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

+36.8%

Period ended 3 months ago

Filed Apr 21, 2026 · 55d

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

+36.7%

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 51–100 of 141 positions by value · page 2 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MELI	Mercadolibre Inc Consumer Cyclical	NEW	2	NEW	$3,458	NEW	0.00%
CAT	Caterpillar Inc Industrials	Held	5	0	$3,542	+23.7%	0.00%
AZN	Astrazeneca PLC Healthcare	NEW	18	NEW	$3,549	NEW	0.00%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	23	NEW	$3,673	NEW	0.01%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	11	NEW	$3,717	NEW	0.01%
SWKS	Skyworks Solutions, Inc. Technology	NEW	70	NEW	$3,748	NEW	0.01%
TTMI	Ttm Technologies Inc Technology	Held	39	0	$3,799	+41.2%	0.01%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8	-611	$4,617	−98.8%	0.01%
CNQ	Canadian Natural Resources Ltd Energy	NEW	100	NEW	$4,873	NEW	0.01%
INTC	Intel Corp Technology	Reduced	114	-236,962	$5,030	−99.9%	0.01%
DOW	Dow Inc. Basic Materials	Held	130	0	$5,414	+78.2%	0.01%
GLW	Corning Inc /Ny Technology	NEW	40	NEW	$5,438	NEW	0.01%
COIN	Coinbase Global, Inc. Financial Services	Held	34	0	$5,936	−22.8%	0.01%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	43	0	$6,210	+0.8%	0.01%
MRK	Merck & Co., Inc. Healthcare	Held	55	0	$6,615	+14.3%	0.01%
BEN	Franklin Resources Inc Financial Services	Held	281	0	$6,637	−1.1%	0.01%
BAC	Bank Of America Corp /De/ Financial Services	Held	137	0	$6,678	−11.4%	0.01%
RVTY	Revvity, Inc. Healthcare	Held	77	0	$6,745	−9.5%	0.01%
RF	Regions Financial Corp Financial Services	Held	259	0	$6,765	−3.6%	0.01%
TXT	Textron Inc Industrials	Held	81	0	$7,092	+0.5%	0.01%
T	At&T Inc. Communication Services	Held	246	0	$7,131	+16.7%	0.01%
CRM	Salesforce, Inc. Technology	Held	39	0	$7,280	−29.5%	0.01%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Held	488	0	$7,637	−9.8%	0.01%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	71	0	$7,685	+8.4%	0.01%
DIS	Walt Disney Co Communication Services	Held	94	0	$9,059	−15.3%	0.01%
STNE	StoneCo Ltd. Technology	Held	668	0	$9,432	−4.5%	0.01%
ICE	Intercontinental Exchange, Inc. Financial Services	Held	73	0	$11,481	−2.9%	0.02%
GTX	Garrett Motion Inc. Consumer Cyclical	Held	655	0	$11,901	+4.2%	0.02%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Held	124	0	$12,204	+9.3%	0.02%
CFG	Citizens Financial Group Inc/Ri Financial Services	Held	205	0	$12,293	+2.7%	0.02%
TEX	Terex Corp Industrials	NEW	215	NEW	$12,706	NEW	0.02%
OMC	Omnicom Group Inc. Communication Services	Held	169	0	$12,727	−6.7%	0.02%
VRSN	Verisign Inc/Ca Technology	Held	53	0	$13,163	+2.2%	0.02%
OR	OR Royalties Inc. Basic Materials	Held	355	0	$13,497	+7.4%	0.02%
MNST	Monster Beverage Corp Consumer Defensive	Held	197	0	$14,274	−5.5%	0.02%
RTX	RTX Corp Industrials	Held	75	0	$14,467	+5.2%	0.02%
NRG	Nrg Energy, Inc. Utilities	Held	100	0	$14,614	−8.2%	0.02%
PM	Philip Morris International Inc. Consumer Defensive	Held	89	0	$14,715	+3.1%	0.02%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	587	-240,520	$16,119	−99.8%	0.02%
BA	Boeing Co Industrials	Held	86	0	$17,116	−8.3%	0.02%
BVN	Buenaventura Mining Co Inc Basic Materials	Held	492	0	$17,731	+29.5%	0.02%
PYPL	PayPal Holdings, Inc. Financial Services	NEW	400	NEW	$18,092	NEW	0.03%
ADI	Analog Devices Inc Technology	Added	58	+12	$18,452	+47.9%	0.03%
HWM	Howmet Aerospace Inc. Industrials	Held	91	0	$20,971	+12.4%	0.03%
AMD	Advanced Micro Devices Inc Technology	Held	108	0	$21,970	−5.0%	0.03%
SPY	Spdr S&P 500 ETF Trust	Reduced	37	-21	$24,062	−39.2%	0.03%
IAUM	iShares Gold Trust Micro	Held	661	0	$30,868	+8.6%	0.04%
EBAY	Ebay Inc Consumer Cyclical	NEW	400	NEW	$36,408	NEW	0.05%
LLY	ELI LILLY & Co Healthcare	Held	40	0	$36,790	−14.4%	0.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	83	+1	$39,773	−3.5%	0.06%