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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 35 of 37  ·  727 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DOV DOVER CORP Industrials 1.0 $196.0 NEW $196.00 +7.1%
682 INVH INVITATION HOMES INC Real Estate 7.0 $195.0 NEW $27.86 +3.8%
683 EMN EASTMAN CHEM CO Basic Materials 3.0 $192.0 NEW $64.00 +8.4%
684 TRGP TARGA RES CORP Energy 1.0 $185.0 NEW $185.00 +46.5%
685 YELP YELP INC Communication Services 6.0 $183.0 NEW $30.50 -25.9%
686 PTON PELOTON INTERACTIVE INC Consumer Cyclical 29.0 $179.0 NEW $6.17 -15.7%
687 CWD CALIBERCOS INC Financial Services 142.0 $177.0 NEW $1.25 -16.2%
688 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2.0 $177.0 NEW $88.50 +16.2%
689 DUOL DUOLINGO INC Technology 1.0 $176.0 NEW $176.00 -38.2%
690 IRM IRON MTN INC DEL Real Estate 2.0 $166.0 NEW $83.00 +51.2%
691 NUE NUCOR CORP Basic Materials 1.0 $164.0 NEW $164.00 +36.4%
692 CL COLGATE PALMOLIVE CO Consumer Defensive 2.0 $159.0 NEW $79.50 +13.8%
693 CPRT COPART INC Industrials 4.0 $157.0 NEW $39.25 -15.6%
694 PINS PINTEREST INC Communication Services 6.0 $156.0 NEW $26.00 -27.5%
695 BCPC BALCHEM CORP Basic Materials 1.0 $154.0 NEW $154.00 +4.0%
696 AGNC AGNC INVT CORP Real Estate 14.0 $151.0 NEW $10.79 -5.0%
697 JAMES HARDIE INDS PLC 7.0 $146.0 NEW $20.86
698 CUBE CUBESMART Real Estate 4.0 $145.0 NEW $36.25 +8.4%
699 SPEM SPDR INDEX SHS FDS 3.0 $141.0 NEW $47.00 +8.4%
700 DDOG DATADOG INC Technology 1.0 $136.0 NEW $136.00 +55.6%
Page 35 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%