Filed: 4/22/2026ACC: 0002111652-26-000002
📋 What this filing means
DECISION INVESTMENTS, INC filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $87.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$87.93M
Total AUM (reported)
1.92M
Total Shares
Allocation by class
COM$55.80M63.5%
UIE$20.25M23.0%
CEM$10.42M11.8%
FGO$1.18M1.3%
ADR$289.1K0.3%
Portfolio Concentration
Top 3$27.72M31.5%
4–10$13.96M15.9%
11–25$16.31M18.6%
Rest$29.94M34.1%
Top 3 weight
31.5%
Top 10 weight
47.4%
Voting Authority Distribution
Total shares with voting rights: 1.92M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.92M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole140
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings140
Rows:
NVIDIA CORP
SOLEShares107.50K
TypeSH
Market value$18.75M
21.32%
Sole
0.00
Shared
0.00
None
107.50K
LAM RESH CORP
SOLEShares24.56K
TypeSH
Market value$5.25M
5.97%
Sole
0.00
Shared
0.00
None
24.56K
APPLE INC
SOLEShares14.67K
TypeSH
Market value$3.72M
4.23%
Sole
0.00
Shared
0.00
None
14.67K
ISHARES GLOBAL TECH ETF
SOLEShares30.23K
TypeSH
Market value$3.02M
3.44%
Sole
0.00
Shared
0.00
None
30.23K
SANDISK CORP
SOLEShares3.42K
TypeSH
Market value$2.17M
2.47%
Sole
0.00
Shared
0.00
None
3.42K
AMAZON.COM INC
SOLEShares9.89K
TypeSH
Market value$2.06M
2.34%
Sole
0.00
Shared
0.00
None
9.89K
COSTCO WHSL CORP NEW
SOLEShares1.99K
TypeSH
Market value$1.98M
2.25%
Sole
0.00
Shared
0.00
None
1.99K
ISHARES RUSSELL 2000
SOLEShares5.22K
TypeSH
Market value$1.64M
1.86%
Sole
0.00
Shared
0.00
None
5.22K
ISHARES RUSSELL 1000
SOLEShares3.81K
TypeSH
Market value$1.62M
1.85%
Sole
0.00
Shared
0.00
None
3.81K
JPMORGAN CHASE & CO
SOLEShares4.97K
TypeSH
Market value$1.46M
1.66%
Sole
0.00
Shared
0.00
None
4.97K
BERKSHIRE HATHAWAY
SOLEShares2.83K
TypeSH
Market value$1.36M
1.54%
Sole
0.00
Shared
0.00
None
2.83K
ISHARES GLOBAL
SOLEShares11.90K
TypeSH
Market value$1.36M
1.54%
Sole
0.00
Shared
0.00
None
11.90K
ABBVIE INC
SOLEShares5.88K
TypeSH
Market value$1.28M
1.46%
Sole
0.00
Shared
0.00
None
5.88K
ISHARES GLOBAL
SOLEShares13.42K
TypeSH
Market value$1.26M
1.43%
Sole
0.00
Shared
0.00
None
13.42K
ALPHABET INC
SOLEShares4.20K
TypeSH
Market value$1.21M
1.37%
Sole
0.00
Shared
0.00
None
4.20K
VALERO ENERGY CORP NEW
SOLEShares4.78K
TypeSH
Market value$1.18M
1.34%
Sole
0.00
Shared
0.00
None
4.78K
ISHARES RUSSELL 2000
SOLEShares4.64K
TypeSH
Market value$1.15M
1.31%
Sole
0.00
Shared
0.00
None
4.64K
JOHNSON & JOHNSON
SOLEShares4.46K
TypeSH
Market value$1.09M
1.24%
Sole
0.00
Shared
0.00
None
4.46K
ALPHABET INC
SOLEShares3.63K
TypeSH
Market value$1.04M
1.18%
Sole
0.00
Shared
0.00
None
3.63K
ISHARES MSCI EAFE ETF
SOLEShares10.13K
TypeSH
Market value$983.4K
1.12%
Sole
0.00
Shared
0.00
None
10.13K
AMGEN INC
SOLEShares2.63K
TypeSH
Market value$926.2K
1.05%
Sole
0.00
Shared
0.00
None
2.63K
INTUITIVE SURGICAL INC
SOLEShares1.96K
TypeSH
Market value$901.2K
1.02%
Sole
0.00
Shared
0.00
None
1.96K
ELI LILLY AND CO
SOLEShares959.00
TypeSH
Market value$882.1K
1.00%
Sole
0.00
Shared
0.00
None
959.00
MICROSOFT CORP
SOLEShares2.34K
TypeSH
Market value$865.9K
0.98%
Sole
0.00
Shared
0.00
None
2.34K
EXXON MOBIL CORP
SOLEShares4.91K
TypeSH
Market value$832.7K
0.95%
Sole
0.00
Shared
0.00
None
4.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 107.50K | SH | $18.75M 21.32% | 0.00 | 0.00 | 107.50K |
LAM RESH CORPSOLE | COM | 24.56K | SH | $5.25M 5.97% | 0.00 | 0.00 | 24.56K |
APPLE INCSOLE | COM | 14.67K | SH | $3.72M 4.23% | 0.00 | 0.00 | 14.67K |
ISHARES GLOBAL TECH ETFSOLE | UIE | 30.23K | SH | $3.02M 3.44% | 0.00 | 0.00 | 30.23K |
SANDISK CORPSOLE | COM | 3.42K | SH | $2.17M 2.47% | 0.00 | 0.00 | 3.42K |
AMAZON.COM INCSOLE | COM | 9.89K | SH | $2.06M 2.34% | 0.00 | 0.00 | 9.89K |
COSTCO WHSL CORP NEWSOLE | COM | 1.99K | SH | $1.98M 2.25% | 0.00 | 0.00 | 1.99K |
ISHARES RUSSELL 2000SOLE | UIE | 5.22K | SH | $1.64M 1.86% | 0.00 | 0.00 | 5.22K |
ISHARES RUSSELL 1000SOLE | UIE | 3.81K | SH | $1.62M 1.85% | 0.00 | 0.00 | 3.81K |
JPMORGAN CHASE & COSOLE | COM | 4.97K | SH | $1.46M 1.66% | 0.00 | 0.00 | 4.97K |
BERKSHIRE HATHAWAYSOLE | COM | 2.83K | SH | $1.36M 1.54% | 0.00 | 0.00 | 2.83K |
ISHARES GLOBALSOLE | UIE | 11.90K | SH | $1.36M 1.54% | 0.00 | 0.00 | 11.90K |
ABBVIE INCSOLE | COM | 5.88K | SH | $1.28M 1.46% | 0.00 | 0.00 | 5.88K |
ISHARES GLOBALSOLE | UIE | 13.42K | SH | $1.26M 1.43% | 0.00 | 0.00 | 13.42K |
ALPHABET INCSOLE | COM | 4.20K | SH | $1.21M 1.37% | 0.00 | 0.00 | 4.20K |
VALERO ENERGY CORP NEWSOLE | COM | 4.78K | SH | $1.18M 1.34% | 0.00 | 0.00 | 4.78K |
ISHARES RUSSELL 2000SOLE | UIE | 4.64K | SH | $1.15M 1.31% | 0.00 | 0.00 | 4.64K |
JOHNSON & JOHNSONSOLE | COM | 4.46K | SH | $1.09M 1.24% | 0.00 | 0.00 | 4.46K |
ALPHABET INCSOLE | COM | 3.63K | SH | $1.04M 1.18% | 0.00 | 0.00 | 3.63K |
ISHARES MSCI EAFE ETFSOLE | UIE | 10.13K | SH | $983.4K 1.12% | 0.00 | 0.00 | 10.13K |
AMGEN INCSOLE | COM | 2.63K | SH | $926.2K 1.05% | 0.00 | 0.00 | 2.63K |
INTUITIVE SURGICAL INCSOLE | COM | 1.96K | SH | $901.2K 1.02% | 0.00 | 0.00 | 1.96K |
ELI LILLY AND COSOLE | COM | 959.00 | SH | $882.1K 1.00% | 0.00 | 0.00 | 959.00 |
MICROSOFT CORPSOLE | COM | 2.34K | SH | $865.9K 0.98% | 0.00 | 0.00 | 2.34K |
EXXON MOBIL CORPSOLE | COM | 4.91K | SH | $832.7K 0.95% | 0.00 | 0.00 | 4.91K |
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