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DI
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
% of AUM
99.02%
Top 10 Holdings %
Top 10 Hldgs %
49.57%
Holding
135
New
135
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$22.3M |
| 2 |
Apple
AAPL
|
+$4.18M |
| 3 |
Lam Research
LRCX
|
+$4.02M |
| 4 |
iShares Global Tech ETF
IXN
|
+$3.29M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Archer Aviation
ACHR
$4.59B
| $99.3K | 0.11% |
+13,200
| New | +$124K |
|
127
Nuveen Credit Strategies Income Fund
JQC
$704M
| $96.6K | 0.11% |
+19,250
| New | +$97.9K |
|
|
ASG
128
Liberty All-Star Growth Fund
ASG
$333M
| $91.6K | 0.1% |
+17,280
| New | +$93.6K |
|
|
GGN
129
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$890M
| $90.6K | 0.1% |
+17,560
| New | +$88.3K |
|
|
IGR
130
CBRE Global Real Estate Income Fund
IGR
$712M
| $87.3K | 0.1% |
+19,920
| New | +$93.7K |
|
|
NRO
131
Neuberger Real Estate Securities Income Fund Inc
NRO
$189M
| $80.2K | 0.09% |
+26,379
| New | +$81.5K |
|
|
CHW
132
Calamos Global Dynamic Income Fund
CHW
$545M
| $79.1K | 0.09% |
+10,680
| New | +$79.7K |
|
133
Liberty All-Star Equity Fund
USA
$1.84B
| $74.4K | 0.08% |
+11,840
| New | +$73.7K |
|
|
AFCG
134
AFC Gamma
AFCG
$76.9M
| $63.4K | 0.07% |
+22,242
| New | +$70.6K |
|
135
B&G Foods
BGS
$286M
| $52.6K | 0.06% |
+12,230
| New | +$54.7K |
|
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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.