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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 28 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SOFI SOFI TECHNOLOGIES INC Financial Services 23.0 $366.0 $15.91 -1.3%
542 USB US BANCORP Financial Services 7.0 $365.0 -92.0 -92.9% $52.14 +2.5%
543 KR KROGER CO Consumer Defensive 5.0 $362.0 $72.40 -5.6%
544 FXI ISHARES TR 10.0 $359.0 $35.90 +1.1%
545 PLMR PALOMAR HLDGS INC Financial Services 3.0 $359.0 $119.67 -4.3%
546 XPERI INC 64.0 $359.0 $5.61
547 HPE HEWLETT PACKARD ENTERPRISE C Technology 15.0 $358.0 $23.87 +38.3%
548 UHS UNIVERSAL HLTH SVCS INC Healthcare 2.0 $358.0 $179.00 -5.4%
549 WAL WESTERN ALLIANCE BANCORP Financial Services 5.0 $355.0 $71.00 +7.9%
550 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $354.0 $354.00 -6.5%
551 SAIA SAIA INC Industrials 1.0 $352.0 $352.00 +30.2%
552 PINNACLE FINL PARTNERS INC 4.0 $345.0 NEW $86.25
553 AR ANTERO RESOURCES CORP Energy 8.0 $340.0 $42.50 -8.3%
554 SLVM SYLVAMO CORP Basic Materials 8.0 $338.0 $42.25 -11.6%
555 APOS APOLLO GLOBAL MGMT INC Financial Services 3.0 $335.0 $111.67 -76.9%
556 OBNK ORIGIN BANCORP INC Financial Services 8.0 $332.0 $41.50 -31.1%
557 SCI SERVICE CORP INTL Consumer Cyclical 4.0 $331.0 $82.75 -4.8%
558 ARES ARES MANAGEMENT CORPORATION Financial Services 3.0 $328.0 $109.33 +10.8%
559 AVB AVALONBAY CMNTYS INC Real Estate 2.0 $327.0 $163.50 +13.2%
560 FITB FIFTH THIRD BANCORP Financial Services 7.0 $326.0 $46.57 +2.9%
Page 28 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%