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Portfolio (Quarterly) Guide ↗

DECISION INVESTMENTS, INC

· CIK 0002111652
13F Portfolio $110M AUM 149 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 26 Added 48 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DKNG DRAFTKINGS INC NEW Consumer Cyclical 64,410.0 $1.6M 1.48% NEW $25.26 -4.8%
2 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 425.0 $410K 0.37% NEW $965.00 -6.4%
3 AMAT APPLIED MATLS INC Technology 525.0 $380K 0.35% NEW $723.00 -28.9%
4 RKLB ROCKET LAB CORP Industrials 2,630.0 $267K 0.24% NEW $101.65 -22.1%
5 BHK BLACKROCK CORE BD TR Financial Services 28,576.0 $262K 0.24% NEW $9.17 -2.0%
6 HACK AMPLIFY ETF TR 2,400.0 $252K 0.23% NEW $104.93 +9.9%
7 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 526.0 $251K 0.23% NEW $477.57 -13.4%
8 ORCL ORACLE CORP Technology 1,697.0 $249K 0.23% NEW $146.55 -2.6%
9 CELH CELSIUS HLDGS INC Consumer Defensive 8,000.0 $234K 0.21% NEW $29.28 +2.1%
10 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,062.0 $226K 0.21% NEW $109.77 -1.9%
11 PINNACLE FINL PARTNERS INC 2,227.0 $225K 0.20% NEW $100.88
12 SPACE EXPLORATION TECHN CORP 1,304.0 $223K 0.20% NEW $170.86
13 V VISA INC Financial Services 622.0 $213K 0.19% NEW $343.09 +6.2%
14 ANET ARISTA NETWORKS INC Technology 1,240.0 $211K 0.19% NEW $169.88 +13.7%
15 VHT VANGUARD WORLD FD 680.0 $203K 0.18% NEW $299.01 +6.6%
16 DVY ISHARES TR 1,300.0 $203K 0.18% NEW $156.30 +5.5%
17 BCV BANCROFT FD LTD Financial Services 7,800.0 $203K 0.18% NEW $25.99 -2.2%

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 55.5%
Financial Services 16.9%
Healthcare 8.3%
Consumer Cyclical 5.4%
Energy 4.1%
Communication Services 4.0%
Consumer Defensive 2.8%
Industrials 2.5%
Utilities 0.5%