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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 42 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 PLXS PLEXUS CORP Technology 1.0 $291.0 NEW $291.00 -15.9%
822 TTC TORO CO Industrials 3.0 $291.0 NEW $97.00 +2.4%
823 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5.0 $290.0 NEW $58.00 +12.0%
824 BE BLOOM ENERGY CORP Industrials 1.0 $290.0 NEW $290.00 -24.5%
825 DOCN DIGITALOCEAN HLDGS INC Technology 2.0 $290.0 NEW $145.00 -15.6%
826 FLS FLOWSERVE CORP Industrials 4.0 $290.0 NEW $72.50 +12.2%
827 OSK OSHKOSH CORP Industrials 2.0 $290.0 NEW $145.00 +6.9%
828 ZTS ZOETIS INC Healthcare 4.0 $290.0 -2.0 -33.3% $72.50 +3.9%
829 ONB OLD NATL BANCORP IND Financial Services 11.0 $289.0 NEW $26.27 -3.2%
830 NYT NEW YORK TIMES CO MTN BE Communication Services 4.0 $288.0 NEW $72.00 -5.6%
831 RIOT RIOT PLATFORMS INC Financial Services 12.0 $288.0 NEW $24.00 -12.8%
832 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1.0 $287.0 NEW $287.00 -9.2%
833 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 4.0 $287.0 NEW $71.75 +1.0%
834 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 6.0 $286.0 $47.67 -9.2%
835 JKHY HENRY JACK & ASSOC INC Technology 2.0 $285.0 NEW $142.50 +20.9%
836 PPL PPL CORP Utilities 8.0 $285.0 NEW $35.62 -3.4%
837 MTRN MATERION CORP Basic Materials 1.0 $284.0 NEW $284.00 -14.3%
838 TKR TIMKEN CO Industrials 2.0 $284.0 NEW $142.00 -12.4%
839 FE FIRSTENERGY CORP Utilities 6.0 $283.0 NEW $47.17 -2.2%
840 IDCC INTERDIGITAL INC Technology 1.0 $283.0 NEW $283.00 +21.9%
Page 42 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%