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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 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VBR VANGUARD INDEX FDS 97,954.0 $23.8M 1.38% -1K -1.1% $242.99 +2.5%
2 MSFT MICROSOFT CORP Technology 53,615.0 $20.0M 1.16% -871.0 -1.6% $373.02 +29.5%
3 IJH ISHARES TR 228,661.0 $17.6M 1.02% -2K -1.1% $77.11 -0.4%
4 ABT ABBOTT LABORATORIES Healthcare 109,606.0 $9.9M 0.58% -10K -8.5% $90.74 +28.5%
5 PG PROCTER & GAMBLE CO Consumer Defensive 37,838.0 $5.5M 0.32% -345.0 -0.9% $146.64 -1.3%
6 DE DEERE & CO Industrials 6,212.0 $3.9M 0.23% -97.0 -1.5% $634.31 +2.1%
7 GE GE AEROSPACE Industrials 8,502.0 $3.2M 0.18% -50.0 -0.6% $373.73 -6.8%
8 SNDK SANDISK CORP Technology 1,058.0 $2.4M 0.14% -529.0 -33.3% $2273.73 -29.8%
9 SDY SPDR SERIES TRUST 15,003.0 $2.3M 0.13% -238.0 -1.6% $152.18 +4.1%
10 TXN TEXAS INSTRS INC Technology 6,661.0 $2.0M 0.12% -152.0 -2.2% $298.07 -11.3%
11 ASX ASE TECHNOLOGY HLDG CO LTD Technology 43,540.0 $2.0M 0.11% -3K -5.9% $45.12 -19.1%
12 IBM INTERNATIONAL BUSINESS MACHS Technology 6,911.0 $1.9M 0.11% -88.0 -1.3% $281.22 -16.2%
13 UMC UNITED MICROELECTRONICS CORP Technology 69,876.0 $1.9M 0.11% -2K -3.0% $27.21 -32.6%
14 ISTB ISHARES TR 36,499.0 $1.8M 0.10% -5K -11.0% $48.25 -0.5%
15 NFLX NETFLIX INC. Communication Services 24,172.0 $1.7M 0.10% -3K -9.7% $71.40 +11.5%
16 JPIE J P MORGAN EXCHANGE TRADED F 36,947.0 $1.7M 0.10% -6K -13.3% $46.05 -0.4%
17 WDC WESTERN DIGITAL CORP Technology 2,587.0 $1.7M 0.10% -29.0 -1.1% $638.72 -28.1%
18 NEE NEXTERA ENERGY INC Utilities 18,266.0 $1.6M 0.09% -2K -11.6% $87.77 -4.7%
19 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,114.0 $1.6M 0.09% -59.0 -1.9% $501.40 +25.5%
20 XLK SELECT SECTOR SPDR TR 8,175.0 $1.6M 0.09% -276.0 -3.3% $190.52 -3.8%
Page 1 of 6  ·  116 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%