Filed: 7/13/2026ACC: 0002111652-26-000003
๐ What this filing means
DECISION INVESTMENTS, INC filed this quarterly 13FโHR report disclosing 149 equity positions with a total reported market value of $109.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$109.85M
Total AUM (reported)
1.99M
Total Shares
Allocation by class
COM$58.84M53.6%
COM NEW$12.08M11.0%
GLOBAL TECH ETF$4.38M4.0%
SH BEN INT$2.08M1.9%
RUS 2000 GRW ETF$2.06M1.9%
RUS 1000 GRW ETF$1.89M1.7%
COM CL A$1.84M1.7%
Portfolio Concentration
Top 3$35.82M32.6%
4โ10$18.28M16.6%
11โ25$18.95M17.3%
Rest$36.80M33.5%
Top 3 weight
32.6%
Top 10 weight
49.2%
Voting Authority Distribution
Total shares with voting rights: 1.99M
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
1.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings149
Rows:
NVIDIA CORPORATION
SOLEShares102.69K
TypeSH
Market value$20.55M
18.70%
Sole
0.00
Shared
0.00
None
102.69K
LAM RESEARCH CORP
SOLEShares24.38K
TypeSH
Market value$10.57M
9.62%
Sole
0.00
Shared
0.00
None
24.38K
SANDISK CORP
SOLEShares2.07K
TypeSH
Market value$4.71M
4.29%
Sole
0.00
Shared
0.00
None
2.07K
ISHARES TR
SOLEShares30.30K
TypeSH
Market value$4.38M
3.99%
Sole
0.00
Shared
0.00
None
30.30K
APPLE INC
SOLEShares14.67K
TypeSH
Market value$4.24M
3.86%
Sole
0.00
Shared
0.00
None
14.67K
AMAZON COM INC
SOLEShares9.40K
TypeSH
Market value$2.24M
2.04%
Sole
0.00
Shared
0.00
None
9.40K
ISHARES TR
SOLEShares5.24K
TypeSH
Market value$2.06M
1.88%
Sole
0.00
Shared
0.00
None
5.24K
ISHARES TR
SOLEShares15.22K
TypeSH
Market value$1.89M
1.72%
Sole
0.00
Shared
0.00
None
15.22K
COSTCO WHOLESALE CORPORATION
SOLEShares1.96K
TypeSH
Market value$1.83M
1.67%
Sole
0.00
Shared
0.00
None
1.96K
DRAFTKINGS INC NEW
SOLEShares64.41K
TypeSH
Market value$1.63M
1.48%
Sole
0.00
Shared
0.00
None
64.41K
JPMORGAN CHASE & CO
SOLEShares4.94K
TypeSH
Market value$1.62M
1.47%
Sole
0.00
Shared
0.00
None
4.94K
ALPHABET INC
SOLEShares4.22K
TypeSH
Market value$1.51M
1.37%
Sole
0.00
Shared
0.00
None
4.22K
ISHARES TR
SOLEShares11.90K
TypeSH
Market value$1.48M
1.35%
Sole
0.00
Shared
0.00
None
11.90K
ABBVIE INC
SOLEShares5.88K
TypeSH
Market value$1.48M
1.35%
Sole
0.00
Shared
0.00
None
5.88K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.82K
TypeSH
Market value$1.41M
1.28%
Sole
0.00
Shared
0.00
None
2.82K
ISHARES TR
SOLEShares4.67K
TypeSH
Market value$1.40M
1.28%
Sole
0.00
Shared
0.00
None
4.67K
ISHARES TR
SOLEShares13.56K
TypeSH
Market value$1.33M
1.21%
Sole
0.00
Shared
0.00
None
13.56K
ALPHABET INC
SOLEShares3.55K
TypeSH
Market value$1.25M
1.14%
Sole
0.00
Shared
0.00
None
3.55K
VALERO ENERGY CORP
SOLEShares4.80K
TypeSH
Market value$1.25M
1.14%
Sole
0.00
Shared
0.00
None
4.80K
ELI LILLY & CO
SOLEShares954.00
TypeSH
Market value$1.14M
1.04%
Sole
0.00
Shared
0.00
None
954.00
JOHNSON & JOHNSON
SOLEShares4.47K
TypeSH
Market value$1.13M
1.03%
Sole
0.00
Shared
0.00
None
4.47K
ISHARES TR
SOLEShares10.20K
TypeSH
Market value$1.06M
0.96%
Sole
0.00
Shared
0.00
None
10.20K
ADVANCED MICRO DEVICES INC
SOLEShares1.70K
TypeSH
Market value$989.9K
0.90%
Sole
0.00
Shared
0.00
None
1.70K
AMGEN INC
SOLEShares2.63K
TypeSH
Market value$952.2K
0.87%
Sole
0.00
Shared
0.00
None
2.63K
ISHARES TR
SOLEShares13.58K
TypeSH
Market value$929.1K
0.85%
Sole
0.00
Shared
0.00
None
13.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 102.69K | SH | $20.55M 18.70% | 0.00 | 0.00 | 102.69K |
LAM RESEARCH CORPSOLE | COM NEW | 24.38K | SH | $10.57M 9.62% | 0.00 | 0.00 | 24.38K |
SANDISK CORPSOLE | COM | 2.07K | SH | $4.71M 4.29% | 0.00 | 0.00 | 2.07K |
ISHARES TRSOLE | GLOBAL TECH ETF | 30.30K | SH | $4.38M 3.99% | 0.00 | 0.00 | 30.30K |
APPLE INCSOLE | COM | 14.67K | SH | $4.24M 3.86% | 0.00 | 0.00 | 14.67K |
AMAZON COM INCSOLE | COM | 9.40K | SH | $2.24M 2.04% | 0.00 | 0.00 | 9.40K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 5.24K | SH | $2.06M 1.88% | 0.00 | 0.00 | 5.24K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 15.22K | SH | $1.89M 1.72% | 0.00 | 0.00 | 15.22K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.96K | SH | $1.83M 1.67% | 0.00 | 0.00 | 1.96K |
DRAFTKINGS INC NEWSOLE | COM CL A | 64.41K | SH | $1.63M 1.48% | 0.00 | 0.00 | 64.41K |
JPMORGAN CHASE & COSOLE | COM | 4.94K | SH | $1.62M 1.47% | 0.00 | 0.00 | 4.94K |
ALPHABET INCSOLE | CAP STK CL A | 4.22K | SH | $1.51M 1.37% | 0.00 | 0.00 | 4.22K |
ISHARES TRSOLE | GLOBAL FINLS ETF | 11.90K | SH | $1.48M 1.35% | 0.00 | 0.00 | 11.90K |
ABBVIE INCSOLE | COM | 5.88K | SH | $1.48M 1.35% | 0.00 | 0.00 | 5.88K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.82K | SH | $1.41M 1.28% | 0.00 | 0.00 | 2.82K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 4.67K | SH | $1.40M 1.28% | 0.00 | 0.00 | 4.67K |
ISHARES TRSOLE | GLOB HLTHCRE ETF | 13.56K | SH | $1.33M 1.21% | 0.00 | 0.00 | 13.56K |
ALPHABET INCSOLE | CAP STK CL C | 3.55K | SH | $1.25M 1.14% | 0.00 | 0.00 | 3.55K |
VALERO ENERGY CORPSOLE | COM | 4.80K | SH | $1.25M 1.14% | 0.00 | 0.00 | 4.80K |
ELI LILLY & COSOLE | COM | 954.00 | SH | $1.14M 1.04% | 0.00 | 0.00 | 954.00 |
JOHNSON & JOHNSONSOLE | COM | 4.47K | SH | $1.13M 1.03% | 0.00 | 0.00 | 4.47K |
ISHARES TRSOLE | MSCI EAFE ETF | 10.20K | SH | $1.06M 0.96% | 0.00 | 0.00 | 10.20K |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.70K | SH | $989.9K 0.90% | 0.00 | 0.00 | 1.70K |
AMGEN INCSOLE | COM | 2.63K | SH | $952.2K 0.87% | 0.00 | 0.00 | 2.63K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 13.58K | SH | $929.1K 0.85% | 0.00 | 0.00 | 13.58K |
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