DECISION INVESTMENTS, INC

Q1 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$87,935
Net value change ($000)
-3,437 (-3.8%)
New positions
12
Sold out positions
7
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SNDK 2,173 NEW
LRCX 821 18.5%
VLO 383 48.0%
SPXX 341 184.3%
BLACKROCK FUNDS 264 NEW
NOW 248 NEW
LPG 245 NEW
XOM 233 38.8%
GCOW 220 NEW
MU 216 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -3,607 -16.1%
NFLX -1,446 -100.0%
AAPL -508 -12.0%
MSFT -437 -33.5%
AMZN -341 -14.2%
META -269 -36.2%
QCOM -265 -53.9%
BHK -265 -100.0%
IXN -251 -7.7%
BXMX -249 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type