $291.00 -12.7%
379 IRMD IRADIMED CORP Healthcare 9.0 $867.0 $96.33 -3.3%
380 MOS MOSAIC CO Basic Materials 34.0 $867.0 $25.50 -14.0%
Page 19 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%