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 stocks worth $109.8M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Draftkings Inc-CL A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 19% of the equity book.

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Use Arkolith to show DECISION INVESTMENTS, INC's latest
holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
36
existing
Trimmed
68
reduced
Sold out
8
exited

Concentration

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.

Direct sector allocation

68% mapped to company sectors

Information Technology
35%
ETF / fund or unclassified
32%
Industrials
12%
Health Care
6%
Consumer Discretionary
6%
Financials
4%
Energy
3%
Utilities
1%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock'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

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 2026149$109.8M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026140$87.9M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026135$91.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.