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Portfolio (Quarterly) Guide ↗

DECISION INVESTMENTS, INC

· CIK 0002111652
13F Portfolio $87.9B AUM 140 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 29 Added 54 Reduced 7 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUC BLACKROCK MUNIHOLDINGS C Financial Services 16,529.0 $172K 0.20% +6K +58.9% $10.40 +2.0%
22 MMT MFS MULTI-MARKET INCOME Financial Services 32,500.0 $150K 0.17% +3K +9.8% $4.62 -3.7%
23 EARN ELLINGTON CREDIT CO Financial Services 32,050.0 $142K 0.16% +2K +6.9% $4.43 +8.8%
24 GDL GDL FUND Financial Services 15,200.0 $127K 0.14% +100.0 +0.7% $8.33 +1.4%
25 AMERICAN COASTAL INS 11,050.0 $124K 0.14% +160.0 +1.5% $11.25
26 MIDCAP FINL INVESTME 11,030.0 $124K 0.14% +600.0 +5.8% $11.24
27 BRW SABA CAPITAL INCOME & OP Financial Services 17,800.0 $120K 0.14% +2K +13.4% $6.74 -0.6%
28 ACHR ARCHER AVIATION INC Industrials 21,185.0 $110K 0.12% +8K +60.5% $5.17 +17.0%
29 AFCG ADVANCED FLOWER CAP INC Real Estate 24,236.0 $68K 0.08% +2K +9.0% $2.82 +8.5%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.9%
Financial Services 19.9%
Healthcare 9.8%
Energy 5.8%
Communication Services 4.7%
Consumer Cyclical 4.2%
Consumer Defensive 3.2%
Industrials 2.7%
Utilities 0.7%
Real Estate 0.1%