DecisionPoint Financial, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing reports the firm's equity securities portfolio as of the specified date.
The report lists a total of 1,432 equity securities held by the firm. The filing indicates that CJ Harrison serves as the partner responsible for the report, which was submitted on October 27, 2026.
The portfolio includes a diverse range of common stocks and exchange-traded funds. Notable holdings include significant positions in major technology and consumer companies. Apple Inc. is listed with 3,826,610 shares, Alphabet Inc. Class A with 466,478 shares, and Amazon.com Inc. with 983,984 shares. Other substantial holdings include American Express Co. (393,848 shares), Allstate Corp. (13,914 shares), and Amgen Inc. (183,679 shares).
The filing also details specific positions in various industrial and financial sectors. Boeing Co. is reported with 162,862 shares, while Caterpillar Inc. holds 30,575 shares. In the financial sector, Bank of America Corp. is listed with 43,468 shares, and Charles Schwab Corp. with 3,266 shares.
