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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 14 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 UNILEVER PLC 10,006.0 $602K 0.04% +739.0 +8.0% $60.12
262 CVS CVS HEALTH CORP Healthcare 5,807.0 $601K 0.04% +661.0 +12.8% $103.45 -9.0%
263 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,877.0 $596K 0.03% +227.0 +13.8% $317.50 -7.7%
264 DX DYNEX CAP INC Real Estate 45,450.0 $596K 0.03% +19K +68.9% $13.11 -0.5%
265 CI THE CIGNA GROUP Healthcare 2,160.0 $595K 0.03% +283.0 +15.1% $275.69 +1.7%
266 CME CME GROUP INC Financial Services 2,659.0 $587K 0.03% -224.0 -7.8% $220.82 +26.4%
267 APP APPLOVIN CORP Technology 1,136.0 $585K 0.03% +199.0 +21.2% $515.23 -42.0%
268 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,763.0 $583K 0.03% $330.46 -0.1%
269 WM WASTE MGMT INC DEL Industrials 2,575.0 $574K 0.03% +322.0 +14.3% $222.88 +1.6%
270 DUK DUKE ENERGY CORP NEW Utilities 4,530.0 $573K 0.03% +298.0 +7.0% $126.57 -3.6%
271 SCCO SOUTHERN COPPER CORP Basic Materials 3,290.0 $573K 0.03% +37.0 +1.1% $174.26 +22.9%
272 CCJ CAMECO CORP Energy 5,595.0 $570K 0.03% +108.0 +2.0% $101.86 +0.4%
273 IXN ISHARES TR 3,943.0 $570K 0.03% $144.49 -5.3%
274 WAB WABTEC Industrials 2,099.0 $566K 0.03% $269.57 +10.4%
275 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,160.0 $566K 0.03% +240.0 +2.7% $61.76 -8.2%
276 BK BANK OF NY MELLON CORP Financial Services 3,897.0 $564K 0.03% +309.0 +8.6% $144.61 -0.6%
277 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,226.0 $563K 0.03% +12.0 +1.0% $459.13 +17.1%
278 USB US BANCORP Financial Services 9,314.0 $563K 0.03% +47.0 +0.5% $60.40 +3.3%
279 FCX FREEPORT MCMORAN INC Basic Materials 8,908.0 $560K 0.03% +544.0 +6.5% $62.89 +23.7%
280 EGP EASTGROUP PPTYS INC Real Estate 2,752.0 $557K 0.03% $202.53 -0.1%
Page 14 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%