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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 1 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OEF ISHARES TR 4,101.0 $1.5M 0.09% NEW $365.83 +3.3%
2 DFUV DIMENSIONAL ETF TRUST 16,846.0 $927K 0.05% NEW $55.01 +4.4%
3 MPLX MPLX LP Energy 7,025.0 $396K 0.02% NEW $56.33 +3.7%
4 MOH MOLINA HEALTHCARE INC Healthcare 1,713.0 $392K 0.02% NEW $228.70 -12.4%
5 EPD ENTERPRISE PRODS PARTNERS L 10,401.0 $382K 0.02% NEW $36.76
6 CLS CELESTICA INC Technology 1,032.0 $376K 0.02% NEW $364.80 -18.7%
7 VSAT VIASAT INC Technology 3,965.0 $356K 0.02% NEW $89.81 -16.8%
8 BX BLACKSTONE INC Financial Services 2,897.0 $341K 0.02% NEW $117.67 +21.8%
9 FLEX FLEX LTD Technology 2,075.0 $336K 0.02% NEW $162.07 -31.9%
10 WES WESTERN MIDSTREAM PARTNERS L Energy 7,200.0 $315K 0.02% NEW $43.76 +10.5%
11 DTE DTE ENERGY CO Utilities 2,057.0 $313K 0.02% NEW $152.37 -11.3%
12 DTM DT MIDSTREAM INC Energy 2,042.0 $300K 0.02% NEW $146.70 -13.6%
13 HONEYWELL INTL INC 1,319.0 $295K 0.02% NEW $223.90
14 HONEYWELL AEROSPACE INC 1,332.0 $294K 0.02% NEW $221.08
15 NEBIUS GROUP N.V. 1,035.0 $286K 0.02% NEW $276.17
16 HOOD ROBINHOOD MKTS INC Financial Services 2,844.0 $285K 0.02% NEW $100.28 +7.8%
17 TTMI TTM TECHNOLOGIES INC Technology 1,513.0 $283K 0.02% NEW $187.02 -40.9%
18 ON ON SEMICONDUCTOR CORP Technology 2,988.0 $282K 0.02% NEW $94.54 -21.5%
19 RKLB ROCKET LAB CORP Industrials 2,733.0 $278K 0.02% NEW $101.65 -28.6%
20 RPG INVESCO EXCHANGE TRADED FD T 4,270.0 $273K 0.02% NEW $63.85 -8.8%
Page 1 of 4  ·  68 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%