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Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514
13F Portfolio $454M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 727 New
Page 30 of 37  ·  727 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PLMR PALOMAR HLDGS INC Financial Services 3.0 $405.0 NEW $135.00 -15.2%
582 GWRE GUIDEWIRE SOFTWARE INC Technology 2.0 $403.0 NEW $201.50 -32.6%
583 FORTINET INC 5.0 $398.0 NEW $79.60
584 IVT INVENTRUST PPTYS CORP Real Estate 14.0 $395.0 NEW $28.21 +14.5%
585 LNG CHENIERE ENERGY INC Energy 2.0 $389.0 NEW $194.50 +24.6%
586 OSCR OSCAR HEALTH INC Healthcare 27.0 $388.0 NEW $14.37 +55.2%
587 SLVM SYLVAMO CORP Basic Materials 8.0 $386.0 NEW $48.25 -22.2%
588 SLB SLB LIMITED Energy 10.0 $384.0 NEW $38.40 +48.0%
589 CORT CORCEPT THERAPEUTICS INC Healthcare 11.0 $383.0 NEW $34.82 +69.2%
590 FXI ISHARES TR 10.0 $383.0 NEW $38.30 -6.9%
591 PNFP PINNACLE FINL PARTNERS INC Financial Services 4.0 $382.0 NEW $95.50 +0.5%
592 ESTC ELASTIC N V Technology 5.0 $378.0 NEW $75.60 -28.3%
593 PHIN PHINIA INC Consumer Cyclical 6.0 $377.0 NEW $62.83 +16.4%
594 XPERI INC 64.0 $376.0 NEW $5.88
595 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2.0 $369.0 NEW $184.50 +7.1%
596 ORI OLD REP INTL CORP Financial Services 8.0 $366.0 NEW $45.75 -13.5%
597 AVB AVALONBAY CMNTYS INC Real Estate 2.0 $363.0 NEW $181.50 +0.5%
598 HPE HEWLETT PACKARD ENTERPRISE C Technology 15.0 $361.0 NEW $24.07 +38.1%
599 JCI JOHNSON CTLS INTL PLC Industrials 3.0 $360.0 NEW $120.00 +13.0%
600 PYPL PAYPAL HLDGS INC Financial Services 6.0 $351.0 NEW $58.50 -24.7%
Page 30 of 37  ·  727 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 55.3%
Technology 23.5%
Consumer Cyclical 8.6%
Industrials 4.4%
Communication Services 3.3%
Healthcare 2.3%
Energy 1.5%
Consumer Defensive 0.4%
Utilities 0.3%
Basic Materials 0.2%