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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 9 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 URI UNITED RENTALS INC Industrials 589.0 $667K 0.04% +5.0 +0.9% $1132.89 -4.4%
162 TOTALENERGIES SE 8,519.0 $662K 0.04% +120.0 +1.4% $77.76
163 UBER UBER TECHNOLOGIES INC Technology 9,118.0 $658K 0.04% +442.0 +5.1% $72.16 +9.9%
164 IONQ IONQ INC Technology 12,249.0 $652K 0.04% +129.0 +1.1% $53.26 -22.9%
165 LNG CHENIERE ENERGY INC Energy 2,718.0 $650K 0.04% +761.0 +38.9% $239.02 +17.5%
166 SCHD SCHWAB STRATEGIC TR 20,054.0 $636K 0.04% +205.0 +1.0% $31.71 +11.0%
167 AMT AMERICAN TOWER CORP Real Estate 3,869.0 $633K 0.04% +80.0 +2.1% $163.57 +9.1%
168 TT TRANE TECHNOLOGIES PLC Industrials 1,281.0 $629K 0.04% +18.0 +1.4% $491.16 -7.8%
169 INFY INFOSYS LTD Technology 59,771.0 $627K 0.04% +26K +76.8% $10.49 +12.7%
170 SO SOUTHERN CO Utilities 6,492.0 $621K 0.04% +173.0 +2.7% $95.71 -5.9%
171 HPE HEWLETT PACKARD ENTERPRISE C Technology 13,745.0 $620K 0.04% +466.0 +3.5% $45.11 +16.2%
172 CMI CUMMINS INC Industrials 864.0 $616K 0.04% +38.0 +4.6% $713.21 -19.9%
173 ALL ALLSTATE CORP Financial Services 2,581.0 $614K 0.04% +223.0 +9.5% $237.95 +9.3%
174 DFAS DIMENSIONAL ETF TRUST 7,418.0 $611K 0.04% +4K +108.0% $82.34 +0.3%
175 UNILEVER PLC 10,006.0 $602K 0.04% +739.0 +8.0% $60.12
176 CVS CVS HEALTH CORP Healthcare 5,807.0 $601K 0.04% +661.0 +12.8% $103.45 -9.0%
177 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,877.0 $596K 0.03% +227.0 +13.8% $317.50 -7.7%
178 DX DYNEX CAP INC Real Estate 45,450.0 $596K 0.03% +19K +68.9% $13.11 -0.5%
179 CI THE CIGNA GROUP Healthcare 2,160.0 $595K 0.03% +283.0 +15.1% $275.69 +1.7%
180 APP APPLOVIN CORP Technology 1,136.0 $585K 0.03% +199.0 +21.2% $515.23 -42.0%
Page 9 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%