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Portfolio (Quarterly) Guide ↗

PDS Planning, Inc

· CIK 0000838618
13F Portfolio $1.7B AUM 609 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 68 New 324 Added 116 Reduced 20 Exited
Page 11 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COHR COHERENT CORP Technology 1,242.0 $490K 0.03% +154.0 +14.2% $394.47 -27.9%
202 PNC PNC FINL SVCS GROUP INC Financial Services 1,938.0 $477K 0.03% +86.0 +4.6% $246.22 -0.7%
203 CRH PLC 4,432.0 $474K 0.03% +78.0 +1.8% $107.00
204 MFC MANULIFE FINL CORP Financial Services 11,656.0 $472K 0.03% +130.0 +1.1% $40.51 +5.6%
205 VLO VALERO ENERGY CORP Energy 1,806.0 $470K 0.03% +11.0 +0.6% $260.44 +32.9%
206 ESLT ELBIT SYS LTD Industrials 613.0 $465K 0.03% +8.0 +1.3% $758.72 -4.5%
207 NET CLOUDFLARE INC Technology 1,845.0 $453K 0.03% +25.0 +1.4% $245.28 +13.1%
208 SRE SEMPRA Utilities 4,858.0 $450K 0.03% +378.0 +8.4% $92.71 -9.1%
209 CANADIAN PACIFIC KANSAS CITY 5,087.0 $441K 0.03% +278.0 +5.8% $86.65
210 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,381.0 $437K 0.03% +127.0 +2.4% $81.17 -9.7%
211 NOC NORTHROP GRUMMAN CORP Industrials 841.0 $428K 0.03% +11.0 +1.3% $509.31 +6.9%
212 WS WORTHINGTON STL INC Basic Materials 12,684.0 $426K 0.03% +536.0 +4.4% $33.58 +0.1%
213 LITE LUMENTUM HLDGS INC Technology 492.0 $422K 0.02% +97.0 +24.6% $858.06 +0.5%
214 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 4,999.0 $417K 0.02% +60.0 +1.2% $83.48 +9.6%
215 AFL AFLAC INC Financial Services 3,440.0 $403K 0.02% +26.0 +0.8% $117.24 -0.5%
216 STT STATE STR CORP Financial Services 2,366.0 $401K 0.02% +131.0 +5.9% $169.60 +13.3%
217 SPG SIMON PPTY GROUP INC NEW Real Estate 1,792.0 $401K 0.02% +10.0 +0.6% $223.65 -1.6%
218 SNPS SYNOPSYS INC Technology 897.0 $400K 0.02% +40.0 +4.7% $446.07 -9.5%
219 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,798.0 $395K 0.02% +42.0 +0.9% $82.40 -4.5%
220 ANGLOGOLD ASHANTI PLC 4,860.0 $393K 0.02% +610.0 +14.3% $80.89
Page 11 of 17  ·  324 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.2%
Financial Services 17.1%
Healthcare 14.0%
Industrials 7.5%
Consumer Cyclical 7.5%
Communication Services 5.6%
Consumer Defensive 4.4%
Energy 3.5%
Utilities 2.1%
Basic Materials 2.0%