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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 64 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 BILL BILL HOLDINGS INC Technology 2.0 $78.0 NEW $39.00 +23.5%
1262 CNS COHEN & STEERS INC Financial Services 1.0 $78.0 NEW $78.00 +6.6%
1263 CNR CORE NATURAL RESOURCES INC Energy 1.0 $78.0 NEW $78.00 +23.3%
1264 NMRK NEWMARK GROUP INC Real Estate 5.0 $78.0 NEW $15.60 +3.0%
1265 SR SPIRE INC Utilities 1.0 $78.0 NEW $78.00 +5.6%
1266 OGS ONE GAS INC Utilities 1.0 $77.0 NEW $77.00 +4.4%
1267 ACAD ACADIA PHARMACEUTICALS INC Healthcare 3.0 $76.0 NEW $25.33 +17.0%
1268 EEFT EURONET WORLDWIDE INC Technology 1.0 $76.0 NEW $76.00 -7.6%
1269 RAMP LIVERAMP HLDGS INC Technology 2.0 $76.0 NEW $38.00 -1.0%
1270 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 1.0 $76.0 NEW $76.00 +0.5%
1271 RUSHB RUSH ENTERPRISES INC 1.0 $76.0 NEW $76.00
1272 GEF GREIF INC Consumer Cyclical 1.0 $75.0 NEW $75.00 +14.7%
1273 HAE HAEMONETICS CORP MASS Healthcare 1.0 $75.0 NEW $75.00 +44.5%
1274 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 1.0 $74.0 NEW $74.00 +0.1%
1275 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 3.0 $74.0 NEW $24.67 -11.9%
1276 MTX MINERALS TECHNOLOGIES INC Basic Materials 1.0 $74.0 NEW $74.00 -2.8%
1277 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 2.0 $74.0 NEW $37.00 +2.2%
1278 ATKR ATKORE INC Industrials 1.0 $73.0 NEW $73.00 +28.1%
1279 HHH HOWARD HUGHES HOLDINGS INC Real Estate 1.0 $73.0 NEW $73.00 -8.6%
1280 NGVT INGEVITY CORP Basic Materials 1.0 $73.0 NEW $73.00 -5.7%
Page 64 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%