Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $20.5M | 18.7% | −4.5% |
| LRCXLam Research Corp | $10.6M | 9.6% | |
| SNDKSandisk Corp | $4.7M | 4.3% | −39.5% |
| IXNIshares Tr | $4.4M | 4.0% | |
| AAPLApple Inc | $4.2M | 3.9% | |
| AMZNAmazon Com Inc | $2.2M | 2.0% | −5.0% |
| IWOIshares Tr | $2.1M | 1.9% | |
| IWFIshares Tr | $1.9M | 1.7% | |
| COSTCostco Wholesale Corporation | $1.8M | 1.7% | −1.5% |
| DKNGDraftkings Inc New | $1.6M | 1.5% | New |
| JPMJpmorgan Chase & Co | $1.6M | 1.5% | |
| GOOGLAlphabet Inc | $1.5M | 1.4% | |
| IXGIshares Tr | $1.5M | 1.3% | |
| ABBVAbbvie Inc | $1.5M | 1.3% | |
| BRK/BBerkshire Hathaway Inc Del | $1.4M | 1.3% | |
| IWMIshares Tr | $1.4M | 1.3% | |
| IXJIshares Tr | $1.3M | 1.2% | +1.1% |
| GOOGAlphabet Inc | $1.3M | 1.1% | −2.2% |
| VLOValero Energy Corp | $1.3M | 1.1% | |
| LLYEli Lilly & Co | $1.1M | 1.0% | |
| JNJJohnson & Johnson | $1.1M | 1.0% | |
| EFAIshares Tr | $1.1M | 1.0% | |
| AMDAdvanced Micro Devices Inc | $990K | 0.9% | −31.5% |
| AMGNAmgen Inc | $952K | 0.9% | |
| EEMIshares Tr | $929K | 0.8% | +1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $990K |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $10.6M |
| DVADavita Inc | December 31, 2025 | +95.8% | $667K |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $553K |
| VLOValero Energy Corp | December 31, 2025 | +60.0% | $1.3M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $738K |
| IXNIshares Tr | December 31, 2025 | +37.6% | $4.4M |
| EEMIshares Tr | December 31, 2025 | +25.0% | $929K |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $1.1M |
| IWMIshares Tr | December 31, 2025 | +22.1% | $1.4M |
Sold off last quarter
- BFMCXBlackrock Core Bond was $264K
- XMCRXMfs Charter Income was $223K
- IXCIshares Global Energy was $210K
- HQHAbrdn Hlthcr Inv was $193K
- DSLDoubleline Income Soluti was $126K
- ACICAmerican Coastal Ins was $124K
- ACHRArcher Aviation Inc was $110K
- AFCGAdvanced Flower Cap Inc was $68K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.9% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Decision Investments, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111652&type=13F-HR&dateb=&owner=include&count=40CIK 2111652
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2111652/000211165226000003/Filed July 13, 2026 · accession 0002111652-26-000003