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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 16 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EBAY EBAY INC. Consumer Cyclical 17.0 $2K $91.06 +20.2%
302 QCOM QUALCOMM INC Technology 12.0 $2K $128.83 +53.2%
303 IEMG ISHARES INC 22.0 $2K -169.0 -88.5% $69.77 +16.7%
304 NTR NUTRIEN LTD Basic Materials 20.0 $2K $75.50 -20.0%
305 FDIS FIDELITY COVINGTON TRUST 16.0 $1K $93.31 +7.9%
306 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5.0 $1K $292.80 +31.1%
307 ADBE ADOBE INC Technology 6.0 $1K $243.17 -19.2%
308 URI UNITED RENTALS INC Industrials 2.0 $1K $729.00 +48.7%
309 VNM VANECK ETF TRUST 84.0 $1K $17.32 +6.1%
310 PLD PROLOGIS INC. Real Estate 11.0 $1K -35.0 -76.1% $132.18 +6.6%
311 ROK ROCKWELL AUTOMATION INC Industrials 4.0 $1K $359.00 +28.2%
312 VRRM VERRA MOBILITY CORP Technology 100.0 $1K $14.29 -69.2%
313 AEM AGNICO EAGLE MINES LTD Basic Materials 7.0 $1K $203.00 -24.4%
314 CCJ CAMECO CORP Energy 13.0 $1K $108.62 -1.8%
315 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5.0 $1K $282.40 +24.4%
316 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 15.0 $1K $92.33 -4.9%
317 SITM SITIME CORP Technology 4.0 $1K $345.50 +100.4%
318 TTD THE TRADE DESK INC Technology 60.0 $1K $22.70 -22.0%
319 ANET ARISTA NETWORKS INC Technology 11.0 $1K $122.82 +31.7%
320 COOK TRAEGER INC Consumer Cyclical 46.0 $1K NEW $29.00 +170.7%
Page 16 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%