DECISION INVESTMENTS, INC

CIK 0002111652 · Q1 2026

13F Equity AUM

$87.9M

-3.8% QoQ

Positions

140

+5 QoQ

AUM Rank

#10,194

Top 82%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 37.4%Top 10: 47.4%Top 20: 60.9%

NVDA21.3%

LRCX6.0%

AAPL4.2%

IXN3.4%

SNDK2.5%

AMZN2.3%

COST2.3%

IWO1.9%

IWF1.9%

JPM1.7%

Others (130)52.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services38.6%

Technology37.6%

Healthcare7.0%

Energy4.7%

Communication Services3.4%

Consumer Cyclical3.0%

Consumer Defensive2.3%

Other3.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 140Median: 0.30%Avg: 0.71%

0–0.5%

101(24.8%)

0.5–1%

16(11.2%)

1–3%

19(29.1%)

3–5%

2(7.7%)

5%+

2(27.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 131Unique: 9vs 20 funds

1.8%Low

140

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.5%

BANK OF AMERICA CORP /DE/

2.5%

1.6%

1.8%

2.3%

1.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.7%

GEODE CAPITAL MANAGEMENT, LLC

1.4%

VANGUARD CAPITAL MANAGEMENT LLC

1.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New12Increased44Decreased58Exited7

New Positions

SNDK2.5%

+3K

BFMCX0.3%

+29K

NOW0.3%

+2K

LPG0.3%

+7K

MU0.3%

+640

GCOW0.3%

+5K

IXC0.2%

+4K

EIX0.2%

+3K

IFN0.2%

+16K

DSL0.1%

+12K

Increased

XSSPX0.6%

+22K(+219%)

MIN0.5%

+10K(+7%)

ACHR0.1%

+8K(+60%)

MUC0.2%

+6K(+59%)

NBXG0.2%

+5K(+51%)

MMT0.2%

+3K(+10%)

SOFI0.4%

+3K(+16%)

BRW0.1%

+2K(+13%)

EARN0.2%

+2K(+7%)

BIT0.3%

+2K(+12%)

Decreased

NVDA21.3%

-12,364(-10%)

XEXGX0.2%

-2,856(-13%)

EQNR0.3%

-2,350(-26%)

IGR0.1%

-2,200(-11%)

LRCX6.0%

-1,299(-5%)

QCOM0.3%

-1,117(-39%)

IXN3.4%

-948(-3%)

AAPL4.2%

-894(-6%)

CSCO0.6%

-599(-9%)

AMZN2.3%

-510(-5%)

Exited

NFLX

-15,420

BHK

-27,676

XBXMX

-16,936

-622

SYU1

-4,270

CALM

-2,660

XAWPX

-31,800

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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