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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 70 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 UEC URANIUM ENERGY CORP Energy 3.0 $32.0 NEW $10.67 +17.0%
1382 CLVT CLARIVATE PLC Technology 14.0 $32.0 NEW $2.29 -6.6%
1383 GLOB GLOBANT S A Technology 1.0 $32.0 NEW $32.00 +23.5%
1384 BLKB BLACKBAUD INC Technology 1.0 $31.0 NEW $31.00 +55.6%
1385 NWBI NORTHWEST BANCSHARES INC Financial Services 2.0 $31.0 NEW $15.50 -0.6%
1386 CVI CVR ENERGY INC Energy 1.0 $29.0 NEW $29.00 +31.4%
1387 CTRI CENTURI HOLDINGS INC Utilities 1.0 $29.0 NEW $29.00 -28.4%
1388 BKV BKV CORP Energy 1.0 $28.0 NEW $28.00 -13.5%
1389 BRBR BELLRING BRANDS INC Consumer Defensive 2.0 $27.0 -7.0 -77.8% $13.50 -20.1%
1390 TALO TALOS ENERGY INC Energy 2.0 $27.0 NEW $13.50 +25.2%
1391 ADMA ADMA BIOLOGICS INC Healthcare 3.0 $26.0 NEW $8.67 +11.2%
1392 PAY PAYMENTUS HOLDINGS INC Technology 1.0 $26.0 NEW $26.00 +53.9%
1393 CNXC CONCENTRIX CORP Technology 1.0 $25.0 NEW $25.00 +5.0%
1394 HGTY HAGERTY INC Financial Services 2.0 $25.0 NEW $12.50 +6.2%
1395 PLUG PLUG PWR INC Industrials 9.0 $24.0 NEW $2.67 -17.9%
1396 PATH UIPATH INC Technology 2.0 $24.0 NEW $12.00 +38.5%
1397 SIRIUSPOINT LTD 1.0 $24.0 NEW $24.00
1398 QS QUANTUMSCAPE CORP Consumer Cyclical 3.0 $23.0 -10.0 -76.9% $7.67 -24.9%
1399 DOCS DOXIMITY INC Healthcare 1.0 $22.0 -5.0 -83.3% $22.00 +14.8%
1400 DYN DYNE THERAPEUTICS INC Healthcare 1.0 $22.0 NEW $22.00 +18.4%
Page 70 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%