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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 31 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FAF FIRST AMERN FINL CORP Financial Services 4.0 $242.0 $60.50 +13.4%
602 BLOCK INC 4.0 $241.0 $60.25
603 ADSK AUTODESK INC Technology 1.0 $240.0 $240.00 +1.7%
604 XYL XYLEM INC Industrials 2.0 $239.0 $119.50 -9.4%
605 DOCU DOCUSIGN INC Technology 5.0 $238.0 $47.60 +3.0%
606 ALLY ALLY FINL INC Financial Services 6.0 $236.0 $39.33 +3.9%
607 PHM PULTE GROUP INC Consumer Cyclical 2.0 $236.0 $118.00 -5.3%
608 FIRST FNDTN INC 40.0 $236.0 $5.90
609 FLR FLUOR CORP Industrials 5.0 $234.0 $46.80 -5.2%
610 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 84.0 $234.0 $2.79 -8.5%
611 CMS CMS ENERGY CORP Utilities 3.0 $233.0 $77.67 -7.1%
612 OTIS OTIS WORLDWIDE CORP Industrials 3.0 $232.0 $77.33 -8.0%
613 EMN EASTMAN CHEM CO Basic Materials 3.0 $229.0 $76.33 -7.1%
614 CARR CARRIER GLOBAL CORPORATION Industrials 4.0 $226.0 $56.50 +8.7%
615 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 6.0 $223.0 $37.17 -0.2%
616 CCC CCC INTELLIGENT SOLUTIONS HL Technology 37.0 $222.0 $6.00 -23.2%
617 FTV FORTIVE CORP Technology 4.0 $222.0 $55.50 +6.3%
618 AEE AMEREN CORP Utilities 2.0 $220.0 $110.00 -0.9%
619 UNM UNUM GROUP Financial Services 3.0 $220.0 $73.33 +12.9%
620 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 5.0 $216.0 $43.20 -3.5%
Page 31 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%