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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 67 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 BOX BOX INC Technology 2.0 $55.0 NEW $27.50 +21.7%
1322 FG F&G ANNUITIES & LIFE INC Financial Services 2.0 $55.0 NEW $27.50 -15.9%
1323 WOR WORTHINGTON ENTERPRISES INC Industrials 1.0 $55.0 NEW $55.00 +3.3%
1324 LIBERTY GLOBAL LTD 5.0 $55.0 NEW $11.00
1325 TNET TRINET GROUP INC Industrials 1.0 $54.0 NEW $54.00 +28.9%
1326 NOG NORTHERN OIL & GAS INC Energy 3.0 $53.0 NEW $17.67 +51.9%
1327 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 1.0 $53.0 NEW $53.00 +1.6%
1328 RUN SUNRUN INC Energy 4.0 $53.0 NEW $13.25 -32.7%
1329 CXT CRANE NXT CO Industrials 1.0 $52.0 NEW $52.00 -4.2%
1330 DNLI DENALI THERAPEUTICS INC Healthcare 2.0 $52.0 NEW $26.00 -6.9%
1331 WK WORKIVA INC Technology 1.0 $51.0 NEW $51.00 +46.8%
1332 CWT CALIFORNIA WTR SVC GROUP Utilities 1.0 $50.0 NEW $50.00 +1.7%
1333 VISN VISTANCE NETWORKS INC Technology 4.0 $50.0 NEW $12.50 -13.3%
1334 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 10.0 $50.0 NEW $5.00 -31.4%
1335 ALRM ALARM COM HLDGS INC Technology 1.0 $49.0 NEW $49.00 +17.5%
1336 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 1.0 $49.0 NEW $49.00 +6.2%
1337 CORZ CORE SCIENTIFIC INC NEW Technology 2.0 $48.0 NEW $24.00 -28.0%
1338 OI O-I GLASS INC Consumer Cyclical 5.0 $48.0 NEW $9.60 -24.5%
1339 SUPN SUPERNUS PHARMACEUTICALS Healthcare 1.0 $48.0 NEW $48.00 -6.0%
1340 DIANA SHIPPING INC 315.0 $48.0 $0.15
Page 67 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%