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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KLIC KULICKE & SOFFA INDS INC Technology 1,677.0 $224K 0.01% NEW $133.76 -35.9%
42 EQH EQUITABLE HLDGS INC Financial Services 5,082.0 $223K 0.01% NEW $43.88 +11.4%
43 UAL UNITED AIRLS HLDGS INC Industrials 1,621.0 $220K 0.01% NEW $135.99 -16.8%
44 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 2,928.0 $219K 0.01% NEW $74.81 +2.8%
45 HMC HONDA MOTOR CO LTD Consumer Cyclical 8,048.0 $218K 0.01% NEW $27.11 +23.1%
46 PAYC PAYCOM SOFTWARE INC Technology 1,720.0 $216K 0.01% NEW $125.68 +82.3%
47 NTRS NORTHERN TR CORP Financial Services 1,235.0 $215K 0.01% NEW $173.84 +5.8%
48 EVR EVERCORE INC Financial Services 628.0 $214K 0.01% NEW $341.44 -14.5%
49 IWL ISHARES TR 1,158.0 $214K 0.01% NEW $184.95 +2.4%
50 WSM WILLIAMS SONOMA INC Consumer Cyclical 918.0 $214K 0.01% NEW $233.10 +1.9%
51 HPQ HP INC Technology 9,691.0 $213K 0.01% NEW $21.94 +35.4%
52 BSVO EA SERIES TRUST 7,265.0 $212K 0.01% NEW $29.19 +1.5%
53 ARKQ ARK ETF TR 1,601.0 $212K 0.01% NEW $132.20 -5.0%
54 ACWI ISHARES TR 1,342.0 $211K 0.01% NEW $156.93 +2.5%
55 STM STMICROELECTRONICS N V Technology 2,798.0 $210K 0.01% NEW $74.89 -32.5%
56 VMC VULCAN MATLS CO Basic Materials 710.0 $209K 0.01% NEW $295.01 -6.4%
57 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,926.0 $208K 0.01% NEW $107.78 +2.8%
58 BHE BENCHMARK ELECTRS INC Technology 2,097.0 $207K 0.01% NEW $98.67 -26.4%
59 MET METLIFE INC Financial Services 2,440.0 $206K 0.01% NEW $84.61 +11.5%
60 KMX CARMAX INC Consumer Cyclical 3,887.0 $206K 0.01% NEW $52.89 +17.5%
Page 3 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%