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DECISION INVESTMENTS, INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2111652
Institutional-grade research for retail investors

Sector Allocation

  • Technology45.0%$48.8M
  • Other30.4%$33.0M
  • Healthcare6.4%$7.0M
  • Financials5.4%$5.9M
  • Energy3.5%$3.8M
  • Consumer Discretionary2.8%$3.1M
  • Industrials2.4%$2.6M
  • Consumer Staples1.9%$2.1M
  • Communication Services1.4%$1.5M
  • Utilities0.5%$516,945

AUM History

13fpro.ai/research/fund/decision-investments-inc-2111652

Conviction and streaks

Stable · top 10 = 49.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold21.5% weight · held 4 quartersLRCX$LRCXConviction hold7.4% weight · held 4 quartersAAPL$AAPLConviction hold4.5% weight · held 4 quarters$Conviction hold4.1% weight · held 4 quartersAMZN$AMZNConviction hold2.3% weight · held 4 quartersCAT$CATAccumulating+30% shares · 3 quarters runningETW$ETWAccumulating+5% shares · 3 quarters runningACHR$ACHRAccumulating+219% shares · 2 quarters runningNVDA$NVDATrimming-15% shares · 3 quarters runningCOST$COSTTrimming-7% shares · 3 quarters runningGOOG$GOOGTrimming-10% shares · 3 quarters runningAMGN$AMGNTrimming-5% shares · 3 quarters runningMETA$METATrimming-44% shares · 3 quarters running

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/decision-investments-inc-2111652

DECISION INVESTMENTS, INC 13F holdings — Q3 2026

$110.4M portfolio (+0.5% QoQ) · 146 holdings · Q3 2026 13F · top 10 are 50% of the stock portfolio

Includes $1.7M of put/call options ($0 puts, $1.7M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $108.6M. Weights use the stock portfolio.

All holdings — DECISION INVESTMENTS, INC (Q3 2026)

146 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
SNDK$SNDKCALLSandisk Corp$1.7MNew
JPM$JPMJPMORGAN CHASE & CO$1.7M+1.0%
ABBV$ABBVAbbVie Inc.$1.5M-0.3%
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$1.5M+8%
— ISHARES TR - GLOBAL FINLS ETFetf/fund$1.5M-0.5%
GOOGL$GOOGLAlphabet Inc.$1.5M-0.1%
— ISHARES TR - GLOB HLTHCRE ETFetf/fund$1.4M-0.7%
— ISHARES TR - RUSSELL 2000 ETFetf/fund$1.3M—
DKNG$DKNGDraftKings Inc.$1.2M+0.1%
GOOG$GOOGAlphabet Inc.$1.2M-0.1%
MSFT$MSFTMICROSOFT CORP$1.2M—
JNJ$JNJJOHNSON & JOHNSON$1.2M-0.0%
LLY$LLYELI LILLY & Co$1.1M+0.1%
AMGN$AMGNAMGEN INC$1.1M-0.4%
— ISHARES TR - MSCI EAFE ETFetf/fund$1.0M-1.0%

What changed in Q3 2026

Against the previous quarter's 13F: 6 new, 24 added to, 33 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.

New positions (6)

  • SNDK$SNDKCALLSandisk Corp$1.7M

    first bought this quarter

  • ISHARES TR - GLOBAL ENERG ETF$209K

    first bought this quarter

  • ACHR$ACHRArcher Aviation Inc.$209K

    first bought this quarter

  • ELF$ELFe.l.f. Beauty, Inc.$202K

    first bought this quarter

  • JRI$JRINuveen Real Asset Income & Growth Fund$115K

    first bought this quarter

  • SND$SNDSmart Sand, Inc.$67K

    first bought this quarter

Added to (24)

  • AMZN$AMZNAMAZON COM INC+6%

    now $2.5M · held 4+ qtrs

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC+8%

    now $1.5M · held 4+ qtrs

  • CAT$CATCATERPILLAR INC+18%

    now $496K · held 4+ qtrs

  • BGS$BGSB&G Foods, Inc.+128%

    now $79K · held 4+ qtrs

  • ERH$ERHALLSPRING UTILITIES & HIGH INCOME FUND+37%

    now $157K · held 4+ qtrs

  • RKLB$RKLBRocket Lab Corp+17%

    now $214K · held 2 qtrs, 2 adds in a row

+18 more in the Excel export

Trimmed (33)

  • SNDK$SNDKSandisk Corp-12%

    now $3.2M · held 3 qtrs, 2 trims in a row

  • PLTR$PLTRPalantir Technologies Inc.-45%

    now $282K · held 4+ qtrs

  • NOW$NOWServiceNow, Inc.-30%

    now $318K · held 3 qtrs

  • AMD$AMDADVANCED MICRO DEVICES INC-12%

    now $920K · held 4+ qtrs, 2 trims in a row

  • MU$MUMICRON TECHNOLOGY INC-15%

    now $492K · held 3 qtrs, 2 trims in a row

  • NVDA$NVDANVIDIA CORP-0.3%

    now $23.4M · held 4+ qtrs

+27 more in the Excel export

Sold out (9)

  • ORCL$ORCLORACLE CORPwas $249K

    held 1 qtr

  • CELH$CELHCelsius Holdings, Inc.was $234K

    held 1 qtr

  • EQNR$EQNREQUINOR ASAwas $212K

    held 3+ qtrs

  • EIX$EIXEDISON INTERNATIONALwas $204K
  • ISHARES TR - SELECT DIVID ETFwas $203K
  • BCV$BCVBANCROFT FUND LTDwas $203K

+3 more in the Excel export

Firm AUM (Form ADV): $154.9M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F DECISION INVESTMENTS, INC has filed, 3 earlier quarters. Pick one to see what it held then.

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Is it too late to follow DECISION INVESTMENTS?

Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of DECISION INVESTMENTS's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-10.1%

Value-weighted move of the 10 largest stock positions

Turnover

1%

Last quarter

Top 10 weight

50%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

89%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

DECISION INVESTMENTS, INC disclosed 146 positions worth $110.4M in its Form 13F-HR for Q3 2026 — $108.6M in common stock plus $1.7M of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 21.5% of the equity portfolio, followed by $LRCX and $AAPL. During the quarter the fund opened 6 new positions and exited 9 — including a new stake in $SNDK and a full exit from $ORCL. The portfolio is most concentrated in Technology (45.0% of disclosed assets). All figures are sourced directly from DECISION INVESTMENTS, INC’s Form 13F-HR filing with the SEC under CIK 2111652.

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AI-Powered Hedge Fund Analysis: DECISION INVESTMENTS, INC

13F Pro is an AI hedge fund tracker and stock research platform. For DECISION INVESTMENTS, INC (SEC CIK: 2111652), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in DECISION INVESTMENTS, INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.