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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 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CL COLGATE PALMOLIVE CO Consumer Defensive 4,340.0 $398K 0.02% -120.0 -2.7% $91.68 +0.9%
62 JMUB J P MORGAN EXCHANGE TRADED F 7,705.0 $390K 0.02% -236.0 -3.0% $50.66 -2.0%
63 AME AMETEK INC Industrials 1,610.0 $390K 0.02% -27.0 -1.6% $241.94 +0.2%
64 KR KROGER CO Consumer Defensive 6,967.0 $387K 0.02% -462.0 -6.2% $55.53 +6.4%
65 BN BROOKFIELD CORP Financial Services 8,926.0 $380K 0.02% -780.0 -8.0% $42.59 -1.5%
66 CASY CASEYS GEN STORES INC Consumer Cyclical 477.0 $379K 0.02% -13.0 -2.6% $794.79 +7.5%
67 HCA HCA HEALTHCARE INC Healthcare 971.0 $379K 0.02% -92.0 -8.7% $389.89 +10.1%
68 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,301.0 $378K 0.02% -9.0 -0.7% $290.59 -9.6%
69 HDB HDFC BANK LTD Financial Services 14,628.0 $378K 0.02% -21K -58.4% $25.83 -8.9%
70 O REALTY INCOME CORP Real Estate 6,019.0 $373K 0.02% -70.0 -1.1% $61.96 +2.0%
71 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,714.0 $371K 0.02% -36.0 -2.1% $216.60 -7.0%
72 AZO AUTOZONE INC Consumer Cyclical 114.0 $364K 0.02% -16.0 -12.3% $3195.94 -5.8%
73 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,908.0 $358K 0.02% -717.0 -19.8% $123.11 +32.4%
74 NMR NOMURA HLDGS INC Financial Services 40,652.0 $357K 0.02% -3K -7.2% $8.78 +11.2%
75 TER TERADYNE INC Technology 730.0 $353K 0.02% -16.0 -2.1% $483.84 -24.6%
76 RSG REPUBLIC SVCS INC Industrials 1,654.0 $352K 0.02% -194.0 -10.5% $213.08 +4.7%
77 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,184.0 $347K 0.02% -20.0 -1.7% $293.11 +4.5%
78 MSI MOTOROLA SOLUTIONS INC Technology 815.0 $338K 0.02% -34.0 -4.0% $415.29 +15.9%
79 MPWR MONOLITHIC PWR SYS INC Technology 238.0 $329K 0.02% -5.0 -2.1% $1382.36 -7.0%
80 INTU INTUIT Technology 1,227.0 $320K 0.02% -503.0 -29.1% $261.00 +41.7%
Page 4 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%