DecisionPoint Financial, LLC

CIK

1938514

Location

MESA, AZ

Portfolio Value

Micro $30,215,855

Diversification

Highly concentrated

Filing Date

Global Rank

#7,418 / 8,623 ▲ 41 · as of Mar 2026

Top Industry

Banks - Regional 53.1%

3Y Alpha vs SPY

-11.6%

Period ended 4 months ago

Filed May 6, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+42.8%

SPY

+65.3%

Annualised alpha

-5.6%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

542 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

51.8%

+1.1 pts

Top 5

77.2%

−0.3 pts

Top 10

84.7%

−0.1 pts

HHI

2,894

Highly concentrated+86

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	55.4%	$16,730,902	81
Technology	21.5%	$6,509,419	114
Consumer Cyclical	9.1%	$2,755,883	52
Industrials	4.8%	$1,447,272	73
Communication Services	2.6%	$780,369	24
Healthcare	2.6%	$778,663	61
Energy	1.9%	$581,125	37
Unclassified	1.1%	$331,731	11
Utilities	0.3%	$101,223	16
Consumer Defensive	0.3%	$98,616	25
Basic Materials	0.2%	$69,436	28
Real Estate	0.1%	$31,216	20

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
DAIC	CID Holdco, Inc.	+37,500	68,387	$11,762
ENSG	Ensign Group, Inc	+349	1,638	$330,057
NFLX	Netflix Inc	+249	299	$28,748
PANW	Palo Alto Networks Inc	+150	155	$24,849
IBIT	iShares Bitcoin Trust ETF	+102	4,340	$166,742
NVDA	Nvidia Corp	+44	2,836	$494,598
SPY	Spdr S&P 500 ETF Trust	+44	76	$49,425
MSFT	Microsoft Corp	+43	6,543	$2,422,022
AMZN	Amazon Com Inc	+33	3,869	$805,796
GOOGL	Alphabet Inc.	+17	1,378	$396,257
AAPL	Apple Inc.	+13	11,433	$2,901,581
GLD	Spdr Gold Trust	+4	121	$52,065
AXP	American Express Co	+2	833	$251,965
RCL	Royal Caribbean Cruises Ltd	+1	108	$29,719
VRTX	Vertex Pharmaceuticals Inc / Ma	+1	10	$4,465
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HOMB	Home Bancshares Inc	−5,084	581,621	$15,663,053
COOK	Traeger, Inc.	−2,335	46	$1,334
SLV	iShares Silver Trust	−523	307	$20,918
BP	Bp PLC	−405	20	$940
RKLB	Rocket Lab Corp	−225	247	$15,862
MDLZ	Mondelez International, Inc.	−220	8	$461
T	At&T Inc.	−155	75	$2,174
CVX	Chevron Corp	−122	514	$106,346
WY	Weyerhaeuser Co	−120	40	$977
EOG	Eog Resources Inc	−100	5	$722
BMY	Bristol Myers Squibb Co	−100	5	$303
ENB	Enbridge Inc	−98	54	$2,923
HBAN	Huntington Bancshares Inc /Md/	−93	26	$406
USB	US Bancorp De	−92	7	$364
TTE	TotalEnergies SE	−78	33	$3,002
SHOP	Shopify Inc.	−69	544	$64,529
PEP	Pepsico Inc	−69	7	$1,087
VZ	Verizon Communications Inc	−68	20	$1,004
NGG	National Grid PLC	−64	38	$3,214
TRP	Tc Energy Corp	−56	14	$876
O	Realty Income Corp	−54	8	$489
GLW	Corning Inc /Ny	−50	7	$951
XEL	Xcel Energy Inc	−47	158	$12,551
DIS	Walt Disney Co	−43	101	$9,734
RTX	RTX Corp	−41	245	$47,260
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
EOSE	Eos Energy Enterprises, Inc.	6,906	$34,253
AMCR	Amcor plc	711	$28,262
RIVN	Rivian Automotive, Inc. / DE	75	$1,128
AMPX	Amprius Technologies, Inc.	37	$623
PNFP	Pinnacle Financial Partners, Inc.	4	$344
QS	QuantumScape Corp	13	$82
LCID	Lucid Group, Inc.	4	$38
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	753	$61,121
ODFL	Old Dominion Freight Line, Inc.	40	$6,272
BTI	British American Tobacco p.l.c.	79	$4,472
AGD	abrdn Global Dynamic Dividend Fund	361	$4,209
PFE	Pfizer Inc	168	$4,183
TFC	Truist Financial Corp	81	$3,986
SNY	Sanofi	81	$3,925
FE	Firstenergy Corp	73	$3,268
GSK	GSK plc	57	$2,795
CPNG	Coupang, Inc.	107	$2,524
BMO	Bank Of Montreal /Can/	18	$2,336
IGA	Voya Global Advantage & Premium Opportunity Fund	207	$2,012
UL	Unilever PLC	30	$1,962
PPL	PPL Corp	53	$1,856
WEC	Wec Energy Group, Inc.	14	$1,476
ATRO	Astronics Corp	15	$813
CRS	Carpenter Technology Corp	2	$629
LULU	lululemon athletica inc.	3	$623
EXAS	EXACT SCIENCES CORP	6	$609
PBYI	Puma Biotechnology, Inc.	100	$595
SYM	Symbotic Inc.	10	$595
VISN	Vistance Networks, Inc.	12	$217
BLNK	Blink Charging Co.	200	$133
NNVC	Nanoviricides, Inc.	50	$56
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

542 tracked positions · $30,215,855 total · filing declares 692 positions · $463,889,843 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 542 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HOMB	Home Bancshares Inc Financial Services	Reduced	581,621	-5,084	$15,663,053	−3.9%	51.84%
AAPL	Apple Inc. Technology	Added	11,433	+13	$2,901,581	−6.5%	9.60%
MSFT	Microsoft Corp Technology	Added	6,543	+43	$2,422,022	−23.0%	8.02%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	4,650	0	$1,520,875	+5.4%	5.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,869	+33	$805,796	−9.0%	2.67%
RSG	Republic Services, Inc. Industrials	Held	3,357	0	$735,250	+3.3%	2.43%
NVDA	Nvidia Corp Technology	Added	2,836	+44	$494,598	−5.0%	1.64%
GOOGL	Alphabet Inc. Communication Services	Added	1,378	+17	$396,257	−7.0%	1.31%
ENSG	Ensign Group, Inc Healthcare	Added	1,638	+349	$330,057	+47.0%	1.09%
META	Meta Platforms, Inc. Communication Services	Reduced	570	-17	$326,114	−15.8%	1.08%
AXP	American Express Co Financial Services	Added	833	+2	$251,965	−18.0%	0.83%
JPM	Jpmorgan Chase & Co Financial Services	Held	808	0	$237,681	−8.7%	0.79%
COP	Conocophillips Energy	Held	1,662	0	$219,384	+41.0%	0.73%
RF	Regions Financial Corp Financial Services	Held	7,725	0	$201,777	−3.6%	0.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	417	0	$199,826	−4.7%	0.66%
SYK	Stryker Corp Healthcare	Held	538	0	$176,781	−6.5%	0.59%
IBIT	iShares Bitcoin Trust ETF	Added	4,340	+102	$166,742	−20.8%	0.55%
HD	Home Depot, Inc. Consumer Cyclical	Held	427	0	$140,436	−4.4%	0.46%
CLH	Clean Harbors Inc Industrials	Held	465	0	$133,329	+22.3%	0.44%
PH	Parker-Hannifin Corp Industrials	Held	136	0	$121,752	+1.9%	0.40%
PSX	Phillips 66 Energy	Held	627	0	$114,226	+41.2%	0.38%
CVX	Chevron Corp Energy	Reduced	514	-122	$106,346	+9.7%	0.35%
CSCO	Cisco Systems, Inc. Technology	Held	1,353	0	$104,979	+0.7%	0.35%
ORCL	Oracle Corp Technology	Held	688	0	$101,211	−24.5%	0.33%
BA	Boeing Co Industrials	Held	397	0	$79,014	−8.3%	0.26%
PLTR	Palantir Technologies Inc. Technology	Held	497	0	$72,701	−17.7%	0.24%
SHOP	Shopify Inc. Technology	Reduced	544	-69	$64,529	−34.6%	0.21%
ED	Consolidated Edison Inc Utilities	Held	502	0	$56,816	+14.0%	0.19%
GLD	Spdr Gold Trust	Added	121	+4	$52,065	+12.3%	0.17%
FDX	Fedex Corp Industrials	Held	144	0	$51,289	+23.3%	0.17%
SPY	Spdr S&P 500 ETF Trust	Added	76	+44	$49,425	+126.5%	0.16%
RTX	RTX Corp Industrials	Reduced	245	-41	$47,260	−9.9%	0.16%
SOUN	Soundhound Ai, Inc. Technology	Held	6,781	0	$46,585	−31.1%	0.15%
GD	General Dynamics Corp Industrials	Held	129	0	$44,275	+1.9%	0.15%
TSLA	Tesla, Inc. Consumer Cyclical	Held	108	0	$40,149	−17.3%	0.13%
XOM	ExxonMobil Holdings Corp Energy	Reduced	234	-33	$39,700	+23.6%	0.13%
PAYX	Paychex Inc Technology	Reduced	397	-22	$36,571	−22.2%	0.12%
EOSE	Eos Energy Enterprises, Inc. Industrials	NEW	6,906	NEW	$34,253	NEW	0.11%
NKE	NIKE, Inc. Consumer Cyclical	Held	642	0	$33,910	−17.1%	0.11%
PGR	Progressive Corp/Oh/ Financial Services	Held	168	0	$33,304	−12.9%	0.11%
JNJ	Johnson & Johnson Healthcare	Reduced	132	-15	$32,266	+6.1%	0.11%
MCD	Mcdonalds Corp Consumer Cyclical	Held	103	0	$32,011	+1.7%	0.11%
YUM	Yum Brands Inc Consumer Cyclical	Held	202	0	$31,406	+2.8%	0.10%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	108	+1	$29,719	−0.4%	0.10%
NFLX	Netflix Inc Communication Services	Added	299	+249	$28,748	+513.2%	0.10%
AMCR	Amcor plc Consumer Cyclical	NEW	711	NEW	$28,262	NEW	0.09%
WMT	Walmart Inc. Consumer Defensive	Held	219	0	$27,217	+11.6%	0.09%
GIS	General Mills Inc Consumer Defensive	Held	700	0	$26,054	−20.0%	0.09%
LLY	ELI LILLY & Co Healthcare	Held	28	0	$25,753	−14.4%	0.09%
IBM	International Business Machines Corp Technology	Held	106	0	$25,693	−18.2%	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.