BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 16 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VCIT VANGUARD SCOTTSDALE FDS 2,820.0 $233K 0.01% +196.0 +7.5% $82.65 -1.8%
302 RACE FERRARI N V Consumer Cyclical 622.0 $232K 0.01% +19.0 +3.1% $372.29 +14.0%
303 ACGL ARCH CAP GROUP LTD Financial Services 2,341.0 $227K 0.01% +15.0 +0.6% $97.06 +4.2%
304 L LOEWS CORP Financial Services 1,996.0 $226K 0.01% +27.0 +1.4% $113.21 -1.6%
305 HAL HALLIBURTON CO Energy 6,655.0 $226K 0.01% +486.0 +7.9% $33.95 +2.0%
306 F FORD MTR CO Consumer Cyclical 16,176.0 $225K 0.01% +400.0 +2.5% $13.90 +0.2%
307 EMN EASTMAN CHEM CO Basic Materials 3,304.0 $221K 0.01% +102.0 +3.2% $66.98 +8.5%
308 FDX FEDEX CORP Industrials 706.0 $221K 0.01% +57.0 +8.8% $313.08 +6.7%
309 DG DOLLAR GEN CORP Consumer Defensive 1,885.0 $217K 0.01% +57.0 +3.1% $115.11 +8.9%
310 MTB M & T BK CORP Financial Services 907.0 $216K 0.01% +6.0 +0.7% $238.01 +1.6%
311 IWF ISHARES TR 1,732.0 $215K 0.01% +1K +261.6% $124.20 -2.5%
312 CVE CENOVUS ENERGY INC Energy 8,169.0 $203K 0.01% +166.0 +2.1% $24.81 +29.7%
313 CX CEMEX SA EURO MTN BE 144A Basic Materials 14,342.0 $172K 0.01% +1K +8.7% $12.00 -8.1%
314 WEN WENDYS CO Consumer Cyclical 19,314.0 $160K 0.01% +6K +42.1% $8.29 +6.7%
315 TME TENCENT MUSIC ENTMT GROUP Communication Services 17,998.0 $150K 0.01% +4K +29.5% $8.35 +3.7%
316 SSL SASOL LTD Basic Materials 15,253.0 $150K 0.01% +644.0 +4.4% $9.82 +24.9%
317 BBD BANCO BRADESCO S A Financial Services 42,350.0 $147K 0.01% +304.0 +0.7% $3.47 -9.2%
318 ICL ICL GROUP LTD Basic Materials 28,768.0 $143K 0.01% +1K +5.2% $4.98 +15.5%
319 ENIC ENEL CHILE SA Utilities 27,875.0 $125K 0.01% +17K +157.6% $4.50 +0.7%
320 NIO NIO INC Consumer Cyclical 18,657.0 $94K 0.01% +129.0 +0.7% $5.06 -13.8%
Page 16 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%