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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 4 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LIN LINDE PLC Basic Materials 3,519.0 $1.7M 0.12% +188.0 +5.6% $495.76 +3.9%
62 GEV GE VERNOVA INC Utilities 1,986.0 $1.7M 0.11% +53.0 +2.7% $872.98 +22.6%
63 IBM INTERNATIONAL BUSINESS MACHS Technology 6,999.0 $1.7M 0.11% +397.0 +6.0% $242.38 +3.4%
64 COP CONOCOPHILLIPS Energy 12,672.0 $1.7M 0.11% +586.0 +4.8% $132.00 -11.7%
65 LRCX LAM RESEARCH CORP Technology 7,770.0 $1.7M 0.11% +532.0 +7.3% $213.66 +51.0%
66 VCSH VANGUARD SCOTTSDALE FDS 20,637.0 $1.6M 0.11% +3K +17.5% $79.27 -0.3%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,173.0 $1.6M 0.10% +133.0 +4.4% $491.53 -8.8%
68 MCD MCDONALDS CORP Consumer Cyclical 4,963.0 $1.5M 0.10% +472.0 +10.5% $310.82 -10.2%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 10,275.0 $1.5M 0.10% +1K +11.8% $146.28 -6.6%
70 RTX RTX CORPORATION Industrials 7,552.0 $1.5M 0.10% +119.0 +1.6% $192.91 -7.2%
71 GLW CORNING INC Technology 10,596.0 $1.4M 0.10% +550.0 +5.5% $135.97 +44.3%
72 SPYI NEOS ETF TRUST 28,774.0 $1.4M 0.09% +1K +5.0% $49.37 +8.6%
73 BAC BANK AMERICA CORP Financial Services 29,069.0 $1.4M 0.09% +770.0 +2.7% $48.75 +7.1%
74 HSBC HSBC HLDGS PLC Financial Services 16,851.0 $1.4M 0.09% +228.0 +1.4% $82.49 +13.6%
75 IWN ISHARES TR 6,994.0 $1.3M 0.09% +536.0 +8.3% $189.60 +13.2%
76 TXN TEXAS INSTRS INC Technology 6,813.0 $1.3M 0.09% +80.0 +1.2% $194.14 +67.3%
77 UNP UNION PAC CORP Industrials 5,430.0 $1.3M 0.09% +191.0 +3.6% $242.60 +11.7%
78 VGT VANGUARD WORLD FD 1,882.0 $1.3M 0.09% +10.0 +0.5% $697.77 -83.1%
79 AMGN AMGEN INC Healthcare 3,389.0 $1.2M 0.08% +99.0 +3.0% $351.85 -4.5%
80 LOW LOWES COS INC Consumer Cyclical 4,987.0 $1.2M 0.08% +232.0 +4.9% $236.30 -10.2%
Page 4 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%