Arkolith/Funds/Decision Investments, Inc

Decision Investments, Inc

CIK 2111652
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Decision Investments, Inc holds a focused book of 149 reported positions worth $109.8M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Draftkings Inc-CL A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 19% of the reported non-option book. Cloning the disclosed picks since 2026 would be +21% (+40.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
16
bought for the first time
+13 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
68
sold some, still holds it
+65 more · largest first
Sold out
8
exited the position entirely
+5 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.9%
+40.0%/yr · since Feb '26
Their reported book
+18.9%
held from quarter-end
S&P 500
+12.5%
same window
$9K$10K$11K$11K$12KFeb '26Mar '26May '26Jun '26Jul '26Sep '26
Decision Investments, Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.0 points over this window.

Growth of $10,000 cloning Decision Investments, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
49%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

68% mapped to company sectors

Information Technology
35%
ETFs / funds
29%
Industrials
12%
Health Care
6%
Consumer Discretionary
6%
Financials
4%
No sector on file yet
3%
Energy
3%

+5 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Decision Investments, Inc

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management10 / 80$162.3M
Prospect Hill Management, LLC9 / 80$242.7M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Draper Asset Management, LLC9 / 80$172.3M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$393.3M
H&H International Investment, LLC8 / 80$16.1B
Emerald Advisors, LLC25 / 80$642.1M
Ardent Capital Management, Inc.14 / 80$193.9M

Ranked by the share of each fund's own book sitting in the names it shares with Decision Investments, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

149 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$20.5M102.7K
18.7%
−4.5%
Reduced · −5K sh
2Lam Research Corp
COM NEW
$10.6M24.4K
9.6%
−0.7%
Reduced · −177 sh
3Sandisk Corp
COM
$4.7M2.1K
4.3%
−39%
Reduced · −1K sh
4Ishares TR
GLOBAL TECH ETF
$4.4M30.3K
4.0%
+0.2%
Added · +70 sh
5Apple Inc
COM
$4.2M14.7K
3.9%
~0%
Reduced · −3 sh
6Amazon Com Inc
COM
$2.2M9.4K
2.0%
−5.0%
Reduced · −491 sh
7Ishares TR
RUS 2000 GRW ETF
$2.1M5.2K
1.9%
+0.3%
Added · +17 sh
8Ishares TR
RUS 1000 GRW ETF
$1.9M15.2K
1.7%
+300%
Added · +11K sh
9Costco Wholesale Corporation
COM
$1.8M2.0K
1.7%
−1.5%
Reduced · −30 sh
10Draftkings Inc New
COM CL A
$1.6M64.4K
1.5%
New
New position
11JPMorgan Chase & Co
COM
$1.6M4.9K
1.5%
−0.5%
Reduced · −25 sh
12Alphabet Inc
CAP STK CL A
$1.5M4.2K
1.4%
+0.4%
Added · +16 sh
13Ishares TR
GLOBAL FINLS ETF
$1.5M11.9K
1.3%
~0%
Added · +3 sh
14Abbvie Inc
COM
$1.5M5.9K
1.3%
Held
15Berkshire Hathaway Inc Del
CL B NEW
$1.4M2.8K
1.3%
−0.5%
Reduced · −15 sh
16Ishares TR
RUSSELL 2000 ETF
$1.4M4.7K
1.3%
+0.7%
Added · +32 sh
17Ishares TR
GLOB HLTHCRE ETF
$1.3M13.6K
1.2%
+1.1%
Added · +145 sh
18Alphabet Inc
CAP STK CL C
$1.3M3.5K
1.1%
−2.2%
Reduced · −80 sh
19Valero Energy Corp
COM
$1.3M4.8K
1.1%
+0.4%
Added · +21 sh
20Eli Lilly & Co
COM
$1.1M954
1.0%
−0.5%
Reduced · −5 sh
21Johnson & Johnson
COM
$1.1M4.5K
1.0%
+0.1%
Added · +4 sh
22Ishares TR
MSCI EAFE ETF
$1.1M10.2K
1.0%
+0.7%
Added · +74 sh
23Advanced Micro Devices Inc
COM
$990K1.7K
0.9%
−32%
Reduced · −785 sh
24Amgen Inc
COM
$952K2.6K
0.9%
−0.1%
Reduced · −3 sh
25Ishares TR
MSCI EMG MKT ETF
$929K13.6K
0.8%
+1.0%
Added · +135 sh
26Ishares TR
GLOB INDSTRL ETF
$913K4.6K
0.8%
+0.6%
Added · +27 sh
27Microsoft Corp
COM
$871K2.3K
0.8%
−0.2%
Reduced · −5 sh
28Ishares TR
ISHARES BIOTECH
$862K4.5K
0.8%
+2.1%
Added · +92 sh
29SPDR Series Trust
ST STR SP DIV
$768K5.0K
0.7%
−3.8%
Reduced · −200 sh
30Cisco Sys Inc
COM
$738K6.3K
0.7%
−1.9%
Reduced · −123 sh
31Intuitive Surgical Inc
COM NEW
$730K1.8K
0.7%
−6.1%
Reduced · −119 sh
32Exxon Mobil Corp
COM
$669K4.9K
0.6%
−0.3%
Reduced · −15 sh
33Davita Inc
COM
$667K3.0K
0.6%
+0.6%
Added · +19 sh
34Micron Technology Inc
COM
$630K546
0.6%
−15%
Reduced · −94 sh
35Ishares TR
RUS 1000 VAL ETF
$620K2.6K
0.6%
Held
36Nuveen S&P 500 Dynamic Overw
COM
$607K32.5K
0.6%
−0.6%
Reduced · −200 sh
37Pimco ETF TR
MULTISECTOR BD
$600K22.6K
0.5%
−1.6%
Reduced · −370 sh
38Vanguard Index FDS
GROWTH ETF
$560K6.5K
0.5%
+495%
Added · +5K sh
39Caterpillar Inc
COM
$553K519
0.5%
+1.0%
Added · +5 sh
40Snowflake Inc
COM SHS
$495K1.9K
0.5%
−7.4%
Reduced · −156 sh
41Ishares TR
GLB CNS DISC ETF
$479K2.5K
0.4%
+0.5%
Added · +12 sh
42Citigroup Inc
COM NEW
$443K3.2K
0.4%
−9.0%
Reduced · −312 sh
43Boeing Co
COM
$440K2.0K
0.4%
+0.4%
Added · +8 sh
44Sofi Technologies Inc
COM
$435K24.2K
0.4%
+21%
Added · +4K sh
45MFS Inter Income TR
SH BEN INT
$427K172.9K
0.4%
+6.1%
Added · +10K sh
46Virtus Artificial Intelligen
COM
$426K15.2K
0.4%
−21%
Reduced · −4K sh
47Chevron Corporation
COM
$420K2.5K
0.4%
−0.4%
Reduced · −10 sh
48Incyte Corp
COM
$418K3.7K
0.4%
−5.0%
Reduced · −196 sh
49Seagate Technology HLDNGS PL
ORD SHS
$410K425
0.4%
New
New position
50State STR SPDR S&P 500 ETF T
TR UNIT
$397K531
0.4%
Held
Showing 50 of 149 positions
Build

Ask your agent what Decision Investments, Inc owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2111652/holdings"
Ask your agent
Use Arkolith to show DECISION INVESTMENTS, INC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

$109.8M · Q2 2026Q4 2025 · $91.4MQ2 2026 · $109.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202613d149$109.8M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d140$87.9M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d135$91.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.