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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ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:100

Value:$20.5K

% of Portfolio:0.0% ($20.5K/$62.5M)

CROWN HOLDINGS, INC.

CCK|228368106

Shares:229

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$62.5M)

92204A405

VFH|92204A405

Shares:169

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$62.5M)

81369Y407

Shares:101

Value:$19.9K

% of Portfolio:0.0% ($19.9K/$62.5M)

DOMINION ENERGY, INC

D|25746U109

Shares:355

Value:$19.9K

% of Portfolio:0.0% ($19.9K/$62.5M)

808524839

Shares:840

Value:$19.5K

% of Portfolio:0.0% ($19.5K/$62.5M)

464287432

Shares:213

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$62.5M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:220

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$62.5M)

25434V203

Shares:597

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$62.5M)

MASCO CORP /DE/

MAS|574599106

Shares:268

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$62.5M)

ELI LILLY & Co

LLY|532457108

Shares:21

Value:$17.4K

% of Portfolio:0.0% ($17.4K/$62.5M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:89

Value:$16.0K

% of Portfolio:0.0% ($16.0K/$62.5M)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:148

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$62.5M)

464287408

IVE|464287408

Shares:81

Value:$15.4K

% of Portfolio:0.0% ($15.4K/$62.5M)

Ally Financial Inc.

ALLY|02005N100

Shares:400

Value:$14.6K

% of Portfolio:0.0% ($14.6K/$62.5M)

808524706

Shares:517

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$62.5M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:220

Value:$13.9K

% of Portfolio:0.0% ($13.9K/$62.5M)

97717W851

Shares:126

Value:$13.9K

% of Portfolio:0.0% ($13.9K/$62.5M)

464287101

Shares:51

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$62.5M)

HOST HOTELS & RESORTS, INC.

HST|44107P104

Shares:935

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$62.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.5K	0.0% ($20.5K/$62.5M)	QoQ -10.94% (-$2.5K) YoY +46.12% (+$6.5K)
CROWN HOLDINGS, INC.(CCKcusip228368106)	229	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$62.5M)	QoQ +7.94% (+$1.5K) YoY +10.75% (+$2.0K)
(VFHcusip92204A405)	169	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.2K	0.0% ($20.2K/$62.5M)	QoQ +1.18% (+$237) YoY +20.75% (+$3.5K)
(cusip81369Y407)✕	101	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$19.9K	0.0% ($19.9K/$62.5M)	QoQ -11.98% (-$2.7K) YoY +12.25% (+$2.2K)
DOMINION ENERGY, INC(Dcusip25746U109)	355	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$19.9K	0.0% ($19.9K/$62.5M)	QoQ +4.10% (+$784) YoY +11.13% (+$2.0K)
(cusip808524839)✕	840	QoQ NEW(+840) YoY NEW(+840)	All Managers (Combined)	$19.5K	0.0% ($19.5K/$62.5M)	QoQ NEW(+$19.5K) YoY NEW(+$19.5K)
(cusip464287432)✕	213	QoQ 0.00% (+0) YoY NEW(+213)	All Managers (Combined)	$19.4K	0.0% ($19.4K/$62.5M)	QoQ +4.23% (+$788) YoY NEW(+$19.4K)
MICRON TECHNOLOGY INC(MUcusip595112103)	220	QoQ 0.00% (+0) YoY +0.45% (-1)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$62.5M)	QoQ +3.36% (+$622) YoY -24.09% (-$6.1K)
(cusip25434V203)✕	597	QoQ 0.00% (+0) YoY -99.90% (-645.5K)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$62.5M)	QoQ +6.95% (+$1.2K) YoY -99.90% (-$19.1M)
MASCO CORP /DE/(MAScusip574599106)	268	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$62.5M)	QoQ -4.17% (-$812) YoY -0.44% (-$83)
ELI LILLY & Co(LLYcusip532457108)	21	QoQ +31.25% (+5) YoY +50.00% (+7)	All Managers (Combined)	$17.4K	0.0% ($17.4K/$62.5M)	QoQ +40.49% (+$5.0K) YoY +69.42% (+$7.1K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	89	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$16.0K	0.0% ($16.0K/$62.5M)	QoQ -4.16% (-$695) YoY +1.25% (+$198)
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	148	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$62.5M)	QoQ -7.30% (-$1.2K) YoY +32.07% (+$3.8K)
(IVEcusip464287408)	81	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.4K	0.0% ($15.4K/$62.5M)	QoQ -0.16% (-$25) YoY +5.78% (+$844)
Ally Financial Inc.(ALLYcusip02005N100)	400	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$14.6K	0.0% ($14.6K/$62.5M)	QoQ +1.27% (+$184) YoY -7.20% (-$1.1K)
(cusip808524706)✕	517	QoQ NEW(+517) YoY +417.00% (+417)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$62.5M)	QoQ NEW(+$14.3K) YoY +457.88% (+$11.7K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	220	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.9K	0.0% ($13.9K/$62.5M)	QoQ -7.12% (-$1.1K) YoY +4.79% (+$638)
(cusip97717W851)✕	126	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.9K	0.0% ($13.9K/$62.5M)	QoQ -0.10% (-$14) YoY +2.05% (+$280)
(cusip464287101)✕	51	QoQ 0.00% (-0) YoY +325.00% (+39)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$62.5M)	QoQ -6.23% (-$919) YoY +376.47% (+$10.9K)
HOST HOTELS & RESORTS, INC.(HSTcusip44107P104)	935	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$13.3K	0.0% ($13.3K/$62.5M)	QoQ -18.89% (-$3.1K) YoY -24.65% (-$4.3K)