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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 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 4,908.0 $833K 0.95% -74.0 -1.5% $169.66 -10.0%
22 EXI ISHARES GLOBAL 4,529.0 $820K 0.93% -69.0 -1.5% $181.01 +6.4%
23 IBB ISHARES BIOTECHNOLOGY 4,441.0 $750K 0.85% -105.0 -2.3% $168.85 -1.2%
24 CSCO CISCO SYS INC Technology 6,410.0 $497K 0.57% -599.0 -8.6% $77.59 +48.9%
25 META META PLATFORMS INC Communication Services 829.0 $474K 0.54% -296.0 -26.3% $572.13 +8.1%
26 RXI ISHARES GLOBAL CONSUMER 2,472.0 $461K 0.52% -186.0 -7.0% $186.45 +4.8%
27 DVA DAVITA INC Healthcare 2,981.0 $458K 0.52% -218.0 -6.8% $153.69 +25.3%
28 C CITIGROUP INC Financial Services 3,477.0 $394K 0.45% -458.0 -11.6% $113.41 +8.8%
29 ASA ASA GOLD AND PRECIOUS ME Financial Services 6,302.0 $391K 0.45% -60.0 -0.9% $62.03 +4.4%
30 BKLN INVESCO SENIOR LOAN ETF 18,785.0 $383K 0.44% -100.0 -0.5% $20.41 +1.0%
31 INCY INCYTE CORP Healthcare 3,887.0 $366K 0.42% -145.0 -3.6% $94.12 +3.7%
32 RTX RTX CORP Industrials 1,719.0 $332K 0.38% -10.0 -0.6% $192.90 -8.9%
33 SNOW SNOWFLAKE INC Technology 2,102.0 $317K 0.36% -52.0 -2.4% $150.82 -0.0%
34 IWN ISHARES RUSSELL 2000 1,624.0 $308K 0.35% -10.0 -0.6% $189.59 +8.6%
35 PLTR PALANTIR TECHNOLOGIES IN Technology 2,022.0 $296K 0.34% -502.0 -19.9% $146.28 -8.6%
36 EQNR EQUINOR ASA F Energy 6,850.0 $289K 0.33% -2K -25.5% $42.20 -8.7%
37 SPMD STATE STREET SPDR 4,810.0 $285K 0.32% -300.0 -5.9% $59.22 +6.9%
38 MAR MARRIOTT INTL INC NEW Consumer Cyclical 862.0 $282K 0.32% -90.0 -9.4% $327.07 +8.1%
39 ETJ EV RISK-MGD DIVERS EQUIT Financial Services 34,443.0 $281K 0.32% -460.0 -1.3% $8.17 +1.2%
40 CVS CVS HEALTH CORP Healthcare 3,809.0 $274K 0.31% -247.0 -6.1% $71.82 +35.3%
Page 2 of 3  ·  54 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%