DECISION INVESTMENTS, INC
141 holdingsFiling period: 2026-03-31Current AUM: $103.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 107.5K | $18.7M | $21.6M | 20.78% | -12,364 | 2026-03-31 |
| 2 | LRCX | LAM RESH CORP | 24.6K | $5.2M | $7.2M | 6.93% | -1,299 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 14.7K | $3.7M | $4.5M | 4.36% | -894 | 2026-03-31 |
| 4 | IXN | ISHARES GLOBAL TECH ETF | 30.2K | $3.0M | $4.0M | 3.86% | -948 | 2026-03-31 |
| 5 | SNDK | SANDISK CORP | 3.4K | $2.2M | $4.2M | 4.00% | -- | 2026-03-31 |
| 6 | AMZN | AMAZON.COM INC | 9.9K | $2.1M | $2.7M | 2.59% | -510 | 2026-03-31 |
| 7 | COST | COSTCO WHSL CORP NEW | 2.0K | $2.0M | $1.9M | 1.82% | -108 | 2026-03-31 |
| 8 | IWO | ISHARES RUSSELL 2000 | 5.2K | $1.6M | $1.9M | 1.86% | -217 | 2026-03-31 |
| 9 | IWF | ISHARES RUSSELL 1000 | 3.8K | $1.6M | $1.8M | 1.73% | -- | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 5.0K | $1.5M | $1.7M | 1.68% | -312 | 2026-03-31 |
| 11 | BRK-B | BERKSHIRE HATHAWAY | 2.8K | $1.4M | $1.4M | 1.31% | -222 | 2026-03-31 |
| 12 | IXG | ISHARES GLOBAL | 11.9K | $1.4M | $1.6M | 1.52% | -450 | 2026-03-31 |
| 13 | ABBV | ABBVIE INC | 5.9K | $1.3M | $1.5M | 1.42% | -140 | 2026-03-31 |
| 14 | IXJ | ISHARES GLOBAL | 13.4K | $1.3M | $1.3M | 1.30% | -432 | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 4.2K | $1.2M | $1.5M | 1.44% | -45 | 2026-03-31 |
| 16 | VLO | VALERO ENERGY CORP NEW | 4.8K | $1.2M | $1.5M | 1.44% | -120 | 2026-03-31 |
| 17 | IWM | ISHARES RUSSELL 2000 | 4.6K | $1.1M | $1.4M | 1.30% | -132 | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 4.5K | $1.1M | $1.1M | 1.10% | -231 | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 3.6K | $1.0M | $1.3M | 1.25% | -328 | 2026-03-31 |
| 20 | EFA | ISHARES MSCI EAFE ETF | 10.1K | $983K | $1.1M | 1.03% | +50 | 2026-03-31 |
| 21 | AMGN | AMGEN INC | 2.6K | $926K | $1.0M | 0.98% | -125 | 2026-03-31 |
| 22 | ISRG | INTUITIVE SURGICAL INC | 2.0K | $901K | $691K | 0.67% | -64 | 2026-03-31 |
| 23 | LLY | ELI LILLY AND CO | 959 | $882K | $1.1M | 1.06% | +23 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 2.3K | $865K | $1.1M | 1.05% | -356 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 4.9K | $832K | $762K | 0.73% | -74 | 2026-03-31 |
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