Decker Retirement Planning Inc.

Pension

CIK

1975700

Location

LEVI, UT

Portfolio Value

Micro $71,525,744

Diversification

Diversified

Filing Date

Global Rank

#5,970 / 8,232 ▲ 177

Top Industry

Semiconductor Equipment & Materials 34.8%

3Y Alpha vs SPY

+35.9%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.3%

SPY

+23.4%

Annualised alpha

+36.8%

Max drawdown

−24.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

141 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.9%

+2.4 pts

Top 5

50.1%

+9.0 pts

Top 10

77.4%

+11.3 pts

HHI

754

Diversified+162

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	74.8%	$53,470,573	31
Basic Materials	12.3%	$8,776,035	17
Consumer Defensive	6.5%	$4,676,950	9
Unclassified	2.4%	$1,710,403	8
Consumer Cyclical	1.5%	$1,066,065	12
Communication Services	1.0%	$689,889	9
Healthcare	0.4%	$321,073	13
Industrials	0.4%	$293,887	12
Energy	0.3%	$213,601	5
Financial Services	0.3%	$181,902	18
Real Estate	0.1%	$64,867	4
Utilities	0.1%	$60,499	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	+13,463	40,599	$8,674,382
MU	Micron Technology Inc	+11,194	29,385	$9,927,428
SGOL	abrdn Gold ETF Trust	+11,130	31,732	$1,415,881
MSFT	Microsoft Corp	+4,537	6,848	$2,534,924
EMR	Emerson Electric Co	+600	857	$112,284
NMG	Nouveau Monde Graphite Inc.	+502	505	$1,131
UBER	Uber Technologies, Inc	+500	579	$41,647
GILD	Gilead Sciences, Inc.	+388	400	$55,748
UNH	Unitedhealth Group Inc	+200	223	$60,341
NVDA	Nvidia Corp	+198	1,079	$188,177
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	+190	200	$1,756
TSLA	Tesla, Inc.	+170	393	$146,097
GOOGL	Alphabet Inc.	+19	197	$56,649
AMZN	Amazon Com Inc	+14	4,137	$861,612
ADI	Analog Devices Inc	+12	58	$18,452
BRK-B	Berkshire Hathaway Inc	+1	83	$39,773
XOM	Exxon Mobil Corp	+1	276	$46,826
GLD	Spdr Gold Trust	+1	130	$55,937
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	−240,520	587	$16,119
INTC	Intel Corp	−236,962	114	$5,030
LTH	Life Time Group Holdings, Inc.	−143,364	5	$134
PRDO	PERDOCEO EDUCATION Corp	−128,354	5	$186
M	Macy's, Inc.	−118,793	4	$72
COCO	Vita Coco Company, Inc.	−71,751	2	$95
AEO	American Eagle Outfitters Inc	−70,262	3	$50
CVSA	Covista Inc.	−36,434	1	$115
BOOT	Boot Barn Holdings, Inc.	−19,740	1	$146
PLTR	Palantir Technologies Inc.	−17,740	3,151	$460,928
ORCL	Oracle Corp	−17,064	2,669	$392,636
WDC	Western Digital Corp	−11,899	7,754	$2,097,379
IAU	Ishares Gold Trust	−1,008	899	$79,255
QQQ	Invesco Qqq Trust, Series 1	−611	8	$4,617
STX	Seagate Technology Holdings plc	−595	19,811	$7,761,157
AAPL	Apple Inc.	−283	5,702	$1,447,110
SPY	Spdr S&P 500 ETF Trust	−21	37	$24,062
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AUGO	Aura Minerals Inc.	58,993	$4,813,828
AGRO	Adecoagro S.A.	308,170	$4,628,713
ASML	Asml Holding NV	3,202	$4,229,297
PLAB	Photronics Inc	97,385	$3,935,327
ALB	Albemarle Corp	21,754	$3,905,495
VIAV	Viavi Solutions Inc.	112,424	$3,741,470
IPGP	Ipg Photonics Corp	32,618	$3,737,696
FORM	Formfactor Inc	38,348	$3,719,372
ET	Energy Transfer LP	8,320	$160,576
PFE	Pfizer Inc	5,000	$140,400
NBIS	Nebius Group N.V.	500	$51,880
CSCO	Cisco Systems, Inc.	600	$46,554
EBAY	Ebay Inc	400	$36,408
PYPL	PayPal Holdings, Inc.	400	$18,092
TEX	Terex Corp	215	$12,706
GLW	Corning Inc /Ny	40	$5,438
CNQ	Canadian Natural Resources Ltd	100	$4,873
SWKS	Skyworks Solutions, Inc.	70	$3,748
TSM	Taiwan Semiconductor Manufacturing Co Ltd	11	$3,717
TJX	Tjx Companies Inc /De/	23	$3,673
AZN	Astrazeneca PLC	18	$3,549
MELI	Mercadolibre Inc	2	$3,458
RY	Royal Bank Of Canada	21	$3,397
GS	Goldman Sachs Group Inc	4	$3,383
AER	AerCap Holdings N.V.	24	$3,292
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
HOOD	Robinhood Markets, Inc.	27,957	$3,161,936
ARCC	Ares Capital Corp	510	$10,317
MFIC	MidCap Financial Investment Corp	875	$10,010
MD	Pediatrix Medical Group, Inc.	196	$4,192
DQ	Daqo New Energy Corp.	130	$3,835
ARIS	Aris Mining Corp	195	$3,164
PKST	Peakstone Realty Trust	168	$2,410
TPR	Tapestry, Inc.	13	$1,661
AXON	Axon Enterprise, Inc.	2	$1,135
ACIW	Aci Worldwide, Inc.	17	$812
VST	Vistra Corp.	5	$806
UAL	United Airlines Holdings, Inc.	7	$782
AGO	Assured Guaranty Ltd	8	$718
SNEX	StoneX Group Inc.	10	$634
ANIP	Ani Pharmaceuticals Inc	7	$552
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

141 positions · $71,525,744 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Added	29,385	+11,194	$9,927,428	+91.2%	13.88%
LRCX	Lam Research Corp Technology	Added	40,599	+13,463	$8,674,382	+86.7%	12.13%
STX	Seagate Technology Holdings plc Technology	Reduced	19,811	-595	$7,761,157	+38.1%	10.85%
AUGO	Aura Minerals Inc. Basic Materials	NEW	58,993	NEW	$4,813,828	NEW	6.73%
AGRO	Adecoagro S.A. Consumer Defensive	NEW	308,170	NEW	$4,628,713	NEW	6.47%
ASML	Asml Holding NV Technology	NEW	3,202	NEW	$4,229,297	NEW	5.91%
PLAB	Photronics Inc Technology	NEW	97,385	NEW	$3,935,327	NEW	5.50%
ALB	Albemarle Corp Basic Materials	NEW	21,754	NEW	$3,905,495	NEW	5.46%
VIAV	Viavi Solutions Inc. Technology	NEW	112,424	NEW	$3,741,470	NEW	5.23%
IPGP	Ipg Photonics Corp Technology	NEW	32,618	NEW	$3,737,696	NEW	5.23%
FORM	Formfactor Inc Technology	NEW	38,348	NEW	$3,719,372	NEW	5.20%
MSFT	Microsoft Corp Technology	Added	6,848	+4,537	$2,534,924	+126.8%	3.54%
WDC	Western Digital Corp Technology	Reduced	7,754	-11,899	$2,097,379	−38.1%	2.93%
AAPL	Apple Inc. Technology	Reduced	5,702	-283	$1,447,110	−11.1%	2.02%
SGOL	abrdn Gold ETF Trust	Added	31,732	+11,130	$1,415,881	+67.3%	1.98%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,137	+14	$861,612	−9.5%	1.20%
META	Meta Platforms, Inc. Communication Services	Held	862	0	$493,176	−13.3%	0.69%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,151	-17,740	$460,928	−87.6%	0.64%
IBM	International Business Machines Corp Technology	Held	1,797	0	$435,574	−18.2%	0.61%
ORCL	Oracle Corp Technology	Reduced	2,669	-17,064	$392,636	−89.8%	0.55%
NVDA	Nvidia Corp Technology	Added	1,079	+198	$188,177	+14.5%	0.26%
ET	Energy Transfer LP Energy	NEW	8,320	NEW	$160,576	NEW	0.22%
TSLA	Tesla, Inc. Consumer Cyclical	Added	393	+170	$146,097	+45.7%	0.20%
PFE	Pfizer Inc Healthcare	NEW	5,000	NEW	$140,400	NEW	0.20%
EMR	Emerson Electric Co Industrials	Added	857	+600	$112,284	+229.2%	0.16%
SLV	iShares Silver Trust	Held	1,444	0	$98,394	+5.8%	0.14%
IAU	Ishares Gold Trust	Reduced	899	-1,008	$79,255	−48.8%	0.11%
AHR	American Healthcare REIT, Inc. Real Estate	Held	1,288	0	$60,742	+0.2%	0.08%
UNH	Unitedhealth Group Inc Healthcare	Added	223	+200	$60,341	+694.8%	0.08%
GOOGL	Alphabet Inc. Communication Services	Added	197	+19	$56,649	+1.7%	0.08%
GLD	Spdr Gold Trust	Added	130	+1	$55,937	+9.4%	0.08%
GILD	Gilead Sciences, Inc. Healthcare	Added	400	+388	$55,748	+3687.2%	0.08%
NBIS	Nebius Group N.V. Communication Services	NEW	500	NEW	$51,880	NEW	0.07%
GE	General Electric Co Industrials	Held	181	0	$51,362	−7.9%	0.07%
GEV	GE Vernova Inc. Industrials	Held	54	0	$47,136	+33.6%	0.07%
XOM	Exxon Mobil Corp Energy	Added	276	+1	$46,826	+41.5%	0.07%
CSCO	Cisco Systems, Inc. Technology	NEW	600	NEW	$46,554	NEW	0.07%
D	Dominion Energy, Inc Utilities	Held	724	0	$44,757	+5.5%	0.06%
JPM	Jpmorgan Chase & Co Financial Services	Held	151	0	$44,418	−8.7%	0.06%
UBER	Uber Technologies, Inc Technology	Added	579	+500	$41,647	+545.2%	0.06%
NFLX	Netflix Inc Communication Services	Held	420	0	$40,383	+2.5%	0.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	83	+1	$39,773	−3.5%	0.06%
LLY	ELI LILLY & Co Healthcare	Held	40	0	$36,790	−14.4%	0.05%
EBAY	Ebay Inc Consumer Cyclical	NEW	400	NEW	$36,408	NEW	0.05%
IAUM	iShares Gold Trust Micro	Held	661	0	$30,868	+8.6%	0.04%
SPY	Spdr S&P 500 ETF Trust	Reduced	37	-21	$24,062	−39.2%	0.03%
AMD	Advanced Micro Devices Inc Technology	Held	108	0	$21,970	−5.0%	0.03%
HWM	Howmet Aerospace Inc. Industrials	Held	91	0	$20,971	+12.4%	0.03%
ADI	Analog Devices Inc Technology	Added	58	+12	$18,452	+47.9%	0.03%
PYPL	PayPal Holdings, Inc. Financial Services	NEW	400	NEW	$18,092	NEW	0.03%