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Portfolio (Quarterly) Guide ↗

PDS Planning, Inc

· CIK 0000838618
13F Portfolio $1.5B AUM 561 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 280 Added 120 Reduced 36 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CE CELANESE CORP DEL Basic Materials 3,396.0 $223K 0.01% NEW $65.77 -20.5%
22 HSY HERSHEY CO Consumer Defensive 1,074.0 $223K 0.01% NEW $207.85 -7.8%
23 TER TERADYNE INC Technology 746.0 $221K 0.01% NEW $296.46 +29.8%
24 PBA PEMBINA PIPELINE CORP Energy 4,935.0 $221K 0.01% NEW $44.76 +9.1%
25 TDY TELEDYNE TECHNOLOGIES INC Technology 364.0 $220K 0.01% NEW $605.01 +4.0%
26 MTD METTLER TOLEDO INTERNATIONAL Healthcare 174.0 $219K 0.01% NEW $1261.20 -12.3%
27 VCIT VANGUARD SCOTTSDALE FDS 2,624.0 $217K 0.01% NEW $82.76 -0.3%
28 ZTO ZTO EXPRESS CAYMAN INC Industrials 8,566.0 $216K 0.01% NEW $25.17 -9.8%
29 A AGILENT TECHNOLOGIES INC Healthcare 1,873.0 $213K 0.01% NEW $113.98 +1.1%
30 CVE CENOVUS ENERGY INC Energy 8,003.0 $212K 0.01% NEW $26.53 +9.5%
31 FANG DIAMONDBACK ENERGY INC Energy 1,069.0 $211K 0.01% NEW $197.79 -0.9%
32 PHM PULTE GROUP INC Consumer Cyclical 1,790.0 $211K 0.01% NEW $117.61 -0.4%
33 TS TENARIS S A Energy 3,593.0 $209K 0.01% NEW $58.18 +7.4%
34 CARR CARRIER GLOBAL CORPORATION Industrials 3,678.0 $207K 0.01% NEW $56.31 +15.1%
35 DOW DOW HLDGS INC Basic Materials 4,966.0 $207K 0.01% NEW $41.65 -15.4%
36 SPHD INVESCO EXCH TRADED FD TR II 4,156.0 $206K 0.01% NEW $49.61 +1.4%
37 IRM IRON MTN INC DEL Real Estate 2,012.0 $205K 0.01% NEW $102.12 +26.5%
38 RACE FERRARI N V Consumer Cyclical 603.0 $204K 0.01% NEW $338.45 -2.7%
39 IVE ISHARES TR 948.0 $200K 0.01% NEW $211.15 +7.9%
40 PYZ INVESCO EXCHANGE TRADED FD T 983.0 $118K 0.01% NEW $119.83 +8.4%
Page 2 of 3  ·  44 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 29.6%
Financial Services 17.5%
Healthcare 14.6%
Communication Services 8.6%
Consumer Cyclical 7.6%
Industrials 7.5%
Consumer Defensive 5.0%
Energy 4.1%
Basic Materials 2.2%
Utilities 2.2%