DECISION INVESTMENTS, INC
CIK 2111652 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $109.8M
- ポジション
- 149
- 時点
- 2026年6月30日
13F価値別で9,443件中 #8,207 位 · 86.9% トップ
ポートフォリオ価値 前期比: +24.9% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 49.25%
- 上位25銘柄のウェイト
- 66.50%
- 1%超のポジション
- 21
- 実効ポジション数
- 18.5
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 6.62% 推定買付額 $8,466,099 · 推定売付額 $6,550,773
- 新規ポジション
- 17
- 増加
- 36
- 減少
- 68
- クローズ
- 7
このページについて
セクター別内訳
Technology
41.3%
Healthcare
6.3%
Retail
3.7%
Energy
3.6%
Communication Services
2.8%
Financials
2.4%
Consumer Discretionary
2.1%
Industrials
1.7%
Communications
0.9%
Financial Services
0.8%
N/A
0.4%
Utilities
0.4%
Consumer Staples
0.3%
Consumer products
0.2%
Telecommunication
0.2%
その他/マッピングなし
33.1%
ポートフォリオ全体 149 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $20,546,642 | 18.70% | 102,687 | $1,799,514 | 下落 ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $10,565,452 | 9.62% | 24,382 | $5,318,176 | 下落 ×2 | ||
| SNDK Sandisk Corporation - Common Stock | $4,708,895 | 4.29% | 2,071 | $2,535,397 | 下落 ×1 | ||
| IXN | $4,377,455 | 3.99% | 30,298 | $1,355,562 | 上昇 ×1 | ||
| AAPL Apple Inc. - Common Stock | $4,244,775 | 3.86% | 14,670 | $521,037 | 下落 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,240,630 | 2.04% | 9,401 | $180,427 | 下落 ×2 | ||
| IWO | $2,063,956 | 1.88% | 5,239 | $425,240 | 上昇 ×1 | ||
| IWF | $1,889,867 | 1.72% | 15,220 | $267,415 | 上昇 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,832,446 | 1.67% | 1,959 | $-149,275 | 下落 ×2 | ||
| DKNG DraftKings Inc. - Class A Common Stock | $1,626,997 | 1.48% | 64,410 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1,617,665 | 1.47% | 4,942 | $156,572 | 下落 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,507,791 | 1.37% | 4,219 | $299,141 | 上昇 ×1 | ||
| IXG | $1,481,485 | 1.35% | 11,899 | $125,341 | 上昇 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1,480,650 | 1.35% | 5,884 | $200,939 | |||
| BRKB | $1,410,360 | 1.28% | 2,819 | $52,536 | 下落 ×2 | ||
| IWM | $1,403,402 | 1.28% | 4,671 | $252,930 | 上昇 ×1 | ||
| IXJ | $1,334,328 | 1.21% | 13,563 | $79,208 | 上昇 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,252,908 | 1.14% | 3,546 | $212,754 | 下落 ×2 | ||
| VLO Valero Energy Corporation Common Stock | $1,250,334 | 1.14% | 4,801 | $69,344 | 上昇 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,144,256 | 1.04% | 954 | $262,197 | 下落 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1,134,992 | 1.03% | 4,469 | $43,567 | 上昇 ×1 | ||
| EFA | $1,059,472 | 0.96% | 10,199 | $76,031 | 上昇 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $989,871 | 0.90% | 1,704 | $483,534 | 下落 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $952,181 | 0.87% | 2,629 | $25,975 | 下落 ×2 | ||
| EEM | $929,145 | 0.85% | 13,582 | $165,490 | 上昇 ×2 | ||
| EXI | $913,478 | 0.83% | 4,556 | $93,684 | 上昇 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $870,709 | 0.79% | 2,334 | $4,802 | 下落 ×2 | ||
| IBB IBB | $862,131 | 0.78% | 4,533 | $112,268 | 上昇 ×1 | ||
| SDY | $768,052 | 0.70% | 5,047 | $2,305 | 下落 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $738,471 | 0.67% | 6,287 | $241,119 | 下落 ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $730,140 | 0.66% | 1,836 | $-171,095 | 下落 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $669,005 | 0.61% | 4,893 | $-163,710 | 下落 ×2 | ||
| DVA DaVita Inc. Common Stock | $667,440 | 0.61% | 3,000 | $209,290 | 上昇 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $630,242 | 0.57% | 546 | $414,024 | 下落 ×1 | ||
| IWD | $619,651 | 0.56% | 2,556 | $73,510 | |||
| SPXX Nuveen S&P 500 Dynamic Overwrite Fund | $606,676 | 0.55% | 32,547 | $80,432 | 下落 ×1 | ||
| PYLD | $600,413 | 0.55% | 22,640 | $-2,449 | 下落 ×1 | ||
| VUG | $559,738 | 0.51% | 6,498 | $82,763 | 上昇 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $552,683 | 0.50% | 519 | $188,535 | 上昇 ×2 | ||
| SNOW Snowflake Inc. Common Stock | $495,257 | 0.45% | 1,946 | $178,233 | 下落 ×2 | ||
| RXI | $479,313 | 0.44% | 2,484 | $18,409 | 上昇 ×1 | ||
| C Citigroup, Inc. Common Stock | $442,973 | 0.40% | 3,165 | $48,646 | 下落 ×2 | ||
| BA Boeing Company (The) Common Stock | $439,647 | 0.40% | 2,031 | $37,013 | 上昇 ×2 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $434,623 | 0.40% | 24,240 | $115,975 | 上昇 ×2 | ||
| MIN MFS Intermediate Income Trust Common Stock | $427,063 | 0.39% | 172,900 | $17,933 | 上昇 ×2 | ||
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest | $426,187 | 0.39% | 15,183 | $13,466 | 下落 ×2 | ||
| CVX Chevron Corporation Common Stock | $420,036 | 0.38% | 2,534 | $-106,318 | 下落 ×1 | ||
| INCY Incyte Corporation - Common Stock | $418,412 | 0.38% | 3,691 | $52,568 | 下落 ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $410,125 | 0.37% | 425 | 上昇 ×1 | |||
| SPY SPY | $396,535 | 0.36% | 531 | $51,204 | |||
| CVS CVS Health Corporation Common Stock | $383,199 | 0.35% | 3,704 | $109,640 | 下落 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $379,575 | 0.35% | 525 | 上昇 ×1 | |||
| BKLN | $378,576 | 0.34% | 18,585 | $-4,826 | 下落 ×2 | ||
| IWN | $360,114 | 0.33% | 1,628 | $52,220 | 上昇 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $356,563 | 0.32% | 633 | $-117,733 | 下落 ×2 | ||
| MMT MFS Multimarket Income Trust Common Stock | $348,031 | 0.32% | 79,098 | $197,881 | 上昇 ×2 | ||
| TTE TotalEnergies SE Ordinary Shares | $346,188 | 0.32% | 4,452 | $-62,585 | 下落 ×1 | ||
| HQL abrdn Life Sciences Investors Shares of Beneficial Interest | $345,253 | 0.31% | 17,254 | $57,209 | 下落 ×1 | ||
| GNT GAMCO Natural Resources, Gold & Income Trust | $339,122 | 0.31% | 41,610 | $-11,662 | 下落 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $337,742 | 0.31% | 803 | $39,227 | |||
| NOW ServiceNow, Inc. Common Stock | $334,574 | 0.30% | 3,370 | $86,790 | 上昇 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $326,948 | 0.30% | 1,769 | $100,129 | 上昇 ×1 | ||
| FLNG FLEX LNG Ltd. Ordinary Shares | $326,185 | 0.30% | 11,625 | $-20,303 | 下落 ×1 | ||
| ASA ASA Gold and Precious Metals Limited | $325,874 | 0.30% | 6,262 | $-65,039 | 下落 ×2 | ||
| SPMD | $324,964 | 0.30% | 4,810 | $40,116 | |||
| WM Waste Management, Inc. Common Stock | $323,176 | 0.29% | 1,450 | $-10,020 | |||
| RTX RTX Corporation Common Stock | $321,972 | 0.29% | 1,697 | $-9,623 | 下落 ×2 | ||
| BGR BlackRock Energy and Resources Trust | $319,075 | 0.29% | 21,530 | $-45,647 | 上昇 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $318,742 | 0.29% | 2,732 | $22,964 | 上昇 ×1 | ||
| MAR Marriott International - Class A Common Stock | $307,960 | 0.28% | 831 | $26,026 | 下落 ×2 | ||
| QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Closed End Fund | $303,480 | 0.28% | 10,069 | $44,808 | 上昇 ×1 | ||
| CFG Citizens Financial Group, Inc. Common Stock | $302,702 | 0.28% | 4,320 | $42,432 | 下落 ×1 | ||
| BCX BlackRock Resources Common Shares of Beneficial Interest | $293,223 | 0.27% | 25,926 | $-21,595 | 下落 ×2 | ||
| GLDI ETRACS Gold Shares Covered Call ETNs due February 2, 2033 | $288,268 | 0.26% | 2,051 | $68,950 | 上昇 ×2 | ||
| PRF | $285,278 | 0.26% | 5,280 | $34,320 | |||
| QQQ Invesco QQQ Trust, Series 1 | $284,987 | 0.26% | 387 | $59,310 | 下落 ×1 | ||
| ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest | $283,719 | 0.26% | 34,307 | $2,320 | 下落 ×2 | ||
| AIPI REX AI Equity Premium Income ETF | $277,437 | 0.25% | 7,462 | $28,837 | 上昇 ×2 | ||
| IGD Voya Global Equity Dividend and Premium Opportunity Fund | $273,414 | 0.25% | 44,530 | $15,597 | 下落 ×1 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $272,544 | 0.25% | 1,526 | $51,717 | |||
| SPHQ | $271,922 | 0.25% | 3,018 | $41,540 | 下落 ×2 | ||
| ICOW | $270,595 | 0.25% | 6,500 | $-6,963 | 下落 ×2 | ||
| RKLB Rocket Lab Corporation - Common Stock | $267,340 | 0.24% | 2,630 | 上昇 ×1 | |||
| BHK Blackrock Core Bond Trust | $262,042 | 0.24% | 28,576 | ||||
| NXG NXG NextGen Infrastructure Income Fund Common Shares of Beneficial Interest | $258,193 | 0.24% | 3,990 | $39,022 | |||
| OKE ONEOK, Inc. Common Stock | $256,647 | 0.23% | 2,952 | $-10,817 | 下落 ×2 | ||
| MGF MFS Government Markets Income Trust Common Stock | $256,291 | 0.23% | 89,300 | $-6,839 | 下落 ×1 | ||
| HACK | $251,832 | 0.23% | 2,400 | 上昇 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $251,202 | 0.23% | 526 | 上昇 ×1 | |||
| D Dominion Energy, Inc. Common Stock | $249,668 | 0.23% | 3,656 | $22,541 | 下落 ×1 | ||
| ORCL Oracle Corporation Common Stock | $248,695 | 0.23% | 1,697 | 上昇 ×1 | |||
| LPG Dorian LPG Ltd. Common Stock | $247,634 | 0.23% | 7,120 | $3,104 | 下落 ×1 | ||
| SCHG | $243,648 | 0.22% | 7,200 | $33,912 | |||
| BIT BlackRock Multi-Sector Income Trust Common Shares of Beneficial Interest | $242,012 | 0.22% | 19,330 | $-250 | 下落 ×1 | ||
| IWP | $241,869 | 0.22% | 1,652 | $30,215 | |||
| CELH Celsius Holdings, Inc. - Common Stock | $234,240 | 0.21% | 8,000 | 上昇 ×1 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $226,346 | 0.21% | 2,062 | 上昇 ×1 | |||
| PNFP Pinnacle Financial Partners, Inc. - Common Stock | $224,660 | 0.20% | 2,227 | 上昇 ×1 | |||
| USA Liberty All-Star Equity Fund Common Stock | $224,092 | 0.20% | 38,570 | $158,102 | 上昇 ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $223,089 | 0.20% | 5,269 | $-43,624 | 下落 ×2 | ||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| DKNG | $1,626,997 | 64,410 | 1.48% |
| STX | $410,125 | 425 | 0.37% |
| AMAT | $379,575 | 525 | 0.35% |
| RKLB | $267,340 | 2,630 | 0.24% |
| BHK | $262,042 | 28,576 | 0.24% |
| HACK | $251,832 | 2,400 | 0.23% |
| TSM | $251,202 | 526 | 0.23% |
| ORCL | $248,695 | 1,697 | 0.23% |
| CELH | $234,240 | 8,000 | 0.21% |
| KMB | $226,346 | 2,062 | 0.21% |
| PNFP | $224,660 | 2,227 | 0.20% |
| 発行者不明 (CUSIP: 84615Q103) | $222,801 | 1,304 | 0.20% |
| V | $213,402 | 622 | 0.19% |
| ANET | $210,651 | 1,240 | 0.19% |
| VHT | $203,327 | 680 | 0.19% |
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| NFLX | 2026年3月31日 | 15,420 | $1,445,779 | -17.2% |
| BHK | 2026年3月31日 | 27,676 | $265,413 | -2.0% |
| BXMX | 2026年3月31日 | 16,936 | $248,959 | 追跡終了 |
| MCR | 2026年6月30日 | 36,853 | $223,329 | 追跡終了 |
| V | 2026年3月31日 | 622 | $218,142 | 21.7% |
| SNV | 2026年3月31日 | 4,270 | $213,714 | 追跡終了 |
| CALM | 2026年3月31日 | 2,660 | $211,656 | 4.9% |
| IXC | 2026年6月30日 | 3,644 | $209,931 | 追跡終了 |
| HQH | 2026年6月30日 | 10,861 | $193,217 | 9.9% |
| DSL | 2026年6月30日 | 11,620 | $125,845 | -4.3% |
| ACIC | 2026年6月30日 | 11,050 | $124,313 | -17.5% |
| ACHR | 2026年6月30日 | 21,185 | $109,526 | 30.3% |
| AFCG | 2026年6月30日 | 24,236 | $68,346 | 7.1% |