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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 47 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4.0 $217.0 NEW $54.25 -14.8%
922 FOXA FOX CORP Communication Services 4.0 $217.0 NEW $54.25 +28.7%
923 BSX BOSTON SCIENTIFIC CORP Healthcare 5.0 $216.0 -61.0 -92.4% $43.20 +11.6%
924 CDE COEUR MNG INC Basic Materials 13.0 $216.0 NEW $16.62 +29.4%
925 POOL POOL CORP Industrials 1.0 $216.0 NEW $216.00 -13.2%
926 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3.0 $216.0 NEW $72.00 +7.1%
927 TECH BIO-TECHNE CORP Healthcare 3.0 $213.0 NEW $71.00 +1.9%
928 OZK BANK OZK LITTLE ROCK ARK Financial Services 4.0 $212.0 NEW $53.00 -6.6%
929 URBN URBAN OUTFITTERS INC Consumer Cyclical 3.0 $212.0 NEW $70.67 +14.6%
930 HUT 8 CORP 2.0 $212.0 NEW $106.00
931 ACIW ACI WORLDWIDE INC Technology 4.0 $211.0 NEW $52.75 -0.7%
932 DIOD DIODES INC Technology 2.0 $211.0 NEW $105.50 -12.9%
933 SAIC SCIENCE APPLICATIONS INTL CO Technology 2.0 $211.0 +1.0 +100.0% $105.50 +19.8%
934 TCBI TEXAS CAP BANCSHARES INC Financial Services 2.0 $210.0 NEW $105.00 -6.2%
935 LSTR LANDSTAR SYS INC Industrials 1.0 $208.0 NEW $208.00 -12.7%
936 ALKS ALKERMES PLC Healthcare 4.0 $207.0 NEW $51.75 -4.8%
937 AXTA AXALTA COATING SYS LTD Basic Materials 6.0 $206.0 NEW $34.33 +6.6%
938 SSD SIMPSON MFG INC Industrials 1.0 $204.0 NEW $204.00 -9.0%
939 BRO BROWN & BROWN INC Financial Services 3.0 $203.0 -1.0 -25.0% $67.67 +8.0%
940 FISV FISERV INC Technology 4.0 $203.0 +2.0 +100.0% $50.75 +3.2%
Page 47 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%