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Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514
13F Portfolio $540M AUM 1,429 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 802 New 312 Added 119 Reduced 64 Exited
Page 30 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ACMR ACM RESH INC Technology 5.0 $586.0 $117.20 -31.9%
582 LHX L3HARRIS TECHNOLOGIES INC Industrials 2.0 $585.0 NEW $292.50 -10.4%
583 PRI PRIMERICA INC Financial Services 2.0 $584.0 +1.0 +100.0% $292.00 +2.0%
584 MSCI MSCI INC Financial Services 1.0 $583.0 NEW $583.00 -3.3%
585 LNC LINCOLN NATL CORP IND Financial Services 16.0 $580.0 +9.0 +128.6% $36.25 +17.5%
586 MLM MARTIN MARIETTA MATLS INC Basic Materials 1.0 $580.0 $580.00 -8.3%
587 DG DOLLAR GEN CORP Consumer Defensive 5.0 $576.0 NEW $115.20 +6.4%
588 TPR TAPESTRY INC Consumer Cyclical 4.0 $576.0 NEW $144.00 -9.6%
589 EQH EQUITABLE HLDGS INC Financial Services 13.0 $573.0 $44.08 +11.0%
590 LII LENNOX INTL INC Industrials 1.0 $572.0 $572.00 -32.0%
591 L LOEWS CORP Financial Services 5.0 $571.0 NEW $114.20 -3.0%
592 LH LABCORP HOLDINGS INC Healthcare 2.0 $568.0 NEW $284.00 +18.9%
593 BOKF BOK FINL CORP Financial Services 4.0 $565.0 +2.0 +100.0% $141.25 -1.9%
594 NRG NRG ENERGY INC Utilities 4.0 $564.0 NEW $141.00 -19.4%
595 FAF FIRST AMERN FINL CORP Financial Services 8.0 $564.0 +4.0 +100.0% $70.50 +3.9%
596 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 5.0 $563.0 NEW $112.60 -6.8%
597 OKTA OKTA INC Technology 4.0 $562.0 $140.50 -7.0%
598 CINF CINCINNATI FINL CORP Financial Services 3.0 $562.0 NEW $187.33 -8.5%
599 AEE AMEREN CORP Utilities 5.0 $561.0 +3.0 +150.0% $112.20 -4.8%
600 VMI VALMONT INDS INC Industrials 1.0 $560.0 NEW $560.00 -15.6%
Page 30 of 71  ·  1,416 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 54.5%
Technology 23.0%
Consumer Cyclical 9.6%
Industrials 4.9%
Communication Services 2.8%
Healthcare 2.4%
Energy 1.6%
Consumer Defensive 0.4%
Utilities 0.3%
Basic Materials 0.2%