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CIK: 0002111652
Total reported value
$110.4M
$110.4M
149 檔
40.3%
The Q2 2026 SEC filing reveals that Decision Investments, Inc held a total portfolio value of $110.4M, covering 149 public equity positions.
In Q2 2026, Decision Investments, Inc adopted a defensive or profit-taking posture, trimming 68 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 18.70% | +2.48% | -4.47% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 9.62% | -2.36% | -0.72% | |
| 3 | SNDK | Sandisk CORP | Stock-Tech | 4.29% | +0.17% | -39.46% | |
| 4 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.99% | +0.07% | +0.23% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.86% | +0.58% | -0.02% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | +0.21% | -4.96% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.88% | -0.20% | +0.33% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.72% | +0.01% | +300.00% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.67% | -0.06% | -1.51% | |
| 10 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.48% | -0.37% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | +0.03% | -0.50% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | -0.06% | +0.38% | |
| 13 | IXG | Ishares Global Financials Et | ETF-Other | 1.35% | +0.01% | +0.03% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.35% | +0.04% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | +0.10% | -0.53% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.28% | -0.10% | +0.69% | |
| 17 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.21% | +0.04% | +1.08% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | -0.05% | -2.21% | |
| 19 | VLO | Valero Energy CORP | Stock-Energy | 1.14% | +0.54% | +0.44% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | -0.04% | -0.52% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | +0.04% | +0.09% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.96% | -0.01% | +0.73% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.90% | -0.07% | -31.54% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | +0.13% | -0.11% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.85% | -0.04% | +1.00% | |
| 26 | EXI | Ishares Global Industrials E | ETF-Other | 0.83% | -0.05% | +0.60% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | +0.29% | -0.21% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.78% | +0.08% | +2.07% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.70% | -0.04% | -3.81% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | -0.06% | -1.92% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.66% | +0.04% | -6.09% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.61% | EXIT | |
| 33 | DVA | Davita Inc | Stock-Healthcare | 0.61% | -0.14% | +0.64% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.57% | -0.12% | -14.69% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | +0.01% | — | |
| 36 | XSSPX | Nuveen S&p 500 Dynam Overwr | Stock-Other | 0.55% | — | -0.61% | |
| 37 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.55% | -0.03% | -1.61% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.02% | +495.05% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | -0.05% | +0.97% | |
| 40 | SNOW | Snowflake Inc | Stock-Tech | 0.45% | +0.15% | -7.42% | |
| 41 | RXI | Ishares Global Consumer Disc | ETF-Other | 0.44% | -0.03% | +0.49% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.40% | -0.03% | -8.97% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.40% | -0.06% | +0.40% | |
| 44 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.40% | -0.05% | +20.80% | |
| 45 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 0.39% | -0.03% | +6.07% | |
| 46 | AIO | Virtus Artific Intel & Tech | Stock-Other | 0.39% | -0.05% | -21.24% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.38% | +0.09% | -0.39% | |
| 48 | INCY | Incyte CORP | Stock-Healthcare | 0.38% | +0.03% | -5.04% | |
| 49 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.37% | -0.01% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | +0.01% | — |
| # | 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 |
According to official SEC Form 13F filings, Decision Investments, Inc reported a total U.S. public equity portfolio value of $110.4M across 149 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, LRCX, SNDK) accounted for 40.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
DKNG
市值: $1.6M
Top Position Liquidated / Trimmed
BFMCX
前期市值: $263.6K
During Q2 2026, Decision Investments, Inc's top holdings by market value included NVDA (18.7%)、LRCX (9.6%)、SNDK (4.3%). The largest single position, NVDA, represented 18.7% of total portfolio value.
In Q2 2026, Decision Investments, Inc made 129 total portfolio adjustments, initiating 17 new buys, adding to 36 positions, trimming 68 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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