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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 3 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MIN MFS INTERMEDIATE INCOME Financial Services 163,000.0 $409K 0.47% +10K +6.6% $2.51 -2.4%
42 TOTALENERGIES F 4,493.0 $409K 0.47% +41.0 +0.9% $90.98
43 BA BOEING CO Industrials 2,023.0 $403K 0.46% $199.03 +10.8%
44 C CITIGROUP INC Financial Services 3,477.0 $394K 0.45% -458.0 -11.6% $113.41 +8.8%
45 ASA ASA GOLD AND PRECIOUS ME Financial Services 6,302.0 $391K 0.45% -60.0 -0.9% $62.03 +4.4%
46 BKLN INVESCO SENIOR LOAN ETF 18,785.0 $383K 0.44% -100.0 -0.5% $20.41 +1.0%
47 INCY INCYTE CORP Healthcare 3,887.0 $366K 0.42% -145.0 -3.6% $94.12 +3.7%
48 BGR BLACKROCK ENERGY & RESOU Financial Services 21,070.0 $365K 0.41% $17.31 -5.1%
49 CAT CATERPILLAR INC Industrials 514.0 $364K 0.41% +44.0 +9.4% $708.46 +25.4%
50 GNT GAMCO NAT RES GOLD & INC Financial Services 42,010.0 $351K 0.40% +300.0 +0.7% $8.35 -4.8%
51 FLNG FLEX LNG LTD F Energy 11,662.0 $346K 0.39% $29.71 +7.2%
52 SPY STATE STREET SPDR S&P Financial Services 531.0 $345K 0.39% +156.0 +41.6% $650.34 +13.7%
53 WM WASTE MGMT INC DEL Industrials 1,450.0 $333K 0.38% $229.79 -4.8%
54 RTX RTX CORP Industrials 1,719.0 $332K 0.38% -10.0 -0.6% $192.90 -8.9%
55 SOFI SOFI TECHNOLOGIES INC Financial Services 20,066.0 $319K 0.36% +3K +16.4% $15.88 +0.9%
56 SNOW SNOWFLAKE INC Technology 2,102.0 $317K 0.36% -52.0 -2.4% $150.82 -0.0%
57 BCX BLACKROCK RESOURCES & CO Financial Services 26,126.0 $315K 0.36% $12.05 -1.4%
58 IWN ISHARES RUSSELL 2000 1,624.0 $308K 0.35% -10.0 -0.6% $189.59 +8.6%
59 TSLA TESLA INC Consumer Cyclical 803.0 $299K 0.34% +29.0 +3.8% $371.75 +19.2%
60 PLTR PALANTIR TECHNOLOGIES IN Technology 2,022.0 $296K 0.34% -502.0 -19.9% $146.28 -8.6%
Page 3 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%