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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 21 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DLR DIGITAL RLTY TR INC Real Estate 1,847.0 $332K 0.02% +12.0 +0.7% $179.61 +5.0%
402 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 468.0 $329K 0.02% $703.34 -1.3%
403 MPWR MONOLITHIC PWR SYS INC Technology 238.0 $329K 0.02% -5.0 -2.1% $1382.36 -7.0%
404 GM GENERAL MTRS CO Consumer Cyclical 4,255.0 $328K 0.02% +47.0 +1.1% $77.08 +12.8%
405 CARR CARRIER GLOBAL CORPORATION Industrials 4,423.0 $324K 0.02% +745.0 +20.3% $73.35 -18.2%
406 STLD STEEL DYNAMICS INC Basic Materials 1,409.0 $323K 0.02% $229.46 -0.1%
407 MLM MARTIN MARIETTA MATLS INC Basic Materials 560.0 $323K 0.02% +6.0 +1.1% $576.70 -7.6%
408 FRME FIRST MERCHANTS CORP Financial Services 7,335.0 $320K 0.02% $43.69 -4.1%
409 INTU INTUIT Technology 1,227.0 $320K 0.02% -503.0 -29.1% $261.00 +41.7%
410 DAL DELTA AIR LINES INC Industrials 3,385.0 $317K 0.02% +98.0 +3.0% $93.66 -11.9%
411 DASH DOORDASH INC Communication Services 1,718.0 $317K 0.02% +305.0 +21.6% $184.53 +24.1%
412 NI NISOURCE INC Utilities 6,649.0 $316K 0.02% +541.0 +8.9% $47.55 -14.1%
413 VFH VANGUARD WORLD FD 2,396.0 $315K 0.02% -60.0 -2.4% $131.57 +8.1%
414 WES WESTERN MIDSTREAM PARTNERS L Energy 7,200.0 $315K 0.02% NEW $43.76 +10.9%
415 CFG CITIZENS FINL GROUP INC Financial Services 4,495.0 $315K 0.02% $70.07 +0.2%
416 IMO IMPERIAL OIL LTD Energy 2,804.0 $314K 0.02% $112.02 +22.3%
417 DTE DTE ENERGY CO Utilities 2,057.0 $313K 0.02% NEW $152.37 -11.0%
418 ACN ACCENTURE PLC IRELAND Technology 2,510.0 $312K 0.02% -577.0 -18.7% $124.44 +49.9%
419 RIO RIO TINTO PLC Basic Materials 3,279.0 $311K 0.02% +94.0 +3.0% $94.93 +10.4%
420 ABNB AIRBNB INC Consumer Cyclical 2,175.0 $311K 0.02% +21.0 +1.0% $143.10 +32.9%
Page 21 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%