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Portfolio (Quarterly) Guide ↗

PDS Planning, Inc

· CIK 0000838618
13F Portfolio $1.5B AUM 561 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 280 Added 120 Reduced 36 Exited
Page 12 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TFC TRUIST FINL CORP Financial Services 6,692.0 $308K 0.02% +95.0 +1.4% $45.97 +5.9%
222 VST VISTRA CORP Utilities 1,996.0 $300K 0.02% +279.0 +16.2% $150.33 +9.5%
223 MDLZ MONDELEZ INTL INC Consumer Defensive 5,198.0 $300K 0.02% +130.0 +2.6% $57.64 +6.2%
224 RIO RIO TINTO PLC Basic Materials 3,185.0 $297K 0.02% +291.0 +10.1% $93.29 +14.6%
225 YUM YUM BRANDS INC Consumer Cyclical 1,910.0 $297K 0.02% +123.0 +6.9% $155.48 -0.9%
226 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 15,986.0 $296K 0.02% +698.0 +4.6% $18.52 -14.3%
227 SLB SLB LIMITED Energy 5,734.0 $295K 0.02% +101.0 +1.8% $51.39 +12.8%
228 DVN DEVON ENERGY CORP NEW Energy 5,848.0 $294K 0.02% +103.0 +1.8% $50.32 -10.3%
229 DDOG DATADOG INC Technology 2,460.0 $290K 0.02% +273.0 +12.5% $118.05 +89.5%
230 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,997.0 $289K 0.02% +379.0 +14.5% $96.47 +2.4%
231 NI NISOURCE INC Utilities 6,108.0 $285K 0.02% +47.0 +0.8% $46.66 +2.4%
232 STT STATE STR CORP Financial Services 2,235.0 $283K 0.02% +512.0 +29.7% $126.56 +25.3%
233 MSCI MSCI INC Financial Services 516.0 $278K 0.02% +4.0 +0.8% $539.01 +9.2%
234 NDAQ NASDAQ INC Financial Services 3,257.0 $276K 0.02% +448.0 +15.9% $84.89 +7.1%
235 NTR NUTRIEN LTD Basic Materials 3,624.0 $273K 0.02% +34.0 +0.9% $75.46 -7.3%
236 IWM ISHARES TR 1,097.0 $272K 0.02% +9.0 +0.8% $248.00 +17.1%
237 ABNB AIRBNB INC Consumer Cyclical 2,154.0 $272K 0.02% +285.0 +15.2% $126.28 +5.1%
238 PUK PRUDENTIAL PLC Financial Services 9,551.0 $272K 0.02% +436.0 +4.8% $28.43 +8.2%
239 OKE ONEOK INC NEW Energy 3,003.0 $271K 0.02% +26.0 +0.9% $90.39 +0.1%
240 BDX BECTON DICKINSON & CO Healthcare 1,724.0 $271K 0.02% +46.0 +2.7% $157.19 -6.0%
Page 12 of 14  ·  280 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 29.6%
Financial Services 17.5%
Healthcare 14.6%
Communication Services 8.6%
Consumer Cyclical 7.6%
Industrials 7.5%
Consumer Defensive 5.0%
Energy 4.1%
Basic Materials 2.2%
Utilities 2.2%