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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 41 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 EHC ENCOMPASS HEALTH CORP Healthcare 3.0 $305.0 -8.0 -72.7% $101.67 +18.8%
802 SOUTHSTATE BK CORP 3.0 $305.0 NEW $101.67
803 LNT ALLIANT ENERGY CORP Utilities 4.0 $304.0 NEW $76.00 -9.3%
804 CMS CMS ENERGY CORP Utilities 4.0 $304.0 +1.0 +33.3% $76.00 -8.9%
805 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1.0 $302.0 NEW $302.00 -20.9%
806 DTE DTE ENERGY CO Utilities 2.0 $302.0 NEW $151.00 -8.8%
807 OMF ONEMAIN HLDGS INC Financial Services 5.0 $302.0 NEW $60.40 +4.5%
808 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 5.0 $301.0 NEW $60.20 +23.3%
809 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3.0 $301.0 $100.33 -10.8%
810 GGG GRACO INC Industrials 4.0 $300.0 -4.0 -50.0% $75.00 +6.1%
811 BBIO BRIDGEBIO PHARMA INC Healthcare 4.0 $299.0 NEW $74.75 +6.2%
812 PCG PG&E CORP Utilities 18.0 $299.0 -3.0 -14.3% $16.61 +9.7%
813 BIO BIO RAD LABS INC Healthcare 1.0 $298.0 NEW $298.00 +30.4%
814 DOW DOW HLDGS INC Basic Materials 11.0 $298.0 NEW $27.09 +12.0%
815 CG CARLYLE GROUP INC Financial Services 7.0 $297.0 NEW $42.43 +15.5%
816 RRC RANGE RES CORP Energy 8.0 $296.0 NEW $37.00 +12.3%
817 CBSH COMMERCE BANCSHARES INC Financial Services 5.0 $294.0 NEW $58.80 -0.5%
818 UMBF UMB FINL CORP Financial Services 2.0 $292.0 NEW $146.00 -1.8%
819 U HAUL HOLDING COMPANY 5.0 $292.0 NEW $58.40
820 LAD LITHIA MTRS INC Consumer Cyclical 1.0 $291.0 NEW $291.00 +27.2%
Page 41 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%