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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 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CENCORA INC 2,392.0 $677K 0.04% -33.0 -1.4% $282.98
42 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,354.0 $673K 0.04% -53.0 -3.8% $496.73 +10.5%
43 PGR PROGRESSIVE CORP Financial Services 3,008.0 $657K 0.04% -216.0 -6.7% $218.45 +1.9%
44 MRSH MARSH & MCLENNAN COS INC Financial Services 3,914.0 $652K 0.04% -310.0 -7.3% $166.69 +16.3%
45 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,838.0 $630K 0.04% -40.0 -0.6% $92.09 -2.6%
46 ADBE ADOBE INC Technology 3,021.0 $619K 0.04% -1K -28.0% $205.02 +34.7%
47 CME CME GROUP INC Financial Services 2,659.0 $587K 0.03% -224.0 -7.8% $220.82 +25.8%
48 VHT VANGUARD WORLD FD 1,863.0 $557K 0.03% -134.0 -6.7% $299.08 +9.3%
49 MCO MOODYS CORP Financial Services 1,161.0 $526K 0.03% -67.0 -5.5% $452.92 +12.0%
50 CRM SALESFORCE INC Technology 3,296.0 $516K 0.03% -2K -31.8% $156.66 +33.8%
51 DGRW WISDOMTREE TR 5,328.0 $509K 0.03% -70.0 -1.3% $95.62 +3.7%
52 AON AON PLC Financial Services 1,467.0 $487K 0.03% -11.0 -0.7% $331.69 +8.1%
53 TMUS T-MOBILE US INC Communication Services 2,729.0 $458K 0.03% -169.0 -5.8% $167.71 +9.3%
54 EOG EOG RES INC Energy 3,377.0 $438K 0.03% -51.0 -1.5% $129.73 +15.4%
55 NEM NEWMONT CORP Basic Materials 4,495.0 $420K 0.02% -32.0 -0.7% $93.40 +40.0%
56 CEG CONSTELLATION ENERGY CORP Utilities 1,670.0 $415K 0.02% -102.0 -5.8% $248.37 +10.0%
57 CNI CANADIAN NATL RY CO Industrials 3,423.0 $408K 0.02% -43.0 -1.2% $119.24 +6.2%
58 SLDE SLIDE INS HLDGS INC Financial Services 21,000.0 $407K 0.02% -16K -42.7% $19.37 +21.4%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,958.0 $401K 0.02% -58.0 -0.8% $57.62 +16.4%
60 FAST FASTENAL CO Industrials 8,314.0 $399K 0.02% -167.0 -2.0% $48.03 +6.7%
Page 3 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%