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

About Decision Investments, Inc

Investment Activity

  • Decision Investments, Inc has $110.37 million in total holdings as of September 30, 2026.
  • Decision Investments, Inc owns shares of 145 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 3.43% of the portfolio was purchased this quarter.
  • About 3.04% of the portfolio was sold this quarter.
  • This quarter, Decision Investments, Inc has purchased 149 new stocks and bought additional shares in 25 stocks.
  • Decision Investments, Inc sold shares of 32 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

NVIDIA
$23,378,575
LAM RESEARCH CORP
$8,015,644
SANDISK CORP
$4,927,368
Apple
$4,896,574

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$796,392 Holding
30609A109 - ONEOK INC NEW
$251,717 Holding
464287341 - iShares Global Energy ETF
$209,308 Holding
03945R102 - Archer Aviation
$209,257 Holding
26856L103 - e.l.f. Beauty
$201,940 Holding

Largest Purchases this Quarter

SANDISK CORP
761 shares (about $1.32M)
EXXONMOBIL HOLDINGS CORP
4,893 shares (about $796.39K)
ONEOK INC NEW
2,952 shares (about $251.72K)
iShares Global Energy ETF
3,674 shares (about $209.31K)
Archer Aviation
42,104 shares (about $209.26K)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC
1,222 shares (about $228.58K)
ServiceNow
1,000 shares (about $134.01K)
Advanced Micro Devices
200 shares (about $122.35K)
Micron Technology
84 shares (about $89.47K)
NVIDIA
320 shares (about $73.08K)

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
$23,378,575$73,082 ▼-0.3%102,36721.2%Technology
LAM RESEARCH CORP
$8,015,644$5,913 ▲0.1%24,4007.3%COM NEW
SANDISK CORP
$4,927,368$1,324,056 ▲36.7%2,8324.5%COM
Apple Inc. stock logo
AAPL
Apple
$4,896,574$11,322 ▲0.2%14,7044.4%Technology
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$4,471,501$19,269 ▼-0.4%30,1684.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,488,505$146,251 ▲6.2%9,9882.3%Consumer Discretionary
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,906,4570.0%15,2201.7%ETF
Valero Energy Corporation stock logo
VLO
Valero Energy
$1,858,162$2,713 ▼-0.1%4,7941.7%Energy
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,853,739$16,061 ▼-0.9%5,1941.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,781,429$1,821 ▼-0.1%1,9571.6%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,651,173$16,211 ▲1.0%4,9911.5%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$1,535,010$4,185 ▼-0.3%5,8681.4%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,518,011$114,511 ▲8.2%3,0491.4%Finance
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$1,503,553$7,620 ▼-0.5%11,8391.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,450,345$1,376 ▼-0.1%4,2151.3%Communication Services
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$1,374,842$10,212 ▼-0.7%13,4631.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,298,0240.0%4,6711.2%ETF
DraftKings Inc. stock logo
DKNG
DraftKings
$1,224,550$760 ▲0.1%64,4501.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$1,207,242$1,022 ▼-0.1%3,5431.1%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$1,197,2190.0%2,3341.1%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,182,594$529 ▼0.0%4,4671.1%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,105,011$1,157 ▲0.1%9551.0%Healthcare
Amgen Inc. stock logo
AMGN
Amgen
$1,103,738$4,214 ▼-0.4%2,6191.0%Healthcare
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,049,185$10,389 ▼-1.0%10,0991.0%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$951,175$3,158 ▼-0.3%4,5180.9%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$920,087$122,352 ▼-11.7%1,5040.8%Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$897,123$10,018 ▼-1.1%13,4320.8%ETF
iShares Global Industrials ETF stock logo
EXI
iShares Global Industrials ETF
$862,2690.0%4,5560.8%ETF
EXXONMOBIL HOLDINGS CORP
$796,392$796,392 ▲New Holding4,8930.7%COM SHS
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$768,531$21,958 ▲2.9%1,8900.7%Healthcare
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$727,566$11,718 ▼-1.6%4,9670.7%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$676,6700.0%6,2870.6%Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$660,7840.0%1,9460.6%Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$633,7090.0%2,5560.6%ETF
Nuveen S&P 500 Dynamic Overwrite Fund stock logo
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
$601,7940.0%32,5470.5%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$585,5350.0%6,4980.5%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$574,8300.0%22,6400.5%ETF
DaVita Inc. stock logo
DVA
DaVita
$524,060$700 ▼-0.1%2,9960.5%Healthcare
Chevron Corporation stock logo
CVX
Chevron
$517,4680.0%2,5340.5%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$496,203$75,403 ▲17.9%6120.4%Industrials
Micron Technology, Inc. stock logo
MU
Micron Technology
$492,081$89,469 ▼-15.4%4620.4%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$458,314$725 ▼-0.2%6320.4%Communication Services
iShares Global Consumer Discretionary ETF stock logo
RXI
iShares Global Consumer Discretionary ETF
$456,444$2,773 ▼-0.6%2,4690.4%ETF
Incyte Corporation stock logo
INCY
Incyte
$447,9030.0%3,6910.4%Healthcare
Citigroup Inc. stock logo
C
Citigroup
$409,8040.0%3,1650.4%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$403,431$1,525 ▼-0.4%5290.4%ETF
MFS Intermediate Income Trust stock logo
MIN
MFS Intermediate Income Trust
$398,808$2,320 ▼-0.6%171,9000.4%Finance
Dorian LPG Ltd. stock logo
LPG
Dorian LPG
$392,0270.0%7,1200.4%Energy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$391,9950.0%4250.4%Technology
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$381,0530.0%24,2400.3%Finance
TOTALENERGIES SE
$380,6460.0%4,4520.3%ACT
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$379,6920.0%18,5850.3%ETF
The Boeing Company stock logo
BA
Boeing
$377,8640.0%2,0310.3%Industrials
Virtus Artificial Intelligence & Technology Opportunities Fund stock logo
AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
$377,6010.0%15,1830.3%
BlackRock Energy and Resources Trust stock logo
BGR
BlackRock Energy and Resources Trust
$363,350$507 ▼-0.1%21,5000.3%Finance
GAMCO Natural Resources, Gold & Income Trust stock logo
GNT
GAMCO Natural Resources, Gold & Income Trust
$362,0070.0%41,6100.3%Finance
Flex LNG Ltd. stock logo
FLNG
Flex LNG
$357,638$62 ▲0.0%11,6270.3%Energy
ASA Gold and Precious Metals Limited stock logo
ASA
ASA Gold and Precious Metals
$349,1070.0%6,2620.3%Finance
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$340,9850.0%1,6280.3%ETF
MFS Multimarket Income Trust stock logo
MMT
MFS Multimarket Income Trust
$338,5390.0%79,0980.3%Finance
abrdn Life Sciences Investors stock logo
HQL
abrdn Life Sciences Investors
$332,935$10,285 ▲3.2%17,8040.3%Finance
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$325,6210.0%1,7690.3%Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$317,604$134,010 ▼-29.7%2,3700.3%Technology
CVS Health Corporation stock logo
CVS
CVS Health
$317,4290.0%3,7040.3%Healthcare
RTX Corporation stock logo
RTX
RTX
$315,0480.0%1,6970.3%Industrials
Blackrock Resources & Commodities Strategy Trust stock logo
BCX
Blackrock Resources & Commodities Strategy Trust
$307,7420.0%25,9260.3%Finance
Nuveen NASDAQ 100 Dynamic Overwrite Fund stock logo
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
$306,4000.0%10,0690.3%Finance
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$303,2220.0%4,8100.3%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$295,6840.0%1,4500.3%Industrials
Marriott International, Inc. stock logo
MAR
Marriott International
$295,5620.0%8310.3%Consumer Discretionary
AMPLIFY ETF TR
$290,9760.0%2,4000.3%AMPLIFY CYBERSEC
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$287,3900.0%5,2800.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$286,2910.0%3870.3%ETF
PALANTIR TECHNOLOGIES INC
$282,446$228,576 ▼-44.7%1,5100.3%CL A
ETRACS Gold Shares Covered Call ETN stock logo
GLDI
ETRACS Gold Shares Covered Call ETN
$280,458$7,728 ▼-2.7%1,9960.3%ETF
Eaton Vance Risk-Managed Diversified Equity Income Fund stock logo
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
$280,2880.0%34,3070.3%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$279,590$5,322 ▼-1.9%7880.3%Consumer Discretionary
ETF OPPORTUNITIES TRUST
$279,1590.0%7,4620.3%REX AI EQUIT ETF
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
$275,4430.0%4,3200.2%Finance
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$273,3900.0%6,5000.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$268,4750.0%5250.2%Technology
Voya Global Equity Dividend and Premium Opportunity Fund stock logo
IGD
Voya Global Equity Dividend and Premium Opportunity Fund
$268,397$6,798 ▼-2.5%43,4300.2%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$258,6960.0%7,2000.2%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$253,7530.0%3,0180.2%ETF
ARISTA NETWORKS INC
$252,4520.0%1,2400.2%COM SHS
ONEOK INC NEW
$251,717$251,717 ▲New Holding2,9520.2%COM
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$244,6640.0%1,5260.2%ETF
Mfs Govt Mkts stock logo
MGF
Mfs Govt Mkts
$244,307$2,304 ▲1.0%90,1500.2%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$241,781$1,825 ▲0.8%5300.2%Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$241,6890.0%5,2690.2%Communication Services
Neuberger Berman Next Generation Connectivity Fund Inc. stock logo
NBXG
Neuberger Berman Next Generation Connectivity Fund
$234,566$23,849 ▲11.3%14,9500.2%
BlackRock Core Bond Trust stock logo
BHK
BlackRock Core Bond Trust
$233,503$820 ▼-0.3%28,4760.2%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$227,4470.0%1,6520.2%ETF
SFL Corporation Ltd. stock logo
SFL
SFL
$223,8520.0%17,0100.2%Energy
Visa Inc. stock logo
V
Visa
$223,5030.0%6220.2%Finance
Liberty All-Star Equity Fund stock logo
USA
Liberty All-Star Equity Fund
$222,5490.0%38,5700.2%Finance
Dominion Energy Inc. stock logo
D
Dominion Energy
$221,2610.0%3,6560.2%Utilities
SPACE EXPLORATION TECHN CORP
$217,691$20,970 ▲10.7%1,4430.2%CLASS A COM STK
NXG NextGen Infrastructure Income Fund stock logo
NXG
NXG NextGen Infrastructure Income Fund
$216,9760.0%3,9900.2%Finance
BlackRock Multi-Sector Income Trust stock logo
BIT
BlackRock Multi-Sector Income Trust
$216,145$1,124 ▼-0.5%19,2300.2%Finance

Showing largest 100 holdings. View all holdings.
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