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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
Page 2 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 4,469.0 $1.1M 1.03% $253.97 +6.7%
22 EFA ISHARES TR 10,199.0 $1.1M 0.96% +74.0 +0.7% $103.88 +3.3%
23 AMD ADVANCED MICRO DEVICES INC Technology 1,704.0 $990K 0.90% -785.0 -31.5% $580.91 -16.6%
24 AMGN AMGEN INC Healthcare 2,629.0 $952K 0.87% $362.18 +17.4%
25 EEM ISHARES TR 13,582.0 $929K 0.85% +135.0 +1.0% $68.41 -4.5%
26 EXI ISHARES TR 4,556.0 $913K 0.83% +27.0 +0.6% $200.50 +1.1%
27 MSFT MICROSOFT CORP Technology 2,334.0 $871K 0.79% $373.05 +29.1%
28 IBB ISHARES TR 4,533.0 $862K 0.79% +92.0 +2.1% $190.19 +7.0%
29 SDY SPDR SERIES TRUST 5,047.0 $768K 0.70% -200.0 -3.8% $152.18 +3.6%
30 CSCO CISCO SYS INC Technology 6,287.0 $738K 0.67% -123.0 -1.9% $117.46 -5.0%
31 ISRG INTUITIVE SURGICAL INC Healthcare 1,836.0 $730K 0.67% -119.0 -6.1% $397.68 -1.6%
32 XOM EXXON MOBIL CORP Energy 4,893.0 $669K 0.61% $136.73 +21.1%
33 DVA DAVITA INC Healthcare 3,000.0 $667K 0.61% +19.0 +0.6% $222.48 -20.0%
34 MU MICRON TECHNOLOGY INC Technology 546.0 $630K 0.57% -94.0 -14.7% $1154.29 -18.5%
35 IWD ISHARES TR 2,556.0 $620K 0.56% $242.43 +5.9%
36 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 32,547.0 $607K 0.55% -200.0 -0.6% $18.64 +2.4%
37 PYLD PIMCO ETF TR 22,640.0 $600K 0.55% -370.0 -1.6% $26.52 -1.4%
38 VUG VANGUARD INDEX FDS 6,498.0 $560K 0.51% +5K +495.1% $86.14 +2.0%
39 CAT CATERPILLAR INC Industrials 519.0 $553K 0.50% +5.0 +1.0% $1064.90 -21.0%
40 SNOW SNOWFLAKE INC Technology 1,946.0 $495K 0.45% -156.0 -7.4% $254.50 +27.8%
Page 2 of 8  ·  149 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 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%