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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 22 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VST VISTRA CORP Utilities 1,954.0 $310K 0.02% -42.0 -2.1% $158.63 -14.5%
422 BAP CREDICORP LTD Financial Services 795.0 $310K 0.02% $389.58 -2.5%
423 YUM YUM BRANDS INC Consumer Cyclical 1,929.0 $308K 0.02% +19.0 +1.0% $159.86 -1.6%
424 IWD ISHARES TR 1,269.0 $308K 0.02% $242.49 +6.5%
425 BP BP PLC Energy 8,278.0 $306K 0.02% +329.0 +4.1% $36.95 +18.4%
426 MDT MEDTRONIC PLC Healthcare 3,892.0 $304K 0.02% +318.0 +8.9% $78.23 +18.8%
427 WBD WARNER BROS DISCOVERY INC Communication Services 11,349.0 $303K 0.02% +808.0 +7.7% $26.66 +7.7%
428 AIG AMERICAN INTL GROUP INC Financial Services 4,056.0 $302K 0.02% +70.0 +1.8% $74.53 +3.8%
429 E ENI SPA Energy 6,408.0 $300K 0.02% +49.0 +0.8% $46.86 +17.8%
430 DTM DT MIDSTREAM INC Energy 2,042.0 $300K 0.02% NEW $146.70 -14.3%
431 HONEYWELL INTL INC 1,319.0 $295K 0.02% NEW $223.90
432 IJR ISHARES TR 1,987.0 $295K 0.02% +63.0 +3.3% $148.28 -1.0%
433 RELX RELX PLC Communication Services 9,302.0 $295K 0.02% +2K +25.3% $31.67 +14.9%
434 HONEYWELL AEROSPACE INC 1,332.0 $294K 0.02% NEW $221.08
435 USRT ISHARES TR 4,429.0 $294K 0.02% +303.0 +7.3% $66.45 +1.6%
436 D DOMINION ENERGY INC Utilities 4,294.0 $293K 0.02% +37.0 +0.9% $68.29 -2.5%
437 CTVA CORTEVA INC Basic Materials 3,452.0 $292K 0.02% +22.0 +0.6% $84.69 -2.2%
438 PAYX PAYCHEX INC Industrials 2,953.0 $290K 0.02% +171.0 +6.2% $98.33 +28.2%
439 CTAS CINTAS CORP Industrials 1,704.0 $290K 0.02% -286.0 -14.4% $170.08 +21.9%
440 BBWI BATH & BODY WORKS INC Consumer Cyclical 12,492.0 $289K 0.02% -614.0 -4.7% $23.13 -17.1%
Page 22 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%