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Decision Investments

Latest statistics and disclosures from Decision Investments's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111652

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Positions held by Decision Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Decision Investments

Decision Investments holds 140 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	21.3	$19M	108k	174.40	View chart
Lam Research (LRCX)	6.0	$5.2M	25k	213.66	View chart
Apple (AAPL)	4.2	$3.7M	15k	253.78	View chart
Ishares Global Tech Etf Uie (IXN)	3.4	$3.0M	30k	99.97	View chart
Sandisk Corp (SNDK)	2.5	$2.2M	3.4k	635.34	View chart
Amazon (AMZN)	2.3	$2.1M	9.9k	208.27	View chart
Costco Wholesale Corporation (COST)	2.3	$2.0M	2.0k	996.34	View chart
Ishares Russell 2000 Uie (IWO)	1.9	$1.6M	5.2k	313.81	View chart
Ishares Russell 1000 Uie (IWF)	1.8	$1.6M	3.8k	426.40	View chart
JPMorgan Chase & Co. (JPM)	1.7	$1.5M	5.0k	294.16	View chart
Berkshire Hathaway (BRK.B)	1.5	$1.4M	2.8k	479.12	View chart
Ishares Global Uie (IXG)	1.5	$1.4M	12k	114.00	View chart
Abbvie (ABBV)	1.5	$1.3M	5.9k	217.49	View chart
Ishares Global Uie (IXJ)	1.4	$1.3M	13k	93.54	View chart
Alphabet Inc Class A cs (GOOGL)	1.4	$1.2M	4.2k	287.57	View chart
Valero Energy Corporation (VLO)	1.3	$1.2M	4.8k	247.07	View chart
Ishares Russell 2000 Uie (IWM)	1.3	$1.2M	4.6k	248.00	View chart
Johnson & Johnson (JNJ)	1.2	$1.1M	4.5k	244.44	View chart
Alphabet Inc Class C cs (GOOG)	1.2	$1.0M	3.6k	286.86	View chart
Ishares Msci Eafe Etf Uie (EFA)	1.1	$983k	10k	97.13	View chart
Amgen (AMGN)	1.1	$926k	2.6k	351.90	View chart
Intuitive Surgical (ISRG)	1.0	$901k	2.0k	460.99	View chart
Eli Lilly & Co. (LLY)	1.0	$882k	959.00	919.77	View chart
Microsoft Corporation (MSFT)	1.0	$866k	2.3k	370.20	View chart
Exxon Mobil Corporation (XOM)	0.9	$833k	4.9k	169.66	View chart
Ishares Global Uie (EXI)	0.9	$820k	4.5k	181.01	View chart
State Street Spdr S&p Uie (SDY)	0.9	$766k	5.2k	145.94	View chart
Ishares Msci Emerging Uie (EEM)	0.9	$764k	13k	56.79	View chart
Ishares Biotechnology Uie (IBB)	0.9	$750k	4.4k	168.85	View chart
Pimco Multisector Bond Uie (PYLD)	0.7	$603k	23k	26.20	View chart
Ishares Russell 1000 Uie (IWD)	0.6	$546k	2.6k	213.67	View chart
Chevron Corporation (CVX)	0.6	$526k	2.5k	206.90	View chart
Nuveen S&p 500 Dynamic O Cem (SPXX)	0.6	$526k	33k	16.07	View chart
Advanced Micro Devices (AMD)	0.6	$506k	2.5k	203.43	View chart
Cisco Systems (CSCO)	0.6	$497k	6.4k	77.59	View chart
Vanguard Growth Index Uie (VUG)	0.5	$477k	1.1k	436.79	View chart
Facebook Inc cl a (META)	0.5	$474k	829.00	572.13	View chart
Ishares Global Consumer Uie (RXI)	0.5	$461k	2.5k	186.45	View chart
DaVita (DVA)	0.5	$458k	3.0k	153.69	View chart
Virtus Artificial Intell Cem (AIO)	0.5	$413k	19k	21.41	View chart
Mfs Intermediate Income Cem (MIN)	0.5	$409k	163k	2.51	View chart
Totalenergies F Fgo (TTE)	0.5	$409k	4.5k	90.98	View chart
Boeing Company (BA)	0.5	$403k	2.0k	199.03	View chart
Citigroup (C)	0.4	$394k	3.5k	113.41	View chart
Asa Gold And Precious Me Cem (ASA)	0.4	$391k	6.3k	62.03	View chart
Invesco Senior Loan Etf Uie (BKLN)	0.4	$383k	19k	20.41	View chart
Incyte Corporation (INCY)	0.4	$366k	3.9k	94.12	View chart
Blackrock Energy & Resou Cem (BGR)	0.4	$365k	21k	17.31	View chart
Caterpillar (CAT)	0.4	$364k	514.00	708.46	View chart
Gamco Nat Res Gold & Inc Cem (GNT)	0.4	$351k	42k	8.35	View chart
Flex Lng Ltd F Fgo (FLNG)	0.4	$347k	12k	29.71	View chart
State Street Spdr S&p Uie (SPY)	0.4	$345k	531.00	650.34	View chart
Waste Management (WM)	0.4	$333k	1.5k	229.79	View chart
Raytheon Technologies Corp (RTX)	0.4	$332k	1.7k	192.90	View chart
Sofi Technologies (SOFI)	0.4	$319k	20k	15.88	View chart
Snowflake Inc Cl A (SNOW)	0.4	$317k	2.1k	150.82	View chart
Blackrock Resources & Co Cem (BCX)	0.4	$315k	26k	12.05	View chart
Ishares Russell 2000 Uie (IWN)	0.4	$308k	1.6k	189.59	View chart
Tesla Motors (TSLA)	0.3	$299k	803.00	371.75	View chart
Palantir Technologies (PLTR)	0.3	$296k	2.0k	146.28	View chart
Equinor Asa F Adr (EQNR)	0.3	$289k	6.9k	42.20	View chart
Abrdn Life Sciences Inve Cem (HQL)	0.3	$288k	18k	16.27	View chart
State Street Spdr Uie (SPMD)	0.3	$285k	4.8k	59.22	View chart
Marriott International (MAR)	0.3	$282k	862.00	327.07	View chart
Ev Risk-mgd Divers Equit Cem (ETJ)	0.3	$281k	34k	8.17	View chart
Pacer Developed Markets Uie (ICOW)	0.3	$278k	6.5k	42.44	View chart
CVS Caremark Corporation (CVS)	0.3	$274k	3.8k	71.82	View chart
Oneok (OKE)	0.3	$268k	3.0k	90.39	View chart
Verizon Communications (VZ)	0.3	$267k	5.3k	50.20	View chart
Blackrock Core Bond Cem (BFMCX)	0.3	$264k	29k	9.16	View chart
Mfs Government Markets I Cem (MGF)	0.3	$263k	90k	2.94	View chart
Citizens Financial (CFG)	0.3	$260k	4.3k	59.97	View chart
Nuveen Nasdaq 100 Dynami Cem (QQQX)	0.3	$259k	9.7k	26.67	View chart
Voya Global Equity Divid Cem (IGD)	0.3	$258k	45k	5.70	View chart
Invesco Rafi Us 1000 Uie (PRF)	0.3	$251k	5.3k	47.53	View chart
Rex Ai Equity Premium Uie (AIPI)	0.3	$249k	7.4k	33.64	View chart
Servicenow (NOW)	0.3	$248k	2.4k	104.55	View chart
Dorian Lpg Ltd F Fgo (LPG)	0.3	$245k	7.2k	34.20	View chart
Blackrock Multi-sector I Cem (BIT)	0.3	$242k	19k	12.52	View chart
Invesco S&p 500 Quality Uie (SPHQ)	0.3	$230k	3.1k	75.19	View chart
Dominion Resources (D)	0.3	$227k	3.7k	61.82	View chart
Qualcomm (QCOM)	0.3	$227k	1.8k	128.80	View chart
Invesco Qqq Tr Uie (QQQ)	0.3	$226k	391.00	577.18	View chart
Mfs Charter Income Cem (MCR)	0.3	$223k	37k	6.06	View chart
Ishares S&p Small-cap Uie (IJT)	0.3	$221k	1.5k	144.71	View chart
Pacer Global Cash Cows Uie (GCOW)	0.3	$220k	4.8k	46.24	View chart
Ubs Etracs Gold Shares Uie (GLDI)	0.2	$219k	1.3k	166.02	View chart
Nxg Nextgen Income Fund Cem (NXG)	0.2	$219k	4.0k	54.93	View chart
Micron Technology (MU)	0.2	$216k	640.00	337.84	View chart
Ishares Russell Mid-cap Uie (IWP)	0.2	$212k	1.7k	128.12	View chart
Ishares Global Energy Uie (IXC)	0.2	$210k	3.6k	57.61	View chart
Schwab U.s. Large-cap Uie (SCHG)	0.2	$210k	7.2k	29.13	View chart
Neuberger Next Generaton Cem (NBXG)	0.2	$206k	16k	12.87	View chart
Srh Total Return Fund Cem (STEW)	0.2	$202k	12k	17.10	View chart
Edison International (EIX)	0.2	$201k	2.7k	73.18	View chart
Kayne Anderson Energy In Cem (KYN)	0.2	$198k	14k	14.28	View chart
Abrdn Hlthcr Inv Cem (HQH)	0.2	$193k	11k	17.79	View chart
Ev Tax-managed Glb B-w O Cem (ETW)	0.2	$189k	22k	8.78	View chart
Bondbloxx Usd High Yield Uie (HYSA)	0.2	$185k	13k	14.85	View chart
Sfl Corp Ltd F Fgo (SFL)	0.2	$184k	17k	10.79	View chart
Abrdn Total Dynamic Divi Cem (AOD)	0.2	$182k	20k	9.21	View chart
India Fund Cem (IFN)	0.2	$178k	16k	11.32	View chart
Voya Emerging Markets Hi Cem (IHD)	0.2	$177k	27k	6.66	View chart
Voya Asia Pacific High D Cem (IAE)	0.2	$174k	24k	7.37	View chart
Ev Tax-mgd Gbl Div Equit Cem (EXG)	0.2	$172k	20k	8.66	View chart
Blackrock Muniholdings C Cem (MUC)	0.2	$172k	17k	10.40	View chart
Duff & Phelps Utility An Cem (DPG)	0.2	$168k	12k	14.44	View chart
Abrdn Emrg Mkts Ex China Cem (AEF)	0.2	$151k	21k	7.29	View chart
Mfs Multi-market Income Cem (MMT)	0.2	$150k	33k	4.62	View chart
Blackrock Enhanced Glbl Cem (BOE)	0.2	$146k	13k	10.96	View chart
Ellington Credit Cem (EARN)	0.2	$142k	32k	4.43	View chart
Allsrping Utlts And Hgh Cem (ERH)	0.2	$134k	11k	12.10	View chart
Brookfield Real Assets I Cem (RA)	0.1	$132k	10k	12.86	View chart
Allspring Global Dividen Cem (EOD)	0.1	$130k	22k	5.83	View chart
Nuveen Real Estate Incom Cem (JRS)	0.1	$129k	17k	7.46	View chart
Clough Global Opportunit Cem (GLO)	0.1	$128k	23k	5.57	View chart
Gdl Fund Cem (GDL)	0.1	$127k	15k	8.33	View chart
Doubleline Income Soluti Cem (DSL)	0.1	$126k	12k	10.83	View chart
Clough Global Dividend A Cem (GLV)	0.1	$124k	21k	5.92	View chart
United Ins Hldgs (ACIC)	0.1	$124k	11k	11.25	View chart
Apollo Investment Corp. (MFIC)	0.1	$124k	11k	11.24	View chart
Saba Capital Income & Op Cem (BRW)	0.1	$120k	18k	6.74	View chart
Abrdn Global Premier Pro Cem (AWP)	0.1	$116k	11k	11.05	View chart
Ev Limited Duration Inco Cem (EVV)	0.1	$114k	12k	9.45	View chart
Voya Global Advantage An Cem (IGA)	0.1	$111k	12k	9.56	View chart
Archer Aviation Inc-a (ACHR)	0.1	$110k	21k	5.17	View chart
Virtus Total Return Cem (ZTR)	0.1	$107k	16k	6.62	View chart
Clough Global Equity Cem (GLQ)	0.1	$100k	13k	7.53	View chart
Blackrock Enhanced Intl Cem (BGY)	0.1	$98k	18k	5.41	View chart
Blackrock Enhanced Equit Cem (BDJ)	0.1	$98k	11k	8.62	View chart
Nuveen Credit Strategies Cem (JQC)	0.1	$94k	19k	4.87	View chart
Gamco Glb Gold Natural R Cem (GGN)	0.1	$92k	17k	5.32	View chart
Gabelli Multimedia Cem (GGT)	0.1	$92k	23k	3.93	View chart
Liberty All-star Growth Cem (ASG)	0.1	$82k	17k	4.75	View chart
Cbre Global Real Estate Cem (IGR)	0.1	$78k	18k	4.39	View chart
Calamos Global Dynamic I Cem (CHW)	0.1	$78k	11k	7.26	View chart
Neuberger Real Est Sec I Cem (NRO)	0.1	$75k	27k	2.84	View chart
Afc Gamma Ord (AFCG)	0.1	$68k	24k	2.82	View chart
Liberty All-star Equity Cem (USA)	0.1	$66k	12k	5.55	View chart
B&G Foods (BGS)	0.1	$58k	12k	4.81	View chart

Past Filings by Decision Investments

SEC 13F filings are viewable for Decision Investments going back to 2026

Decision Investments 2026 Q1 filed April 22, 2026

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