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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 50 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 BRKR BRUKER CORP Healthcare 3.0 $182.0 NEW $60.67 -6.3%
982 CNM CORE & MAIN INC Industrials 4.0 $182.0 NEW $45.50 -3.1%
983 NXST NEXSTAR MEDIA GROUP INC Communication Services 1.0 $182.0 NEW $182.00 +4.1%
984 POST POST HLDGS INC Consumer Defensive 2.0 $182.0 NEW $91.00 -10.9%
985 U UNITY SOFTWARE INC Technology 6.0 $182.0 NEW $30.33 +48.3%
986 SLM SLM CORP Financial Services 7.0 $180.0 NEW $25.71 +2.9%
987 LW LAMB WESTON HLDGS INC Consumer Defensive 4.0 $179.0 NEW $44.75 +23.7%
988 UFPI UFP INDUSTRIES INC Basic Materials 2.0 $179.0 NEW $89.50 -0.9%
989 SWX SOUTHWEST GAS HLDGS INC Utilities 2.0 $178.0 NEW $89.00 +0.1%
990 SEZL SEZZLE INC Financial Services 1.0 $176.0 $176.00 -29.5%
991 TTEK TETRA TECH INC NEW Industrials 6.0 $176.0 -7.0 -53.9% $29.33 +25.4%
992 ICLR ICON PUB LTD CO Healthcare 1.0 $176.0 NEW $176.00 -4.0%
993 ADT ADT INC DEL Industrials 26.0 $175.0 NEW $6.73 +10.4%
994 WING WINGSTOP INC Consumer Cyclical 1.0 $175.0 NEW $175.00 -34.9%
995 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2.0 $174.0 NEW $87.00 +8.5%
996 CBT CABOT CORP Basic Materials 2.0 $174.0 NEW $87.00 -3.9%
997 GDDY GODADDY INC Technology 2.0 $174.0 $87.00 +14.7%
998 SFM SPROUTS FMRS MKT INC Consumer Defensive 2.0 $174.0 NEW $87.00 -1.2%
999 ACHR ARCHER AVIATION INC Industrials 35.0 $173.0 $4.94 +20.6%
1000 AUB ATLANTIC UN BANKSHARES CORP Financial Services 4.0 $173.0 NEW $43.25 -6.3%
Page 50 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%