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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 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 4,696.0 $972K 1.06% NEW $206.95 +9.2%
22 EFA ISHARES TR 10,075.0 $968K 1.06% NEW $96.03 +6.7%
23 AMGN AMGEN INC Healthcare 2,757.0 $902K 0.99% NEW $327.35 -1.5%
24 EXI ISHARES TR 4,598.0 $806K 0.88% NEW $175.34 +10.1%
25 VLO VALERO ENERGY CORP Energy 4,900.0 $798K 0.87% NEW $162.78 +52.5%
26 IBB ISHARES TR 4,546.0 $767K 0.84% NEW $168.77 -2.3%
27 META META PLATFORMS INC Communication Services 1,125.0 $743K 0.81% NEW $660.09 -8.1%
28 SDY SPDR SERIES TRUST 5,247.0 $730K 0.80% NEW $139.16 +5.4%
29 EEM ISHARES TR 12,924.0 $707K 0.77% NEW $54.71 +19.9%
30 PYLD PIMCO ETF TR 22,640.0 $604K 0.66% NEW $26.68 -1.7%
31 XOM EXXON MOBIL CORP Energy 4,982.0 $600K 0.66% NEW $120.34 +29.3%
32 RXI ISHARES TR 2,658.0 $546K 0.60% NEW $205.26 -4.8%
33 CSCO CISCO SYS INC Technology 7,009.0 $540K 0.59% NEW $77.03 +53.7%
34 IWD ISHARES TR 2,556.0 $538K 0.59% NEW $210.34 +10.5%
35 AMD ADVANCED MICRO DEVICES INC Technology 2,430.0 $520K 0.57% NEW $214.16 +103.1%
36 QCOM QUALCOMM INC Technology 2,878.0 $492K 0.54% NEW $171.07 +21.8%
37 SNOW SNOWFLAKE INC Technology 2,154.0 $473K 0.52% NEW $219.36 -27.8%
38 C CITIGROUP INC Financial Services 3,935.0 $459K 0.50% NEW $116.69 +5.8%
39 SOFI SOFI TECHNOLOGIES INC Financial Services 17,240.0 $451K 0.49% NEW $26.18 -40.7%
40 PLTR PALANTIR TECHNOLOGIES INC Technology 2,524.0 $449K 0.49% NEW $177.75 -25.3%
Page 2 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%