DecisionPoint Financial, LLC

13F filer · CIK 0001938514

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$540MU.S. long equity reported on 13F

Positions1,278775 new · 48 closed

Net flow last quarter+$267KBuys minus sells

Top 10 positions weight5.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 20261,278 positions
HOMBHome Bancshares Inc	$14.1M	2.62%	0.24%	-15.9%	Q4 2022
SCHISterling Chemicals Inc	$3.63M	0.67%	Not reported	-1.2%	Q4 2022
AAPLApple Inc.	$3.39M	0.63%	0.00%	+0.6%	Q4 2022
MSFTMicrosoft Corp	$2.41M	0.45%	0.00%	-4.1%	Q4 2022
HAPNHappen, Inc.	$2.11M	0.39%	0.09%	Not reported	Q1 2024
MARMarriott International Inc	$1.71M	0.32%	0.00%	0.0%	Q4 2022
AMZNAmazon Com Inc	$932K	0.17%	0.00%	-0.3%	Q4 2022
DFAXGulf Resources, Inc.	$756K	0.14%	Not reported	+2.1%	Q4 2022
RSGRepublic Services, Inc.	$721K	0.13%	0.00%	+0.1%	Q4 2022
NVDANvidia Corp	$701K	0.13%	0.00%	+25.1%	Q4 2022
GOOGLAlphabet Inc.	$487K	0.09%	0.00%	-2.1%	Q4 2022
METAMeta Platforms, Inc.	$357K	0.07%	Not reported	+2.3%	Q4 2022
GOOGAlphabet Inc.	$332K	0.06%	Not reported	+53.7%	Q4 2022
AXPAmerican Express Co	$292K	0.05%	0.00%	+0.8%	Q4 2022
JPMJPMorgan Chase & Co	$277K	0.05%	0.00%	+2.9%	Q4 2022
ENSGEnsign Group, Inc	$270K	0.05%	0.00%	+0.1%	Q2 2025
BRK.BBerkshire Hathaway Inc	$211K	0.04%	Not reported	+1.2%	Q4 2022
SMHMarket Vectors ETF Trust	$186K	0.03%	Not reported	Not reported	Q4 2025
RFRegions Financial Corp	$186K	0.03%	0.00%	-21.9%	Q4 2022
COPConocophillips	$173K	0.03%	0.00%	+0.6%	Q4 2022
CSCOCisco Systems, Inc.	$161K	0.03%	0.00%	+2.0%	Q4 2022
SYKStryker Corp	$152K	0.03%	0.00%	-9.7%	Q1 2023
HDHome Depot, Inc.	$151K	0.03%	0.00%	+0.5%	Q4 2022
CLHClean Harbors Inc	$136K	0.03%	0.00%	+0.4%	Q2 2023
PHParker-Hannifin Corp	$132K	0.02%	0.00%	+0.7%	Q4 2022
IBITiShares Bitcoin Trust ETF	$126K	0.02%	0.00%	-14.6%	Q4 2024
JNJJohnson & Johnson	$112K	0.02%	0.00%	+234.9%	Q4 2022
PSXPhillips 66	$110K	0.02%	0.00%	+0.8%	Q4 2022
ORCLOracle Corp	$100K	0.02%	0.00%	+2.0%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$91.1K	0.02%	0.00%	+4000.0%	Q4 2022
CVXChevron Corp	$89.8K	0.02%	0.00%	+5.5%	Q4 2022
BABoeing Co	$87.2K	0.02%	0.00%	+0.5%	Q4 2022
BSVNBank7 Corp.	$69.2K	0.01%	0.01%	Not reported	Q4 2022
SHOPShopify Inc.	$68.8K	0.01%	0.00%	+4.0%	Q4 2022
SPMDSupermedia Inc.	$64.5K	0.01%	Not reported	Not reported	Q3 2023
PLTRPalantir Technologies Inc.	$62.9K	0.01%	0.00%	+0.6%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$57.6K	0.01%	Not reported	+48.6%	Q4 2025
EDConsolidated Edison Inc	$55.9K	0.01%	0.00%	+0.4%	Q4 2022
PANWPalo Alto Networks Inc	$54.9K	0.01%	0.00%	+0.7%	Q4 2022
TSLATesla, Inc.	$52.3K	0.01%	0.00%	+13.9%	Q4 2022
RTXRTX Corp	$48.1K	0.01%	0.00%	+2.5%	Q4 2022
GDGeneral Dynamics Corp	$47.7K	0.01%	0.00%	+2.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$46.2K	0.01%	Not reported	-18.4%	Q4 2022
FDXFedex Corp	$45.8K	0.01%	0.00%	+1.4%	Q2 2023
GLDSPDR Gold Trust	$44.8K	0.01%	0.00%	Not reported	Q4 2025
PAYXPaychex Inc	$41K	0.01%	0.00%	+0.5%	Q4 2022
CATCaterpillar Inc	$38.7K	0.01%	0.00%	+11.4%	Q4 2022
SOUNSoundhound Ai, Inc.	$38.6K	0.01%	0.00%	-14.8%	Q1 2024
PGRProgressive Corp	$37.4K	0.01%	0.00%	-1.2%	Q2 2023
XOMExxonMobil Holdings Corp	$36.4K	0.01%	0.00%	+14.1%	Q3 2023

Q1 2026Reported May 6, 2026549 positions
HOMBHome Bancshares Inc	$15.7M	3.38%	0.30%	-0.9%	Q4 2022
SCHISterling Chemicals Inc	$3.7M	0.80%	Not reported	+46.1%	Q4 2022
AAPLApple Inc.	$2.9M	0.63%	0.00%	+0.1%	Q4 2022
MSFTMicrosoft Corp	$2.42M	0.52%	0.00%	+0.7%	Q4 2022
MARMarriott International Inc	$1.52M	0.33%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$806K	0.17%	0.00%	+0.9%	Q4 2022
RSGRepublic Services, Inc.	$735K	0.16%	0.00%	Not reported	Q4 2022
DFAXGulf Resources, Inc.	$689K	0.15%	Not reported	+15.0%	Q4 2022
NVDANvidia Corp	$495K	0.11%	0.00%	+1.6%	Q4 2022
GOOGLAlphabet Inc.	$396K	0.09%	0.00%	+1.3%	Q4 2022
ENSGEnsign Group, Inc	$330K	0.07%	0.00%	+27.1%	Q2 2025
METAMeta Platforms, Inc.	$326K	0.07%	Not reported	-2.9%	Q4 2022
AXPAmerican Express Co	$252K	0.05%	0.00%	+0.2%	Q4 2022
JPMJPMorgan Chase & Co	$238K	0.05%	0.00%	Not reported	Q4 2022
COPConocophillips	$219K	0.05%	0.00%	Not reported	Q4 2022
RFRegions Financial Corp	$202K	0.04%	0.00%	Not reported	Q4 2022
BRK.BBerkshire Hathaway Inc	$200K	0.04%	Not reported	Not reported	Q4 2022
SYKStryker Corp	$177K	0.04%	0.00%	Not reported	Q1 2023
GOOGAlphabet Inc.	$173K	0.04%	Not reported	Not reported	Q4 2022
IBITiShares Bitcoin Trust ETF	$167K	0.04%	0.00%	+2.4%	Q4 2024
HDHome Depot, Inc.	$140K	0.03%	0.00%	Not reported	Q4 2022
CLHClean Harbors Inc	$133K	0.03%	0.00%	Not reported	Q2 2023
PHParker-Hannifin Corp	$122K	0.03%	0.00%	Not reported	Q4 2022
PSXPhillips 66	$114K	0.02%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$106K	0.02%	0.00%	-19.2%	Q4 2022
CSCOCisco Systems, Inc.	$105K	0.02%	0.00%	Not reported	Q4 2022
ORCLOracle Corp	$101K	0.02%	0.00%	Not reported	Q4 2022
BABoeing Co	$79K	0.02%	0.00%	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$72.7K	0.02%	0.00%	Not reported	Q4 2022
BSVNBank7 Corp.	$69.9K	0.02%	0.01%	Not reported	Q4 2022
SHOPShopify Inc.	$64.5K	0.01%	0.00%	-11.3%	Q4 2022
SPMDSupermedia Inc.	$57K	0.01%	Not reported	+28.1%	Q3 2023
EDConsolidated Edison Inc	$56.8K	0.01%	0.00%	Not reported	Q4 2022
GLDSPDR Gold Trust	$52.1K	0.01%	0.00%	+3.4%	Q4 2025
FDXFedex Corp	$51.3K	0.01%	0.00%	Not reported	Q2 2023
SPYSPDR S&P 500 ETF Trust	$49.4K	0.01%	Not reported	+137.5%	Q4 2022
RTXRTX Corp	$47.3K	0.01%	0.00%	-14.3%	Q4 2022
SOUNSoundhound Ai, Inc.	$46.6K	0.01%	0.00%	Not reported	Q1 2024
GDGeneral Dynamics Corp	$44.4K	0.01%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$40.1K	0.01%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$39.7K	0.01%	0.00%	-12.4%	Q3 2023
PAYXPaychex Inc	$36.6K	0.01%	0.00%	-5.3%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$36.3K	0.01%	Not reported	-19.7%	Q4 2025
EOSEEos Energy Enterprises, Inc.	$34.3K	0.01%	0.00%	New	Q1 2026
NKENIKE, Inc.	$33.9K	0.01%	0.00%	Not reported	Q4 2022
PGRProgressive Corp	$33.3K	0.01%	0.00%	Not reported	Q2 2023
JNJJohnson & Johnson	$32.3K	0.01%	0.00%	-10.2%	Q4 2022
MCDMcdonalds Corp	$32K	0.01%	0.00%	Not reported	Q4 2022
YUMYum Brands Inc	$31.4K	0.01%	0.00%	Not reported	Q1 2023
RCLRoyal Caribbean Cruises Ltd	$29.6K	0.01%	0.00%	+0.9%	Q4 2022

Q4 2025Reported Jan 29, 2026569 positions
HOMBHome Bancshares Inc	$16.3M	3.59%	0.30%	-11.5%	Q4 2022
MSFTMicrosoft Corp	$3.14M	0.69%	0.00%	+1.4%	Q4 2022
AAPLApple Inc.	$3.1M	0.68%	0.00%	+3.8%	Q4 2022
SCHISterling Chemicals Inc	$2.57M	0.56%	Not reported	-0.1%	Q4 2022
MARMarriott International Inc	$1.44M	0.32%	0.00%	-0.8%	Q4 2022
AMZNAmazon Com Inc	$885K	0.19%	0.00%	Not reported	Q4 2022
RSGRepublic Services, Inc.	$711K	0.16%	0.00%	-2.8%	Q4 2022
DFAXGulf Resources, Inc.	$578K	0.13%	Not reported	-3.1%	Q4 2022
NVDANvidia Corp	$521K	0.11%	0.00%	-17.5%	Q4 2022
GOOGLAlphabet Inc.	$426K	0.09%	0.00%	+20.3%	Q4 2022
METAMeta Platforms, Inc.	$388K	0.09%	Not reported	+14.9%	Q4 2022
AXPAmerican Express Co	$308K	0.07%	0.00%	+0.1%	Q4 2022
JPMJPMorgan Chase & Co	$260K	0.06%	0.00%	+27.4%	Q4 2022
ENSGEnsign Group, Inc	$225K	0.05%	0.00%	Not reported	Q2 2025
IBITiShares Bitcoin Trust ETF	$210K	0.05%	0.00%	+1.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$210K	0.05%	Not reported	+9.2%	Q4 2022
RFRegions Financial Corp	$209K	0.05%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$189K	0.04%	Not reported	+9.0%	Q4 2022
SYKStryker Corp	$189K	0.04%	0.00%	+4383.3%	Q1 2023
COPConocophillips	$156K	0.03%	0.00%	+63.6%	Q4 2022
HDHome Depot, Inc.	$147K	0.03%	0.00%	+4.9%	Q4 2022
ORCLOracle Corp	$134K	0.03%	0.00%	-12.8%	Q4 2022
PHParker-Hannifin Corp	$120K	0.03%	0.00%	Not reported	Q4 2022
CLHClean Harbors Inc	$109K	0.02%	0.00%	Not reported	Q2 2023
CSCOCisco Systems, Inc.	$104K	0.02%	0.00%	+19.3%	Q4 2022
SHOPShopify Inc.	$98.7K	0.02%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$96.9K	0.02%	0.00%	+103.2%	Q4 2022
PLTRPalantir Technologies Inc.	$88.3K	0.02%	0.00%	+197.6%	Q4 2022
BABoeing Co	$86.2K	0.02%	0.00%	Not reported	Q4 2022
PSXPhillips 66	$80.9K	0.02%	0.00%	+15575.0%	Q4 2022
BSVNBank7 Corp.	$70.2K	0.02%	0.01%	+69.7%	Q4 2022
SOUNSoundhound Ai, Inc.	$67.6K	0.01%	0.00%	Not reported	Q1 2024
IAUIshares Gold Trust	$61.1K	0.01%	0.00%	New	Q4 2025
SLViShares Silver Trust	$53.5K	0.01%	0.00%	+1138.8%	Q2 2025
RTXRTX Corp	$52.5K	0.01%	0.00%	+2283.3%	Q4 2022
EDConsolidated Edison Inc	$49.9K	0.01%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$48.6K	0.01%	0.00%	Not reported	Q4 2022
INTUIntuit Inc.	$47K	0.01%	0.00%	Not reported	Q4 2022
PAYXPaychex Inc	$47K	0.01%	0.00%	+5.5%	Q4 2022
GLDSPDR Gold Trust	$46.4K	0.01%	0.00%	New	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$43.8K	0.01%	Not reported	New	Q4 2025
GDGeneral Dynamics Corp	$43.6K	0.01%	0.00%	+579.0%	Q4 2022
SPMDSupermedia Inc.	$43.5K	0.01%	Not reported	+22.9%	Q3 2023
FDXFedex Corp	$41.6K	0.01%	0.00%	Not reported	Q2 2023
NKENIKE, Inc.	$40.9K	0.01%	0.00%	Not reported	Q4 2022
PGRProgressive Corp	$38.3K	0.01%	0.00%	Not reported	Q2 2023
RKLBRocket Lab Corp	$32.9K	0.01%	0.00%	+91.1%	Q3 2023
GISGeneral Mills Inc	$32.6K	0.01%	0.00%	-16.3%	Q4 2022
XOMExxonMobil Holdings Corp	$32.1K	0.01%	0.00%	+968.0%	Q3 2023
MCDMcdonalds Corp	$31.5K	0.01%	0.00%	+1616.7%	Q4 2022

Q3 2025Reported Nov 10, 2025551 positions
HOMBHome Bancshares Inc	$18.7M	4.36%	0.34%	-1.4%	Q4 2022
MSFTMicrosoft Corp	$3.33M	0.78%	0.00%	-24.1%	Q4 2022
AAPLApple Inc.	$2.81M	0.66%	0.00%	+1.8%	Q4 2022
SCHISterling Chemicals Inc	$2.58M	0.60%	Not reported	-12.8%	Q4 2022
MARMarriott International Inc	$1.23M	0.29%	0.00%	-1.6%	Q4 2022
AMZNAmazon Com Inc	$846K	0.20%	0.00%	+5.1%	Q4 2022
RSGRepublic Services, Inc.	$785K	0.18%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$633K	0.15%	0.00%	+3.1%	Q4 2022
DFAXGulf Resources, Inc.	$574K	0.13%	Not reported	-5.7%	Q4 2022
METAMeta Platforms, Inc.	$367K	0.09%	Not reported	-50.2%	Q4 2022
IBITiShares Bitcoin Trust ETF	$279K	0.06%	0.00%	+17.5%	Q4 2024
GOOGLAlphabet Inc.	$277K	0.06%	0.00%	+0.1%	Q4 2022
AXPAmerican Express Co	$273K	0.06%	0.00%	+0.1%	Q4 2022
ORCLOracle Corp	$228K	0.05%	0.00%	Not reported	Q4 2022
ENSGEnsign Group, Inc	$225K	0.05%	0.00%	Not reported	Q2 2025
RFRegions Financial Corp	$202K	0.05%	0.00%	-5.3%	Q4 2022
JPMJPMorgan Chase & Co	$197K	0.05%	0.00%	Not reported	Q4 2022
BRK.BBerkshire Hathaway Inc	$190K	0.04%	Not reported	Not reported	Q4 2022
HDHome Depot, Inc.	$162K	0.04%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$136K	0.03%	Not reported	Not reported	Q4 2022
SOUNSoundhound Ai, Inc.	$110K	0.03%	0.00%	Not reported	Q1 2024
CLHClean Harbors Inc	$106K	0.02%	0.00%	Not reported	Q2 2023
PHParker-Hannifin Corp	$103K	0.02%	0.00%	Not reported	Q4 2022
COPConocophillips	$97K	0.02%	0.00%	Not reported	Q4 2022
SHOPShopify Inc.	$91.7K	0.02%	0.00%	-20.4%	Q4 2022
BABoeing Co	$85.4K	0.02%	0.00%	Not reported	Q4 2022
DAICCID Holdco, Inc.	$80.3K	0.02%	0.11%	Not reported	Q2 2025
CSCOCisco Systems, Inc.	$78K	0.02%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$49.6K	0.01%	0.00%	Not reported	Q4 2022
EDConsolidated Edison Inc	$49.3K	0.01%	0.00%	Not reported	Q4 2022
PAYXPaychex Inc	$49.2K	0.01%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$48.4K	0.01%	0.00%	+1.3%	Q4 2022
INTUIntuit Inc.	$48.2K	0.01%	0.00%	-32.4%	Q4 2022
NKENIKE, Inc.	$47.6K	0.01%	0.00%	Not reported	Q4 2022
NRIMNorthrim Bancorp Inc	$42.9K	0.01%	0.01%	Not reported	Q4 2024
GISGeneral Mills Inc	$42.4K	0.01%	0.00%	Not reported	Q4 2022
PGRProgressive Corp	$41.4K	0.01%	0.00%	Not reported	Q2 2023
BSVNBank7 Corp.	$41.4K	0.01%	0.01%	Not reported	Q4 2022
GPKGraphic Packaging Holding Co	$37.4K	0.01%	0.00%	Not reported	Q2 2023
PEverpure, Inc.	$35.3K	0.01%	0.00%	-64.5%	Q4 2022
SPMDSupermedia Inc.	$35.1K	0.01%	Not reported	Not reported	Q3 2023
FDXFedex Corp	$34.5K	0.01%	0.00%	Not reported	Q2 2023
RCLRoyal Caribbean Cruises Ltd	$33.8K	0.01%	0.00%	Not reported	Q4 2022
YUMYum Brands Inc	$30.9K	0.01%	0.00%	Not reported	Q1 2023
PLTRPalantir Technologies Inc.	$30.9K	0.01%	0.00%	-5.7%	Q4 2022
LKQLKQ Corp	$30.8K	0.01%	0.00%	Not reported	Q2 2023
AMCRAmcor plc	$29.1K	0.01%	0.00%	Not reported	Q2 2025
SBUXStarbucks Corp	$28.1K	0.01%	0.00%	Not reported	Q4 2022
QLYSQualys, Inc.	$26.3K	0.01%	0.00%	Not reported	Q1 2024
LLYELI LILLY & Co	$23.2K	0.01%	0.00%	Not reported	Q4 2022

Premium opens every quarter this fund has filed