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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 13 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ARKK ARK ETF TR 3,934.0 $266K 0.02% +85.0 +2.2% $67.59 +14.3%
242 MPWR MONOLITHIC PWR SYS INC Technology 243.0 $266K 0.02% +6.0 +2.5% $1093.35 +52.1%
243 PAYX PAYCHEX INC Industrials 2,782.0 $256K 0.02% +841.0 +43.3% $92.12 +2.9%
244 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,906.0 $254K 0.02% +207.0 +12.2% $133.46 +15.6%
245 TKC TURKCELL ILETISIM Communication Services 41,999.0 $253K 0.02% +244.0 +0.6% $6.03 -5.6%
246 VRSN VERISIGN INC Technology 1,007.0 $250K 0.02% +26.0 +2.6% $248.36 +23.6%
247 USRT ISHARES TR 4,126.0 $244K 0.02% +65.0 +1.6% $59.19 +11.3%
248 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,536.0 $241K 0.02% +94.0 +1.3% $32.01 +1.0%
249 HDV ISHARES TR 1,771.0 $240K 0.02% +72.0 +4.2% $135.73 -79.6%
250 NTES NETEASE COM INC Technology 2,144.0 $240K 0.02% +89.0 +4.3% $111.94 +10.2%
251 IJR ISHARES TR 1,924.0 $239K 0.02% +18.0 +0.9% $124.32 +12.3%
252 SUSB ISHARES TR 9,491.0 $238K 0.02% +393.0 +4.3% $25.07 -0.4%
253 JD JD.COM INC Consumer Cyclical 7,987.0 $236K 0.02% +294.0 +3.8% $29.57 +1.4%
254 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,021.0 $236K 0.02% +65.0 +6.8% $230.89 -3.4%
255 NU NU HLDGS LTD Financial Services 16,146.0 $232K 0.01% +444.0 +2.8% $14.37 -9.7%
256 EAGG ISHARES TR 4,788.0 $228K 0.01% +41.0 +0.9% $47.55 -0.6%
257 EFA ISHARES TR 2,336.0 $227K 0.01% +19.0 +0.8% $97.11 +8.3%
258 DHI D R HORTON INC Consumer Cyclical 1,642.0 $225K 0.01% +127.0 +8.4% $137.22 +6.1%
259 NTAP NETAPP INC Technology 2,196.0 $225K 0.01% +290.0 +15.2% $102.39 +35.7%
260 ACGL ARCH CAP GROUP LTD Financial Services 2,326.0 $223K 0.01% +14.0 +0.6% $95.99 -0.6%
Page 13 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%