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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 6 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WCN WASTE CONNECTIONS INC Industrials 1,320.0 $220K 0.01% -84.0 -6.0% $166.69 +2.5%
102 WDAY WORKDAY INC Technology 1,797.0 $220K 0.01% -241.0 -11.8% $122.42 +65.5%
103 PBA PEMBINA PIPELINE CORP Energy 4,746.0 $220K 0.01% -189.0 -3.8% $46.25 +4.1%
104 PUK PRUDENTIAL PLC Financial Services 8,155.0 $219K 0.01% -1K -14.6% $26.81 +6.1%
105 EQNR EQUINOR ASA Energy 6,839.0 $215K 0.01% -414.0 -5.7% $31.40 +34.9%
106 AER AERCAP HOLDINGS NV Industrials 1,460.0 $213K 0.01% -14.0 -0.9% $145.78 +1.2%
107 SNY SANOFI SA Healthcare 4,975.0 $212K 0.01% -2K -24.1% $42.66 +6.8%
108 CMCSA COMCAST CORP NEW Communication Services 8,637.0 $212K 0.01% -8K -48.1% $24.55 +10.0%
109 IVE ISHARES TR 926.0 $210K 0.01% -22.0 -2.3% $227.06 +4.6%
110 GMAB GENMAB A/S Healthcare 7,293.0 $200K 0.01% -171.0 -2.3% $27.47 +20.5%
111 NU NU HLDGS LTD Financial Services 14,143.0 $189K 0.01% -2K -12.4% $13.36 +11.8%
112 SYY SYSCO CORP Consumer Defensive 2,228.0 $186K 0.01% -897.0 -28.7% $83.58 +0.9%
113 XPEV XPENG INC Consumer Cyclical 10,164.0 $135K 0.01% -2K -15.2% $13.24 -14.1%
114 LUMN LUMEN TECHNOLOGIES INC Communication Services 14,124.0 $108K 0.01% -899.0 -6.0% $7.68 -25.3%
115 MPT MEDICAL PROPERTIES TRUST INC Financial Services 18,898.0 $87K 0.01% -1K -7.2% $4.62 -11.8%
116 GRAB GRAB HOLDINGS LIMITED Technology 14,349.0 $54K 0.00% -2K -11.4% $3.77 -6.9%
Page 6 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%