← Every investor
Decision Investments, Inc Portfolio
$110.4M across 146 positions as of 2026-09-30, with 49% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +29.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.2% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $23.4M | 21.2% | 102,367 |
| LRCXLam Research Corp | $8M | 7.3% | 24,400 |
| AAPLApple Inc | $4.9M | 4.4% | 14,704 |
| IXNiShares Global Tech ETF | $4.5M | 4.1% | 30,168 |
| SNDKSandisk Corp | $3.2M | 2.9% | 1,832 |
| AMZNAmazon.com Inc | $2.5M | 2.3% | 9,988 |
| IWFiShares Russell 1000 Growth ETF | $1.9M | 1.7% | 15,220 |
| VLOValero Energy Corp | $1.9M | 1.7% | 4,794 |
| IWOiShares Russell 2000 Growth Fund | $1.9M | 1.7% | 5,194 |
| COSTCostco Wholesale Corp | $1.8M | 1.6% | 1,957 |
| SNDKSandisk Corpcall | $1.7M | 1.6% | 1,000 |
| JPMJPMorgan Chase & Co | $1.7M | 1.5% | 4,991 |
| ABBVAbbVie Inc | $1.5M | 1.4% | 5,868 |
| BRK.BBerkshire Hathaway Inc | $1.5M | 1.4% | 3,049 |
| ISHARES TR | $1.5M | 1.4% | 11,839 |
| GOOGLAlphabet Inc | $1.5M | 1.3% | 4,215 |
| IXJiShares Global Healthcare ETF | $1.4M | 1.2% | 13,463 |
| IWMiShares Russell 2000 Index Fund | $1.3M | 1.2% | 4,671 |
| DKNGDraftKings Inc. - Class A Common Stock | $1.2M | 1.1% | 64,450 |
| GOOGAlphabet Inc | $1.2M | 1.1% | 3,543 |
| MSFTMicrosoft Corp | $1.2M | 1.1% | 2,334 |
| JNJJohnson & Johnson | $1.2M | 1.1% | 4,467 |
| LLYEli Lilly and Co | $1.1M | 1.0% | 955 |
| AMGNAmgen Inc | $1.1M | 1.0% | 2,619 |
| EFAiShares MSCI EAFE ETF | $1M | 1.0% | 10,099 |
| IBBiShares Nasdaq Biotechnology Index Fund | $951.2K | 0.9% | 4,518 |
| AMDAdvanced Micro Devices Inc | $920.1K | 0.8% | 1,504 |
| EEMiShares MSCI Emerging Index Fund | $897.1K | 0.8% | 13,432 |
| ISHARES TR | $862.3K | 0.8% | 4,556 |
| XOMExxonmobil Holdings Corp | $796.4K | 0.7% | 4,893 |
| ISRGIntuitive Surgical Inc | $768.5K | 0.7% | 1,890 |
| SDYState Street SPDR S&P Dividend ETF | $727.6K | 0.7% | 4,967 |
| CSCOCisco Systems Inc | $676.7K | 0.6% | 6,287 |
| SNOWSnowflake Inc | $660.8K | 0.6% | 1,946 |
| IWDiShares Russell 1000 Value ETF | $633.7K | 0.6% | 2,556 |
| NUVEEN S&P 500 DYNAMIC OVERW | $601.8K | 0.5% | 32,547 |
| VUGVanguard Growth ETF | $585.5K | 0.5% | 6,498 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $574.8K | 0.5% | 22,640 |
| DVADaVita Inc | $524.1K | 0.5% | 2,996 |
| CVXChevron Corp | $517.5K | 0.5% | 2,534 |
| CATCaterpillar Inc | $496.2K | 0.4% | 612 |
| MUMicron Technology Inc | $492.1K | 0.4% | 462 |
| METAMeta Platforms Inc | $458.3K | 0.4% | 632 |
| ISHARES TR | $456.4K | 0.4% | 2,469 |
| INCYIncyte Corp | $447.9K | 0.4% | 3,691 |
| CCitigroup Inc | $409.8K | 0.4% | 3,165 |
| SPYState Street SPDR S&P 500 ETF Trust | $403.4K | 0.4% | 529 |
| ABERDEEN INTER INCOME FD | $398.8K | 0.4% | 171,900 |
| DORIAN LPG LTD | $392K | 0.4% | 7,120 |
| SEAGATE TECHNOLOGY HLDNGS PL | $392K | 0.4% | 425 |
| SOFISoFi Technologies Inc | $381.1K | 0.3% | 24,240 |
| TOTALENERGIES SE | $380.6K | 0.3% | 4,452 |
| BKLNInvesco Senior Loan ETF | $379.7K | 0.3% | 18,585 |
| BABoeing Co | $377.9K | 0.3% | 2,031 |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | $377.6K | 0.3% | 15,183 |
| BLACKROCK ENERGY & RES TR | $363.4K | 0.3% | 21,500 |
| GAMCO NAT RES GOLD & INCOME | $362K | 0.3% | 41,610 |
| FLEX LNG LTD | $357.6K | 0.3% | 11,627 |
| ASA GOLD AND PRECIOUS MTLS L | $349.1K | 0.3% | 6,262 |
| IWNiShares Russell 2000 Value ETF | $341K | 0.3% | 1,628 |
| ABERDEEN MULTI-MARKET INCOME | $338.5K | 0.3% | 79,098 |
| HQLabrdn Life Sciences Investors | $332.9K | 0.3% | 17,804 |
| QCOMQualcomm Inc | $325.6K | 0.3% | 1,769 |
| NOWServiceNow Inc | $317.6K | 0.3% | 2,370 |
| CVSCVS Health Corp | $317.4K | 0.3% | 3,704 |
| RTXRTX Corp | $315K | 0.3% | 1,697 |
| BLACKROCK RES & COMMODITIES | $307.7K | 0.3% | 25,926 |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund - Closed End Fund | $306.4K | 0.3% | 10,069 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $303.2K | 0.3% | 4,810 |
| WMWaste Management Inc | $295.7K | 0.3% | 1,450 |
| MARMarriott International Inc | $295.6K | 0.3% | 831 |
| HACKETFMG Prime Cyber Security ETF | $291K | 0.3% | 2,400 |
| PRFInvesco FTSE RAFI US 1000 ETF | $287.4K | 0.3% | 5,280 |
| QQQInvesco QQQ Trust, Series 1 | $286.3K | 0.3% | 387 |
| PLTRPalantir Technologies Inc | $282.4K | 0.3% | 1,510 |
| CREDIT SUISSE NASSAU BRANC | $280.5K | 0.3% | 1,996 |
| EATON VANCE RISK-MANAGED DIV | $280.3K | 0.3% | 34,307 |
| TSLATesla Inc | $279.6K | 0.3% | 788 |
| ETF OPPORTUNITIES TRUST | $279.2K | 0.3% | 7,462 |
| CFGCitizens Financial Group Inc | $275.4K | 0.2% | 4,320 |
| ICOWPACER FDS TR | $273.4K | 0.2% | 6,500 |
| AMATApplied Materials Inc | $268.5K | 0.2% | 525 |
| VOYA GLBL EQTY DIV & PREM OP | $268.4K | 0.2% | 43,430 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $258.7K | 0.2% | 7,200 |
| SPHQInvesco S&P 500 Quality ETF | $253.8K | 0.2% | 3,018 |
| ANETArista Networks Inc | $252.5K | 0.2% | 1,240 |
| OKEONEOK Inc | $251.7K | 0.2% | 2,952 |
| IJTiShares S&P SmallCap 600 Growth ETF | $244.7K | 0.2% | 1,526 |
| ABERDEEN GOVT MARKETS INCOME | $244.3K | 0.2% | 90,150 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $241.8K | 0.2% | 530 |
| VZVerizon Communications Inc | $241.7K | 0.2% | 5,269 |
| NEUBERGER NEXT GENERATION | $234.6K | 0.2% | 14,950 |
| BLACKROCK CORE BD TR | $233.5K | 0.2% | 28,476 |
| IWPiShares Russell Midcap Growth ETF | $227.4K | 0.2% | 1,652 |
| SFL CORPORATION LTD | $223.9K | 0.2% | 17,010 |
| VVisa Inc | $223.5K | 0.2% | 622 |
| USALiberty All-Star Equity Fund Common Stock | $222.5K | 0.2% | 38,570 |
| DDominion Energy Inc | $221.3K | 0.2% | 3,656 |
| SPCXSpace Exploration Technologies Corp | $217.7K | 0.2% | 1,443 |
| NXG NEXTGEN INFRASTR INCM FD | $217K | 0.2% | 3,990 |
| BLACKROCK MULTI SECTOR INC T | $216.1K | 0.2% | 19,230 |
| EATON VANCE TAX-MANAGED GLOB | $215.1K | 0.2% | 22,640 |
| VHTVanguard Health Care ETF | $214.9K | 0.2% | 680 |
| RKLBRocket Lab USA, Inc. | $214.2K | 0.2% | 3,074 |
| PACER FDS TR | $209.4K | 0.2% | 4,680 |
| IXCiShares Global Energy ETF | $209.3K | 0.2% | 3,674 |
| ARCHER AVIATION INC | $209.3K | 0.2% | 42,104 |
| PNFPPinnacle Financial Partners Inc | $208.5K | 0.2% | 2,227 |
| VOYA ASIA PAC HIGH DIV EQT I | $206.8K | 0.2% | 23,258 |
| ABRDN EMERGING MARKETS EX CH | $204K | 0.2% | 21,590 |
| SRH TOTAL RETURN FUND INC | $202.2K | 0.2% | 11,641 |
| ELFelf Beauty Inc | $201.9K | 0.2% | 2,000 |
| KMBKimberly-Clark Corp | $200.9K | 0.2% | 2,062 |
| ABRDN TOTAL DYNAMIC DIVIDEND | $191.5K | 0.2% | 18,850 |
| VOYA EMERGING MKTS HIGH DIVI | $191.4K | 0.2% | 25,290 |
| KYNKayne Anderson Energy Infrastructure Fund Inc | $188.6K | 0.2% | 13,870 |
| EATON VANCE TAX-MANAGED GLOB | $185.8K | 0.2% | 19,744 |
| ABERDEEN INDIA FD INC | $178.3K | 0.2% | 16,760 |
| BONDBLOXX ETF TRUST | $171.7K | 0.2% | 11,950 |
| ERHAllspring Utilities and High Income Fund | $157.4K | 0.1% | 15,190 |
| BLACKROCK MUNIHLDNGS CALI | $156.3K | 0.1% | 16,029 |
| BLACKROCK ENHANCED GLOBAL | $155.9K | 0.1% | 13,350 |
| DUFF & PHELPS UTLITY AND INF | $149.4K | 0.1% | 11,650 |
| CLOUGH GLOBAL DIVID & INCOME | $145.4K | 0.1% | 25,120 |
| ALLSPRING GLOBAL DIVIDEND OP | $143K | 0.1% | 22,350 |
| ELLINGTON CREDIT COMPANY | $136.9K | 0.1% | 33,880 |
| NUVEEN REAL ESTATE INCOME FD | $127.2K | 0.1% | 17,240 |
| CLOUGH GLOBAL OPPORTUNITIES | $121.7K | 0.1% | 22,790 |
| RABrookfield Real Assets Income Fund Inc | $118.4K | 0.1% | 10,250 |
| VOYA GLBL ADV & PREM OPP FD | $116.1K | 0.1% | 11,600 |
| NUVEEN REAL ASSET INCOME & G | $114.7K | 0.1% | 10,650 |
| SABA CAPITAL INCOME & OPRNT | $110.6K | 0.1% | 18,400 |
| BLACKROCK ENHANCED EQUITY DI | $106.8K | 0.1% | 11,361 |
| VIRTUS TOTAL RETURN FD INC | $104K | 0.1% | 17,240 |
| EATON VANCE LIMITED DURATION | $102.2K | 0.1% | 12,100 |
| BLACKROCK ENHANCED INTL DIV | $102.2K | 0.1% | 18,158 |
| MIDCAP FINANCIAL INVSTMNT CO | $101.6K | 0.1% | 11,630 |
| CLOUGH GLOBAL EQUITY FD | $99.4K | 0.1% | 13,300 |
| GAMCO GLOBAL GOLD NAT RES & | $96.6K | 0.1% | 18,290 |
| GABELLI MULTIMEDIA TR INC | $92.6K | 0.1% | 23,270 |
| NUVEEN CR STRATEGIES INCOME | $89.1K | 0.1% | 18,750 |
| ASGLiberty All-Star Growth Fund, Inc. | $86.8K | 0.1% | 17,180 |
| CALAMOS GBL DYN INCOME FUND | $86.2K | 0.1% | 10,680 |
| BGSB&G Foods Inc | $78.6K | 0.1% | 27,400 |
| NEUBERGER R/EST SECS INC FD | $73K | 0.1% | 28,079 |
| SMART SAND INC | $67.2K | 0.1% | 13,130 |
Quarter ending 2026-09-30.
Follow Decision Investments, Inc by email
Decision Investments, Inc's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.