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

Page 4 of 13

Sort by:

Alphabet Inc.

GOOG|02079K107

Shares:520

Value:$81.2K

% of Portfolio:0.1% ($81.2K/$62.5M)

Booking Holdings Inc.

BKNG|09857L108

Shares:16

Value:$73.7K

% of Portfolio:0.1% ($73.7K/$62.5M)

PFIZER INC

PFE|717081103

Shares:2.9K

Value:$72.8K

% of Portfolio:0.1% ($72.8K/$62.5M)

SHOPIFY INC.

SHOP|82509L107

Shares:750

Value:$71.6K

% of Portfolio:0.1% ($71.6K/$62.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:1.1K

Value:$67.5K

% of Portfolio:0.1% ($67.5K/$62.5M)

25434V732

Shares:2.4K

Value:$62.4K

% of Portfolio:0.1% ($62.4K/$62.5M)

Phillips 66

PSX|718546104

Shares:500

Value:$61.7K

% of Portfolio:0.1% ($61.7K/$62.5M)

INTUIT INC.

INTU|461202103

Shares:100

Value:$61.4K

% of Portfolio:0.1% ($61.4K/$62.5M)

PAYCHEX INC

PAYX|704326107

Shares:394

Value:$60.8K

% of Portfolio:0.1% ($60.8K/$62.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:330

Value:$56.2K

% of Portfolio:0.1% ($56.2K/$62.5M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:500

Value:$55.3K

% of Portfolio:0.1% ($55.3K/$62.5M)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:6.8K

Value:$55.1K

% of Portfolio:0.1% ($55.1K/$62.5M)

808524805

SCHF|808524805

Shares:2.7K

Value:$53.8K

% of Portfolio:0.1% ($53.8K/$62.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:102

Value:$53.4K

% of Portfolio:0.1% ($53.4K/$62.5M)

25434V781

Shares:1.8K

Value:$53.1K

% of Portfolio:0.1% ($53.1K/$62.5M)

90214Q766

Shares:5.6K

Value:$52.0K

% of Portfolio:0.1% ($52.0K/$62.5M)

46137V142

Shares:800

Value:$51.6K

% of Portfolio:0.1% ($51.6K/$62.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:310

Value:$51.4K

% of Portfolio:0.1% ($51.4K/$62.5M)

Pure Storage, Inc.

PSTG|74624M102

Shares:1.1K

Value:$50.9K

% of Portfolio:0.1% ($50.9K/$62.5M)

GRAPHIC PACKAGING HOLDING CO

GPK|388689101

Shares:2.0K

Value:$50.6K

% of Portfolio:0.1% ($50.6K/$62.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	520	QoQ -4.58% (-25) YoY -0.95% (-5)	All Managers (Combined)	$81.2K	0.1% ($81.2K/$62.5M)	QoQ -21.73% (-$22.6K) YoY -10.90% (-$9.9K)
Booking Holdings Inc.(BKNGcusip09857L108)	16	QoQ 0.00% (-0) YoY NEW(+16)	All Managers (Combined)	$73.7K	0.1% ($73.7K/$62.5M)	QoQ -7.27% (-$5.8K) YoY NEW(+$73.7K)
PFIZER INC(PFEcusip717081103)	2.9K	QoQ 0.00% (-0) YoY +3.60% (+100)	All Managers (Combined)	$72.8K	0.1% ($72.8K/$62.5M)	QoQ -4.48% (-$3.4K) YoY +3.36% (+$2.4K)
SHOPIFY INC.(SHOPcusip82509L107)	750	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$71.6K	0.1% ($71.6K/$62.5M)	QoQ -10.20% (-$8.1K) YoY +33.85% (+$18.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	1.1K	QoQ +34.93% (+283) YoY +34.93% (+283)	All Managers (Combined)	$67.5K	0.1% ($67.5K/$62.5M)	QoQ +40.66% (+$19.5K) YoY +73.98% (+$28.7K)
(cusip25434V732)✕	2.4K	QoQ +8.40% (+183) YoY -98.24% (-131.9K)	All Managers (Combined)	$62.4K	0.1% ($62.4K/$62.5M)	QoQ +9.52% (+$5.4K) YoY -98.19% (-$3.4M)
Phillips 66(PSXcusip718546104)	500	QoQ 0.00% (+0) YoY -15.68% (-93)	All Managers (Combined)	$61.7K	0.1% ($61.7K/$62.5M)	QoQ +8.38% (+$4.8K) YoY -31.23% (-$28.0K)
INTUIT INC.(INTUcusip461202103)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$61.4K	0.1% ($61.4K/$62.5M)	QoQ -2.30% (-$1.5K) YoY -3.54% (-$2.3K)
PAYCHEX INC(PAYXcusip704326107)	394	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$60.8K	0.1% ($60.8K/$62.5M)	QoQ +10.02% (+$5.5K) YoY +28.59% (+$13.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	330	QoQ 0.00% (+0) YoY +46.66% (+105)	All Managers (Combined)	$56.2K	0.1% ($56.2K/$62.5M)	QoQ +1.65% (+$914) YoY +54.96% (+$19.9K)
CONSOLIDATED EDISON INC(EDcusip209115104)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$55.3K	0.1% ($55.3K/$62.5M)	QoQ +23.93% (+$10.7K) YoY +19.00% (+$8.8K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	6.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$55.1K	0.1% ($55.1K/$62.5M)	QoQ -59.07% (-$79.5K) YoY +84.54% (+$25.2K)
(SCHFcusip808524805)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$53.8K	0.1% ($53.8K/$62.5M)	QoQ NEW(+$53.8K) YoY NEW(+$53.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	102	QoQ 0.00% (+0) YoY +78.94% (+45)	All Managers (Combined)	$53.4K	0.1% ($53.4K/$62.5M)	QoQ +3.53% (+$1.8K) YoY +89.20% (+$25.2K)
(cusip25434V781)✕	1.8K	QoQ +0.10% (+2) YoY +2.81% (+50)	All Managers (Combined)	$53.1K	0.1% ($53.1K/$62.5M)	QoQ +9.71% (+$4.7K) YoY +10.92% (+$5.2K)
(cusip90214Q766)✕	5.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$52.0K	0.1% ($52.0K/$62.5M)	QoQ +0.65% (+$338) YoY +1.71% (+$875)
(cusip46137V142)✕	800	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$51.6K	0.1% ($51.6K/$62.5M)	QoQ -1.93% (-$1.0K) YoY -0.20% (-$104)
JOHNSON & JOHNSON(JNJcusip478160104)	310	QoQ -12.67% (-45) YoY 0.00% (+0)	All Managers (Combined)	$51.4K	0.1% ($51.4K/$62.5M)	QoQ +0.13% (-$70) YoY +13.48% (+$6.1K)
Pure Storage, Inc.(PSTGcusip74624M102)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$50.9K	0.1% ($50.9K/$62.5M)	QoQ -27.93% (-$19.7K) YoY -16.39% (-$10.0K)
GRAPHIC PACKAGING HOLDING CO(GPKcusip388689101)	2.0K	QoQ 0.00% (-0) YoY -11.91% (-264)	All Managers (Combined)	$50.6K	0.1% ($50.6K/$62.5M)	QoQ -4.41% (-$2.3K) YoY -16.94% (-$10.3K)