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Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514
13F Portfolio $464M AUM 692 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 42 Added 68 Reduced 65 Exited
Page 9 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MRK MERCK & CO INC Healthcare 122.0 $15K 0.00% -15.0 -10.9% $120.30 -6.4%
162 SLYG SPDR SERIES TRUST 151.0 $15K 0.00% NEW $96.62 +8.7%
163 CMI CUMMINS INC Industrials 27.0 $15K 0.00% $538.04 +22.6%
164 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 50.0 $15K 0.00% $290.50 +0.4%
165 SLYV SPDR SERIES TRUST 147.0 $14K 0.00% NEW $94.59 +5.6%
166 TMO THERMO FISHER SCIENTIFIC INC Healthcare 27.0 $13K 0.00% $491.56 -10.1%
167 DHR DANAHER CORP DEL Healthcare 70.0 $13K 0.00% $189.60 -13.6%
168 MDYV SPDR SERIES TRUST 155.0 $13K 0.00% NEW $85.15 +3.7%
169 DE DEERE & CO Industrials 23.0 $13K 0.00% $563.30 +0.2%
170 AVGO BROADCOM INC Technology 41.0 $13K 0.00% $309.51 +32.8%
171 XEL XCEL ENERGY INC Utilities 158.0 $13K 0.00% -47.0 -22.9% $79.44 -1.7%
172 COF CAPITAL ONE FINL CORP Financial Services 68.0 $12K 0.00% $182.44 +2.6%
173 REGN REGENERON PHARMACEUTICALS Healthcare 16.0 $12K 0.00% $772.69 -18.5%
174 VTWO VANGUARD SCOTTSDALE FDS 121.0 $12K 0.00% -83.0 -40.7% $100.17 +10.1%
175 EDV VANGUARD WORLD FD 184.0 $12K 0.00% $64.95 -6.5%
176 ALL ALLSTATE CORP Financial Services 57.0 $12K 0.00% $207.35 +8.3%
177 FS SPECIALTY LENDING FD 940.0 $12K 0.00% $12.51
178 CID HOLDCO INC 68,387.0 $12K 0.00% +38K +121.4% $0.17
179 LUV SOUTHWEST AIRLS CO Industrials 306.0 $11K 0.00% $37.57 +2.1%
180 UNP UNION PAC CORP Industrials 47.0 $11K 0.00% $242.64 +13.4%
Page 9 of 34  ·  679 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 55.9%
Technology 21.4%
Consumer Cyclical 9.1%
Industrials 4.9%
Communication Services 3.1%
Healthcare 2.6%
Energy 1.9%
Consumer Defensive 0.3%
Utilities 0.3%
Basic Materials 0.2%