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Portfolio (Quarterly) Guide ↗

DECISION INVESTMENTS, INC

· CIK 0002111652
13F Portfolio $91M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 135 New
Page 1 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 119,859.0 $22.4M 24.46% NEW $186.50 +26.4%
2 LRCX LAM RESEARCH CORP Technology 25,858.0 $4.4M 4.84% NEW $171.18 +74.8%
3 AAPL APPLE INC Technology 15,567.0 $4.2M 4.63% NEW $271.85 +10.4%
4 IXN ISHARES TR 31,176.0 $3.3M 3.58% NEW $105.00 +25.8%
5 AMZN AMAZON COM INC Consumer Cyclical 10,402.0 $2.4M 2.63% NEW $230.82 +14.4%
6 COST COSTCO WHSL CORP NEW Consumer Defensive 2,097.0 $1.8M 1.98% NEW $862.26 +20.8%
7 IWF ISHARES TR 3,805.0 $1.8M 1.97% NEW $473.30 -73.7%
8 IWO ISHARES TR 5,439.0 $1.8M 1.92% NEW $323.01 +12.1%
9 JPM JPMORGAN CHASE & CO. Financial Services 5,279.0 $1.7M 1.86% NEW $322.22 -6.9%
10 BERKSHIRE HATHAWAY INC DEL 3,056.0 $1.5M 1.68% NEW $502.57
11 IXG ISHARES TR 12,346.0 $1.5M 1.63% NEW $120.79 -0.8%
12 NFLX NETFLIX INC Communication Services 15,420.0 $1.4M 1.58% NEW $93.76 -7.3%
13 ABBV ABBVIE INC Healthcare 6,024.0 $1.4M 1.51% NEW $228.49 -7.9%
14 IXJ ISHARES TR 13,850.0 $1.3M 1.48% NEW $97.40 -5.6%
15 GOOGL ALPHABET INC Communication Services 4,248.0 $1.3M 1.46% NEW $313.01 +28.1%
16 MSFT MICROSOFT CORP Technology 2,695.0 $1.3M 1.43% NEW $483.66 -15.3%
17 GOOG ALPHABET INC Communication Services 3,954.0 $1.2M 1.36% NEW $313.80 +26.6%
18 IWM ISHARES TR 4,771.0 $1.2M 1.28% NEW $246.16 +12.8%
19 ISRG INTUITIVE SURGICAL INC Healthcare 2,019.0 $1.1M 1.25% NEW $566.36 -24.4%
20 LLY ELI LILLY & CO Healthcare 936.0 $1.0M 1.10% NEW $1074.68 -6.3%
Page 1 of 7  ·  135 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 51.1%
Financial Services 18.2%
Healthcare 9.5%
Communication Services 7.3%
Consumer Cyclical 4.5%
Energy 3.7%
Consumer Defensive 3.0%
Industrials 2.3%
Utilities 0.3%
Real Estate 0.1%