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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 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 3,997.0 $1.5M 0.09% -220.0 -5.2% $368.38 +15.7%
22 AZN ASTRAZENECA PLC Healthcare 6,926.0 $1.3M 0.08% -44.0 -0.6% $189.62 -12.9%
23 PLTR PALANTIR TECHNOLOGIES INC Technology 10,081.0 $1.2M 0.07% -194.0 -1.9% $116.67 +51.8%
24 MCD MCDONALDS CORP Consumer Cyclical 4,106.0 $1.1M 0.06% -857.0 -17.3% $270.31 +0.9%
25 LOW LOWES COS INC Consumer Cyclical 4,721.0 $1.0M 0.06% -266.0 -5.3% $220.51 -1.6%
26 SCHW SCHWAB CHARLES CORP Financial Services 9,936.0 $917K 0.05% -145.0 -1.4% $92.27 +23.0%
27 AKRE PROFESIONALLY MANAGED PORTFO 16,954.0 $902K 0.05% -154.0 -0.9% $53.19 +14.6%
28 VZ VERIZON COMMUNICATIONS INC Communication Services 20,363.0 $862K 0.05% -271.0 -1.3% $42.34 +18.5%
29 ISRG INTUITIVE SURGICAL INC Healthcare 1,995.0 $793K 0.05% -419.0 -17.4% $397.68 -5.3%
30 DHR DANAHER CORP DEL Healthcare 4,064.0 $774K 0.04% -312.0 -7.1% $190.48 +13.6%
31 PFE PFIZER INC Healthcare 31,747.0 $764K 0.04% -3K -9.6% $24.08 +16.2%
32 SHW SHERWIN WILLIAMS CO Basic Materials 2,206.0 $760K 0.04% -52.0 -2.3% $344.32 +0.4%
33 SPGI S&P GLOBAL INC Financial Services 1,864.0 $759K 0.04% -116.0 -5.9% $407.26 +6.5%
34 GILD GILEAD SCIENCES INC Healthcare 5,965.0 $754K 0.04% -136.0 -2.2% $126.34 +15.6%
35 VXUS VANGUARD STAR FDS 8,618.0 $737K 0.04% -926.0 -9.7% $85.49 +2.0%
36 USMV ISHARES TR 7,593.0 $732K 0.04% -66.0 -0.9% $96.46 +5.2%
37 SYK STRYKER CORPORATION Healthcare 2,242.0 $706K 0.04% -430.0 -16.1% $314.90 +4.8%
38 TM TOYOTA MOTOR CORP Consumer Cyclical 4,175.0 $703K 0.04% -411.0 -9.0% $168.42 +15.4%
39 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7,249.0 $696K 0.04% -235.0 -3.1% $95.98 +24.9%
40 ITW ILLINOIS TOOL WKS INC Industrials 2,517.0 $681K 0.04% -159.0 -5.9% $270.48 +4.8%
Page 2 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%