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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 27 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IONQ IONQ INC Technology 14.0 $404.0 $28.86 +70.9%
522 MTCH MATCH GROUP INC NEW Communication Services 13.0 $400.0 $30.77 +16.6%
523 NTRA NATERA INC Healthcare 2.0 $400.0 $200.00 -3.7%
524 URGN UROGEN PHARMA LTD Healthcare 22.0 $396.0 $18.00 +58.8%
525 KLIC KULICKE & SOFFA INDS INC Technology 6.0 $395.0 $65.83 +50.9%
526 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2.0 $395.0 $197.50 +22.6%
527 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2.0 $393.0 $196.50 -1.4%
528 EXC EXELON CORP Utilities 8.0 $393.0 $49.12 -10.5%
529 JCI JOHNSON CONTROLS INTERNATION Industrials 3.0 $393.0 $131.00 +4.8%
530 TTEK TETRA TECH INC NEW Industrials 13.0 $392.0 $30.15 -9.6%
531 GNRC GENERAC HLDGS INC Industrials 2.0 $391.0 $195.50 +29.4%
532 PRU PRUDENTIAL FINL INC Financial Services 4.0 $391.0 $97.75 +5.4%
533 OXY OCCIDENTAL PETE CORP Energy 6.0 $390.0 $65.00 -8.2%
534 XPO XPO INC Industrials 2.0 $390.0 $195.00 +2.8%
535 SCHG SCHWAB STRATEGIC TR 13.0 $379.0 $29.15 +16.2%
536 FIS FIDELITY NATL INFORMATION SV Technology 8.0 $376.0 $47.00 -7.7%
537 MSTR STRATEGY INC Technology 3.0 $375.0 $125.00 +33.3%
538 VECO VEECO INSTRS INC DEL Technology 11.0 $373.0 $33.91 +64.1%
539 BANC BANC OF CALIFORNIA INC Financial Services 21.0 $370.0 $17.62 +4.8%
540 PCG PG&E CORP Utilities 21.0 $369.0 $17.57 -9.8%
Page 27 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%