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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 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOW SERVICENOW INC Technology 3,370.0 $335K 0.30% +1K +42.2% $99.28 +20.4%
62 QCOM QUALCOMM INC Technology 1,769.0 $327K 0.30% $184.82 -13.3%
63 FLNG FLEX LNG LTD Energy 11,625.0 $326K 0.30% $28.06 +10.8%
64 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 6,262.0 $326K 0.30% -40.0 -0.6% $52.04 +10.8%
65 SPMD SPDR SERIES TRUST 4,810.0 $325K 0.30% $67.56 +0.2%
66 WM WASTE MGMT INC DEL Industrials 1,450.0 $323K 0.29% $222.88 +0.3%
67 RTX RTX CORPORATION Industrials 1,697.0 $322K 0.29% -22.0 -1.3% $189.73 +18.8%
68 BGR BLACKROCK ENERGY & RES TR Financial Services 21,530.0 $319K 0.29% +460.0 +2.2% $14.82 +16.2%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 2,732.0 $319K 0.29% +710.0 +35.1% $116.67 +47.0%
70 MAR MARRIOTT INTL INC NEW Consumer Cyclical 831.0 $308K 0.28% -31.0 -3.6% $370.59 -3.6%
71 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 10,069.0 $303K 0.28% +370.0 +3.8% $30.14 +1.5%
72 CFG CITIZENS FINL GROUP INC Financial Services 4,320.0 $303K 0.28% $70.07 +4.8%
73 BCX BLACKROCK RES & COMMODITIES Financial Services 25,926.0 $293K 0.27% -200.0 -0.8% $11.31 +11.1%
74 GLDI CREDIT SUISSE NASSAU BRANC Financial Services 2,051.0 $288K 0.26% +730.0 +55.3% $140.55 +5.8%
75 PRF INVESCO EXCHANGE TRADED FD T 5,280.0 $285K 0.26% $54.03 +3.7%
76 QQQ INVESCO QQQ TR Financial Services 387.0 $285K 0.26% -4.0 -1.0% $736.40 -2.6%
77 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 34,307.0 $284K 0.26% $8.27 +2.1%
78 AIPI ETF OPPORTUNITIES TRUST 7,462.0 $277K 0.25% +72.0 +1.0% $37.18 -0.3%
79 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 44,530.0 $273K 0.25% -701.0 -1.6% $6.14 +8.1%
80 IJT ISHARES TR 1,526.0 $273K 0.25% $178.60 -1.9%
Page 4 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%