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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 57 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CVSA COVISTA INC Consumer Cyclical 1.0 $129.0 NEW $129.00 +5.7%
1122 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 2.0 $128.0 NEW $64.00 -7.9%
1123 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 2.0 $127.0 NEW $63.50 -31.3%
1124 CATY CATHAY GEN BANCORP Financial Services 2.0 $127.0 NEW $63.50 -2.5%
1125 ATR APTARGROUP INC Healthcare 1.0 $126.0 NEW $126.00 +6.9%
1126 MWA MUELLER WTR PRODS INC Industrials 5.0 $126.0 NEW $25.20 -1.0%
1127 CROX CROCS INC Consumer Cyclical 1.0 $125.0 NEW $125.00 -1.7%
1128 GNW GENWORTH FINL INC Financial Services 13.0 $125.0 NEW $9.62 +2.5%
1129 HP HELMERICH & PAYNE INC Energy 4.0 $124.0 NEW $31.00 +35.7%
1130 MSM MSC INDL DIRECT INC Industrials 1.0 $124.0 NEW $124.00 -4.6%
1131 MRCY MERCURY SYS INC Industrials 1.0 $124.0 NEW $124.00 -29.2%
1132 NMIH NMI HLDGS INC Financial Services 3.0 $123.0 NEW $41.00 +10.5%
1133 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1.0 $123.0 NEW $123.00 +11.3%
1134 RLI RLI CORP Financial Services 2.0 $122.0 NEW $61.00 +6.4%
1135 HOG HARLEY DAVIDSON INC Consumer Cyclical 5.0 $121.0 NEW $24.20 +13.6%
1136 OPLN OPENLANE INC Consumer Cyclical 3.0 $121.0 NEW $40.33 -14.9%
1137 NTB BANK OF N T BUTTERFIELD & SO Financial Services 2.0 $121.0 NEW $60.50 -3.6%
1138 FIRST HAWAIIAN INC 4.0 $121.0 NEW $30.25
1139 BX BLACKSTONE INC Financial Services 1.0 $120.0 -6.0 -85.7% $120.00 +19.5%
1140 NSIT INSIGHT ENTERPRISES INC Technology 1.0 $120.0 NEW $120.00 +25.5%
Page 57 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%