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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 61 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 ITGR INTEGER HLDGS CORP Healthcare 1.0 $95.0 NEW $95.00 +31.9%
1202 TRMK TRUSTMARK CORP Financial Services 2.0 $95.0 NEW $47.50 -2.8%
1203 BSY BENTLEY SYS INC Technology 3.0 $94.0 NEW $31.33 +17.3%
1204 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1.0 $94.0 NEW $94.00 +4.8%
1205 PEGA PEGASYSTEMS INC Technology 3.0 $94.0 NEW $31.33 +8.4%
1206 GREIF INC 1.0 $94.0 NEW $94.00
1207 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 1.0 $93.0 NEW $93.00 +17.0%
1208 PRIM PRIMORIS SVCS CORP Industrials 1.0 $93.0 NEW $93.00 -20.0%
1209 SFNC SIMMONS FIRST NATL CORP Financial Services 4.0 $93.0 NEW $23.25 -2.4%
1210 CWD CALIBERCOS INC Financial Services 142.0 $92.0 $0.65 -11.1%
1211 CE CELANESE CORP DEL Basic Materials 2.0 $91.0 NEW $45.50 -2.2%
1212 LIBERTY MEDIA CORP DEL 1.0 $91.0 NEW $91.00
1213 STANDARDAERO INC 3.0 $90.0 -23.0 -88.5% $30.00
1214 ABM ABM INDS INC Industrials 2.0 $90.0 -11.0 -84.6% $45.00 +3.2%
1215 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1.0 $90.0 NEW $90.00 -0.8%
1216 HUBG HUB GROUP INC Industrials 2.0 $90.0 NEW $45.00 -12.4%
1217 OTTR OTTER TAIL CORP Utilities 1.0 $90.0 NEW $90.00 +1.9%
1218 FRME FIRST MERCHANTS CORP Financial Services 2.0 $89.0 NEW $44.50 -6.6%
1219 PACS PACS GROUP INC Financial Services 2.0 $89.0 NEW $44.50 -1.4%
1220 BTU PEABODY ENGR CORP Energy 4.0 $89.0 NEW $22.25 +24.0%
Page 61 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%