DecisionPoint Financial, LLC
Top Portfolio Positions
539 positions ·
$30,013,807 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HOMB |
Home Bancshares Inc
Financial Services
|
581,621 | $15,663,053 | 52.19% | |
| AAPL |
Apple Inc.
Technology
|
11,433 | $2,901,581 | 9.67% | |
| MSFT |
Microsoft Corp
Technology
|
6,543 | $2,422,022 | 8.07% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
4,650 | $1,520,875 | 5.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,869 | $805,796 | 2.68% | |
| RSG |
Republic Services, Inc.
Industrials
|
3,357 | $735,250 | 2.45% | |
| NVDA |
Nvidia Corp
Technology
|
2,836 | $494,598 | 1.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,378 | $396,257 | 1.32% | |
| ENSG |
Ensign Group, Inc
Healthcare
|
1,638 | $330,057 | 1.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
570 | $326,114 | 1.09% |
Portfolio Trend
Holdings in CWD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163 | 142 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $176 | 142 | Shares | Sole | 2026-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||