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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 55 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BKU BANKUNITED INC Financial Services 3.0 $146.0 NEW $48.67 -4.8%
1082 LBRT LIBERTY ENERGY INC Energy 6.0 $146.0 NEW $24.33 -24.5%
1083 WLK WESTLAKE CORPORATION Basic Materials 2.0 $146.0 NEW $73.00 +2.5%
1084 ETSY INC 2.0 $146.0 NEW $73.00
1085 ACA ARCOSA INC Industrials 1.0 $145.0 NEW $145.00 +0.2%
1086 PIPR PIPER SANDLER COMPANIES Financial Services 2.0 $145.0 NEW $72.50 +3.1%
1087 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 4.0 $145.0 NEW $36.25 -3.1%
1088 J P MORGAN EXCHANGE TRADED F 2.0 $145.0 $72.50
1089 RALLIANT CORP 2.0 $144.0 +1.0 +100.0% $72.00
1090 AIR AAR CORP Industrials 1.0 $143.0 NEW $143.00 -5.3%
1091 CGNX COGNEX CORP Technology 2.0 $143.0 NEW $71.50 -16.3%
1092 CAG CONAGRA BRANDS INC Consumer Defensive 10.0 $143.0 NEW $14.30 +13.8%
1093 DBX DROPBOX INC Technology 5.0 $143.0 NEW $28.60 +21.6%
1094 WEX WEX INC Technology 1.0 $143.0 NEW $143.00 +39.7%
1095 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 3.0 $142.0 NEW $47.33 -8.1%
1096 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 15.0 $142.0 NEW $9.47 +21.7%
1097 FFIN FIRST FINL BANKSHARES INC Financial Services 4.0 $142.0 NEW $35.50 -5.0%
1098 G GENPACT LIMITED Technology 5.0 $142.0 NEW $28.40 +31.2%
1099 HRI HERC HLDGS INC Industrials 1.0 $141.0 NEW $141.00 +10.7%
1100 STNG SCORPIO TANKERS INC Energy 2.0 $140.0 NEW $70.00 +10.3%
Page 55 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%