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Decision Investments, Inc Top Holdings and 13F Report (2026)

About Decision Investments, Inc

Investment Activity

  • Decision Investments, Inc has $87.93 million in total holdings as of March 31, 2026.
  • Decision Investments, Inc owns shares of 140 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
  • Approximately 6.14% of the portfolio was purchased this quarter.
  • About 8.40% of the portfolio was sold this quarter.
  • This quarter, Decision Investments, Inc has purchased 135 new stocks and bought additional shares in 44 stocks.
  • Decision Investments, Inc sold shares of 58 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

NVIDIA
$18,747,128
LAM RESH CORP
$5,247,276
Apple
$3,723,738
SANDISK CORP
$2,173,498

Largest New Holdings this Quarter

80004C200 - SANDISK CORP
$2,173,498 Holding
09260B309 - BLACKROCK CORE BOND
$263,588 Holding
81762P102 - ServiceNow
$247,784 Holding
Y2106R110 - Dorian LPG
$244,530 Holding
69374H709 - Pacer Global Cash Cows Dividend ETF
$220,334 Holding

Largest Purchases this Quarter

SANDISK CORP
3,421 shares (about $2.17M)
Nuveen S&P 500 Dynamic Overwrite Fund
22,477 shares (about $361.21K)
BLACKROCK CORE BOND
28,776 shares (about $263.59K)
ServiceNow
2,370 shares (about $247.78K)
Dorian LPG
7,150 shares (about $244.53K)

Largest Sales this Quarter

NVIDIA
12,364 shares (about $2.16M)
LAM RESH CORP
1,299 shares (about $277.54K)
Apple
894 shares (about $226.88K)
Meta Platforms
296 shares (about $169.35K)
Qualcomm
1,117 shares (about $143.87K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDecision Investments, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$18,747,128$2,156,282 -10.3%107,49521.3%Computer and Technology
LAM RESH CORP
$5,247,276$277,544 -5.0%24,5596.0%COM
Apple Inc. stock logo
AAPL
Apple
$3,723,738$226,881 -5.7%14,6734.2%Computer and Technology
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$3,021,893$94,772 -3.0%30,2283.4%ETF
SANDISK CORP
$2,173,498$2,173,498 New Holding3,4212.5%COM
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,060,203$106,218 -4.9%9,8922.3%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,981,721$107,605 -5.2%1,9892.3%Retail/Wholesale
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,638,716$68,097 -4.0%5,2221.9%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,622,4520.0%3,8051.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,461,093$91,778 -5.9%4,9671.7%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,357,824$106,364 -7.3%2,8341.5%Finance
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$1,356,144$51,300 -3.6%11,8961.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,279,711$30,449 -2.3%5,8841.5%Medical
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$1,255,120$40,409 -3.1%13,4181.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,208,650$12,941 -1.1%4,2031.4%Computer and Technology
Valero Energy Corporation stock logo
VLO
Valero Energy
$1,180,990$29,648 -2.4%4,7801.3%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,150,472$32,736 -2.8%4,6391.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,091,425$56,466 -4.9%4,4651.2%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,040,154$94,090 -8.3%3,6261.2%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$983,441$4,856 0.5%10,1251.1%Finance
Amgen Inc. stock logo
AMGN
Amgen
$926,206$43,988 -4.5%2,6321.1%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$901,235$29,503 -3.2%1,9551.0%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$882,059$21,155 2.5%9591.0%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$865,907$131,793 -13.2%2,3391.0%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$832,715$12,555 -1.5%4,9080.9%Energy
iShares Global Industrials ETF stock logo
EXI
iShares Global Industrials ETF
$819,794$12,490 -1.5%4,5290.9%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$765,7470.0%5,2470.9%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$763,655$29,701 4.0%13,4470.9%Finance
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$749,863$17,729 -2.3%4,4410.9%Finance
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$602,862$9,694 1.6%23,0100.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$546,1410.0%2,5560.6%ETF
Chevron Corporation stock logo
CVX
Chevron
$526,354$1,241 0.2%2,5440.6%Energy
Nuveen S&P 500 Dynamic Overwrite Fund stock logo
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
$526,244$361,205 218.9%32,7470.6%Financial Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$506,337$12,002 2.4%2,4890.6%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$497,352$46,476 -8.5%6,4100.6%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$476,975$173,406 57.1%1,0920.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$474,296$169,351 -26.3%8290.5%Computer and Technology
iShares Global Consumer Discretionary ETF stock logo
RXI
iShares Global Consumer Discretionary ETF
$460,904$34,680 -7.0%2,4720.5%ETF
DaVita Inc. stock logo
DVA
DaVita
$458,150$33,504 -6.8%2,9810.5%Medical
Virtus Artificial Intelligence & Technology Opportunities Fund stock logo
AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
$412,721$428 -0.1%19,2770.5%Miscellaneous
MFS Intermediate Income Trust stock logo
MIN
MFS Intermediate Income Trust
$409,130$25,351 6.6%163,0000.5%Finance
TOTALENERGIES F
$408,773$3,730 0.9%4,4930.5%FGO
The Boeing Company stock logo
BA
Boeing
$402,634$1,393 0.3%2,0230.5%Aerospace
Citigroup Inc. stock logo
C
Citigroup
$394,327$51,942 -11.6%3,4770.4%Financial Services
ASA Gold and Precious Metals Limited stock logo
ASA
ASA Gold and Precious Metals
$390,913$3,722 -0.9%6,3020.4%Finance
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$383,402$2,041 -0.5%18,7850.4%ETF
Incyte Corporation stock logo
INCY
Incyte
$365,844$13,647 -3.6%3,8870.4%Medical
BlackRock Energy and Resources Trust stock logo
BGR
BlackRock Energy and Resources Trust
$364,7220.0%21,0700.4%Financial Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$364,148$31,172 9.4%5140.4%Industrials
GAMCO Natural Resources, Gold & Income Trust stock logo
GNT
GAMCO Natural Resources, Gold & Income Trust
$350,784$2,505 0.7%42,0100.4%Financial Services
Flex LNG Ltd. stock logo
FLNG
Flex LNG
$346,488$1,248 0.4%11,6620.4%Transportation
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$345,331$101,453 41.6%5310.4%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$333,1960.0%1,4500.4%Business Services
RTX Corporation stock logo
RTX
RTX
$331,595$1,929 -0.6%1,7190.4%Aerospace
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$318,648$44,877 16.4%20,0660.4%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$317,024$7,843 -2.4%2,1020.4%Computer and Technology
Blackrock Resources & Commodities Strategy Trust stock logo
BCX
Blackrock Resources & Commodities Strategy Trust
$314,818$1,205 -0.4%26,1260.4%Financial Services
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$307,894$1,896 -0.6%1,6240.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$298,515$10,781 3.7%8030.3%Auto/Tires/Trucks
PALANTIR TECHNOLOGIES IN
$295,778$73,433 -19.9%2,0220.3%COM
Equinor ASA stock logo
EQNR
Equinor ASA
$289,070$99,170 -25.5%6,8500.3%Energy
abrdn Life Sciences Investors stock logo
HQL
abrdn Life Sciences Investors
$288,044$813 0.3%17,7040.3%Finance
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$284,848$17,766 -5.9%4,8100.3%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$281,934$29,436 -9.5%8620.3%Consumer Discretionary
Eaton Vance Risk-Managed Diversified Equity Income Fund stock logo
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
$281,399$3,758 -1.3%34,4430.3%Financial Services
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$277,558$424 -0.2%6,5400.3%ETF
CVS Health Corporation stock logo
CVS
CVS Health
$273,559$17,739 -6.1%3,8090.3%Medical
ONEOK, Inc. stock logo
OKE
ONEOK
$267,464$2,079 -0.8%2,9590.3%Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$266,713$25,150 -8.6%5,3130.3%Computer and Technology
BLACKROCK CORE BOND
$263,588$263,588 New Holding28,7760.3%CEM
Mfs Govt Mkts stock logo
MGF
Mfs Govt Mkts
$263,130$588 0.2%89,5000.3%Finance
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
$260,270$1,199 0.5%4,3400.3%Finance
Nuveen NASDAQ 100 Dynamic Overwrite Fund stock logo
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
$258,6720.0%9,6990.3%Finance
Voya Global Equity Dividend and Premium Opportunity Fund stock logo
IGD
Voya Global Equity Dividend and Premium Opportunity Fund
$257,8170.0%45,2310.3%Financial Services
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$250,9580.0%5,2800.3%ETF
REX AI EQUITY PREMIUM
$248,600$3,970 1.6%7,3900.3%UIE
ServiceNow, Inc. stock logo
NOW
ServiceNow
$247,784$247,784 New Holding2,3700.3%Computer and Technology
Dorian LPG Ltd. stock logo
LPG
Dorian LPG
$244,530$244,530 New Holding7,1500.3%Transportation
BlackRock Multi-Sector Income Trust stock logo
BIT
BlackRock Multi-Sector Income Trust
$242,262$25,290 11.7%19,3500.3%Financial Services
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$230,382$301 -0.1%3,0640.3%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$227,127$1,113 0.5%3,6740.3%Utilities
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$226,819$143,871 -38.8%1,7610.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$225,6770.0%3910.3%Finance
MFS Charter Income Trust stock logo
MCR
MFS Charter Income Trust
$223,329$1,818 0.8%36,8530.3%Financial Services
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$220,8270.0%1,5260.3%ETF
Pacer Global Cash Cows Dividend ETF stock logo
GCOW
Pacer Global Cash Cows Dividend ETF
$220,334$220,334 New Holding4,7650.3%ETF
ETRACS Gold Shares Covered Call ETN stock logo
GLDI
ETRACS Gold Shares Covered Call ETN
$219,318$4,151 1.9%1,3210.2%Finance
NXG NextGen Infrastructure Income Fund stock logo
NXG
NXG NextGen Infrastructure Income Fund
$219,1710.0%3,9900.2%Financial Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$216,218$216,218 New Holding6400.2%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$211,6540.0%1,6520.2%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$209,931$209,931 New Holding3,6440.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$209,7360.0%7,2000.2%ETF
Neuberger Berman Next Generation Connectivity Fund Inc. stock logo
NBXG
Neuberger Berman Next Generation Connectivity Fund
$206,435$69,369 50.6%16,0400.2%
SRH Total Return Fund, Inc. stock logo
STEW
SRH Total Return Fund
$201,968$2,907 1.5%11,8110.2%Finance
Edison International stock logo
EIX
Edison International
$200,513$200,513 New Holding2,7400.2%Utilities
Kayne Anderson Energy Infrastructure Fund, Inc. stock logo
KYN
Kayne Anderson Energy Infrastructure Fund
$198,0640.0%13,8700.2%Financial Services
abrdn Healthcare Investors stock logo
HQH
abrdn Healthcare Investors
$193,217$178 0.1%10,8610.2%Finance
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock logo
ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
$189,033$351 0.2%21,5300.2%Financial Services
BONDBLOXX USD HIGH YIELD
$184,883$4,455 2.5%12,4500.2%UIE
SFL Corporation Ltd. stock logo
SFL
SFL
$183,646$108 0.1%17,0200.2%Transportation

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