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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 13 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TFC TRUIST FINL CORP Financial Services 6,728.0 $335K 0.02% +36.0 +0.5% $49.82 +2.0%
242 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,919.0 $332K 0.02% +13.0 +0.7% $173.12 -6.1%
243 DLR DIGITAL RLTY TR INC Real Estate 1,847.0 $332K 0.02% +12.0 +0.7% $179.61 +5.0%
244 GM GENERAL MTRS CO Consumer Cyclical 4,255.0 $328K 0.02% +47.0 +1.1% $77.08 +12.8%
245 CARR CARRIER GLOBAL CORPORATION Industrials 4,423.0 $324K 0.02% +745.0 +20.3% $73.35 -18.2%
246 MLM MARTIN MARIETTA MATLS INC Basic Materials 560.0 $323K 0.02% +6.0 +1.1% $576.70 -7.6%
247 DAL DELTA AIR LINES INC Industrials 3,385.0 $317K 0.02% +98.0 +3.0% $93.66 -11.9%
248 DASH DOORDASH INC Communication Services 1,718.0 $317K 0.02% +305.0 +21.6% $184.53 +24.1%
249 NI NISOURCE INC Utilities 6,649.0 $316K 0.02% +541.0 +8.9% $47.55 -14.1%
250 RIO RIO TINTO PLC Basic Materials 3,279.0 $311K 0.02% +94.0 +3.0% $94.93 +10.4%
251 ABNB AIRBNB INC Consumer Cyclical 2,175.0 $311K 0.02% +21.0 +1.0% $143.10 +32.9%
252 YUM YUM BRANDS INC Consumer Cyclical 1,929.0 $308K 0.02% +19.0 +1.0% $159.86 -1.6%
253 BP BP PLC Energy 8,278.0 $306K 0.02% +329.0 +4.1% $36.95 +18.4%
254 MDT MEDTRONIC PLC Healthcare 3,892.0 $304K 0.02% +318.0 +8.9% $78.23 +18.8%
255 WBD WARNER BROS DISCOVERY INC Communication Services 11,349.0 $303K 0.02% +808.0 +7.7% $26.66 +7.7%
256 AIG AMERICAN INTL GROUP INC Financial Services 4,056.0 $302K 0.02% +70.0 +1.8% $74.53 +3.8%
257 E ENI SPA Energy 6,408.0 $300K 0.02% +49.0 +0.8% $46.86 +17.8%
258 IJR ISHARES TR 1,987.0 $295K 0.02% +63.0 +3.3% $148.28 -1.0%
259 RELX RELX PLC Communication Services 9,302.0 $295K 0.02% +2K +25.3% $31.67 +14.9%
260 USRT ISHARES TR 4,429.0 $294K 0.02% +303.0 +7.3% $66.45 +1.6%
Page 13 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%