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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 33 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 COIN COINBASE GLOBAL INC Financial Services 3.0 $478.0 $159.33 +14.1%
642 AA ALCOA CORP Basic Materials 10.0 $475.0 NEW $47.50 +4.7%
643 DY DYCOM INDS INC Industrials 1.0 $471.0 NEW $471.00 -34.0%
644 GPC GENUINE PARTS CO Consumer Cyclical 4.0 $470.0 NEW $117.50 +18.7%
645 GEN GEN DIGITAL INC Technology 18.0 $470.0 NEW $26.11 +13.5%
646 PHIN PHINIA INC Consumer Cyclical 6.0 $469.0 $78.17 -10.4%
647 CACI CACI INTL INC Technology 1.0 $467.0 NEW $467.00 +33.8%
648 TROW PRICE T ROWE GROUP INC Financial Services 4.0 $465.0 -6.0 -60.0% $116.25 -3.2%
649 MYRG MYR GROUP INC Industrials 1.0 $464.0 NEW $464.00 -32.6%
650 GFS GLOBALFOUNDRIES INC Technology 6.0 $464.0 NEW $77.33 -40.9%
651 CME CME GROUP INC Financial Services 2.0 $462.0 -2.0 -50.0% $231.00 +21.6%
652 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2.0 $460.0 NEW $230.00 -43.6%
653 MLI MUELLER INDS INC Industrials 8.0 $460.0 NEW $57.50 +11.4%
654 TXT TEXTRON INC Industrials 5.0 $460.0 NEW $92.00 -9.4%
655 SJM SMUCKER J M CO Consumer Defensive 4.0 $460.0 NEW $115.00 +13.8%
656 BDX BECTON DICKINSON & CO Healthcare 3.0 $459.0 NEW $153.00 +24.3%
657 RRX REGAL REXNORD CORPORATION Industrials 2.0 $459.0 NEW $229.50 -28.0%
658 SWK STANLEY BLACK & DECKER INC Industrials 5.0 $457.0 NEW $91.40 +9.1%
659 DVA DAVITA INC Healthcare 2.0 $457.0 NEW $228.50 -21.2%
660 SRE SEMPRA Utilities 5.0 $457.0 NEW $91.40 -6.7%
Page 33 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%