Decision Investments, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$87.9M
Q ending 2026-03-31
Prior quarter
$91.4M
Q ending 2025-12-31
Change
-3.8% QoQ
Positions
140
reported holdings
Largest positions
Top 100 of 140 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp | NVDA | Shares | $18.7M | 107K |
| Lam Resh Corp | LRCX | Shares | $5.2M | 25K |
| Apple Inc | AAPL | Shares | $3.7M | 15K |
| Ishares Global Tech Etf | IXN | Shares | $3.0M | 30K |
| Sandisk Corp | SNDK | Shares | $2.2M | 3K |
| Amazon.Com Inc | AMZN | Shares | $2.1M | 10K |
| Costco Whsl Corp New | COST | Shares | $2.0M | 2K |
| Ishares Russell 2000 | IWO | Shares | $1.6M | 5K |
| Ishares Russell 1000 | IWF | Shares | $1.6M | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $1.5M | 5K |
| Berkshire Hathaway | BRK/B | Shares | $1.4M | 3K |
| Ishares Global | IXG | Shares | $1.4M | 12K |
| Abbvie Inc | ABBV | Shares | $1.3M | 6K |
| Ishares Global | IXJ | Shares | $1.3M | 13K |
| Alphabet Inc | GOOGL | Shares | $1.2M | 4K |
| Valero Energy Corp New | VLO | Shares | $1.2M | 5K |
| Ishares Russell 2000 | IWM | Shares | $1.2M | 5K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 4K |
| Alphabet Inc | GOOG | Shares | $1.0M | 4K |
| Ishares Msci Eafe Etf | EFA | Shares | $983K | 10K |
| Amgen Inc | AMGN | Shares | $926K | 3K |
| Intuitive Surgical Inc | ISRG | Shares | $901K | 2K |
| Eli Lilly And Co | LLY | Shares | $882K | 959 |
| Microsoft Corp | MSFT | Shares | $866K | 2K |
| Exxon Mobil Corp | XOM | Shares | $833K | 5K |
| Ishares Global | EXI | Shares | $820K | 5K |
| State Street Spdr S&P | SDY | Shares | $766K | 5K |
| Ishares Msci Emerging | EEM | Shares | $764K | 13K |
| Ishares Biotechnology | IBB | Shares | $750K | 4K |
| Pimco Multisector Bond | PYLD | Shares | $603K | 23K |
| Ishares Russell 1000 | IWD | Shares | $546K | 3K |
| Chevron Corp New | CVX | Shares | $526K | 3K |
| Nuveen S&P 500 Dynamic O | XSSPX | Shares | $526K | 33K |
| Advanced Micro Devic | AMD | Shares | $506K | 2K |
| Cisco Sys Inc | CSCO | Shares | $497K | 6K |
| Vanguard Growth Index | VUG | Shares | $477K | 1K |
| Meta Platforms Inc | META | Shares | $474K | 829 |
| Ishares Global Consumer | RXI | Shares | $461K | 2K |
| Davita Inc | DVA | Shares | $458K | 3K |
| Virtus Artificial Intell | AIO | Shares | $413K | 19K |
| Mfs Intermediate Income | MIN | Shares | $409K | 163K |
| Totalenergies F | Shares | $409K | 4K | |
| Boeing Co | BA | Shares | $403K | 2K |
| Citigroup Inc | C | Shares | $394K | 3K |
| Asa Gold And Precious Me | Shares | $391K | 6K | |
| Invesco Senior Loan Etf | BKLN | Shares | $383K | 19K |
| Incyte Corp | INCY | Shares | $366K | 4K |
| Blackrock Energy & Resou | BGR | Shares | $365K | 21K |
| Caterpillar Inc | CAT | Shares | $364K | 514 |
| Gamco Nat Res Gold & Inc | GNT | Shares | $351K | 42K |
| Flex Lng Ltd F | Shares | $346K | 12K | |
| State Street Spdr S&P | SPY | Shares | $345K | 531 |
| Waste Mgmt Inc Del | WM | Shares | $333K | 1K |
| Rtx Corp | RTX | Shares | $332K | 2K |
| Sofi Technologies Inc | SOFI | Shares | $319K | 20K |
| Snowflake Inc | SNOW | Shares | $317K | 2K |
| Blackrock Resources & Co | BCX | Shares | $315K | 26K |
| Ishares Russell 2000 | IWN | Shares | $308K | 2K |
| Tesla Inc | TSLA | Shares | $299K | 803 |
| Palantir Technologies In | PLTR | Shares | $296K | 2K |
| Equinor Asa F | EQNR | Shares | $289K | 7K |
| Abrdn Life Sciences Inve | HQL | Shares | $288K | 18K |
| State Street Spdr | SPMD | Shares | $285K | 5K |
| Marriott Intl Inc New | MAR | Shares | $282K | 862 |
| Ev Risk-Mgd Divers Equit | ETJ | Shares | $281K | 34K |
| Pacer Developed Markets | ICOW | Shares | $278K | 7K |
| Cvs Health Corp | CVS | Shares | $274K | 4K |
| Oneok Inc New | OKE | Shares | $267K | 3K |
| Verizon Communications I | VZ | Shares | $267K | 5K |
| Blackrock Core Bond | BFMCX | Shares | $264K | 29K |
| Mfs Government Markets I | MGF | Shares | $263K | 90K |
| Citizens Finl Group Inc | CFG | Shares | $260K | 4K |
| Nuveen Nasdaq 100 Dynami | QQQX | Shares | $259K | 10K |
| Voya Global Equity Divid | XIGDX | Shares | $258K | 45K |
| Invesco Rafi Us 1000 | PRF | Shares | $251K | 5K |
| Rex Ai Equity Premium | AIPI | Shares | $249K | 7K |
| Servicenow Inc | NOW | Shares | $248K | 2K |
| Dorian Lpg Ltd F | Shares | $245K | 7K | |
| Blackrock Multi-Sector I | BIT | Shares | $242K | 19K |
| Invesco S&P 500 Quality | SPHQ | Shares | $230K | 3K |
| Dominion Energy Inc | D | Shares | $227K | 4K |
| Qualcomm Inc | QCOM | Shares | $227K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $226K | 391 |
| Mfs Charter Income | XMCRX | Shares | $223K | 37K |
| Ishares S&P Small-Cap | IJT | Shares | $221K | 2K |
| Pacer Global Cash Cows | GCOW | Shares | $220K | 5K |
| Ubs Etracs Gold Shares | GLDI | Shares | $219K | 1K |
| Nxg Nextgen Income Fund | NXG | Shares | $219K | 4K |
| Micron Technology Inc | MU | Shares | $216K | 640 |
| Ishares Russell Mid-Cap | IWP | Shares | $212K | 2K |
| Ishares Global Energy | IXC | Shares | $210K | 4K |
| Schwab U.S. Large-Cap | SCHG | Shares | $210K | 7K |
| Neuberger Next Generaton | NBXG | Shares | $206K | 16K |
| Srh Total Return Fund | STEW | Shares | $202K | 12K |
| Edison Intl | EIX | Shares | $201K | 3K |
| Kayne Anderson Energy In | KYN | Shares | $198K | 14K |
| Abrdn Hlthcr Inv | HQH | Shares | $193K | 11K |
| Ev Tax-Managed Glb B-W O | ETW | Shares | $189K | 22K |
| Bondbloxx Usd High Yield | HYSA | Shares | $185K | 12K |
| Sfl Corp Ltd F | Shares | $184K | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.