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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 4 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORPORATION Energy 12,434.0 $2.1M 0.12% +87.0 +0.7% $165.76 +22.5%
62 JEPI J P MORGAN EXCHANGE TRADED F 34,622.0 $2.0M 0.11% +624.0 +1.8% $56.48 +2.9%
63 NOW SERVICENOW INC Technology 18,902.0 $1.9M 0.11% +1K +8.5% $99.28 +29.0%
64 CRWD CROWDSTRIKE HLDGS INC Technology 2,459.0 $1.9M 0.11% +131.0 +5.6% $190.78 -0.1%
65 VGT VANGUARD WORLD FD 15,606.0 $1.9M 0.11% +14K +729.2% $119.52 -2.6%
66 LIN LINDE PLC Basic Materials 3,556.0 $1.8M 0.11% +37.0 +1.1% $518.94 -5.6%
67 CAH CARDINAL HEALTH INC Healthcare 7,563.0 $1.8M 0.10% +345.0 +4.8% $237.58 -2.2%
68 BAC BANK OF AMER CORP Financial Services 31,074.0 $1.8M 0.10% +2K +6.9% $56.98 +9.4%
69 GS GOLDMAN SACHS GROUP INC Financial Services 1,733.0 $1.8M 0.10% +111.0 +6.8% $1011.10 +2.5%
70 PANW PALO ALTO NETWORKS INC Technology 5,065.0 $1.7M 0.10% +191.0 +3.9% $341.02 +2.9%
71 VCSH VANGUARD SCOTTSDALE FDS 21,121.0 $1.7M 0.10% +484.0 +2.4% $79.03 -0.5%
72 QQQ INVESCO QQQ TR Financial Services 2,206.0 $1.6M 0.09% +192.0 +9.5% $736.34 -4.1%
73 HSBC HSBC HLDGS PLC Financial Services 17,023.0 $1.6M 0.09% +172.0 +1.0% $95.09 +9.5%
74 IWN ISHARES TR 7,096.0 $1.6M 0.09% +102.0 +1.5% $221.19 +1.3%
75 SPYI NEOS ETF TRUST 29,368.0 $1.6M 0.09% +594.0 +2.1% $53.09 +0.6%
76 NVS NOVARTIS AG Healthcare 9,632.0 $1.5M 0.09% +104.0 +1.1% $156.72 +0.8%
77 UNP UNION PAC CORP Industrials 5,469.0 $1.5M 0.09% +39.0 +0.7% $272.02 +13.9%
78 RTX RTX CORPORATION Industrials 7,810.0 $1.5M 0.09% +258.0 +3.4% $189.72 +10.3%
79 PEP PEPSICO INC Consumer Defensive 10,746.0 $1.5M 0.08% +892.0 +9.1% $135.41 +6.8%
80 MS MORGAN STANLEY Financial Services 6,927.0 $1.4M 0.08% +295.0 +4.5% $209.04 +2.4%
Page 4 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%