Decisionpoint-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FROG",
  "RF",
  "SMCI",
  "BCE",
  "SNOW",
  "MU",
  "ZS",
  null,
  "ADBE",
  "GOOGL",
  "MAGN",
  "AXP",
  "AIG",
  "ASML",
  "E",
  "CAT",
  null,
  null,
  null,
  null,
  "KRP",
  "NVAX",
  "D",
  "MARA",
  "NRIM",
  "RYAAY",
  "QS",
  null,
  null,
  "ADNT",
  "FCX",
  "GD",
  "GIS",
  "HD",
  null,
  null,
  null,
  null,
  "INTU",
  null,
  null,
  "BOOM",
  "AMAT",
  "BKNG",
  "META",
  null,
  "MNKD",
  "IVW",
  "IJH",
  null,
  "SIEB",
  "COOK",
  "DSX",
  null,
  "LIN",
  null,
  null,
  "RLTY",
  "MSFT",
  "MUFG",
  "GAB",
  "DG",
  "IJR",
  "ORCL",
  null,
  "PAYX",
  "AMH",
  "IWF",
  null,
  "PEP",
  "VGSH",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  null,
  null,
  "PSTG",
  "MAS",
  null,
  "PARA",
  null,
  "IEFA",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHOP",
  "SNA",
  "RTX",
  null,
  "RSG",
  "SBUX",
  "TXN",
  "TM",
  "UBS",
  "UBER",
  "VNQ",
  "VO",
  "PNFP",
  "LAZR",
  "SOUN",
  "RCL",
  "HOMB",
  "RKLB",
  "MRNA",
  "SCHW",
  null,
  null,
  "VWO",
  "LKQ",
  null,
  "VCIT",
  null,
  null,
  null,
  "TTE",
  "XLB",
  "PTON",
  "GPRO",
  null,
  "TSM",
  null,
  null,
  "GPK",
  "HASI",
  "QLYS",
  "MAT",
  "AON",
  "AMD",
  "SONY",
  "X",
  "WAB",
  "F",
  "WM",
  null,
  "EVC",
  null,
  "UA",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "NIO",
  "IVE",
  "LUV",
  null,
  "LI",
  null,
  "DKNG",
  "VGT",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  null,
  null,
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VRRM",
  "VTRS",
  "WST",
  null,
  "WH",
  "YUMC",
  "YUM",
  "XYL",
  null,
  "SCHD",
  null,
  "SCHF",
  "SCHA",
  "KNX",
  "NOK",
  "LUMN",
  "JCI",
  "HST",
  "MGM",
  "TER",
  "ON",
  "OTIS",
  "PSX",
  "CRM",
  "RBLX",
  null,
  "TNL",
  "MTUM",
  "ZM",
  "UPST",
  "PSA",
  "FDX",
  "ALLY",
  "LULU",
  "CAR",
  null,
  "BRK-B",
  "BBAI",
  "BA",
  "BMY",
  "CM",
  "CARR",
  "CCL",
  "CELH",
  "CVX",
  "CSCO",
  "CLOV",
  "CLH",
  "NET",
  "KO",
  "COLB",
  "COP",
  "ED",
  "CRSP",
  "CCK",
  "DQ",
  "DE",
  "DAL",
  null,
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 255
Total Value: 62451447
Accession Number: 0001938514-25-000003
Form Type: 13F-HR
CIK: decisionpoint-financial
Manager Name: Decisionpoint-Financial

Data Enrichment

79% identified

202 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

255 positions • $62.5M total value

255 positions • $62.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 13

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46138E719

Shares:127

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$62.5M)

37954Y871

Shares:100

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$62.5M)

UNITED STATES STEEL CORP

Shares:54

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$62.5M)

DAQO NEW ENERGY CORP.

Shares:125

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$62.5M)

VERRA MOBILITY Corp

Shares:100

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$62.5M)

Upstart Holdings, Inc.

Shares:47

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$62.5M)

TotalEnergies SE

Shares:33

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$62.5M)

92203J407

Shares:43

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$62.5M)

ENI SPA

Shares:67

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$62.5M)

Traeger, Inc.

Shares:1.2K

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$62.5M)

Aon plc

Shares:5

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$62.5M)

CARNIVAL CORP

Shares:100

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$62.5M)

DraftKings Inc.

Shares:55

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$62.5M)

DELTA AIR LINES, INC.

Shares:38

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$62.5M)

464288273

Shares:26

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$62.5M)

Salesforce, Inc.

Shares:6

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$62.5M)

ServiceNow, Inc.

Shares:2

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$62.5M)

Viatris Inc

Shares:157

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$62.5M)

MATTEL INC /DE/

Shares:70

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$62.5M)

APPLIED MATERIALS INC /DE

Shares:9

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$62.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E719)✕	127	QoQ NEW(+127) YoY NEW(+127)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$62.5M)	QoQ NEW(+$2.3K) YoY NEW(+$2.3K)
(cusip37954Y871)✕	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$62.5M)	QoQ -14.41% (-$386) YoY -22.30% (-$658)
UNITED STATES STEEL CORP(Xcusip912909108)	54	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$62.5M)	QoQ +24.34% (+$447) YoY +12.96% (+$262)
DAQO NEW ENERGY CORP.(DQcusip23703Q203)	125	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$62.5M)	QoQ -6.83% (-$166) YoY -23.71% (-$704)
VERRA MOBILITY Corp(VRRMcusip92511U102)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$62.5M)	QoQ -6.90% (-$167) YoY -7.09% (-$172)
Upstart Holdings, Inc.(UPSTcusip91680M107)	47	QoQ NEW(+47) YoY NEW(+47)	All Managers (Combined)	$2.2K	0.0% ($2.2K/$62.5M)	QoQ NEW(+$2.2K) YoY NEW(+$2.2K)
TotalEnergies SE(TTEcusip89151E109)	33	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$62.5M)	QoQ +18.67% (+$336) YoY -13.24% (-$326)
(BNDXcusip92203J407)	43	QoQ NEW(+43) YoY NEW(+43)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$62.5M)	QoQ NEW(+$2.1K) YoY NEW(+$2.1K)
ENI SPA(Ecusip26874R108)	67	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$62.5M)	QoQ +13.03% (+$239) YoY -5.68% (-$125)
Traeger, Inc.(COOKcusip89269P103)	1.2K	QoQ +0.74% (-9) YoY +1.32% (-16)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$62.5M)	QoQ -29.16% (-$847) YoY -19.67% (-$504)
Aon plc(AONcusipG0403H108)	5	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$62.5M)	QoQ +11.13% (+$200) YoY +39.97% (+$570)
CARNIVAL CORP(CCLcusip143658300)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$62.5M)	QoQ -21.62% (-$539) YoY +29.50% (+$445)
DraftKings Inc.(DKNGcusip26142V105)	55	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$62.5M)	QoQ -10.70% (-$219) YoY -23.00% (-$546)
DELTA AIR LINES, INC.(DALcusip247361702)	38	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$62.5M)	QoQ -27.92% (-$642) YoY -12.65% (-$240)
(cusip464288273)✕	26	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$62.5M)	QoQ +4.55% (+$72) YoY +3.50% (+$56)
Salesforce, Inc.(CRMcusip79466L302)	6	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$62.5M)	QoQ -19.69% (-$395) YoY -2.12% (-$35)
ServiceNow, Inc.(NOWcusip81762P102)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$62.5M)	QoQ NEW(+$1.6K) YoY NEW(+$1.6K)
Viatris Inc(VTRScusip92556V106)	157	QoQ -71.81% (-400) YoY -71.81% (-400)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$62.5M)	QoQ -80.27% (-$5.6K) YoY -78.77% (-$5.1K)
MATTEL INC /DE/(MATcusip577081102)	70	QoQ NEW(+70) YoY NEW(+70)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$62.5M)	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	9	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$62.5M)	QoQ -10.72% (-$157) YoY -28.61% (-$524)