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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 19 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AMERICA MOVIL SAB DE CV 14,478.0 $376K 0.02% $25.99
362 NTAP NETAPP INC Technology 2,430.0 $376K 0.02% +234.0 +10.7% $154.76 +20.7%
363 GRUPO CIBEST SA 4,729.0 $376K 0.02% +238.0 +5.3% $79.43
364 FIX COMFORT SYS USA INC Industrials 189.0 $375K 0.02% +22.0 +13.2% $1981.95 -18.8%
365 O REALTY INCOME CORP Real Estate 6,019.0 $373K 0.02% -70.0 -1.1% $61.96 +2.0%
366 ROST ROSS STORES INC Consumer Cyclical 1,750.0 $372K 0.02% +17.0 +1.0% $212.85 +13.5%
367 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,714.0 $371K 0.02% -36.0 -2.1% $216.60 -7.0%
368 DVN DEVON ENERGY CORP NEW Energy 8,977.0 $371K 0.02% +3K +53.5% $41.32 +16.7%
369 CIEN CIENA CORP Technology 754.0 $370K 0.02% +82.0 +12.2% $490.56 -24.2%
370 MDLZ MONDELEZ INTL INC Consumer Defensive 6,356.0 $368K 0.02% +1K +22.3% $57.84 +11.9%
371 LYG LLOYDS BANKING GROUP PLC Financial Services 62,979.0 $367K 0.02% $5.83 +3.6%
372 IWP ISHARES TR 2,504.0 $367K 0.02% $146.41 -3.2%
373 ARGX ARGENX SE Healthcare 394.0 $366K 0.02% +6.0 +1.6% $927.77 +9.0%
374 AZO AUTOZONE INC Consumer Cyclical 114.0 $364K 0.02% -16.0 -12.3% $3195.94 -5.8%
375 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,908.0 $358K 0.02% -717.0 -19.8% $123.11 +32.4%
376 NMR NOMURA HLDGS INC Financial Services 40,652.0 $357K 0.02% -3K -7.2% $8.78 +11.2%
377 VSAT VIASAT INC Technology 3,965.0 $356K 0.02% NEW $89.81 -19.5%
378 BSX BOSTON SCIENTIFIC CORP Healthcare 8,335.0 $356K 0.02% +46.0 +0.6% $42.68 +14.8%
379 SU SUNCOR ENERGY INC NEW Energy 6,627.0 $356K 0.02% $53.68 +25.5%
380 AMP AMERIPRISE FINL INC Financial Services 775.0 $356K 0.02% +10.0 +1.3% $458.76 +22.3%
Page 19 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%