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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 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SNOW SNOWFLAKE INC Technology 1,029.0 $262K 0.01% NEW $254.50 +28.9%
22 DFAT DIMENSIONAL ETF TRUST 3,654.0 $255K 0.01% NEW $69.91 +2.4%
23 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 3,128.0 $255K 0.01% NEW $81.51 +6.2%
24 SANM SANMINA CORP Technology 1,004.0 $254K 0.01% NEW $253.08 -27.6%
25 ILMN ILLUMINA INC Healthcare 1,439.0 $253K 0.01% NEW $175.83 +24.2%
26 SYF SYNCHRONY FINANCIAL Financial Services 3,325.0 $253K 0.01% NEW $76.05 +6.4%
27 IVW ISHARES TR 1,837.0 $253K 0.01% NEW $137.53 +0.4%
28 VSH VISHAY INTERTECHNOLOGY INC Technology 4,669.0 $251K 0.01% NEW $53.78 -43.8%
29 VIAV VIAVI SOLUTIONS INC Technology 5,239.0 $250K 0.01% NEW $47.75 -22.2%
30 CNC CENTENE CORP DEL Healthcare 3,894.0 $250K 0.01% NEW $64.19 +1.7%
31 AJG GALLAGHER ARTHUR J & CO Financial Services 1,086.0 $249K 0.01% NEW $229.57 +17.3%
32 SPACE EXPLORATION TECHN CORP 1,428.0 $244K 0.01% NEW $170.86
33 EME EMCOR GROUP INC Industrials 292.0 $242K 0.01% NEW $829.88 -8.1%
34 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 956.0 $239K 0.01% NEW $249.98 -3.4%
35 IUSG ISHARES TR 1,261.0 $237K 0.01% NEW $188.09 +0.4%
36 NTRA NATERA INC Healthcare 860.0 $233K 0.01% NEW $271.45 +20.2%
37 TWLO TWILIO INC Communication Services 1,122.0 $232K 0.01% NEW $206.33 +8.1%
38 SNX TD SYNNEX CORPORATION Technology 864.0 $231K 0.01% NEW $267.34 -7.9%
39 PAGP PLAINS GP HLDGS L P Energy 9,450.0 $229K 0.01% NEW $24.27 +11.3%
40 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 3,159.0 $229K 0.01% NEW $72.51 +11.7%
Page 2 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%