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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 14 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 D DOMINION ENERGY INC Utilities 4,294.0 $293K 0.02% +37.0 +0.9% $68.29 -2.5%
262 CTVA CORTEVA INC Basic Materials 3,452.0 $292K 0.02% +22.0 +0.6% $84.69 -2.2%
263 PAYX PAYCHEX INC Industrials 2,953.0 $290K 0.02% +171.0 +6.2% $98.33 +28.2%
264 PCAR PACCAR INC Industrials 2,396.0 $288K 0.02% +32.0 +1.4% $120.12 +8.2%
265 BIIB BIOGEN INC Healthcare 1,310.0 $283K 0.02% +16.0 +1.2% $216.06 +1.0%
266 KGC KINROSS GOLD CORP Basic Materials 11,795.0 $279K 0.02% +103.0 +0.9% $23.62 +39.6%
267 KMI KINDER MORGAN INC DEL Energy 8,673.0 $277K 0.02% +2K +22.4% $31.97 -3.0%
268 TDG TRANSDIGM GROUP INC Industrials 207.0 $276K 0.02% +12.0 +6.2% $1332.04 -10.0%
269 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 8,116.0 $275K 0.02% +563.0 +7.5% $33.88 +9.0%
270 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 17,116.0 $274K 0.02% +1K +7.1% $16.03 +13.8%
271 RB GLOBAL INC 2,347.0 $273K 0.02% +201.0 +9.4% $116.45
272 DHI D R HORTON INC Consumer Cyclical 1,659.0 $270K 0.02% +17.0 +1.0% $162.88 -8.5%
273 DB DEUTSCHE BK AG Financial Services 8,001.0 $270K 0.02% +437.0 +5.8% $33.76 +13.8%
274 CBRE CBRE GROUP INC Real Estate 1,998.0 $269K 0.02% +146.0 +7.9% $134.69 +12.8%
275 SLB SLB LIMITED Energy 5,784.0 $269K 0.02% +50.0 +0.9% $46.49 +16.2%
276 EXC EXELON CORP Utilities 5,763.0 $269K 0.02% +117.0 +2.1% $46.62 -4.9%
277 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,976.0 $266K 0.01% +2K +27.6% $33.29 +34.1%
278 NDAQ NASDAQ INC Financial Services 3,314.0 $261K 0.01% +57.0 +1.8% $78.82 +25.3%
279 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,415.0 $261K 0.01% +121.0 +3.7% $76.40 +2.3%
280 VRSN VERISIGN INC Technology 1,029.0 $259K 0.01% +22.0 +2.2% $251.56 +15.6%
Page 14 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%