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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HOME DEPOT, INC.

HD|437076102

Shares:400

Value:$146.6K

% of Portfolio:0.2% ($146.6K/$62.5M)

46438F101

Shares:2.9K

Value:$135.6K

% of Portfolio:0.2% ($135.6K/$62.5M)

922908629

VO|922908629

Shares:480

Value:$124.1K

% of Portfolio:0.2% ($124.1K/$62.5M)

464287465

EFA|464287465

Shares:1.4K

Value:$118.0K

% of Portfolio:0.2% ($118.0K/$62.5M)

808524607

SCHA|808524607

Shares:5.0K

Value:$118.0K

% of Portfolio:0.2% ($118.0K/$62.5M)

25434V500

Shares:1.9K

Value:$113.5K

% of Portfolio:0.2% ($113.5K/$62.5M)

ORACLE CORP

ORCL|68389X105

Shares:805

Value:$112.5K

% of Portfolio:0.2% ($112.5K/$62.5M)

922908553

VNQ|922908553

Shares:1.2K

Value:$112.2K

% of Portfolio:0.2% ($112.2K/$62.5M)

921937835

BND|921937835

Shares:1.5K

Value:$110.5K

% of Portfolio:0.2% ($110.5K/$62.5M)

032108664

Shares:1.5K

Value:$107.7K

% of Portfolio:0.2% ($107.7K/$62.5M)

CONOCOPHILLIPS

COP|20825C104

Shares:1.0K

Value:$105.0K

% of Portfolio:0.2% ($105.0K/$62.5M)

90214Q733

Shares:5.8K

Value:$96.3K

% of Portfolio:0.2% ($96.3K/$62.5M)

92206C565

Shares:1.4K

Value:$95.8K

% of Portfolio:0.2% ($95.8K/$62.5M)

CRISPR Therapeutics AG

CRSP|H17182108

Shares:2.8K

Value:$93.6K

% of Portfolio:0.1% ($93.6K/$62.5M)

CLEAN HARBORS INC

CLH|184496107

Shares:465

Value:$91.7K

% of Portfolio:0.1% ($91.7K/$62.5M)

92189F692

Shares:1.0K

Value:$91.1K

% of Portfolio:0.1% ($91.1K/$62.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:1.0K

Value:$89.8K

% of Portfolio:0.1% ($89.8K/$62.5M)

Xylem Inc.

XYL|98419M100

Shares:750

Value:$89.6K

% of Portfolio:0.1% ($89.6K/$62.5M)

TERADYNE, INC

TER|880770102

Shares:1.0K

Value:$82.6K

% of Portfolio:0.1% ($82.6K/$62.5M)

Parker-Hannifin Corp

PH|701094104

Shares:135

Value:$82.1K

% of Portfolio:0.1% ($82.1K/$62.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	400	QoQ 0.00% (-0) YoY -12.85% (-59)	All Managers (Combined)	$146.6K	0.2% ($146.6K/$62.5M)	QoQ -5.78% (-$9.0K) YoY -4.68% (-$7.2K)
(cusip46438F101)✕	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$135.6K	0.2% ($135.6K/$62.5M)	QoQ -11.76% (-$18.1K) YoY NEW(+$135.6K)
(VOcusip922908629)	480	QoQ 0.00% (-0) YoY +18.22% (+74)	All Managers (Combined)	$124.1K	0.2% ($124.1K/$62.5M)	QoQ -2.08% (-$2.6K) YoY +27.19% (+$26.5K)
(EFAcusip464287465)	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$118.0K	0.2% ($118.0K/$62.5M)	QoQ +8.09% (+$8.8K) YoY +4.83% (+$5.4K)
(SCHAcusip808524607)	5.0K	QoQ +949.37% (+4.6K) YoY +1998.75% (+4.8K)	All Managers (Combined)	$118.0K	0.2% ($118.0K/$62.5M)	QoQ +850.74% (+$105.6K) YoY +955.41% (+$106.8K)
(cusip25434V500)✕	1.9K	QoQ +0.15% (-3) YoY -99.19% (-234.2K)	All Managers (Combined)	$113.5K	0.2% ($113.5K/$62.5M)	QoQ -8.04% (-$9.9K) YoY -99.18% (-$13.9M)
ORACLE CORP(ORCLcusip68389X105)	805	QoQ 0.00% (-0) YoY +28.80% (+180)	All Managers (Combined)	$112.5K	0.2% ($112.5K/$62.5M)	QoQ -16.10% (-$21.6K) YoY +53.63% (+$39.3K)
(VNQcusip922908553)	1.2K	QoQ +4.64% (+55) YoY -99.24% (-163.8K)	All Managers (Combined)	$112.2K	0.2% ($112.2K/$62.5M)	QoQ +6.36% (+$6.7K) YoY -99.15% (-$13.1M)
(BNDcusip921937835)	1.5K	QoQ +126.50% (+840) YoY +126.50% (+840)	All Managers (Combined)	$110.5K	0.2% ($110.5K/$62.5M)	QoQ +131.35% (+$62.7K) YoY +135.21% (+$63.5K)
(cusip032108664)✕	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$107.7K	0.2% ($107.7K/$62.5M)	QoQ -3.61% (-$4.0K) YoY +14.76% (+$13.9K)
CONOCOPHILLIPS(COPcusip20825C104)	1.0K	QoQ 0.00% (+0) YoY -7.74% (-84)	All Managers (Combined)	$105.0K	0.2% ($105.0K/$62.5M)	QoQ +5.89% (+$5.8K) YoY -25.61% (-$36.2K)
(cusip90214Q733)✕	5.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$96.3K	0.2% ($96.3K/$62.5M)	QoQ -4.59% (-$4.6K) YoY +9.71% (+$8.5K)
(cusip92206C565)✕	1.4K	QoQ -8.90% (-136) YoY -14.33% (-233)	All Managers (Combined)	$95.8K	0.2% ($95.8K/$62.5M)	QoQ -8.07% (-$8.4K) YoY -12.31% (-$13.4K)
CRISPR Therapeutics AG(CRSPcusipH17182108)	2.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$93.6K	0.1% ($93.6K/$62.5M)	QoQ -13.54% (-$14.7K) YoY -36.87% (-$54.7K)
CLEAN HARBORS INC(CLHcusip184496107)	465	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$91.7K	0.1% ($91.7K/$62.5M)	QoQ -14.35% (-$15.4K) YoY +1.59% (+$1.4K)
(cusip92189F692)✕	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$91.1K	0.1% ($91.1K/$62.5M)	QoQ +5.62% (+$4.8K) YoY +4.98% (+$4.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$89.8K	0.1% ($89.8K/$62.5M)	QoQ -9.77% (-$9.7K) YoY -31.58% (-$41.4K)
Xylem Inc.(XYLcusip98419M100)	750	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$89.6K	0.1% ($89.6K/$62.5M)	QoQ +2.96% (+$2.6K) YoY -9.77% (-$9.7K)
TERADYNE, INC(TERcusip880770102)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$82.6K	0.1% ($82.6K/$62.5M)	QoQ -34.40% (-$43.3K) YoY -27.62% (-$31.5K)
Parker-Hannifin Corp(PHcusip701094104)	135	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$82.1K	0.1% ($82.1K/$62.5M)	QoQ -4.43% (-$3.8K) YoY +9.79% (+$7.3K)