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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 24 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9.0 $553.0 $61.44 -19.7%
462 BIIB BIOGEN INC Healthcare 3.0 $550.0 $183.33 +3.9%
463 PWR QUANTA SVCS INC Industrials 1.0 $550.0 $550.00 +32.0%
464 UAA UNDER ARMOUR INC Consumer Cyclical 93.0 $550.0 $5.91 -14.1%
465 AFL AFLAC INC Financial Services 5.0 $549.0 $109.80 +6.9%
466 EXPAND ENERGY CORPORATION 5.0 $549.0 $109.80
467 WCC WESCO INTL INC Industrials 2.0 $548.0 $274.00 +24.5%
468 WSM WILLIAMS SONOMA INC Consumer Cyclical 3.0 $547.0 $182.33 -6.4%
469 OKE ONEOK INC NEW Energy 6.0 $543.0 $90.50 +5.9%
470 MNRO MONRO INC Consumer Cyclical 33.0 $530.0 $16.06 -6.3%
471 APG API GROUP CORP Industrials 13.0 $527.0 $40.54 +1.9%
472 VEEV VEEVA SYS INC Healthcare 3.0 $527.0 $175.67 -10.1%
473 COIN COINBASE GLOBAL INC Financial Services 3.0 $524.0 $174.67 +9.3%
474 ALGN ALIGN TECHNOLOGY INC Healthcare 3.0 $515.0 $171.67 -10.4%
475 SLB SLB LIMITED Energy 10.0 $514.0 $51.40 +11.7%
476 HURN HURON CONSULTING GROUP INC Industrials 4.0 $510.0 $127.50 -17.7%
477 DXCM DEXCOM INC Healthcare 8.0 $503.0 $62.88 +6.6%
478 ABM ABM INDS INC Industrials 13.0 $501.0 $38.54 +1.2%
479 XLB SELECT SECTOR SPDR TR 10.0 $500.0 $50.00 -1.7%
480 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 12.0 $496.0 $41.33 +24.5%
Page 24 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%