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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 11 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DHR DANAHER CORP DEL Healthcare 4,064.0 $774K 0.04% -312.0 -7.1% $190.48 +13.0%
202 PKX POSCO HOLDINGS INC Basic Materials 14,931.0 $767K 0.04% +6K +66.2% $51.38 +14.2%
203 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 793.0 $765K 0.04% +9.0 +1.1% $965.00 -17.7%
204 WOR WORTHINGTON ENTERPRISES INC Industrials 14,228.0 $765K 0.04% +550.0 +4.0% $53.76 +5.6%
205 PFE PFIZER INC Healthcare 31,747.0 $764K 0.04% -3K -9.6% $24.08 +16.2%
206 CDNS CADENCE DESIGN SYSTEM INC Technology 2,035.0 $764K 0.04% +126.0 +6.6% $375.32 -15.8%
207 SAP SAP SE Technology 4,955.0 $764K 0.04% +1K +34.1% $154.11 +41.9%
208 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,973.0 $763K 0.04% +172.0 +9.6% $386.73 +4.1%
209 FORTINET INC 4,963.0 $762K 0.04% +66.0 +1.4% $153.62
210 VDE VANGUARD WORLD FD 5,067.0 $761K 0.04% $150.13 +18.5%
211 SHW SHERWIN WILLIAMS CO Basic Materials 2,206.0 $760K 0.04% -52.0 -2.3% $344.32 +0.7%
212 SPGI S&P GLOBAL INC Financial Services 1,864.0 $759K 0.04% -116.0 -5.9% $407.26 +6.9%
213 BMO BANK MONTREAL MEDIUM Financial Services 4,284.0 $757K 0.04% +33.0 +0.8% $176.70 -2.5%
214 MFG MIZUHO FINANCIAL GROUP INC Financial Services 78,912.0 $756K 0.04% +1K +1.7% $9.58 +6.8%
215 GILD GILEAD SCIENCES INC Healthcare 5,965.0 $754K 0.04% -136.0 -2.2% $126.34 +16.1%
216 SONY SONY GROUP CORP Technology 37,392.0 $750K 0.04% +799.0 +2.2% $20.06 +20.9%
217 FNDF SCHWAB STRATEGIC TR 14,014.0 $739K 0.04% $52.76 +5.4%
218 VXUS VANGUARD STAR FDS 8,618.0 $737K 0.04% -926.0 -9.7% $85.49 +2.0%
219 USMV ISHARES TR 7,593.0 $732K 0.04% -66.0 -0.9% $96.46 +5.3%
220 GWW WW GRAINGER INC Industrials 531.0 $722K 0.04% +3.0 +0.6% $1360.40 -2.8%
Page 11 of 31  ·  609 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%