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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 6 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TJX TJX COS INC NEW Consumer Cyclical 7,187.0 $1.1M 0.06% +46.0 +0.6% $151.50 -7.1%
102 SHOP SHOPIFY INC Technology 9,535.0 $1.1M 0.06% +156.0 +1.7% $114.18 +31.2%
103 WELL WELLTOWER INC Real Estate 4,748.0 $1.1M 0.06% +35.0 +0.7% $226.99 +5.7%
104 WF WOORI FINL GROUP INC Financial Services 18,515.0 $1.1M 0.06% +4K +31.2% $57.40 +21.1%
105 SCHF SCHWAB STRATEGIC TR 36,965.0 $1.0M 0.06% +2K +5.8% $27.70 +2.2%
106 UBS UBS GROUP AG Financial Services 20,470.0 $1.0M 0.06% +2K +8.1% $49.56 +8.4%
107 QCOM QUALCOMM INC Technology 5,482.0 $1.0M 0.06% +299.0 +5.8% $184.79 -14.2%
108 DIS DISNEY WALT CO Communication Services 10,363.0 $997K 0.06% +1K +12.3% $96.25 +14.9%
109 EMR EMERSON ELEC CO Industrials 6,806.0 $974K 0.06% +192.0 +2.9% $143.16 +10.1%
110 LMT LOCKHEED MARTIN CORP Industrials 1,905.0 $971K 0.06% +44.0 +2.4% $509.57 +10.7%
111 MCK MCKESSON CORP Healthcare 1,284.0 $970K 0.06% +54.0 +4.4% $755.68 +15.6%
112 WMB WILLIAMS COS INC Energy 12,911.0 $960K 0.06% +4K +37.7% $74.34 -4.5%
113 TD TORONTO DOMINION BK ONT Financial Services 7,876.0 $956K 0.06% +48.0 +0.6% $121.43 -4.0%
114 CB CHUBB LIMITED Financial Services 2,786.0 $949K 0.06% +89.0 +3.3% $340.74 +1.5%
115 SHEL SHELL PLC Energy 12,101.0 $938K 0.05% +392.0 +3.4% $77.54 +19.9%
116 PLD PROLOGIS INC. Real Estate 6,860.0 $929K 0.05% +78.0 +1.1% $135.47 +5.8%
117 DELL DELL TECHNOLOGIES INC Technology 2,146.0 $926K 0.05% +171.0 +8.7% $431.46 +0.4%
118 SAN BANCO SANTANDER SA Financial Services 67,009.0 $925K 0.05% +652.0 +1.0% $13.80 +6.7%
119 SKM SK TELECOM CO LTD Communication Services 28,156.0 $905K 0.05% +3K +11.2% $32.16 +24.4%
120 RDY DR REDDYS LABS LTD Healthcare 62,103.0 $900K 0.05% +7K +12.9% $14.49 -15.7%
Page 6 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%