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 9 of 13

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922908736

VUG|922908736

Shares:23

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$62.5M)

LINDE PLC

LIN|G54950103

Shares:17

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$62.5M)

81369Y209

Shares:51

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$62.5M)

316092709

Shares:108

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$62.5M)

Celsius Holdings, Inc.

CELH|15118V207

Shares:200

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$62.5M)

MANNKIND CORP

MNKD|56400P706

Shares:1.3K

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$62.5M)

Johnson Controls International plc

JCI|G51502105

Shares:83

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$62.5M)

808524870

Shares:245

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$62.5M)

922908611

VBR|922908611

Shares:34

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$62.5M)

Walt Disney Co

DIS|254687106

Shares:64

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$62.5M)

922908744

VTV|922908744

Shares:36

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$62.5M)

Roblox Corp

RBLX|771049103

Shares:100

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$62.5M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:32

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$62.5M)

81369Y803

XLK|81369Y803

Shares:25

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$62.5M)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:372

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$62.5M)

Snap-on Inc

SNA|833034101

Shares:15

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$62.5M)

Zoom Communications, Inc.

ZM|98980L101

Shares:68

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$62.5M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:18

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$62.5M)

CATERPILLAR INC

CAT|149123101

Shares:15

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$62.5M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:20

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$62.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	23	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$8.5K	0.0% ($8.5K/$62.5M)	QoQ -9.65% (-$912) YoY +10.62% (+$819)
LINDE PLC(LINcusipG54950103)	17	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$62.5M)	QoQ +11.21% (+$798) YoY +5.05% (+$381)
(cusip81369Y209)✕	51	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$62.5M)	QoQ +6.12% (+$430) YoY +4.32% (+$309)
(cusip316092709)✕	108	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$62.5M)	QoQ -2.62% (-$199) YoY +4.19% (+$298)
Celsius Holdings, Inc.(CELHcusip15118V207)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$62.5M)	QoQ NEW(+$7.1K) YoY NEW(+$7.1K)
MANNKIND CORP(MNKDcusip56400P706)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$62.5M)	QoQ -21.76% (-$1.9K) YoY +18.90% (+$1.1K)
Johnson Controls International plc(JCIcusipG51502105)	83	QoQ 0.00% (+0) YoY NEW(+83)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$62.5M)	QoQ +1.49% (+$98) YoY NEW(+$6.7K)
(cusip808524870)✕	245	QoQ NEW(+245) YoY NEW(+245)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$62.5M)	QoQ NEW(+$6.6K) YoY NEW(+$6.6K)
(VBRcusip922908611)	34	QoQ 0.00% (-0) YoY -55.26% (-42)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$62.5M)	QoQ -6.00% (-$405) YoY -54.32% (-$7.5K)
Walt Disney Co(DIScusip254687106)	64	QoQ 0.00% (-0) YoY +16.36% (+9)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$62.5M)	QoQ -11.36% (-$810) YoY +1.87% (+$116)
(VTVcusip922908744)	36	QoQ 0.00% (+0) YoY -21.73% (-10)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$62.5M)	QoQ +2.03% (+$124) YoY -14.38% (-$1.0K)
Roblox Corp(RBLXcusip771049103)	100	QoQ -50.00% (-100) YoY -50.00% (-100)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$62.5M)	QoQ -49.62% (-$5.7K) YoY -19.06% (-$1.4K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	32	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$62.5M)	QoQ -15.94% (-$1.0K) YoY +20.01% (+$886)
(XLKcusip81369Y803)	25	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$62.5M)	QoQ -11.19% (-$651) YoY +3.32% (+$166)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	372	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$62.5M)	QoQ +16.30% (+$711) YoY +37.53% (+$1.4K)
Snap-on Inc(SNAcusip833034101)	15	QoQ -79.72% (-59) YoY -79.72% (-59)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$62.5M)	QoQ -79.87% (-$20.1K) YoY -74.76% (-$15.0K)
Zoom Communications, Inc.(ZMcusip98980L101)	68	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$62.5M)	QoQ -9.60% (-$533) YoY +18.99% (+$801)
GENERAL DYNAMICS CORP(GDcusip369550108)	18	QoQ -80.43% (-74) YoY -80.43% (-74)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$62.5M)	QoQ -79.44% (-$19.3K) YoY -80.93% (-$21.2K)
CATERPILLAR INC(CATcusip149123101)	15	QoQ 0.00% (-0) YoY -40.00% (-10)	All Managers (Combined)	$4.9K	0.0% ($4.9K/$62.5M)	QoQ -9.09% (-$495) YoY -42.37% (-$3.6K)
WASTE MANAGEMENT INC(WMcusip94106L109)	20	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$62.5M)	QoQ +14.74% (+$595) YoY +10.20% (+$429)