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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 33 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IT GARTNER INC Technology 1.0 $159.0 $159.00 -2.2%
642 YELP YELP INC Communication Services 6.0 $149.0 $24.83 -12.3%
643 CUBE CUBESMART Real Estate 4.0 $147.0 $36.75 +5.9%
644 BRBR BELLRING BRANDS INC Consumer Defensive 9.0 $145.0 $16.11 -44.8%
645 AGNC AGNC INVT CORP Real Estate 14.0 $141.0 $10.07 +0.6%
646 SPEM SPDR INDEX SHS FDS 3.0 $141.0 $47.00 +7.3%
647 DOCS DOXIMITY INC Healthcare 6.0 $140.0 $23.33 -16.1%
648 TEAM ATLASSIAN CORPORATION Technology 2.0 $137.0 $68.50 +30.6%
649 CPRT COPART INC Industrials 4.0 $133.0 $33.25 +0.6%
650 JAMES HARDIE INDS PLC 7.0 $133.0 $19.00
651 PTON PELOTON INTERACTIVE INC Consumer Cyclical 29.0 $125.0 $4.31 +23.0%
652 J P MORGAN EXCHANGE TRADED F 2.0 $123.0 $61.50
653 BK BANK NEW YORK MELLON CORP Financial Services 1.0 $119.0 $119.00 +14.6%
654 DDOG DATADOG INC Technology 1.0 $119.0 $119.00 +75.5%
655 FISV FISERV INC Technology 2.0 $112.0 $56.00 +1.2%
656 PINS PINTEREST INC Communication Services 6.0 $111.0 $18.50 +7.7%
657 DVN DEVON ENERGY CORP NEW Energy 2.0 $101.0 $50.50 -1.6%
658 DUOL DUOLINGO INC Technology 1.0 $99.0 $99.00 +14.4%
659 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 1.0 $98.0 $98.00 +8.0%
660 WHD CACTUS INC Energy 2.0 $95.0 $47.50 +27.0%
Page 33 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%