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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 38 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CSL CARLISLE COS INC Industrials 1.0 $361.0 NEW $361.00 +1.3%
742 NPO ENPRO INC Industrials 1.0 $361.0 NEW $361.00 -14.5%
743 ES EVERSOURCE ENERGY Utilities 5.0 $361.0 NEW $72.20 -0.7%
744 SEIC SEI INVTS CO Financial Services 4.0 $361.0 NEW $90.25 +22.7%
745 HEI HEICO CORP NEW Industrials 1.0 $360.0 NEW $360.00 -3.8%
746 TTMI TTM TECHNOLOGIES INC Technology 2.0 $360.0 NEW $180.00 -32.4%
747 COOPER COS INC 5.0 $360.0 NEW $72.00
748 EVEREST GROUP LTD 1.0 $360.0 NEW $360.00
749 PR PERMIAN RESOURCES CORP Energy 20.0 $359.0 NEW $17.95 +26.7%
750 EXPAND ENERGY CORPORATION 4.0 $359.0 -1.0 -20.0% $89.75
751 AEIS ADVANCED ENERGY INDS Industrials 1.0 $357.0 NEW $357.00 -20.7%
752 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2.0 $355.0 NEW $177.50 +22.4%
753 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $355.0 $355.00 +16.4%
754 TSCO TRACTOR SUPPLY CO Consumer Cyclical 11.0 $355.0 +1.0 +10.0% $32.27 +8.5%
755 ZION ZIONS BANCORPORATION NATL AS Financial Services 5.0 $354.0 NEW $70.80 -3.5%
756 SKT TANGER INC Real Estate 9.0 $353.0 $39.22 -3.0%
757 XYL XYLEM INC Industrials 3.0 $352.0 +1.0 +50.0% $117.33 -3.3%
758 TSN TYSON FOODS INC Consumer Defensive 6.0 $351.0 NEW $58.50 -3.3%
759 VICR VICOR CORP Technology 1.0 $351.0 NEW $351.00 -43.8%
760 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10.0 $350.0 -40.0 -80.0% $35.00 +6.7%
Page 38 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%