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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 25 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ACT ENACT HLDGS INC Financial Services 12.0 $490.0 $40.83 +5.4%
482 MDB MONGODB INC Technology 2.0 $490.0 $245.00 +34.6%
483 O REALTY INCOME CORP Real Estate 8.0 $490.0 -54.0 -87.1% $61.25 +1.5%
484 HUBS HUBSPOT INC Technology 2.0 $489.0 $244.50 -18.7%
485 BR BROADRIDGE FINL SOLUTIONS IN Technology 3.0 $488.0 $162.67 -9.7%
486 BV BRIGHTVIEW HLDGS INC Industrials 41.0 $484.0 $11.80 +3.4%
487 EQH EQUITABLE HLDGS INC Financial Services 13.0 $483.0 $37.15 +10.8%
488 KMB KIMBERLY-CLARK CORP Consumer Defensive 5.0 $483.0 -21.0 -80.8% $96.60 -0.2%
489 EW EDWARDS LIFESCIENCES CORP Healthcare 6.0 $481.0 $80.17 +2.0%
490 MEDP MEDPACE HLDGS INC Healthcare 1.0 $481.0 $481.00 -15.3%
491 INGERSOLL RAND INC 6.0 $481.0 $80.17
492 COCO VITA COCO CO INC Consumer Defensive 10.0 $480.0 $48.00 +61.9%
493 FHN FIRST HORIZON CORPORATION Financial Services 21.0 $478.0 $22.76 +4.0%
494 CRY ARTIVION INC 13.0 $477.0 $36.69 -51.3%
495 MXL MAXLINEAR INC Technology 27.0 $470.0 $17.41 +450.2%
496 LII LENNOX INTL INC Industrials 1.0 $465.0 $465.00 +3.8%
497 QRVO QORVO INC Technology 6.0 $465.0 $77.50 +23.2%
498 MDLZ MONDELEZ INTL INC Consumer Defensive 8.0 $462.0 -220.0 -96.5% $57.75 +6.0%
499 MARA MARA HOLDINGS INC Financial Services 56.0 $457.0 $8.16 +56.4%
500 PPC PILGRIMS PRIDE CORP Consumer Defensive 12.0 $454.0 $37.83 -24.1%
Page 25 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%