Decision Investments, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Decision Investments, Inc. reported 149 stock positions worth $109.8 million. Its top holding was Nvidia (NVDA) at 18.7% of the portfolio, followed by Lam Research (LRCX, 9.6%) and Sandisk (SNDK, 4.3%). Compared with Q1 2026, it opened 17 new positions, sold out of 8, added to 34 and reduced 69. The biggest buy was a new position in Draftkings Class A (DKNG) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002111652
- Portfolio Value
- $109.8M (Q2 2026)
- SEC Filing
- 0002111652-26-000003 ↗ filed Jul 13, 2026
Holdings Value
Holdings 149 stocks · $109.8M
| NVDA Nvidia Corp. | 18.70% | 102,687 | $20.5M | Reduce -4.5% |
| LRCX Lam Research Corp. | 9.62% | 24,382 | $10.6M | Reduce -0.7% |
| SNDK Sandisk Corp. | 4.29% | 2,071 | $4.7M | Reduce -39.5% |
| IXN iShares Global Tech ETF | 3.98% | 30,298 | $4.4M | Add +0.2% |
| AAPL Apple Inc. | 3.86% | 14,670 | $4.2M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 2.04% | 9,401 | $2.2M | Reduce -5.0% |
| IWO iShares Russell 2000 Growth | 1.88% | 5,239 | $2.1M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 1.72% | 15,220 | $1.9M | No change |
| COST Costco Wholesale Corp. | 1.67% | 1,959 | $1.8M | Reduce -1.5% |
| DKNG Draftkings Inc. Class A | 1.48% | 64,410 | $1.6M | New |
| JPM JPMorgan Chase & Co. | 1.47% | 4,942 | $1.6M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 1.37% | 4,219 | $1.5M | Add +0.4% |
| IXG iShares Global Financials Et | 1.35% | 11,899 | $1.5M | Add +0.0% |
| ABBV Abbvie Inc. | 1.35% | 5,884 | $1.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.28% | 2,819 | $1.4M | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 1.28% | 4,671 | $1.4M | Add +0.7% |
| IXJ iShares Global Healthcare Et | 1.21% | 13,563 | $1.3M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 1.14% | 3,546 | $1.3M | Reduce -2.2% |
| VLO Valero Energy Corp. | 1.14% | 4,801 | $1.3M | Add +0.4% |
| LLY Eli Lilly & Co. | 1.04% | 954 | $1.1M | Reduce -0.5% |
| JNJ Johnson & Johnson | 1.03% | 4,469 | $1.1M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.96% | 10,199 | $1.1M | Add +0.7% |
| AMD Advanced Micro Devices | 0.90% | 1,704 | $990K | Reduce -31.5% |
| AMGN Amgen Inc. | 0.87% | 2,629 | $952K | Reduce -0.1% |
| EEM iShares MSCI Emerging Market | 0.85% | 13,582 | $929K | Add +1.0% |
| EXI iShares Global Industrials E | 0.83% | 4,556 | $913K | Add +0.6% |
| MSFT Microsoft Corp. | 0.79% | 2,334 | $871K | Reduce -0.2% |
| IBB iShares Biotechnology ETF | 0.78% | 4,533 | $862K | Add +2.1% |
| SDY SS SPDR S&P Dividend ETF | 0.70% | 5,047 | $768K | Reduce -3.8% |
| CSCO Cisco Systems Inc. | 0.67% | 6,287 | $738K | Reduce -1.9% |
| ISRG Intuitive Surgical Inc. | 0.66% | 1,836 | $730K | Reduce -6.1% |
| XOM Exxon Mobil Corp. | 0.61% | 4,893 | $669K | Reduce -0.3% |
| DVA Davita Inc. | 0.61% | 3,000 | $667K | Add +0.6% |
| MU Micron Technology Inc. | 0.57% | 546 | $630K | Reduce -14.7% |
| IWD iShares Russell 1000 Value E | 0.56% | 2,556 | $620K | No change |
| XSSPX Nuveen S&P 500 Dynam Overwr | 0.55% | 32,547 | $607K | Reduce -0.6% |
| PYLD PIMCO Multisector Bond Actv | 0.55% | 22,640 | $600K | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.51% | 6,498 | $560K | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.50% | 519 | $553K | Add +1.0% |
| SNOW Snowflake Inc. | 0.45% | 1,946 | $495K | Reduce -7.4% |
| RXI iShares Global Consumer Disc | 0.44% | 2,484 | $479K | Add +0.5% |
| C Citigroup Inc. | 0.40% | 3,165 | $443K | Reduce -9.0% |
| BA The Boeing Co. | 0.40% | 2,031 | $440K | Add +0.4% |
| SOFI Sofi Technologies Inc. | 0.40% | 24,240 | $435K | Add +20.8% |
| MIN Aberdeen Intermediate Inc. FD | 0.39% | 172,900 | $427K | Add +6.1% |
| AIO Virtus Artific Intel & Tech | 0.39% | 15,183 | $426K | Reduce -21.2% |
| CVX Chevron Corp. | 0.38% | 2,534 | $420K | Reduce -0.4% |
| INCY Incyte Corp. | 0.38% | 3,691 | $418K | Reduce -5.0% |
| STX Seagate Technology Holdings | 0.37% | 425 | $410K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 531 | $397K | No change |
| CVS CVS Health Corp. | 0.35% | 3,704 | $383K | Reduce -2.8% |
| AMAT Applied Materials Inc. | 0.35% | 525 | $380K | New |
| BKLN Invesco Senior Loan ETF | 0.34% | 18,585 | $379K | Reduce -1.1% |
| IWN iShares Russell 2000 Value E | 0.33% | 1,628 | $360K | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.32% | 633 | $357K | Reduce -23.6% |
| MMT Aberdeen Multimarket Income | 0.32% | 79,098 | $348K | Add +143.4% |
| TTE Totalenergies SE | 0.32% | 4,452 | $346K | Reduce -0.9% |
| HQL Abrdn Life Sciences Investor | 0.31% | 17,254 | $345K | Reduce -2.5% |
| GNT Gamco Natural Resources Gold | 0.31% | 41,610 | $339K | Reduce -0.9% |
| TSLA Tesla Inc. | 0.31% | 803 | $338K | No change |
| NOW ServiceNow Inc. | 0.30% | 3,370 | $335K | Add +42.2% |
| QCOM Qualcomm Inc. | 0.30% | 1,769 | $327K | Add +0.5% |
| FLNG Flex LNG Ltd. | 0.30% | 11,625 | $326K | Reduce -0.3% |
| ASA ASA Gold and Precious Metals | 0.30% | 6,262 | $326K | Reduce -0.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.30% | 4,810 | $325K | No change |
| WM Waste Management Inc. | 0.29% | 1,450 | $323K | No change |
| RTX RTX Corp. | 0.29% | 1,697 | $322K | Reduce -1.3% |
| BGR BlackRock Enrgy & Res TR | 0.29% | 21,530 | $319K | Add +2.2% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 2,732 | $319K | Add +35.1% |
| MAR Marriott International Class A | 0.28% | 831 | $308K | Reduce -3.6% |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.28% | 10,069 | $303K | Add +3.8% |
| CFG Citizens Financial Group | 0.28% | 4,320 | $303K | Reduce -0.5% |
| BCX BlackRock Resources & Commod | 0.27% | 25,926 | $293K | Reduce -0.8% |
| GLDI UBS AG Et GL SHR Covr Class ETN filed as CREDIT SUISSE NASSAU BRANC | 0.26% | 2,051 | $288K | Add +55.3% |
| PRF Invesco Rafi US 1000 ETF | 0.26% | 5,280 | $285K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 387 | $285K | Reduce -1.0% |
| ETJ Eaton Vance RSK-MGD Divers | 0.26% | 34,307 | $284K | Reduce -0.4% |
| AIPI Rex AI Equity Prem Inc. ETF | 0.25% | 7,462 | $277K | Add +1.0% |
| XIGDX Voya GLBL Eqty DVD & PRM Opp | 0.25% | 44,530 | $273K | Reduce -1.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.25% | 1,526 | $273K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.25% | 3,018 | $272K | Reduce -1.5% |
| ICOW Pacer Developed Markets Inte | 0.25% | 6,500 | $271K | Reduce -0.6% |
| RKLB Rocket Lab Corp. | 0.24% | 2,630 | $267K | New |
| BHK BlackRock Core Bond Trust | 0.24% | 28,576 | $262K | New |
| NXG NXG Nextgen Infrastr Inc. | 0.23% | 3,990 | $258K | No change |
| OKE Oneok Inc. | 0.23% | 2,952 | $257K | Reduce -0.2% |
| MGF Aberdeen Govrn MKTS Inc. Fund | 0.23% | 89,300 | $256K | Reduce -0.2% |
| HACK Amplify Cybersecurity ETF | 0.23% | 2,400 | $252K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 526 | $251K | New |
| D Dominion Energy Inc. | 0.23% | 3,656 | $250K | Reduce -0.5% |
| ORCL Oracle Corp. | 0.23% | 1,697 | $249K | New |
| LPG Dorian LPG Ltd. | 0.23% | 7,120 | $248K | Reduce -0.4% |
| SCHG Schwab US Large-Cap Growth | 0.22% | 7,200 | $244K | No change |
| BIT BlackRock Multi-Sector Inc. | 0.22% | 19,330 | $242K | Reduce -0.1% |
| IWP iShares Russell Mid-Cap Grow | 0.22% | 1,652 | $242K | No change |
| CELH Celsius Holdings Inc. | 0.21% | 8,000 | $234K | New |
| KMB Kimberly-Clark Corp. | 0.21% | 2,062 | $226K | New |
| PNFP Pinnacle Financial Partners | 0.20% | 2,227 | $225K | New |
| USA Liberty All Star Equity Fund | 0.20% | 38,570 | $224K | Add +224.4% |
| VZ Verizon Communications Inc. | 0.20% | 5,269 | $223K | Reduce -0.8% |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -4.5% | 18.70% | −2.61 |
| COST Costco Wholesale Corp. | Reduce -1.5% | 1.67% | −0.59 |
| AAPL Apple Inc. | Reduce -0.0% | 3.86% | −0.37 |
| ISRG Intuitive Surgical Inc. | Reduce -6.1% | 0.66% | −0.36 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.61% | −0.34 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 2.04% | −0.30 |
| BFMCX BlackRock Core Bond Port-I | Sold out | 0.00% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 1.28% | −0.26 |
| XMCRX MFS Charter Income Trust | Sold out | 0.00% | −0.25 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.24 |
| HQH Abrdn Healthcare Investors | Sold out | 0.00% | −0.22 |
| CVX Chevron Corp. | Reduce -0.4% | 0.38% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -23.6% | 0.32% | −0.21 |
| MSFT Microsoft Corp. | Reduce -0.2% | 0.79% | −0.19 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 1.47% | −0.19 |
| AMGN Amgen Inc. | Reduce -0.1% | 0.87% | −0.19 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.8% | 0.70% | −0.17 |
| TTE Totalenergies SE | Reduce -0.9% | 0.32% | −0.15 |
| ASA ASA Gold and Precious Metals | Reduce -0.6% | 0.30% | −0.15 |
| DSL Doubleline Income Solutions | Sold out | 0.00% | −0.14 |
| ACIC American Coastal Insurance C | Sold out | 0.00% | −0.14 |
| PYLD PIMCO Multisector Bond Actv | Reduce -1.6% | 0.55% | −0.14 |
| EQNR Equinor ASA-Spon ADR | Reduce -1.3% | 0.19% | −0.14 |
| ACHR Archer Aviation Inc. Class A | Sold out | 0.00% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -0.8% | 0.20% | −0.10 |
| FLNG Flex LNG Ltd. | Reduce -0.3% | 0.30% | −0.10 |
| BKLN Invesco Senior Loan ETF | Reduce -1.1% | 0.34% | −0.09 |
| BCX BlackRock Resources & Commod | Reduce -0.8% | 0.27% | −0.09 |
| GNT Gamco Natural Resources Gold | Reduce -0.9% | 0.31% | −0.09 |
| RTX RTX Corp. | Reduce -1.3% | 0.29% | −0.08 |
| AIO Virtus Artific Intel & Tech | Reduce -21.2% | 0.39% | −0.08 |
| AFCG Advanced Flower Capital Inc. | Sold out | 0.00% | −0.08 |
| OKE Oneok Inc. | Reduce -0.2% | 0.23% | −0.07 |
| ICOW Pacer Developed Markets Inte | Reduce -0.6% | 0.25% | −0.07 |
| GCOW Pacer Global Cash Cows Divid | Reduce -1.8% | 0.18% | −0.07 |
| MGF Aberdeen Govrn MKTS Inc. Fund | Reduce -0.2% | 0.23% | −0.07 |
| ETJ Eaton Vance RSK-MGD Divers | Reduce -0.4% | 0.26% | −0.06 |
| BIT BlackRock Multi-Sector Inc. | Reduce -0.1% | 0.22% | −0.06 |
| MUC BlackRock Munihold Ca QLTY | Reduce -15.1% | 0.14% | −0.06 |
| LPG Dorian LPG Ltd. | Reduce -0.4% | 0.23% | −0.05 |
| SFL SFL Corp. Ltd. | Reduce -0.1% | 0.16% | −0.05 |
| HYSA Bondbloxx High Yield Income | Reduce -4.0% | 0.16% | −0.05 |
| XSSPX Nuveen S&P 500 Dynam Overwr | Reduce -0.6% | 0.55% | −0.05 |
| C Citigroup Inc. | Reduce -9.0% | 0.40% | −0.05 |
| XIGDX Voya GLBL Eqty DVD & PRM Opp | Reduce -1.6% | 0.25% | −0.04 |
| EIX Edison International | Reduce -0.1% | 0.19% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 1.14% | −0.04 |
| MAR Marriott International Class A | Reduce -3.6% | 0.28% | −0.04 |
| STEW SRH Total Return Fund Inc. | Reduce -1.4% | 0.19% | −0.04 |
| INCY Incyte Corp. | Reduce -5.0% | 0.38% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| DKNG Draftkings Inc. Class A | New | 1.48% | +1.48 |
| IXN iShares Global Tech ETF | Add +0.2% | 3.98% | +0.55 |
| STX Seagate Technology Holdings | New | 0.37% | +0.37 |
| AMAT Applied Materials Inc. | New | 0.35% | +0.35 |
| RKLB Rocket Lab Corp. | New | 0.24% | +0.24 |
| BHK BlackRock Core Bond Trust | New | 0.24% | +0.24 |
| HACK Amplify Cybersecurity ETF | New | 0.23% | +0.23 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.23% | +0.23 |
| ORCL Oracle Corp. | New | 0.23% | +0.23 |
| CELH Celsius Holdings Inc. | New | 0.21% | +0.21 |
| KMB Kimberly-Clark Corp. | New | 0.21% | +0.21 |
| PNFP Pinnacle Financial Partners | New | 0.20% | +0.20 |
| SPCX Space Exploration Techn Class A | New | 0.20% | +0.20 |
| V Visa Inc. Class A | New | 0.19% | +0.19 |
| ANET Arista Networks Inc. | New | 0.19% | +0.19 |
| VHT Vanguard Health Care ETF | New | 0.19% | +0.19 |
| DVY iShares Select Dividend ETF | New | 0.18% | +0.18 |
| BCV Bancroft Fund Ltd. | New | 0.18% | +0.18 |
| MMT Aberdeen Multimarket Income | Add +143.4% | 0.32% | +0.15 |
| USA Liberty All Star Equity Fund | Add +224.4% | 0.20% | +0.13 |
| CAT Caterpillar Inc. | Add +1.0% | 0.50% | +0.09 |
| DVA Davita Inc. | Add +0.6% | 0.61% | +0.09 |
| QCOM Qualcomm Inc. | Add +0.5% | 0.30% | +0.04 |
| SOFI Sofi Technologies Inc. | Add +20.8% | 0.40% | +0.03 |
| NOW ServiceNow Inc. | Add +42.2% | 0.30% | +0.02 |
| AEF Abrdn Emerging Markets Ex CH | Add +4.0% | 0.19% | +0.02 |
| IWO iShares Russell 2000 Growth | Add +0.3% | 1.88% | +0.02 |
| GLDI UBS AG Et GL SHR Covr Class ETN | Add +55.3% | 0.26% | +0.01 |
| GLV Clough Global Dividend & Inc. | Add +19.6% | 0.15% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 1.37% | −0.00 |
| ETW Eaton Vance T/M GLBL Buy-WR | Add +4.9% | 0.20% | −0.02 |
| QQQX Nuveen Nasdaq 100 DYN Overwr | Add +3.8% | 0.28% | −0.02 |
| IWN iShares Russell 2000 Value E | Add +0.3% | 0.33% | −0.02 |
| EEM iShares MSCI Emerging Market | Add +1.0% | 0.85% | −0.02 |
| IFN Aberdeen India Fund Inc. | Add +6.5% | 0.18% | −0.02 |
| GGN Gamco GLBL Gold NTRL Res Inc. | Add +5.4% | 0.08% | −0.02 |
| EARN Ellington Credit Co. | Add +5.7% | 0.14% | −0.03 |
| AIPI Rex AI Equity Prem Inc. ETF | Add +1.0% | 0.25% | −0.03 |
| IWM iShares Russell 2000 ETF | Add +0.7% | 1.28% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +35.1% | 0.29% | −0.05 |
| BA The Boeing Co. | Add +0.4% | 0.40% | −0.06 |
| IBB iShares Biotechnology ETF | Add +2.1% | 0.78% | −0.07 |
| MIN Aberdeen Intermediate Inc. FD | Add +6.1% | 0.39% | −0.08 |
| RXI iShares Global Consumer Disc | Add +0.5% | 0.44% | −0.09 |
| EXI iShares Global Industrials E | Add +0.6% | 0.83% | −0.10 |
| BGR BlackRock Enrgy & Res TR | Add +2.2% | 0.29% | −0.12 |
| EFA iShares MSCI Eafe ETF | Add +0.7% | 0.96% | −0.15 |
| IXG iShares Global Financials Et | Add +0.0% | 1.35% | −0.19 |
| VLO Valero Energy Corp. | Add +0.4% | 1.14% | −0.20 |
| JNJ Johnson & Johnson | Add +0.1% | 1.03% | −0.21 |