DecisionPoint Financial, LLC

DecisionPoint Financial, LLC reported 1,429 holdings worth US$540M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 5, 2026

DecisionPoint Financial, LLC reported 1,429 holdings worth US$540M as of Jun 30, 2026. Largest: Home Bancshares, Inc., Apple Inc and Microsoft Corp. Filed Aug 5, 2026 (Form 13F).

Holdings
1,429
Value as reported
US$540M

The filing in full

CompanySharesValue as reported% of portfolio
Home Bancshares, Inc.489KUS$14.1M2.6%
Apple Inc11,501US$3.39M0.63%
Microsoft Corp.6,272US$2.41M0.45%
Lendingclub Corporation103KUS$2.11M0.39%
Marriott International4,651US$1.71M0.32%
Amazon.com, Inc.3,858US$932K0.17%
Alphabet Inc (google) Class C2,266US$819K0.15%
Republic Services, Inc.3,359US$721K0.13%
Nvidia Corporation3,549US$701K0.13%
Meta Platforms, Inc.583US$357K0.07%
American Express Company840US$292K0.05%
Jp Morgan Chase & Co.831US$277K0.05%
The Ensign Group, Inc.1,640US$270K0.05%
Berkshire Hathaway Inc.422US$211K0.04%
Regions Financial Corporation6,032US$186K0.03%
Conocophillips1,672US$173K0.03%
Cisco Systems, Inc.1,380US$161K0.03%
Stryker Corporation486US$152K0.03%
Home Depot, Inc. (the)429US$151K0.03%
Clean Harbors, Inc.467US$136K0.03%
Parker-hannifin Corporation137US$132K0.02%
Johnson & Johnson442US$112K0.02%
Phillips 66632US$110K0.02%
Oracle Corporation702US$100K0.02%
Taiwan Semiconductor Manufacturing Co., Ltd.205US$91,0680.02%
Chevron Corporation542US$89,7980.02%
Boeing Company (the)399US$87,2140.02%
Shopify Inc.566US$68,8430.01%
Palantir Technologies Inc.500US$62,8650.01%
Consolidated Edison, Inc.504US$55,9190.01%
Palo Alto Networks, Inc.156US$54,9190.01%
Tesla, Inc.123US$52,312<0.01%
Rtx Corporation251US$48,137<0.01%
General Dynamics Corporation132US$47,722<0.01%
Fedex Corporation146US$45,828<0.01%
Paychex, Inc.399US$40,982<0.01%
Caterpillar, Inc.39US$38,665<0.01%
Soundhound Ai, Inc.5,781US$38,618<0.01%
Progressive Corporation (the)166US$37,400<0.01%
Exxon Mobil Corporation267US$36,387<0.01%
Procter & Gamble Company (the)242US$35,679<0.01%
Eli Lilly And Company28US$33,595<0.01%
Yum! Brands, Inc.205US$33,126<0.01%
International Business Machines Corporation112US$32,060<0.01%
Everpure, Inc.414US$31,936<0.01%
Alaska Air Group, Inc.573US$29,367<0.01%
Qualys, Inc.201US$28,832<0.01%
Valero Energy Corporation106US$28,561<0.01%
Texas Instruments Incorporated94US$28,051<0.01%
Nike, Inc.649US$27,946<0.01%
Micron Technology, Inc.26US$26,840<0.01%
Mcdonald's Corporation99US$26,674<0.01%
General Mills, Inc.706US$26,666<0.01%
Walmart Inc.239US$26,008<0.01%
Crown Holdings, Inc.233US$25,950<0.01%
Rocket Lab Corporation249US$24,918<0.01%
Space Exploration Technologies Corp151US$23,789<0.01%
Starbucks Corporation229US$23,677<0.01%
Kinder Morgan, Inc.734US$23,283<0.01%
Netflix, Inc.313US$23,222<0.01%
Mastercard Incorporated43US$22,465<0.01%
Host Hotels & Resorts, Inc.935US$21,833<0.01%
Bank Of America Corporation358US$20,893<0.01%
Cummins Inc.29US$19,788<0.01%
Broadcom Inc.52US$19,206<0.01%
Northrop Grumman Corporation36US$18,719<0.01%
Merck & Company, Inc.143US$17,928<0.01%
Unitedhealth Group Incorporated42US$17,915<0.01%
Franco-nevada Corporation83US$17,305<0.01%
Shell Plc217US$16,616<0.01%
Southwest Airlines Company318US$16,050<0.01%
Air Products And Chemicals, Inc.52US$15,933<0.01%
Deere & Company25US$15,691<0.01%
Capital One Financial Corporation72US$14,748<0.01%
Allstate Corporation (the)60US$14,588<0.01%
Nextera Energy, Inc.166US$14,338<0.01%
Advanced Micro Devices Inc24US$12,982<0.01%
Union Pacific Corporation46US$12,776<0.01%
Xcel Energy Inc.155US$12,354<0.01%
Intuit Inc.45US$12,019<0.01%
Abbott Laboratories126US$11,615<0.01%
Thermo Fisher Scientific Inc22US$11,294<0.01%
The Pennant Group, Inc.295US$11,022<0.01%
Barclays Plc400US$10,908<0.01%
Lowe's Companies, Inc.46US$10,209<0.01%
Regeneron Pharmaceuticals, Inc.16US$9,996<0.01%
Danaher Corporation49US$9,493<0.01%
Coca-cola Company (the)116US$9,430<0.01%
Visa Inc.26US$9,129<0.01%
American International Group, Inc. New116US$8,885<0.01%
Lam Research Corporation22US$8,608<0.01%
Kla Corporation32US$8,519<0.01%
Applied Materials, Inc.13US$8,462<0.01%
Western Digital Corporation14US$8,378<0.01%
Bhp Group Ltd100US$8,222<0.01%
New Era Energy & Digital, Inc.1,500US$7,793<0.01%
Walt Disney Company (the)78US$7,466<0.01%
Ge Healthcare Technologies Inc.108US$7,005<0.01%
Southern Company (the)64US$6,088<0.01%
Canadian Imperial Bank Of Commerce52US$6,036<0.01%

Every holding of DecisionPoint Financial, LLC

Source

View original at SEC

Related