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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 12 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DIA STATE STR SPDR DOW JONES IND Financial Services 744.0 $389K 0.02% +150.0 +25.2% $522.37 +2.2%
222 NSC NORFOLK SOUTHN CORP Industrials 1,212.0 $381K 0.02% +96.0 +8.6% $314.59 +12.2%
223 PSA PUBLIC STORAGE Real Estate 1,194.0 $380K 0.02% +12.0 +1.0% $318.31 +2.1%
224 NTAP NETAPP INC Technology 2,430.0 $376K 0.02% +234.0 +10.7% $154.76 +20.7%
225 GRUPO CIBEST SA 4,729.0 $376K 0.02% +238.0 +5.3% $79.43
226 FIX COMFORT SYS USA INC Industrials 189.0 $375K 0.02% +22.0 +13.2% $1981.95 -18.8%
227 ROST ROSS STORES INC Consumer Cyclical 1,750.0 $372K 0.02% +17.0 +1.0% $212.85 +13.5%
228 DVN DEVON ENERGY CORP NEW Energy 8,977.0 $371K 0.02% +3K +53.5% $41.32 +16.7%
229 CIEN CIENA CORP Technology 754.0 $370K 0.02% +82.0 +12.2% $490.56 -24.2%
230 MDLZ MONDELEZ INTL INC Consumer Defensive 6,356.0 $368K 0.02% +1K +22.3% $57.84 +11.9%
231 ARGX ARGENX SE Healthcare 394.0 $366K 0.02% +6.0 +1.6% $927.77 +9.0%
232 BSX BOSTON SCIENTIFIC CORP Healthcare 8,335.0 $356K 0.02% +46.0 +0.6% $42.68 +14.8%
233 AMP AMERIPRISE FINL INC Financial Services 775.0 $356K 0.02% +10.0 +1.3% $458.76 +22.3%
234 ARKK ARK ETF TR 4,376.0 $354K 0.02% +442.0 +11.2% $80.82 +3.8%
235 NGG NATIONAL GRID PLC Utilities 4,248.0 $352K 0.02% +87.0 +2.1% $82.87 -3.0%
236 GSK GSK PLC Healthcare 6,639.0 $348K 0.02% +207.0 +3.2% $52.42 -1.2%
237 EA ELECTRONIC ARTS INC Communication Services 1,696.0 $348K 0.02% +96.0 +6.0% $205.04 +2.3%
238 NTES NETEASE COM INC Technology 2,647.0 $339K 0.02% +503.0 +23.5% $128.14 -4.0%
239 CBOE CBOE GLOBAL MKTS INC Financial Services 1,391.0 $338K 0.02% +16.0 +1.2% $242.66 +27.0%
240 IWM ISHARES TR 1,118.0 $336K 0.02% +21.0 +1.9% $300.45 -0.8%
Page 12 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%