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☆DECISION INVESTMENTS, INC

CIK 0002111652 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.209
AUM ($M)
110
Positions
149
Turnover
0.13
Top-10 wt
49%
Herfindahl
0.054
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 157 positions · portfolio value $110M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆NVDA funds › NVIDIA CORPORATION TRIM — 18.7% -2.6% 20.5 102,687 -4,808 2 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 9.6% +3.7% 10.6 24,382 -177 2 —
☆SNDK funds › SANDISK CORP TRIM — 4.3% +1.8% 4.7 2,071 -1,350 2 —
☆IXN funds › ISHARES TR ADD — 4.0% +0.5% 4.4 30,298 +70 2 —
☆AAPL funds › APPLE INC TRIM — 3.9% -0.4% 4.2 14,670 -3 2 —
☆AMZN funds › AMAZON COM INC TRIM — 2.0% -0.3% 2.2 9,401 -491 2 —
☆IWO funds › ISHARES TR ADD — 1.9% +0.0% 2.1 5,239 +17 2 —
☆IWF funds › ISHARES TR ADD — 1.7% -0.1% 1.9 15,220 +11,415 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 1.7% -0.6% 1.8 1,959 -30 2 —
☆DKNG funds › DRAFTKINGS INC NEW NEW — 1.5% +1.5% 1.6 64,410 +64,410 1 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 1.5% -0.2% 1.6 4,942 -25 2 —
☆GOOGL funds › ALPHABET INC ADD — 1.4% -0.0% 1.5 4,219 +16 2 —
☆IXG funds › ISHARES TR ADD — 1.3% -0.2% 1.5 11,899 +3 2 —
☆ABBV funds › ABBVIE INC HOLD — 1.3% -0.1% 1.5 5,884 +0 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 1.3% -0.3% 1.4 2,819 -15 2 —
☆IWM funds › ISHARES TR ADD — 1.3% -0.0% 1.4 4,671 +32 2 —
☆IXJ funds › ISHARES TR ADD — 1.2% -0.2% 1.3 13,563 +145 2 —
☆GOOG funds › ALPHABET INC TRIM — 1.1% -0.0% 1.3 3,546 -80 2 —
☆VLO funds › VALERO ENERGY CORP ADD — 1.1% -0.2% 1.3 4,801 +21 2 —
☆LLY funds › ELI LILLY & CO TRIM — 1.0% +0.0% 1.1 954 -5 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 1.0% -0.2% 1.1 4,469 +4 2 —
☆EFA funds › ISHARES TR ADD — 1.0% -0.2% 1.1 10,199 +74 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.9% +0.3% 1.0 1,704 -785 2 —
☆AMGN funds › AMGEN INC TRIM — 0.9% -0.2% 1.0 2,629 -3 2 —
☆EEM funds › ISHARES TR ADD — 0.8% -0.0% 0.9 13,582 +135 2 —
☆EXI funds › ISHARES TR ADD — 0.8% -0.1% 0.9 4,556 +27 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.8% -0.2% 0.9 2,334 -5 2 —
☆IBB funds › ISHARES TR ADD — 0.8% -0.1% 0.9 4,533 +92 2 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.7% -0.2% 0.8 5,047 -200 2 —
☆CSCO funds › CISCO SYS INC TRIM — 0.7% +0.1% 0.7 6,287 -123 2 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.7% -0.4% 0.7 1,836 -119 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.6% -0.3% 0.7 4,893 -15 2 —
☆DVA funds › DAVITA INC ADD — 0.6% +0.1% 0.7 3,000 +19 2 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.6% +0.3% 0.6 546 -94 2 —
☆IWD funds › ISHARES TR HOLD — 0.6% -0.1% 0.6 2,556 +0 2 —
☆SPXX funds › NUVEEN S&P 500 DYNAMIC OVERW TRIM — 0.6% -0.0% 0.6 32,547 -200 2 —
☆PYLD funds › PIMCO ETF TR TRIM — 0.5% -0.1% 0.6 22,640 -370 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.5% -0.0% 0.6 6,498 +5,406 2 —
☆CAT funds › CATERPILLAR INC ADD — 0.5% +0.1% 0.6 519 +5 2 —
☆SNOW funds › SNOWFLAKE INC TRIM — 0.5% +0.1% 0.5 1,946 -156 2 —
☆RXI funds › ISHARES TR ADD — 0.4% -0.1% 0.5 2,484 +12 2 —
☆C funds › CITIGROUP INC TRIM — 0.4% -0.0% 0.4 3,165 -312 2 —
☆BA funds › BOEING CO ADD — 0.4% -0.1% 0.4 2,031 +8 2 —
☆SOFI funds › SOFI TECHNOLOGIES INC ADD — 0.4% +0.0% 0.4 24,240 +4,174 2 —
☆MIN funds › MFS INTER INCOME TR ADD — 0.4% -0.1% 0.4 172,900 +9,900 2 —
☆AIO funds › VIRTUS ARTIFICIAL INTELLIGEN TRIM — 0.4% -0.1% 0.4 15,183 -4,094 2 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.4% -0.2% 0.4 2,534 -10 2 —
☆INCY funds › INCYTE CORP TRIM — 0.4% -0.0% 0.4 3,691 -196 2 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.4% +0.4% 0.4 425 +425 1 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.4% -0.0% 0.4 531 +0 2 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.3% +0.0% 0.4 3,704 -105 2 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.3% +0.3% 0.4 525 +525 1 —
☆BKLN funds › INVESCO EXCH TRADED FD TR II TRIM — 0.3% -0.1% 0.4 18,585 -200 2 —
☆IWN funds › ISHARES TR ADD — 0.3% -0.0% 0.4 1,628 +4 2 —
☆META funds › META PLATFORMS INC TRIM — 0.3% -0.2% 0.4 633 -196 2 —
☆MMT funds › ABERDEEN MULTI-MARKET INCOME ADD — 0.3% +0.1% 0.3 79,098 +46,598 2 —
☆TTE funds › TOTALENERGIES SE TRIM — 0.3% -0.1% 0.3 4,452 -41 2 —
☆HQL funds › ABRDN LIFE SCIENCES INVESTOR TRIM — 0.3% -0.0% 0.3 17,254 -450 2 —
☆GNT funds › GAMCO NAT RES GOLD & INCOME TRIM — 0.3% -0.1% 0.3 41,610 -400 2 —
☆TSLA funds › TESLA INC HOLD — 0.3% -0.0% 0.3 803 +0 2 —
☆NOW funds › SERVICENOW INC ADD — 0.3% +0.0% 0.3 3,370 +1,000 2 —
☆QCOM funds › QUALCOMM INC ADD — 0.3% +0.0% 0.3 1,769 +8 2 —
☆FLNG funds › FLEX LNG LTD TRIM — 0.3% -0.1% 0.3 11,625 -37 2 —
☆ASA funds › ASA GOLD AND PRECIOUS MTLS L TRIM — 0.3% -0.1% 0.3 6,262 -40 2 —
☆SPMD funds › SPDR SERIES TRUST HOLD — 0.3% -0.0% 0.3 4,810 +0 2 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.3% -0.1% 0.3 1,450 +0 2 —
☆RTX funds › RTX CORPORATION TRIM — 0.3% -0.1% 0.3 1,697 -22 2 —
☆BGR funds › BLACKROCK ENERGY & RES TR ADD — 0.3% -0.1% 0.3 21,530 +460 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.3% -0.0% 0.3 2,732 +710 2 —
☆MAR funds › MARRIOTT INTL INC NEW TRIM — 0.3% -0.0% 0.3 831 -31 2 —
☆QQQX funds › NUVEEN NASDAQ 100 DYNAMIC OV ADD — 0.3% -0.0% 0.3 10,069 +370 2 —
☆CFG funds › CITIZENS FINL GROUP INC TRIM — 0.3% -0.0% 0.3 4,320 -20 2 —
☆BCX funds › BLACKROCK RES & COMMODITIES TRIM — 0.3% -0.1% 0.3 25,926 -200 2 —
☆CUSIP:22542D233 funds › CREDIT SUISSE NASSAU BRANC ADD — 0.3% +0.0% 0.3 2,051 +730 2 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.3% -0.0% 0.3 5,280 +0 2 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.3% +0.0% 0.3 387 -4 2 —
☆ETJ funds › EATON VANCE RISK-MANAGED DIV TRIM — 0.3% -0.1% 0.3 34,307 -136 2 —
☆AIPI funds › ETF OPPORTUNITIES TRUST ADD — 0.3% -0.0% 0.3 7,462 +72 2 —
☆IGD funds › VOYA GLBL EQTY DIV & PREM OP TRIM — 0.2% -0.0% 0.3 44,530 -701 2 —
☆IJT funds › ISHARES TR HOLD — 0.2% -0.0% 0.3 1,526 +0 2 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.0% 0.3 3,018 -46 2 —
☆ICOW funds › PACER FDS TR TRIM — 0.2% -0.1% 0.3 6,500 -40 2 —
☆RKLB funds › ROCKET LAB CORP NEW — 0.2% +0.2% 0.3 2,630 +2,630 1 —
☆BHK funds › BLACKROCK CORE BD TR NEW — 0.2% +0.2% 0.3 28,576 +28,576 1 —
☆NXG funds › NXG NEXTGEN INFRASTR INCM FD HOLD — 0.2% -0.0% 0.3 3,990 +0 2 —
☆OKE funds › ONEOK INC NEW TRIM — 0.2% -0.1% 0.3 2,952 -7 2 —
☆MGF funds › MFS GOVT MKTS INCOME TR TRIM — 0.2% -0.1% 0.3 89,300 -200 2 —
☆HACK funds › AMPLIFY ETF TR NEW — 0.2% +0.2% 0.3 2,400 +2,400 1 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.2% +0.2% 0.3 526 +526 1 —
☆D funds › DOMINION ENERGY INC TRIM — 0.2% -0.0% 0.2 3,656 -18 2 —
☆ORCL funds › ORACLE CORP NEW — 0.2% +0.2% 0.2 1,697 +1,697 1 —
☆LPG funds › DORIAN LPG LTD TRIM — 0.2% -0.1% 0.2 7,120 -30 2 —
☆SCHG funds › SCHWAB STRATEGIC TR HOLD — 0.2% -0.0% 0.2 7,200 +0 2 —
☆BIT funds › BLACKROCK MULTI SECTOR INC T TRIM — 0.2% -0.1% 0.2 19,330 -20 2 —
☆IWP funds › ISHARES TR HOLD — 0.2% -0.0% 0.2 1,652 +0 2 —
☆CELH funds › CELSIUS HLDGS INC NEW — 0.2% +0.2% 0.2 8,000 +8,000 1 —
☆KMB funds › KIMBERLY-CLARK CORP NEW — 0.2% +0.2% 0.2 2,062 +2,062 1 —
☆PNFP funds › PINNACLE FINL PARTNERS INC NEW — 0.2% +0.2% 0.2 2,227 +2,227 1 —
☆USA funds › LIBERTY ALL STAR EQUITY FD ADD — 0.2% +0.1% 0.2 38,570 +26,680 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.2% -0.1% 0.2 5,269 -44 2 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.2% +0.2% 0.2 1,304 +1,304 1 —
☆NBXG funds › NEUBERGER NEXT GENERATION TRIM — 0.2% -0.0% 0.2 13,430 -2,610 2 —
☆ETW funds › EATON VANCE TAX-MANAGED GLOB ADD — 0.2% -0.0% 0.2 22,590 +1,060 2 —
☆IAE funds › VOYA ASIA PAC HIGH DIV EQT I TRIM — 0.2% -0.0% 0.2 23,258 -400 2 —
☆V funds › VISA INC NEW — 0.2% +0.2% 0.2 622 +622 1 —
☆EQNR funds › EQUINOR ASA TRIM — 0.2% -0.1% 0.2 6,760 -90 2 —
☆ANET funds › ARISTA NETWORKS INC NEW — 0.2% +0.2% 0.2 1,240 +1,240 1 —
☆STEW funds › SRH TOTAL RETURN FUND INC TRIM — 0.2% -0.0% 0.2 11,641 -170 2 —
☆CUSIP:00301W105 funds › ABRDN EMERGING MARKETS EX CH ADD — 0.2% +0.0% 0.2 21,590 +830 2 —
☆EIX funds › EDISON INTL TRIM — 0.2% -0.0% 0.2 2,736 -4 2 —
☆AOD funds › ABRDN TOTAL DYNAMIC DIVIDEND HOLD — 0.2% -0.0% 0.2 19,750 +0 2 —
☆VHT funds › VANGUARD WORLD FD NEW — 0.2% +0.2% 0.2 680 +680 1 —
☆DVY funds › ISHARES TR NEW — 0.2% +0.2% 0.2 1,300 +1,300 1 —
☆BCV funds › BANCROFT FD LTD NEW — 0.2% +0.2% 0.2 7,800 +7,800 1 —
☆GCOW funds › PACER FDS TR TRIM — 0.2% -0.1% 0.2 4,680 -85 2 —
☆IHD funds › VOYA EMERGING MKTS HIGH DIVI TRIM — 0.2% -0.0% 0.2 25,290 -1,300 2 —
☆IFN funds › ABERDEEN INDIA FD INC ADD — 0.2% -0.0% 0.2 16,760 +1,020 2 —
☆EXG funds › EATON VANCE TAX-MANAGED GLOB TRIM — 0.2% -0.0% 0.2 19,744 -120 2 —
☆KYN funds › KAYNE ANDERSON ENERGY INFRST HOLD — 0.2% -0.1% 0.2 13,870 +0 2 —
☆HYSA funds › BONDBLOXX ETF TRUST TRIM — 0.2% -0.0% 0.2 11,950 -500 2 —
☆SFL funds › SFL CORPORATION LTD TRIM — 0.2% -0.1% 0.2 17,010 -10 2 —
☆DPG funds › DUFF & PHELPS UTLITY AND INF HOLD — 0.2% -0.0% 0.2 11,650 +0 2 —
☆CUSIP:18913Y103 funds › CLOUGH GLOBAL DIVID & INCOME ADD — 0.2% +0.0% 0.2 25,120 +4,120 2 —
☆BOE funds › BLACKROCK ENHANCED GLOBAL HOLD — 0.1% -0.0% 0.2 13,350 +0 2 —
☆MUC funds › BLACKROCK MUNIHLDNGS CALI TRIM — 0.1% -0.1% 0.2 14,029 -2,500 2 —
☆EARN funds › ELLINGTON CREDIT COMPANY ADD — 0.1% -0.0% 0.1 33,880 +1,830 2 —
☆EOD funds › ALLSPRING GLOBAL DIVIDEND OP HOLD — 0.1% -0.0% 0.1 22,350 +0 2 —
☆CUSIP:67071B108 funds › NUVEEN REAL ESTATE INCOME FD TRIM — 0.1% -0.0% 0.1 17,240 -50 2 —
☆GLO funds › CLOUGH GLOBAL OPPORTUNITIES TRIM — 0.1% -0.0% 0.1 22,790 -100 2 —
☆ERH funds › ALLSPRING UTILITIES AND HIGH HOLD — 0.1% -0.0% 0.1 11,050 +0 2 —
☆RA funds › BROOKFIELD REAL ASSETS INCOM HOLD — 0.1% -0.0% 0.1 10,250 +0 2 —
☆GDL funds › GDL FD TRIM — 0.1% -0.0% 0.1 15,100 -100 2 —
☆AWP funds › ABRDN GLOBAL PREMIER PPTYS F TRIM — 0.1% -0.0% 0.1 10,420 -99 2 —
☆IGA funds › VOYA GLBL ADV & PREM OPP FD HOLD — 0.1% -0.0% 0.1 11,600 +0 2 —
☆BRW funds › SABA CAPITAL INCOME & OPRNT TRIM — 0.1% -0.0% 0.1 17,450 -350 2 —
☆GLQ funds › CLOUGH GLOBAL EQUITY FD HOLD — 0.1% -0.0% 0.1 13,300 +0 2 —
☆EVV funds › EATON VANCE LIMITED DURATION HOLD — 0.1% -0.0% 0.1 12,100 +0 2 —
☆MFIC funds › MIDCAP FINANCIAL INVSTMNT CO HOLD — 0.1% -0.0% 0.1 11,030 +0 2 —
☆ZTR funds › VIRTUS TOTAL RETURN FD INC HOLD — 0.1% -0.0% 0.1 16,100 +0 2 —
☆BDJ funds › BLACKROCK ENHANCED EQUITY DI HOLD — 0.1% -0.0% 0.1 11,361 +0 2 —
☆BGY funds › BLACKROCK ENHANCED INTL DIV HOLD — 0.1% -0.0% 0.1 18,158 +0 2 —
☆GGT funds › GABELLI MULTIMEDIA TR INC TRIM — 0.1% -0.0% 0.1 23,270 -50 2 —
☆CHW funds › CALAMOS GBL DYN INCOME FUND TRIM — 0.1% -0.0% 0.1 10,680 -30 2 —
☆ASG funds › LIBERTY ALL-STAR GROWTH FD I HOLD — 0.1% -0.0% 0.1 17,180 +0 2 —
☆JQC funds › NUVEEN CR STRATEGIES INCOME TRIM — 0.1% -0.0% 0.1 18,750 -500 2 —
☆GGN funds › GAMCO GLOBAL GOLD NAT RES & ADD — 0.1% -0.0% 0.1 18,290 +930 2 —
☆IGR funds › CBRE GBL REAL ESTATE INC FD HOLD — 0.1% -0.0% 0.1 17,720 +0 2 —
☆NRO funds › NEUBERGER R/EST SECS INC FD TRIM — 0.1% -0.0% 0.1 26,379 -100 2 —
☆BGS funds › B & G FOODS INC HOLD — 0.0% -0.0% 0.0 12,030 +0 2 —
☆ACHR funds › ARCHER AVIATION INC EXIT — 0.0% -0.1% 0.0 0 -21,185 0 —
☆HQH funds › ABRDN HLTHCR INV EXIT — 0.0% -0.2% 0.0 0 -10,861 0 —
☆DSL funds › DOUBLELINE INCOME SOLUTI EXIT — 0.0% -0.1% 0.0 0 -11,620 0 —
☆CUSIP:09260B309 funds › BLACKROCK CORE BOND EXIT — 0.0% -0.3% 0.0 0 -28,776 0 —
☆CUSIP:552727109 funds › MFS CHARTER INCOME EXIT — 0.0% -0.3% 0.0 0 -36,853 0 —
☆ACIC funds › AMERICAN COASTAL INS EXIT — 0.0% -0.1% 0.0 0 -11,050 0 —
☆IXC funds › ISHARES GLOBAL ENERGY EXIT — 0.0% -0.2% 0.0 0 -3,644 0 —
☆AFCG funds › ADVANCED FLOWER CAP INC EXIT Common Stock 0.0% -0.1% 0.0 0 -24,236 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 110 149 0.13 49% 0.054 0.209 — in
2026Q1 88 140 0.10 47% 0.058 0.215 — entered
2025Q4 91 135 0.00 50% 0.072 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status