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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 17 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CANADIAN PACIFIC KANSAS CITY 5,087.0 $441K 0.03% +278.0 +5.8% $86.65
322 EOG EOG RES INC Energy 3,377.0 $438K 0.03% -51.0 -1.5% $129.73 +15.8%
323 PABU ISHARES TR 5,746.0 $438K 0.03% $76.19 +2.3%
324 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,381.0 $437K 0.03% +127.0 +2.4% $81.17 -9.4%
325 NOC NORTHROP GRUMMAN CORP Industrials 841.0 $428K 0.03% +11.0 +1.3% $509.31 +7.8%
326 WS WORTHINGTON STL INC Basic Materials 12,684.0 $426K 0.03% +536.0 +4.4% $33.58 -0.6%
327 MGC VANGUARD WORLD FD 1,543.0 $422K 0.02% $273.67 +2.1%
328 LITE LUMENTUM HLDGS INC Technology 492.0 $422K 0.02% +97.0 +24.6% $858.06 -3.3%
329 NEM NEWMONT CORP Basic Materials 4,495.0 $420K 0.02% -32.0 -0.7% $93.40 +41.2%
330 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 4,999.0 $417K 0.02% +60.0 +1.2% $83.48 +4.0%
331 CEG CONSTELLATION ENERGY CORP Utilities 1,670.0 $415K 0.02% -102.0 -5.8% $248.37 +10.1%
332 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,092.0 $410K 0.02% $132.52 +4.9%
333 CNI CANADIAN NATL RY CO Industrials 3,423.0 $408K 0.02% -43.0 -1.2% $119.24 +6.8%
334 SLDE SLIDE INS HLDGS INC Financial Services 21,000.0 $407K 0.02% -16K -42.7% $19.37 +22.0%
335 AFL AFLAC INC Financial Services 3,440.0 $403K 0.02% +26.0 +0.8% $117.24 +0.8%
336 STT STATE STR CORP Financial Services 2,366.0 $401K 0.02% +131.0 +5.9% $169.60 +12.6%
337 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,958.0 $401K 0.02% -58.0 -0.8% $57.62 +16.8%
338 SPG SIMON PPTY GROUP INC NEW Real Estate 1,792.0 $401K 0.02% +10.0 +0.6% $223.65 -1.3%
339 SNPS SYNOPSYS INC Technology 897.0 $400K 0.02% +40.0 +4.7% $446.07 -11.6%
340 VSGX VANGUARD WORLD FD 4,858.0 $400K 0.02% $82.33 +0.7%
Page 17 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%