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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 36 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BUNGE GLOBAL SA 4.0 $420.0 NEW $105.00
702 EXC EXELON CORP Utilities 9.0 $417.0 +1.0 +12.5% $46.33 -4.1%
703 OBNK ORIGIN BANCORP INC Financial Services 8.0 $417.0 $52.12 -97.9%
704 PB PROSPERITY BANCSHARES INC Financial Services 6.0 $416.0 NEW $69.33 +5.4%
705 TPL TEXAS PACIFIC LAND CORPORATI Energy 1.0 $416.0 NEW $416.00 -11.2%
706 VSAT VIASAT INC Technology 5.0 $416.0 NEW $83.20 -14.1%
707 SMURFIT WESTROCK PLC 9.0 $415.0 NEW $46.11
708 LEIDOS HOLDINGS INC 4.0 $413.0 NEW $103.25
709 STZ CONSTELLATION BRANDS INC Consumer Defensive 3.0 $411.0 NEW $137.00 -1.9%
710 HUM HUMANA INC Healthcare 1.0 $410.0 NEW $410.00 -4.6%
711 ALB ALBEMARLE CORP Basic Materials 3.0 $409.0 NEW $136.33 -1.3%
712 MATX MATSON INC Industrials 2.0 $408.0 NEW $204.00 +8.7%
713 WSO WATSCO INC Industrials 1.0 $408.0 -1.0 -50.0% $408.00 -22.9%
714 D DOMINION ENERGY INC Utilities 6.0 $407.0 NEW $67.83 -1.4%
715 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 5.0 $406.0 -3.0 -37.5% $81.20 +7.3%
716 ISRG INTUITIVE SURGICAL INC Healthcare 1.0 $403.0 -9.0 -90.0% $403.00 -8.1%
717 RMD RESMED INC Healthcare 2.0 $403.0 -1.0 -33.3% $201.50 +17.0%
718 IVZ INVESCO LTD Financial Services 15.0 $403.0 NEW $26.87 +22.8%
719 AWK AMERICAN WTR WKS CO INC NEW Utilities 3.0 $396.0 NEW $132.00 +4.2%
720 LIBERTY MEDIA CORP DEL 4.0 $394.0 NEW $98.50
Page 36 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%