DECISION INVESTMENTS, INC
Long book
$87.9M
Q1 2026
Positions
140
Top-10 weight
47%
concentration
Last quarter
+21.0%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsDECISION INVESTMENTS, INC is a diversified fundamental manager, running a $87.9M US long book across 140 positions.
The portfolio is moderately concentrated (top 10 ≈ 47% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, LAM RESEARCH CORP, APPLE INC, ISHARES GLOBAL TECH ETF, SANDISK CORP.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.9%
Q1 2026
+21.0%
Sector allocation
Technology 54%
Industrials 13%
Healthcare 11%
Consumer discretionary 7%
Financials 7%
Energy 5%
Utilities 2%
Services media 0%
Long book by quarter
What does DECISION INVESTMENTS, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 107.5K | $18.7M | 21.3% | -10.3% |
| LRCX LAM RESEARCH CORP | Industrials | 24.6K | $5.2M | 6.0% | -5.0% |
| AAPL APPLE INC | Technology | 14.7K | $3.7M | 4.2% | -5.7% |
| SNDK SANDISK CORP | Technology | 3.4K | $2.2M | 2.5% | New |
| AMZN AMAZON.COM INC | Consumer discretionary | 9.9K | $2.1M | 2.3% | -4.9% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.0K | $2.0M | 2.3% | -5.2% |
| JPM JPMORGAN CHASE & CO | Financials | 5.0K | $1.5M | 1.7% | -5.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.8K | $1.4M | 1.5% | -7.3% |
| ABBV ABBVIE INC | Healthcare | 5.9K | $1.3M | 1.5% | -2.3% |
| GOOGL ALPHABET INC-CL A | Technology | 4.2K | $1.2M | 1.4% | -1.1% |
| VLO VALERO ENERGY CORP | Energy | 4.8K | $1.2M | 1.3% | -2.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 4.5K | $1.1M | 1.2% | -4.9% |
| GOOG ALPHABET INC-CL C | Technology | 3.6K | $1.0M | 1.2% | -8.3% |
| AMGN AMGEN INC | Healthcare | 2.6K | $926K | 1.1% | -4.5% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 2.0K | $901K | 1.0% | -3.2% |
| LLY ELI LILLY & CO | Healthcare | 959 | $882K | 1.0% | +2.5% |
| MSFT MICROSOFT CORP | Technology | 2.3K | $866K | 1.0% | -13.2% |
| XOM EXXON MOBIL CORP | Energy | 4.9K | $833K | 0.9% | -1.5% |
| CVX CHEVRON CORP | Energy | 2.5K | $526K | 0.6% | +0.2% |
| AMD ADVANCED MICRO DEVICES | Technology | 2.5K | $506K | 0.6% | +2.4% |
| CSCO CISCO SYSTEMS INC | Technology | 6.4K | $497K | 0.6% | -8.5% |
| META META PLATFORMS INC-CLASS A | Technology | 829 | $474K | 0.5% | -26.3% |
| DVA DAVITA INC | Healthcare | 3.0K | $458K | 0.5% | -6.8% |
| TTE TOTALENERGIES SE | Energy | 4.5K | $409K | 0.5% | +0.9% |
| BA BOEING CO/THE | Industrials | 2.0K | $403K | 0.5% | +0.3% |
| C CITIGROUP INC | Financials | 3.5K | $394K | 0.4% | -11.6% |
| INCY INCYTE CORP | Healthcare | 3.9K | $366K | 0.4% | -3.6% |
| CAT CATERPILLAR INC | Industrials | 514 | $364K | 0.4% | +9.4% |
| FLNG FLEX LNG LTD | Industrials | 11.7K | $346K | 0.4% | +0.4% |
| WM WASTE MANAGEMENT INC | Utilities | 1.4K | $333K | 0.4% | Held |
| RTX RTX CORP | Industrials | 1.7K | $332K | 0.4% | -0.6% |
| SOFI SOFI TECHNOLOGIES INC | Financials | 20.1K | $319K | 0.4% | +16.4% |
| SNOW SNOWFLAKE INC | Technology | 2.1K | $317K | 0.4% | -2.4% |
| TSLA TESLA INC | Industrials | 803 | $299K | 0.3% | +3.7% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 2.0K | $296K | 0.3% | -19.9% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 862 | $282K | 0.3% | -9.5% |
| CVS CVS HEALTH CORP | Healthcare | 3.8K | $274K | 0.3% | -6.1% |
| OKE ONEOK INC | Utilities | 3.0K | $267K | 0.3% | -0.8% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 5.3K | $267K | 0.3% | -8.6% |
| CFG CITIZENS FINANCIAL GROUP | Financials | 4.3K | $260K | 0.3% | +0.5% |
| NOW SERVICENOW INC | Technology | 2.4K | $248K | 0.3% | New |
| LPG DORIAN LPG LTD | Industrials | 7.2K | $245K | 0.3% | New |
| D DOMINION ENERGY INC | Utilities | 3.7K | $227K | 0.3% | +0.5% |
| QCOM QUALCOMM INC | Technology | 1.8K | $227K | 0.3% | -38.8% |
| MU MICRON TECHNOLOGY INC | Technology | 640 | $216K | 0.2% | New |
| EIX EDISON INTERNATIONAL | Utilities | 2.7K | $201K | 0.2% | New |
| SFL SFL CORP LTD | Industrials | 17.0K | $184K | 0.2% | +0.1% |
13F filing history
Similar funds
DIAMANT ASSET MANAGEMENT, INC. LILLY ENDOWMENT INCBROOKFIELD Corp /ON/GQG Partners LLCMITSUBISHI UFJ FINANCIAL GROUP INCNewport Trust Company, LLCVIKING GLOBAL INVESTORS LPPARNASSUS INVESTMENTS, LLC MASTERCARD FOUNDATION ASSET MANAGEMENT CORPPZENA INVESTMENT MANAGEMENT LLCCOATUE MANAGEMENT LLCWinslow Capital Management, LLC