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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 71 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 CC CHEMOURS CO Basic Materials 1.0 $21.0 NEW $21.00 -24.0%
1402 FRSH FRESHWORKS INC Technology 2.0 $21.0 NEW $10.50 +23.6%
1403 LUNR INTUITIVE MACHINES INC Industrials 1.0 $21.0 NEW $21.00 -12.8%
1404 MGNI MAGNITE INC Communication Services 1.0 $21.0 NEW $21.00 +11.9%
1405 ZETA ZETA GLOBAL HOLDINGS CORP Technology 1.0 $21.0 NEW $21.00 +38.4%
1406 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 2.0 $20.0 NEW $10.00 -9.7%
1407 SRPT SAREPTA THERAPEUTICS INC Healthcare 1.0 $19.0 NEW $19.00 -1.1%
1408 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 4.0 $19.0 NEW $4.75 +12.8%
1409 ASGN EVERFORTH INC Technology 1.0 $18.0 NEW $18.00 +16.4%
1410 NCNO NCINO INC Technology 1.0 $18.0 NEW $18.00 +14.6%
1411 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 3.0 $17.0 $5.67 -26.8%
1412 VTS VITESSE ENERGY INC Energy 1.0 $16.0 $16.00 +6.9%
1413 GTM ZOOMINFO TECHNOLOGIES INC Technology 5.0 $15.0 NEW $3.00 +32.3%
1414 VERX VERTEX INC Technology 1.0 $13.0 NEW $13.00 +3.6%
1415 MQ MARQETA INC Technology 2.0 $10.0 NEW $5.00 +227.2%
1416 UWMC UWM HOLDINGS CORPORATION Financial Services 1.0 $3.0 NEW $3.00 -53.3%
Page 71 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%