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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 59 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 AVNT AVIENT CORPORATION Basic Materials 3.0 $111.0 NEW $37.00 +20.6%
1162 CUSHMAN AND WAKEFIELD LTD 8.0 $111.0 NEW $13.88
1163 CHH CHOICE HOTELS INTL INC Consumer Cyclical 1.0 $110.0 NEW $110.00 +0.2%
1164 ROAD CONSTRUCTION PARTNERS INC Industrials 1.0 $110.0 NEW $110.00 -0.3%
1165 SNDR SCHNEIDER NATIONAL INC Industrials 3.0 $110.0 NEW $36.67 -5.3%
1166 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1.0 $110.0 NEW $110.00 -13.5%
1167 BGC BGC GROUP INC Financial Services 10.0 $109.0 NEW $10.90 +8.3%
1168 MMS MAXIMUS INC Industrials 2.0 $108.0 NEW $54.00 +8.4%
1169 TFSL TFS FINL CORP Financial Services 6.0 $108.0 NEW $18.00 -1.2%
1170 SHC SOTERA HEALTH CO Healthcare 6.0 $107.0 NEW $17.83 +9.4%
1171 USLM UNITED STS LIME & MINERALS I Basic Materials 1.0 $107.0 NEW $107.00 +11.3%
1172 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 1.0 $106.0 $106.00 +10.3%
1173 DLB DOLBY LABORATORIES INC Technology 2.0 $106.0 NEW $53.00 +24.8%
1174 FELE FRANKLIN ELEC INC Industrials 1.0 $106.0 NEW $106.00 -3.9%
1175 FLUTTER ENTMT PLC 1.0 $106.0 NEW $106.00
1176 FFBC 1ST FINL BANCORP Financial Services 3.0 $105.0 NEW $35.00 -6.7%
1177 KBR KBR INC Industrials 3.0 $105.0 NEW $35.00 +7.7%
1178 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 6.0 $104.0 NEW $17.33 -3.5%
1179 CRC CALIFORNIA RES CORP Energy 2.0 $104.0 NEW $52.00 -0.6%
1180 TDC TERADATA CORP DEL Technology 3.0 $104.0 NEW $34.67 -21.0%
Page 59 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%