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Decision Investments Portfolio holdings

AUM $110M
This Fund
S&P 500
This Quarter Est. Return
+4.17%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$91.4M
AUM Growth
–
Cap. Flow
+$90.5M
Cap. Flow %
99.02%
Top 10 Hldgs %
49.57%
Holding
135
New
135
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$22.3M
2
AAPL icon
Apple
AAPL
+$4.18M
3
LRCX icon
Lam Research
LRCX
+$4.02M
4
IXN icon
iShares Global Tech ETF
IXN
+$3.29M
5
AMZN icon
Amazon
AMZN
+$2.38M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 38.07%
2 Healthcare 7.1%
3 Financials 5.9%
4 Communication Services 5.47%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBB icon
26
iShares Biotechnology ETF
IBB
$10.9B
$767K 0.84%
+4,546
New +$738K
META icon
27
Meta Platforms (Facebook)
META
$1.45T
$743K 0.81%
+1,125
New +$751K
SDY icon
28
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$730K 0.8%
+5,247
New +$730K
EEM icon
29
iShares MSCI Emerging Markets ETF
EEM
$31.3B
$707K 0.77%
+12,924
New +$703K
PYLD icon
30
PIMCO Multi Sector Bond Active ETF
PYLD
$15.6B
$604K 0.66%
+22,640
New +$607K
XOM icon
31
ExxonMobil
XOM
$661B
$600K 0.66%
+4,982
New +$578K
RXI icon
32
iShares Global Consumer Discretionary ETF
RXI
$271M
$546K 0.6%
+2,658
New +$547K
CSCO icon
33
Cisco
CSCO
$438B
$540K 0.59%
+7,009
New +$520K
IWD icon
34
iShares Russell 1000 Value ETF
IWD
$84.2B
$538K 0.59%
+2,556
New +$528K
AMD icon
35
Advanced Micro Devices
AMD
$782B
$520K 0.57%
+2,430
New +$546K
QCOM icon
36
Qualcomm
QCOM
$171B
$492K 0.54%
+2,878
New +$493K
SNOW icon
37
Snowflake
SNOW
$110B
$473K 0.52%
+2,154
New +$526K
C icon
38
Citigroup
C
$224B
$459K 0.5%
+3,935
New +$409K
SOFI icon
39
SoFi Technologies
SOFI
$24.5B
$451K 0.49%
+17,240
New +$480K
PLTR icon
40
Palantir
PLTR
$415B
$449K 0.49%
+2,524
New +$457K
BA icon
41
Boeing
BA
$167B
$438K 0.48%
+2,016
New +$415K
AIO
42
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$892M
$420K 0.46%
+19,297
New +$451K
MIN
43
Aberdeen Intermediate Income Fund
MIN
$279M
$399K 0.44%
+152,900
New +$403K
INCY icon
44
Incyte
INCY
$26.3B
$398K 0.44%
+4,032
New +$390K
BKLN icon
45
Invesco Senior Loan ETF
BKLN
$6.78B
$397K 0.43%
+18,885
New +$395K
CVX icon
46
Chevron
CVX
$392B
$387K 0.42%
+2,538
New +$387K
ASA
47
ASA Gold and Precious Metals
ASA
$1.21B
$380K 0.42%
+6,362
New +$323K
DVA icon
48
DaVita
DVA
$11.3B
$363K 0.4%
+3,199
New +$389K
TSLA icon
49
Tesla
TSLA
$1.38T
$348K 0.38%
+774
New +$343K
VUG icon
50
Vanguard Morningstar Growth ETF
VUG
$225B
$339K 0.37%
+4,170
New +$338K
1
2
3 4 5

Similar funds

FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
SPM
Sycamore Partners Management New York $110M AUM 35.05% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
ANBOT
American National Bank of Texas Richardson, Texas $110M AUM 17.16% 1-Year Est. Return
QFMHK
Q Fund Management (Hong Kong) Hong Kong $110M AUM 1,372.85% 1-Year Est. Return
BWM
Briggs Wealth Management Glastonbury, Connecticut $110M AUM
RCM
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SSCM
Seven Six Capital Management New York $110M AUM 1.79% 1-Year Est. Return

Decision Investments's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Decision Investments, which disclosed 135 positions worth $91.4M. Its ten largest holdings account for 50% of the portfolio.

Its largest position is NVIDIA: 119,859 shares worth $22.4M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, followed by Healthcare and Financials.

  • Decision Investments's largest Q4 2025 buy was NVIDIA: 119,859 shares worth $22.4M.
  • Decision Investments's ten largest holdings make up 50% of its $91.4M portfolio in Q4 2025.
  • Decision Investments disclosed 135 positions in Q4 2025, its first 13F filing on record.

Based on Decision Investments's 13F filing for Q4 2025, filed 17 Feb 2026.