Decker Retirement Planning Inc.
PensionFiling Date
Global Rank
#5,970
/ 8,232
▲ 177
Top Industry
Semiconductor Equipment & Materials
34.8%
3Y Alpha vs SPY
+36.8%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 74.8% | $53,470,573 |
| Basic Materials | 12.3% | $8,776,035 |
| Consumer Defensive | 6.5% | $4,676,950 |
| Unclassified | 2.4% | $1,710,403 |
| Consumer Cyclical | 1.5% | $1,066,065 |
| Communication Services | 1.0% | $689,889 |
| Healthcare | 0.4% | $321,073 |
| Industrials | 0.4% | $293,887 |
| Energy | 0.3% | $213,601 |
| Financial Services | 0.3% | $181,902 |
| Real Estate | 0.1% | $64,867 |
| Utilities | 0.1% | $60,499 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SBR |
Sabine Royalty Trust
Energy
|
Held | 0 | $0 | 0.00% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
Held | 5 | $50 | 0.00% | |
| AEO |
American Eagle Outfitters Inc
Consumer Cyclical
|
Reduced | 3 | $50 | 0.00% | |
| M |
Macy's, Inc.
Consumer Cyclical
|
Reduced | 4 | $72 | 0.00% | |
| COCO |
Vita Coco Company, Inc.
Consumer Defensive
|
Reduced | 2 | $95 | 0.00% | |
| CVSA |
Covista Inc.
Consumer Defensive
|
Reduced | 1 | $115 | 0.00% | |
| LTH |
Life Time Group Holdings, Inc.
Consumer Cyclical
|
Reduced | 5 | $134 | 0.00% | |
| BOOT |
Boot Barn Holdings, Inc.
Consumer Cyclical
|
Reduced | 1 | $146 | 0.00% | |
| PRDO |
PERDOCEO EDUCATION Corp
Consumer Defensive
|
Reduced | 5 | $186 | 0.00% | |
| MRNA |
Moderna, Inc.
Healthcare
|
NEW | 5 | $254 | 0.00% | |
| MOS |
Mosaic Co
Basic Materials
|
Held | 11 | $280 | 0.00% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Held | 4 | $438 | 0.00% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Held | 7 | $498 | 0.00% | |
| ASM |
Avino Silver & Gold Mines Ltd
Basic Materials
|
NEW | 80 | $505 | 0.00% | |
| ORLA |
Orla Mining Ltd.
Basic Materials
|
NEW | 38 | $612 | 0.00% | |
| NEXA |
Nexa Resources S.A.
Basic Materials
|
NEW | 59 | $624 | 0.00% | |
| CGAU |
Centerra Gold Inc.
Basic Materials
|
NEW | 39 | $693 | 0.00% | |
| DAN |
DANA Inc
Consumer Cyclical
|
NEW | 21 | $706 | 0.00% | |
| THR |
Thermon Group Holdings, Inc.
Industrials
|
NEW | 15 | $756 | 0.00% | |
| CENX |
Century Aluminum Co
Basic Materials
|
NEW | 16 | $939 | 0.00% | |
| VICR |
Vicor Corp
Technology
|
NEW | 6 | $966 | 0.00% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
NEW | 12 | $1,029 | 0.00% | |
| AXIA |
AXIA Energia S.A.
Utilities
|
NEW | 100 | $1,128 | 0.00% | |
| NMG |
Nouveau Monde Graphite Inc.
Basic Materials
|
Added | 505 | $1,131 | 0.00% | |
| ELVR |
Elevra Lithium Ltd
Basic Materials
|
NEW | 22 | $1,295 | 0.00% | |
| CVE |
Cenovus Energy Inc.
Energy
|
NEW | 50 | $1,326 | 0.00% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 3 | $1,389 | 0.00% | |
| MRP |
Millrose Properties, Inc.
Real Estate
|
NEW | 50 | $1,400 | 0.00% | |
| VALE |
Vale S.A.
Basic Materials
|
NEW | 100 | $1,591 | 0.00% | |
| ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Financial Services
|
Added | 200 | $1,756 | 0.00% | |
| SVM |
Silvercorp Metals Inc
Basic Materials
|
NEW | 165 | $1,772 | 0.00% | |
| VSCO |
Victoria's Secret & Co.
Consumer Cyclical
|
NEW | 39 | $1,808 | 0.00% | |
| ALMS |
Alumis Inc.
Healthcare
|
NEW | 91 | $2,004 | 0.00% | |
| CELC |
Celcuity Inc.
Healthcare
|
NEW | 19 | $2,168 | 0.00% | |
| PCN |
Pimco Corporate & Income Strategy Fund
Financial Services
|
NEW | 200 | $2,380 | 0.00% | |
| SAP |
Sap SE
Technology
|
NEW | 14 | $2,396 | 0.00% | |
| SILA |
Sila Realty Trust, Inc.
Real Estate
|
Held | 113 | $2,675 | 0.00% | |
| IBRX |
ImmunityBio, Inc.
Healthcare
|
NEW | 349 | $2,676 | 0.00% | |
| NUV |
Nuveen Municipal Value Fund Inc
Financial Services
|
NEW | 300 | $2,697 | 0.00% | |
| MQY |
Blackrock Muniyield Quality Fund, Inc.
Financial Services
|
NEW | 246 | $2,701 | 0.00% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
NEW | 14 | $2,765 | 0.00% | |
| BCS |
Barclays PLC
Financial Services
|
NEW | 135 | $2,856 | 0.00% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
NEW | 28 | $2,943 | 0.00% | |
| V |
Visa Inc.
Financial Services
|
NEW | 10 | $3,022 | 0.00% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 10 | $3,095 | 0.00% | |
| RBA |
Rb Global Inc.
Industrials
|
NEW | 33 | $3,163 | 0.00% | |
| SYK |
Stryker Corp
Healthcare
|
NEW | 10 | $3,285 | 0.00% | |
| AER |
AerCap Holdings N.V.
Industrials
|
NEW | 24 | $3,292 | 0.00% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 4 | $3,383 | 0.00% | |
| RY |
Royal Bank Of Canada
Financial Services
|
NEW | 21 | $3,397 | 0.00% |