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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 16 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GD GENERAL DYNAMICS CORP Industrials 1,396.0 $495K 0.03% +33.0 +2.4% $354.24 +8.3%
302 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 24,756.0 $492K 0.03% $19.89 +10.4%
303 COHR COHERENT CORP Technology 1,242.0 $490K 0.03% +154.0 +14.2% $394.47 -30.2%
304 AON AON PLC Financial Services 1,467.0 $487K 0.03% -11.0 -0.7% $331.69 +8.3%
305 IX ORIX CORP Financial Services 12,787.0 $486K 0.03% $38.04 +2.8%
306 ECL ECOLAB INC Basic Materials 1,741.0 $485K 0.03% $278.61 +3.0%
307 ACWV ISHARES INC 4,030.0 $485K 0.03% $120.23 +6.0%
308 GREIF INC 5,168.0 $483K 0.03% $93.55
309 PNC PNC FINL SVCS GROUP INC Financial Services 1,938.0 $477K 0.03% +86.0 +4.6% $246.22 -1.0%
310 CRH PLC 4,432.0 $474K 0.03% +78.0 +1.8% $107.00
311 MFC MANULIFE FINL CORP Financial Services 11,656.0 $472K 0.03% +130.0 +1.1% $40.51 +5.7%
312 STXD EA SERIES TRUST 11,852.0 $472K 0.03% $39.78 +2.1%
313 VLO VALERO ENERGY CORP Energy 1,806.0 $470K 0.03% +11.0 +0.6% $260.44 +32.9%
314 ROK ROCKWELL AUTOMATION INC Industrials 941.0 $466K 0.03% $495.08 -13.2%
315 ESLT ELBIT SYS LTD Industrials 613.0 $465K 0.03% +8.0 +1.3% $758.72 -3.7%
316 JCI JOHNSON CONTROLS INTERNATION Industrials 3,181.0 $465K 0.03% $146.11 -2.1%
317 TMUS T-MOBILE US INC Communication Services 2,729.0 $458K 0.03% -169.0 -5.8% $167.71 +8.9%
318 EBAY EBAY INC. Consumer Cyclical 4,089.0 $457K 0.03% $111.75 -4.2%
319 NET CLOUDFLARE INC Technology 1,845.0 $453K 0.03% +25.0 +1.4% $245.28 +14.3%
320 SRE SEMPRA Utilities 4,858.0 $450K 0.03% +378.0 +8.4% $92.71 -8.8%
Page 16 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%