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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 8 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 793.0 $765K 0.04% +9.0 +1.1% $965.00 -17.7%
142 WOR WORTHINGTON ENTERPRISES INC Industrials 14,228.0 $765K 0.04% +550.0 +4.0% $53.76 +5.6%
143 CDNS CADENCE DESIGN SYSTEM INC Technology 2,035.0 $764K 0.04% +126.0 +6.6% $375.32 -15.8%
144 SAP SAP SE Technology 4,955.0 $764K 0.04% +1K +34.1% $154.11 +41.9%
145 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,973.0 $763K 0.04% +172.0 +9.6% $386.73 +4.1%
146 FORTINET INC 4,963.0 $762K 0.04% +66.0 +1.4% $153.62
147 BMO BANK MONTREAL MEDIUM Financial Services 4,284.0 $757K 0.04% +33.0 +0.8% $176.70 -2.5%
148 MFG MIZUHO FINANCIAL GROUP INC Financial Services 78,912.0 $756K 0.04% +1K +1.7% $9.58 +6.8%
149 SONY SONY GROUP CORP Technology 37,392.0 $750K 0.04% +799.0 +2.2% $20.06 +20.9%
150 GWW WW GRAINGER INC Industrials 531.0 $722K 0.04% +3.0 +0.6% $1360.40 -2.8%
151 SCHE SCHWAB STRATEGIC TR 19,848.0 $720K 0.04% +2K +8.5% $36.26 +1.2%
152 PSX PHILLIPS 66 Energy 4,208.0 $711K 0.04% +341.0 +8.8% $169.06 +43.1%
153 BINC BLACKROCK ETF TRUST II 13,581.0 $711K 0.04% +3K +26.9% $52.34 -0.6%
154 CM CANADIAN IMPERIAL BANK OF CO Financial Services 6,050.0 $696K 0.04% +409.0 +7.2% $115.00 -0.1%
155 NVO NOVO-NORDISK A S Healthcare 14,461.0 $693K 0.04% +6K +68.4% $47.94 -2.1%
156 BCS BARCLAYS PLC Financial Services 25,753.0 $692K 0.04% +137.0 +0.5% $26.86 +0.4%
157 ESGV VANGUARD WORLD FD 5,226.0 $691K 0.04% +134.0 +2.6% $132.25 +2.3%
158 EMXC ISHARES INC 6,637.0 $679K 0.04% +297.0 +4.7% $102.30 -5.8%
159 EQIX EQUINIX INC Real Estate 648.0 $675K 0.04% +8.0 +1.2% $1041.92 +1.3%
160 DDOG DATADOG INC Technology 2,590.0 $674K 0.04% +130.0 +5.3% $260.36 -13.3%
Page 8 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%