DI
Decision Investments, Inc 13F Filing (Q2 2026) — Top Positions & Stock Picks
Decision Investments, IncCIK: 0002111652
Diversified strategySector-focusedMomentum follower
Total reported value
$109.8M
Reporting period: 2026-06-30 · Number of holdings: 149
DECISION INVESTMENTS, INC disclosed 149 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $109.8M and a quarterly turnover rate of 27.3%.
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Personality snowflake
- Concentration
- 21.59
- Portfolio Stability
- 27.25
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 73.37
Decision Investments, Inc's disclosed holdings carry a Herfindahl concentration index of 0.054 — mathematically equivalent to about 19 equally-sized positions, well below its 149 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.66), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 65% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd LRCX
-0.7% $5.3M
Trim NVDA
-4.5% $1.8M
Add SNDK
-39.5% $2.5M
New buy DKNG
Trim COST
-1.5% -$149.3K
Add IXN
+0.2% $1.4M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 18.70% | -2.62% | -4.47% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 9.62% | +3.65% | -0.72% | |
| 3 | SNDK | Sandisk CORP | Stock-Tech | 4.29% | +1.82% | -39.46% | |
| 4 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.99% | +0.54% | +0.23% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.86% | -0.37% | -0.02% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -0.30% | -4.96% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.88% | +0.02% | +0.33% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.72% | -0.13% | +300.00% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.67% | -0.58% | -1.51% | |
| 10 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.48% | +1.48% | NEW | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.19% | -0.50% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | — | +0.38% | |
| 13 | IXG | Ishares Global Financials Et | ETF-Other | 1.35% | -0.19% | +0.03% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.35% | -0.11% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.26% | -0.53% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.28% | -0.03% | +0.69% | |
| 17 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.21% | -0.22% | +1.08% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | -0.04% | -2.21% | |
| 19 | VLO | Valero Energy CORP | Stock-Energy | 1.14% | -0.20% | +0.44% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.04% | -0.52% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.21% | +0.09% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.96% | -0.16% | +0.73% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.90% | +0.32% | -31.54% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | -0.18% | -0.11% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.85% | -0.02% | +1.00% | |
| 26 | EXI | Ishares Global Industrials E | ETF-Other | 0.83% | -0.10% | +0.60% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.19% | -0.21% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.78% | -0.07% | +2.07% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.70% | -0.17% | -3.81% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.10% | -1.92% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.66% | -0.36% | -6.09% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.34% | -0.31% | |
| 33 | DVA | Davita Inc | Stock-Healthcare | 0.61% | +0.09% | +0.64% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.57% | +0.32% | -14.69% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | -0.06% | — | |
| 36 | XSSPX | Nuveen S&p 500 Dynam Overwr | Stock-Other | 0.55% | -0.05% | -0.61% | |
| 37 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.55% | -0.14% | -1.61% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | -0.03% | +495.05% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.09% | +0.97% | |
| 40 | SNOW | Snowflake Inc | Stock-Tech | 0.45% | +0.09% | -7.42% | |
| 41 | RXI | Ishares Global Consumer Disc | ETF-Other | 0.44% | -0.08% | +0.49% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.40% | -0.05% | -8.97% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.40% | -0.06% | +0.40% | |
| 44 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.40% | +0.04% | +20.80% | |
| 45 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 0.39% | -0.08% | +6.07% | |
| 46 | AIO | Virtus Artific Intel & Tech | Stock-Other | 0.39% | -0.08% | -21.24% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.22% | -0.39% | |
| 48 | INCY | Incyte CORP | Stock-Healthcare | 0.38% | -0.04% | -5.04% | |
| 49 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.37% | +0.37% | NEW | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.03% | — |
1–50 of 149
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+15.4%
- Stdev
- +21.8%
- Beta
- +0.97
- Alpha
- +7%
- Max Drawdown
- -6.1%
- Annualized Perf
- +33.1%
- Batting Avg vs S&P
- +83.3%
- Sortino
- +3.06
- Stutzer
- +0.44
- Treynor
- +0.32
- Sterling
- —
- Calmar
- +5.47
- Information Ratio
- +0.51
- Tracking Error
- +12.3%
- Stdev Down
- +10.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.44
- Sharpe
- +1.42
- Stdev Sectors
- +19%
- Skewness
- -0.29
- Kurtosis
- -1.26
- Upside Potential
- +5.01
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Decision Investments, Inc's most significant position changes for 2026-06-30: New buy: Draftkings Inc-cl A (DKNG); New buy: Seagate Technology Holdings plc (STX); New buy: Applied Materials Inc (AMAT); New buy: Rocket Lab CORP (RKLB); Sold out: Blackrock Core Bond Port-i (BFMCX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +3.7% | -0.72% | Trim |
| 2 | SNDK | Sandisk CORP | +1.8% | -39.46% | Trim |
| 3 | DKNG | Draftkings Inc-cl A | +1.5% | NEW | New buy |
| 4 | IXN | Ishares Global Tech ETF | +0.5% | +0.23% | Add |
| 5 | STX | Seagate Technology Holdings plc | +0.4% | NEW | New buy |
| 6 | AMAT | Applied Materials Inc | +0.4% | NEW | New buy |
| 7 | AMD | Advanced Micro Devices | +0.3% | -31.54% | Trim |
| 8 | MU | Micron Technology Inc | +0.3% | -14.69% | Trim |
| 9 | RKLB | Rocket Lab CORP | +0.2% | NEW | New buy |
| 10 | BHK | Blackrock Core Bond Trust | +0.2% | NEW | New buy |
| 11 | HACK | Amplify Cybersecurity ETF | +0.2% | NEW | New buy |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 13 | ORCL | Oracle CORP | +0.2% | NEW | New buy |
| 14 | CELH | Celsius Holdings Inc | +0.2% | NEW | New buy |
| 15 | KMB | Kimberly-clark CORP | +0.2% | NEW | New buy |
| 16 | PNFP | Pinnacle Financial Partners | +0.2% | NEW | New buy |
| 17 | ✓ | +0.2% | NEW | New buy | |
| 18 | V | Visa Inc-class A Shares | +0.2% | NEW | New buy |
| 19 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 20 | VHT | Vanguard Health Care ETF | +0.2% | NEW | New buy |
| 21 | DVY | Ishares Select Dividend ETF | +0.2% | NEW | New buy |
| 22 | BCV | Bancroft Fund LTD | +0.2% | NEW | New buy |
| 23 | MMT | Aberdeen Multimarket Income | +0.2% | +143.38% | Add |
| 24 | USA | Liberty All Star Equity Fund | +0.1% | +224.39% | Add |
| 25 | CSCO | Cisco Systems Inc | +0.1% | -1.92% | Trim |
| 26 | DVA | Davita Inc | +0.1% | +0.64% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | +0.97% | Add |
| 28 | SNOW | Snowflake Inc | +0.1% | -7.42% | Trim |
| 29 | LLY | Eli Lilly & Co | 0% | -0.52% | Trim |
| 30 | SOFI | Sofi Technologies Inc | 0% | +20.80% | Add |
| 31 | CVS | Cvs Health CORP | 0% | -2.76% | Trim |
| 32 | QCOM | Qualcomm Inc | 0% | +0.45% | Add |
| 33 | IWO | Ishares Russell 2000 Growth | 0% | +0.33% | Add |
| 34 | NOW | Servicenow Inc | 0% | +42.19% | Add |
| 35 | AEF | Abrdn Emerging Markets Ex Ch | 0% | +4.00% | Add |
| 36 | GLDI | UBS AG Et Gl Shr Covr Cl Etn | 0% | +55.26% | Add |
| 37 | GLV | Clough Global Dividend & Inc | 0% | +19.62% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | — | +0.38% | Add |
| 39 | QQQ | Invesco Qqq Trust Series 1 | — | -1.02% | Trim |
| 40 | IJT | Ishares S&p Small-cap 600 Gr | — | — | Unchanged |
| 41 | IAE | Voya Asia Pac Hi Dvd Eq Inc | — | -1.69% | Trim |
| 42 | CHW | Calamos Global Dynamic Incom | — | -0.28% | Trim |
| 43 | ASG | Liberty All-star Growth Fd | — | — | Unchanged |
| 44 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 0% | +3.81% | Add |
| 45 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -1.50% | Trim |
| 46 | NXG | Nxg Nextgen Infrastr Inc | 0% | — | Unchanged |
| 47 | XGLQX | Clough Global Equity Fund | 0% | — | Unchanged |
| 48 | GLO | Clough Global Opportunities | 0% | -0.44% | Trim |
| 49 | BDJ | Blackrock Enhanced Eqty Dvd | 0% | — | Unchanged |
| 50 | GGT | Gabelli Multimedia Trust Inc | 0% | -0.21% | Trim |
1–50 of 157
Filing History
FAQ
What is Decision Investments, Inc and what type of investor is it?
Decision Investments, Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $109.8M, spread across 149 disclosed positions.
What are Decision Investments, Inc's largest equity positions?
Based on the latest 13F filing, Decision Investments, Inc's top holdings by market value are:
1. Nvidia CORP (NVDA) — $20.5M (18.7%)
2. Lam Research CORP (LRCX) — $10.6M (9.6%)
3. Sandisk CORP (SNDK) — $4.7M (4.3%)
4. Ishares Global Tech ETF (IXN) — $4.4M (4.0%)
5. Apple Inc (AAPL) — $4.2M (3.9%)
What changes did Decision Investments, Inc make in its most recent portfolio filing?
In the latest reported quarter, Decision Investments, Inc made 129 notable position adjustments: 17 new positions were initiated, 36 existing holdings were added to, 68 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Draftkings Inc-cl A (DKNG); New buy: Seagate Technology Holdings plc (STX); New buy: Applied Materials Inc (AMAT); New buy: Rocket Lab CORP (RKLB); Sold out: Blackrock Core Bond Port-i (BFMCX)
What sectors does Decision Investments, Inc focus on?
Decision Investments, Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 64.5%
• Health Care: 9.6%
• Consumer Discretionary: 6.3%
• Communication Services: 4.7%
• Financials: 4.5%
• Energy: 3.9%
Investment Profile
Decision Investments, Inc returned an annualized 33.1% over the trailing 6 months — outperforming the S&P 500 by 7.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.97 (roughly in line with the market) and a 83% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 64.5% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 27 over the past 2 quarters — a shift toward more active trading.
It has added to its LRCX position over the past two quarters (+$6.1M, now $10.6M), while trimming ISRG over the same stretch (-$413.3K, still holding $730.1K).
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