DECISION INVESTMENTS, INC

CIK

2111652

Location

SAN DIEGO, CA

Portfolio Value

Micro $85,063,603

Diversification

Diversified

Filing Date

Global Rank

#6,421 / 8,696 ▲ 1838

Top Industry

Semiconductors 27.0%

Period ended 2 months ago

Filed Jul 13, 2026 · 2mo

3 quarters · since Dec 2025

Portfolio Concentration

117 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.2%

+2.2 pts

Top 5

49.7%

+0.4 pts

Top 10

59.2%

−0.7 pts

HHI

843

Diversified+49

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	54.4%	$46,270,821	17
Financial Services	18.5%	$15,710,153	62
Healthcare	8.1%	$6,911,078	8
Consumer Cyclical	5.3%	$4,513,331	4
Energy	4.4%	$3,728,304	8
Consumer Defensive	2.8%	$2,341,049	4
Communication Services	2.5%	$2,087,395	3
Industrials	2.4%	$2,078,321	6
Unclassified	1.1%	$969,788	3
Utilities	0.5%	$453,363	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
MMT	Aberdeen Multi-Market Income Fund	+46,598	79,098	$348,031
USA	Liberty All Star Equity Fund	+26,680	38,570	$224,091
MIN	Aberdeen Intermediate Income Fund	+9,900	172,900	$427,063
SOFI	SoFi Technologies, Inc.	+4,174	24,240	$434,623
GLV	Clough Global Dividend & Income Fund	+4,120	25,120	$166,796
EARN	Ellington Credit Co	+1,830	33,880	$149,749
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	+1,060	22,590	$217,767
IFN	Aberdeen India Fund, Inc.	+1,020	16,760	$196,930
NOW	ServiceNow, Inc.	+1,000	3,370	$334,573
GGN	GAMCO Global Gold, Natural Resources & Income Trust	+930	18,290	$88,523
AEF	abrdn Emerging Markets ex-China Fund, Inc.	+830	21,590	$207,264
GLDI	Credit Suisse AG	+730	2,051	$288,268
PLTR	Palantir Technologies Inc.	+710	2,732	$318,742
BGR	BlackRock Energy & Resources Trust	+460	21,530	$319,074
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	+370	10,069	$303,479
VLO	Valero Energy Corp/Tx	+21	4,801	$1,250,372
DVA	Davita Inc.	+19	3,000	$667,440
QCOM	Qualcomm Inc/De	+8	1,769	$326,893
BA	Boeing Co	+8	2,031	$439,650
CAT	Caterpillar Inc	+5	519	$552,683
JNJ	Johnson & Johnson	+4	4,469	$1,134,991
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−4,808	102,687	$20,546,641
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund	−4,094	15,183	$426,186
GOOGL	Alphabet Inc.	−3,610	4,219	$1,507,744
NBXG	Neuberger Next Generation Connectivity Fund Inc.	−2,610	13,430	$222,132
MUC	Blackrock Muniholdings California Quality Fund, Inc.	−2,500	14,029	$154,178
SNDK	Sandisk Corp	−1,350	2,071	$4,708,894
IHD	Voya Emerging Markets High Dividend Equity Fund	−1,300	25,290	$197,262
AMD	Advanced Micro Devices Inc	−785	1,704	$989,870
IGD	Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	−701	44,530	$273,414
JQC	Nuveen Credit Strategies Income Fund	−500	18,750	$91,125
AMZN	Amazon Com Inc	−491	9,401	$2,240,634
HQL	abrdn Life Sciences Investors	−450	17,254	$345,252
IAE	Voya Asia Pacific High Dividend Equity Income Fund	−400	23,258	$215,601
GNT	GAMCO Natural Resources, Gold & Income Trust	−400	41,610	$339,121
BRW	Saba Capital Income & Opportunities Fund	−350	17,450	$114,646
C	Citigroup Inc	−312	3,165	$442,973
MGF	Aberdeen Government Markets Income Fund	−200	89,300	$256,291
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	−200	32,547	$606,676
BCX	BlackRock Resources & Commodities Strategy Trust	−200	25,926	$293,223
INCY	Incyte Corp	−196	3,691	$418,411
META	Meta Platforms, Inc.	−196	633	$356,562
LRCX	Lam Research Corp	−177	24,382	$10,565,452
STEW	SRH Total Return Fund, Inc.	−170	11,641	$208,373
SNOW	Snowflake Inc.	−156	1,946	$495,257
ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	−136	34,307	$283,718
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
DKNG	DraftKings Inc.	64,410	$1,626,996
STX	Seagate Technology Holdings plc	425	$410,125
AMAT	Applied Materials Inc /De	525	$379,575
RKLB	Rocket Lab Corp	2,630	$267,339
BHK	Blackrock Core Bond Trust	28,576	$262,041
TSM	Taiwan Semiconductor Manufacturing Co Ltd	526	$251,201
ORCL	Oracle Corp	1,697	$248,695
CELH	Celsius Holdings, Inc.	8,000	$234,240
KMB	Kimberly Clark Corp	2,062	$226,345
PNFP	Pinnacle Financial Partners, Inc.	2,227	$224,659
V	Visa Inc.	622	$213,401
ANET	Arista Networks, Inc.	1,240	$210,651
BCV	Bancroft Fund Ltd	7,800	$202,722
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	94,060	$12,068,992
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	10,057	$1,050,595
BKF	iShares MSCI BIC ETF	13,447	$763,655
—		4,441	$749,862
BILZ	PIMCO Ultra Short Government Active ETF	23,010	$602,862
—		3,276	$519,548
IVZ	Invesco Ltd.	18,785	$383,401
ABI	VictoryShares Pioneer Asset-Based Income ETF	5,280	$250,958
AAPX	T-Rex 2X Long Apple Daily Target ETF	7,390	$248,599
CVY	Invesco Zacks Multi-Asset Income ETF	3,064	$230,382
FNDA	Schwab Fundamental U.S. Small Company ETF	7,200	$209,736
HQH	abrdn Healthcare Investors	10,861	$193,217
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	12,450	$184,882
DSL	DoubleLine Income Solutions Fund	11,620	$125,844
ACIC	AMERICAN COASTAL INSURANCE Corp	11,050	$124,312
ACHR	Archer Aviation Inc.	21,185	$109,526
VB	Vanguard Morningstar Small-Cap ETF	1,092	$79,495
AFCG	Advanced Flower Capital Inc.	24,236	$68,345
MCR	Mfs Charter Income Trust	36,853	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

117 tracked positions · $85,063,603 total · as of Jun 30, 2026

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

Showing 1–50 of 117 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	102,687	-4,808	$20,546,641	+9.6%	24.15%
LRCX	Lam Research Corp Technology	Reduced	24,382	-177	$10,565,452	+101.4%	12.42%
SNDK	Sandisk Corp Technology	Reduced	2,071	-1,350	$4,708,894	+116.7%	5.54%
AAPL	Apple Inc. Technology	Reduced	14,670	-3	$4,244,911	+14.0%	4.99%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,401	-491	$2,240,634	+8.8%	2.63%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,959	-30	$1,832,585	−7.5%	2.15%
DKNG	DraftKings Inc. Consumer Cyclical	NEW	64,410	NEW	$1,626,996	NEW	1.91%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,942	-25	$1,617,664	+10.7%	1.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,219	-3,610	$1,507,744	−33.0%	1.77%
ABBV	AbbVie Inc. Healthcare	Held	5,884	0	$1,480,649	+15.7%	1.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,819	-15	$1,410,599	+3.9%	1.66%
VLO	Valero Energy Corp/Tx Energy	Added	4,801	+21	$1,250,372	+5.9%	1.47%
LLY	ELI LILLY & Co Healthcare	Reduced	954	-5	$1,144,256	+29.7%	1.35%
JNJ	Johnson & Johnson Healthcare	Added	4,469	+4	$1,134,991	+4.0%	1.33%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,704	-785	$989,870	+95.5%	1.16%
AMGN	Amgen Inc Healthcare	Reduced	2,629	-3	$952,013	+2.8%	1.12%
MSFT	Microsoft Corp Technology	Reduced	2,334	-5	$870,628	+0.6%	1.02%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,287	-123	$738,471	+48.5%	0.87%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,836	-119	$730,140	−19.0%	0.86%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,893	-15	$668,970	−19.7%	0.79%
DVA	Davita Inc. Healthcare	Added	3,000	+19	$667,440	+45.7%	0.78%
MU	Micron Technology Inc Technology	Reduced	546	-94	$630,242	+191.5%	0.74%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	Reduced	32,547	-200	$606,676	+15.3%	0.71%
CAT	Caterpillar Inc Industrials	Added	519	+5	$552,683	+51.8%	0.65%
SNOW	Snowflake Inc. Technology	Reduced	1,946	-156	$495,257	+56.2%	0.58%
C	Citigroup Inc Financial Services	Reduced	3,165	-312	$442,973	+12.3%	0.52%
BA	Boeing Co Industrials	Added	2,031	+8	$439,650	+9.2%	0.52%
SOFI	SoFi Technologies, Inc. Financial Services	Added	24,240	+4,174	$434,623	+36.4%	0.51%
MIN	Aberdeen Intermediate Income Fund Financial Services	Added	172,900	+9,900	$427,063	+4.4%	0.50%
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund Financial Services	Reduced	15,183	-4,094	$426,186	+3.3%	0.50%
CVX	Chevron Corp Energy	Reduced	2,534	-10	$420,035	−20.2%	0.49%
INCY	Incyte Corp Healthcare	Reduced	3,691	-196	$418,411	+14.4%	0.49%
STX	Seagate Technology Holdings plc Technology	NEW	425	NEW	$410,125	NEW	0.48%
SPY	Spdr S&P 500 ETF Trust	Held	531	0	$396,534	+14.8%	0.47%
CVS	CVS HEALTH Corp Healthcare	Reduced	3,704	-105	$383,178	+40.1%	0.45%
AMAT	Applied Materials Inc /De Technology	NEW	525	NEW	$379,575	NEW	0.45%
META	Meta Platforms, Inc. Communication Services	Reduced	633	-196	$356,562	−24.8%	0.42%
MMT	Aberdeen Multi-Market Income Fund Financial Services	Added	79,098	+46,598	$348,031	+131.8%	0.41%
TTE	TotalEnergies SE Energy	Reduced	4,452	-41	$346,187	−15.3%	0.41%
HQL	abrdn Life Sciences Investors Financial Services	Reduced	17,254	-450	$345,252	+19.9%	0.41%
GNT	GAMCO Natural Resources, Gold & Income Trust Financial Services	Reduced	41,610	-400	$339,121	−3.3%	0.40%
TSLA	Tesla, Inc. Consumer Cyclical	Held	803	0	$337,741	+13.1%	0.40%
NOW	ServiceNow, Inc. Technology	Added	3,370	+1,000	$334,573	+35.0%	0.39%
QCOM	Qualcomm Inc/De Technology	Added	1,769	+8	$326,893	+44.1%	0.38%
FLNG	Flex LNG Ltd. Energy	Reduced	11,625	-37	$326,197	−5.9%	0.38%
ASA	ASA Gold & Precious Metals Ltd Financial Services	Reduced	6,262	-40	$325,874	−16.6%	0.38%
WM	Waste Management Inc Industrials	Held	1,450	0	$323,176	−3.0%	0.38%
RTX	RTX Corp Industrials	Reduced	1,697	-22	$321,971	−2.9%	0.38%
BGR	BlackRock Energy & Resources Trust Financial Services	Added	21,530	+460	$319,074	−12.5%	0.38%
PLTR	Palantir Technologies Inc. Technology	Added	2,732	+710	$318,742	+7.8%	0.37%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.