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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 68 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 DOCU DOCUSIGN INC Technology 1.0 $47.0 -4.0 -80.0% $47.00 +33.1%
1342 DT DYNATRACE INC Technology 1.0 $46.0 -4.0 -80.0% $46.00 +6.6%
1343 CENT CENTRAL GARDEN & PET CO 1.0 $45.0 NEW $45.00
1344 NATL NCR ATLEOS CORPORATION Technology 1.0 $45.0 NEW $45.00 +3.3%
1345 UA UNDER ARMOUR INC 7.0 $45.0 +6.0 +600.0% $6.43
1346 CENX CENTURY ALUM CO Basic Materials 1.0 $44.0 NEW $44.00 -0.8%
1347 COTY COTY INC Consumer Defensive 19.0 $44.0 NEW $2.32 +20.5%
1348 FLO FLOWERS FOODS INC Consumer Defensive 5.0 $43.0 NEW $8.60 -15.3%
1349 WAY WAYSTAR HLDG CORP Technology 2.0 $43.0 NEW $21.50 +17.9%
1350 MOBILITY GLOBAL INC 2.0 $43.0 NEW $21.50
1351 BKE BUCKLE INC Consumer Cyclical 1.0 $42.0 NEW $42.00 +5.7%
1352 VNOM VIPER ENERGY INC Energy 1.0 $42.0 NEW $42.00 +6.5%
1353 CLSK CLEANSPARK INC Technology 3.0 $41.0 NEW $13.67 -12.7%
1354 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 1.0 $41.0 NEW $41.00 -11.8%
1355 STEP STEPSTONE GROUP INC Financial Services 1.0 $41.0 NEW $41.00 +20.0%
1356 TPG TPG INC Financial Services 1.0 $41.0 NEW $41.00 +28.9%
1357 TR TOOTSIE ROLL INDS INC Consumer Defensive 1.0 $41.0 NEW $41.00 +1.1%
1358 WHR WHIRLPOOL CORP Consumer Cyclical 1.0 $41.0 NEW $41.00 -2.1%
1359 GPRO GOPRO INC Technology 54.0 $40.0 $0.74 -19.0%
1360 UAA UNDER ARMOUR INC Consumer Cyclical 6.0 $40.0 -87.0 -93.5% $6.67 -19.4%
Page 68 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%