BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 53 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 2.0 $156.0 NEW $78.00 +11.7%
1042 INSW INTERNATIONAL SEAWAYS INC Energy 2.0 $156.0 NEW $78.00 +27.0%
1043 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 3.0 $155.0 NEW $51.67 -13.1%
1044 BROWN FORMAN CORP 6.0 $155.0 NEW $25.83
1045 INTERNATIONAL BANCSHARES COR 2.0 $155.0 NEW $77.50
1046 GXO GXO LOGISTICS INCORPORATED Industrials 3.0 $154.0 NEW $51.33 -7.6%
1047 NTNX NUTANIX INC Technology 3.0 $154.0 NEW $51.33 +29.4%
1048 PINS PINTEREST INC Communication Services 7.0 $154.0 +1.0 +16.7% $22.00 +7.5%
1049 Q QNITY ELECTRONICS INC Technology 1.0 $154.0 NEW $154.00 -17.8%
1050 SPEM SPDR INDEX SHS FDS 3.0 $154.0 $51.33 +2.4%
1051 CPA COPA HOLDINGS SA Industrials 1.0 $154.0 NEW $154.00 -13.3%
1052 VVV VALVOLINE INC Energy 4.0 $153.0 NEW $38.25 -14.0%
1053 AGNC AGNC INVT CORP Real Estate 14.0 $152.0 $10.86 +0.5%
1054 BAX BAXTER INTL INC Healthcare 7.0 $152.0 NEW $21.71 +21.1%
1055 ECG EVERUS CONSTR GROUP Industrials 1.0 $152.0 NEW $152.00 -22.3%
1056 PVH PVH CORPORATION Consumer Cyclical 2.0 $152.0 NEW $76.00 -1.9%
1057 GLOBUS MED INC 2.0 $152.0 NEW $76.00
1058 BCC BOISE CASCADE CO DEL Basic Materials 2.0 $151.0 NEW $75.50 +7.3%
1059 IDA IDACORP INC Utilities 1.0 $151.0 NEW $151.00 -8.8%
1060 RDN RADIAN GROUP INC Financial Services 4.0 $151.0 NEW $37.75 -2.4%
Page 53 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%