DECISION INVESTMENTS, INC

Q2 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$109,848
Net value change ($000)
+21,913 (24.9%)
New positions
17
Sold out positions
8
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LRCX 5,318 101.4%
SNDK 2,536 116.7%
NVDA 1,800 9.6%
DKNG 1,627 NEW
IXN 1,355 44.8%
AAPL 521 14.0%
AMD 484 95.7%
IWO 425 25.9%
MU 414 191.7%
STX 410 NEW
Top Reduces (Value $000, Stocks/ETFs)
BLACKROCK FUNDS -264 -100.0%
MCR -223 -100.0%
IXC -210 -100.0%
HQH -193 -100.0%
ISRG -171 -19.0%
XOM -164 -19.7%
COST -150 -7.6%
DSL -126 -100.0%
ACIC -124 -100.0%
META -117 -24.7%
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