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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 63 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 LAZ LAZARD INC Financial Services 2.0 $83.0 NEW $41.50 +6.2%
1242 RBRK RUBRIK INC. Technology 1.0 $83.0 NEW $83.00 +18.1%
1243 AVA AVISTA CORP Utilities 2.0 $82.0 NEW $41.00 -7.5%
1244 IOSP INNOSPEC INC Basic Materials 1.0 $82.0 NEW $82.00 +15.5%
1245 MGEE MGE ENERGY INC Utilities 1.0 $82.0 NEW $82.00 -3.3%
1246 RNG RINGCENTRAL INC Technology 2.0 $82.0 NEW $41.00 +63.6%
1247 AMTM AMENTUM HOLDINGS INC Industrials 4.0 $81.0 NEW $20.25 -0.9%
1248 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1.0 $81.0 NEW $81.00 +7.1%
1249 EXLS EXLSERVICE HLDGS INC Technology 3.0 $81.0 NEW $27.00 +39.5%
1250 LOAR LOAR HOLDINGS INC Industrials 1.0 $81.0 NEW $81.00 -10.2%
1251 WFRD WEATHERFORD INTL PLC Energy 1.0 $81.0 NEW $81.00 +9.5%
1252 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 1.0 $80.0 NEW $80.00 +43.3%
1253 STRA STRATEGIC ED INC Consumer Defensive 1.0 $80.0 NEW $80.00 +5.0%
1254 TPC TUTOR PERINI CORP Industrials 1.0 $80.0 NEW $80.00 +10.4%
1255 BROWN FORMAN CORP 3.0 $80.0 NEW $26.67
1256 FTDR FRONTDOOR INC Consumer Cyclical 1.0 $79.0 NEW $79.00 +4.7%
1257 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 1.0 $79.0 NEW $79.00 -7.9%
1258 HLNE HAMILTON LANE INC Financial Services 1.0 $79.0 NEW $79.00 +33.2%
1259 SOLV SOLVENTUM CORP Healthcare 1.0 $79.0 NEW $79.00 +15.5%
1260 WAFD WAFD INC Financial Services 2.0 $79.0 NEW $39.50 -8.1%
Page 63 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%