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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 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC Healthcare 2,632.0 $926K 1.05% -125.0 -4.5% $351.90 -7.3%
22 ISRG INTUITIVE SURGICAL INC Healthcare 1,955.0 $901K 1.02% -64.0 -3.2% $460.99 -7.1%
23 LLY ELI LILLY AND CO Healthcare 959.0 $882K 1.00% +23.0 +2.5% $919.77 +9.5%
24 MSFT MICROSOFT CORP Technology 2,339.0 $866K 0.98% -356.0 -13.2% $370.20 +10.6%
25 XOM EXXON MOBIL CORP Energy 4,908.0 $833K 0.95% -74.0 -1.5% $169.66 -10.0%
26 EXI ISHARES GLOBAL 4,529.0 $820K 0.93% -69.0 -1.5% $181.01 +6.4%
27 SDY STATE STREET SPDR S&P 5,247.0 $766K 0.87% $145.94 +0.1%
28 EEM ISHARES MSCI EMERGING 13,447.0 $764K 0.87% +523.0 +4.0% $56.79 +14.6%
29 IBB ISHARES BIOTECHNOLOGY 4,441.0 $750K 0.85% -105.0 -2.3% $168.85 -1.2%
30 PYLD PIMCO MULTISECTOR BOND 23,010.0 $603K 0.69% +370.0 +1.6% $26.20 +0.1%
31 IWD ISHARES RUSSELL 1000 2,556.0 $546K 0.62% $213.67 +8.7%
32 CVX CHEVRON CORP NEW Energy 2,544.0 $526K 0.60% $206.90 -9.8%
33 SPXX NUVEEN S&P 500 DYNAMIC O Financial Services 32,747.0 $526K 0.60% +22K +218.9% $16.07 +10.9%
34 AMD ADVANCED MICRO DEVIC Technology 2,489.0 $506K 0.58% +59.0 +2.4% $203.43 +108.5%
35 CSCO CISCO SYS INC Technology 6,410.0 $497K 0.57% -599.0 -8.6% $77.59 +48.9%
36 VUG VANGUARD GROWTH INDEX 1,092.0 $477K 0.54% +397.0 +57.1% $436.79 -80.0%
37 META META PLATFORMS INC Communication Services 829.0 $474K 0.54% -296.0 -26.3% $572.13 +8.1%
38 RXI ISHARES GLOBAL CONSUMER 2,472.0 $461K 0.52% -186.0 -7.0% $186.45 +4.8%
39 DVA DAVITA INC Healthcare 2,981.0 $458K 0.52% -218.0 -6.8% $153.69 +25.3%
40 VIRTUS ARTIFICIAL INTELL 19,277.0 $413K 0.47% $21.41
Page 2 of 7  ·  140 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%