DECISION INVESTMENTS, INC

CIK

2111652

Location

SAN DIEGO, CA

Portfolio Value

Micro $67,175,914

Diversification

Diversified

Filing Date

Global Rank

#6,063 / 8,232 ▲ 213

Top Industry

Semiconductors 29.7%

3Y Alpha vs SPY

+25.2%

Period ended 2 months ago

Filed Apr 22, 2026 · 52d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+15.5%

SPY

+9.1%

Annualised alpha

+25.2%

Max drawdown

−9.5%

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

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

Top Position

27.9%

−4.0 pts

Top 5

47.6%

−2.7 pts

Top 10

58.4%

−2.4 pts

HHI

943

Diversified−219

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	49.2%	$33,064,858	12
Financial Services	21.1%	$14,157,272	62
Healthcare	9.2%	$6,178,053	8
Energy	6.1%	$4,096,401	8
Consumer Cyclical	3.9%	$2,640,655	3
Consumer Defensive	3.0%	$2,039,763	2
Communication Services	2.9%	$1,949,621	3
Industrials	2.6%	$1,724,746	6
Unclassified	1.3%	$896,906	4
Utilities	0.6%	$427,639	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	+22,477	32,747	$526,244
MIN	Mfs Intermediate Income Trust	+10,100	163,000	$409,130
ACHR	Archer Aviation Inc.	+7,985	21,185	$109,526
MUC	Blackrock Muniholdings California Quality Fund, Inc.	+6,128	16,529	$171,901
NBXG	Neuberger Next Generation Connectivity Fund Inc.	+5,390	16,040	$206,434
MMT	Mfs Multimarket Income Trust	+2,900	32,500	$150,150
SOFI	SoFi Technologies, Inc.	+2,826	20,066	$318,648
BRW	Saba Capital Income & Opportunities Fund	+2,100	17,800	$119,972
EARN	Ellington Credit Co	+2,070	32,050	$141,981
BIT	BlackRock Multi-Sector Income Trust	+2,020	19,350	$242,262
AFCG	Advanced Flower Capital Inc.	+1,994	24,236	$68,345
MFIC	MidCap Financial Investment Corp	+600	11,030	$123,977
MCR	Mfs Charter Income Trust	+300	36,853	$223,329
GNT	GAMCO Natural Resources, Gold & Income Trust	+300	42,010	$350,783
MGF	Mfs Government Markets Income Trust	+200	89,500	$263,130
STEW	SRH Total Return Fund, Inc.	+170	11,811	$201,968
ACIC	AMERICAN COASTAL INSURANCE Corp	+160	11,050	$124,312
SPY	Spdr S&P 500 ETF Trust	+156	531	$345,330
GLO	Clough Global Opportunities Fund	+100	22,890	$127,497
GDL	Gdl Fund	+100	15,200	$126,616
NRO	Neuberger Real Estate Securities Income Fund Inc	+100	26,479	$75,200
AMD	Advanced Micro Devices Inc	+59	2,489	$506,337
USA	Liberty All Star Equity Fund	+50	11,890	$65,989
HQL	abrdn Life Sciences Investors	+50	17,704	$288,044
CAT	Caterpillar Inc	+44	514	$364,148
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−12,364	107,495	$18,747,128
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	−2,856	19,864	$172,022
EQNR	Equinor ASA	−2,350	6,850	$289,070
IGR	Cbre Global Real Estate Income Fund	−2,200	17,720	$77,790
LRCX	Lam Research Corp	−1,299	24,559	$5,247,275
QCOM	Qualcomm Inc/De	−1,117	1,761	$226,781
AAPL	Apple Inc.	−894	14,673	$3,723,860
CSCO	Cisco Systems, Inc.	−599	6,410	$497,351
AMZN	Amazon Com Inc	−510	9,892	$2,060,206
PLTR	Palantir Technologies Inc.	−502	2,022	$295,778
VZ	Verizon Communications Inc	−501	5,313	$266,712
BGY	BlackRock Enhanced International Dividend Trust	−500	18,158	$98,234
ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	−460	34,443	$281,399
C	Citigroup Inc	−458	3,477	$394,326
BOE	BlackRock Enhanced Global Dividend Trust	−400	13,350	$146,316
MSFT	Microsoft Corp	−356	2,339	$865,827
JPM	Jpmorgan Chase & Co	−312	4,967	$1,461,092
IAE	Voya Asia Pacific High Dividend Equity Income Fund	−300	23,658	$174,359
META	Meta Platforms, Inc.	−296	829	$474,295
CVS	CVS HEALTH Corp	−247	3,809	$273,562
JNJ	Johnson & Johnson	−231	4,465	$1,091,424
BRK-B	Berkshire Hathaway Inc	−222	2,834	$1,358,052
DVA	Davita Inc.	−218	2,981	$458,149
IHD	Voya Emerging Markets High Dividend Equity Fund	−202	26,590	$177,089
BGS	B&G Foods, Inc.	−200	12,030	$57,864
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	3,421	$2,173,498
NOW	ServiceNow, Inc.	2,370	$247,783
LPG	Dorian Lpg Ltd.	7,150	$244,530
MU	Micron Technology Inc	640	$216,217
EIX	Edison International	2,740	$200,513
IFN	Aberdeen India Fund, Inc.	15,740	$178,176
DSL	DoubleLine Income Solutions Fund	11,620	$125,844
AWP	abrdn Global Premier Properties Fund	10,519	$116,234
GGT	Gabelli Multimedia Trust Inc.	23,320	$91,647
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	15,420	$1,445,779
BHK	Blackrock Core Bond Trust	27,676	$265,412
BXMX	Nuveen S&P 500 BuyWrite Income Fund	16,936	$248,959
V	Visa Inc.	622	$218,141
CALM	Cal-Maine Foods Inc	2,660	$211,656
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 positions · $67,175,914 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	107,495	-12,364	$18,747,128	−16.1%	27.91%
LRCX	Lam Research Corp Technology	Reduced	24,559	-1,299	$5,247,275	+18.5%	7.81%
AAPL	Apple Inc. Technology	Reduced	14,673	-894	$3,723,860	−12.0%	5.54%
SNDK	Sandisk Corp Technology	NEW	3,421	NEW	$2,173,498	NEW	3.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,892	-510	$2,060,206	−14.2%	3.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,989	-108	$1,981,899	+9.6%	2.95%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,967	-312	$1,461,092	−14.1%	2.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,834	-222	$1,358,052	−11.6%	2.02%
ABBV	AbbVie Inc. Healthcare	Reduced	5,884	-140	$1,279,711	−7.0%	1.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,203	-45	$1,208,614	−9.1%	1.80%
VLO	Valero Energy Corp/Tx Energy	Reduced	4,780	-120	$1,181,042	+48.1%	1.76%
JNJ	Johnson & Johnson Healthcare	Reduced	4,465	-231	$1,091,424	+12.3%	1.62%
AMGN	Amgen Inc Healthcare	Reduced	2,632	-125	$926,069	+2.6%	1.38%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,955	-64	$901,235	−21.2%	1.34%
LLY	ELI LILLY & Co Healthcare	Added	959	+23	$882,059	−12.3%	1.31%
MSFT	Microsoft Corp Technology	Reduced	2,339	-356	$865,827	−33.6%	1.29%
XOM	Exxon Mobil Corp Energy	Reduced	4,908	-74	$832,691	+38.9%	1.24%
CVX	Chevron Corp Energy	Added	2,544	+6	$526,353	+36.1%	0.78%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	Added	32,747	+22,477	$526,244	+184.0%	0.78%
AMD	Advanced Micro Devices Inc Technology	Added	2,489	+59	$506,337	−2.7%	0.75%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,410	-599	$497,351	−7.9%	0.74%
META	Meta Platforms, Inc. Communication Services	Reduced	829	-296	$474,295	−36.1%	0.71%
DVA	Davita Inc. Healthcare	Reduced	2,981	-218	$458,149	+26.1%	0.68%
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund Financial Services	Reduced	19,277	-20	$412,720	−1.7%	0.61%
MIN	Mfs Intermediate Income Trust Financial Services	Added	163,000	+10,100	$409,130	+2.5%	0.61%
TTE	TotalEnergies SE Energy	Added	4,493	+41	$408,773	+40.4%	0.61%
BA	Boeing Co Industrials	Added	2,023	+7	$402,637	−8.0%	0.60%
C	Citigroup Inc Financial Services	Reduced	3,477	-458	$394,326	−14.1%	0.59%
ASA	ASA Gold & Precious Metals Ltd Financial Services	Reduced	6,302	-60	$390,913	+3.0%	0.58%
INCY	Incyte Corp Healthcare	Reduced	3,887	-145	$365,844	−8.1%	0.54%
BGR	BlackRock Energy & Resources Trust Financial Services	Held	21,070	0	$364,721	+27.8%	0.54%
CAT	Caterpillar Inc Industrials	Added	514	+44	$364,148	+35.2%	0.54%
GNT	GAMCO Natural Resources, Gold & Income Trust Financial Services	Added	42,010	+300	$350,783	+12.9%	0.52%
FLNG	Flex LNG Ltd. Energy	Added	11,662	+42	$346,478	+19.5%	0.52%
SPY	Spdr S&P 500 ETF Trust	Added	531	+156	$345,330	+35.0%	0.51%
WM	Waste Management Inc Industrials	Held	1,450	0	$333,195	+4.6%	0.50%
RTX	RTX Corp Industrials	Reduced	1,719	-10	$331,595	+4.6%	0.49%
SOFI	SoFi Technologies, Inc. Financial Services	Added	20,066	+2,826	$318,648	−29.4%	0.47%
SNOW	Snowflake Inc. Technology	Reduced	2,102	-52	$317,023	−32.9%	0.47%
BCX	BlackRock Resources & Commodities Strategy Trust Financial Services	Reduced	26,126	-100	$314,818	+9.3%	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Added	803	+29	$298,515	−14.2%	0.44%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,022	-502	$295,778	−34.1%	0.44%
EQNR	Equinor ASA Energy	Reduced	6,850	-2,350	$289,070	+33.0%	0.43%
HQL	abrdn Life Sciences Investors Financial Services	Added	17,704	+50	$288,044	−2.8%	0.43%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	862	-90	$281,934	−4.5%	0.42%
ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund Financial Services	Reduced	34,443	-460	$281,399	−8.6%	0.42%
CVS	CVS HEALTH Corp Healthcare	Reduced	3,809	-247	$273,562	−15.0%	0.41%
OKE	Oneok Inc /New/ Energy	Reduced	2,959	-23	$267,464	+22.0%	0.40%
VZ	Verizon Communications Inc Communication Services	Reduced	5,313	-501	$266,712	+12.6%	0.40%
MGF	Mfs Government Markets Income Trust Financial Services	Added	89,500	+200	$263,130	−2.8%	0.39%