Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DECISION INVESTMENTS, INC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

DECISION INVESTMENTS, INC (CIK 2111652) reported $109.8M across 149 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($20.5M, 18.70%), LRCX ($10.6M, 9.62%), SNDK ($4.7M, 4.29%), IXN ($4.4M, 3.99%), AAPL ($4.2M, 3.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$20.5M18.70%102,687Trimmed
2LRCXLAM RESEARCH CORP$10.6M9.62%24,382Trimmed
3SNDKSANDISK CORP$4.7M4.29%2,071Trimmed
4IXNISHARES TR$4.4M3.99%30,298Added
5AAPLAPPLE INC$4.2M3.86%14,670Trimmed
6AMZNAMAZON COM INC$2.2M2.04%9,401Trimmed
7IWOISHARES TR$2.1M1.88%5,239Added
8IWFISHARES TR$1.9M1.72%15,220Added
9COSTCOSTCO WHOLESALE CORPORATION$1.8M1.67%1,959Trimmed
10DKNGDRAFTKINGS INC NEW$1.6M1.48%64,410New
11JPMJPMORGAN CHASE & CO$1.6M1.47%4,942Trimmed
12GOOGLALPHABET INC$1.5M1.37%4,219Added
13ABBVABBVIE INC$1.5M1.35%5,884Hold
14IXGISHARES TR$1.5M1.35%11,899Added
15BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M1.28%2,819Trimmed
16IWMISHARES TR$1.4M1.28%4,671Added
17IXJISHARES TR$1.3M1.21%13,563Added
18GOOGALPHABET INC$1.3M1.14%3,546Trimmed
19VLOVALERO ENERGY CORP$1.3M1.14%4,801Added
20LLYELI LILLY & CO$1.1M1.04%954Trimmed
21JNJJOHNSON & JOHNSON$1.1M1.03%4,469Added
22EFAISHARES TR$1.1M0.96%10,199Added
23AMDADVANCED MICRO DEVICES INC$989,8710.90%1,704Trimmed
24AMGNAMGEN INC$952,1810.87%2,629Trimmed
25EEMISHARES TR$929,1450.85%13,582Added

Source: SEC Form 13F filings · as of 2026-06-30