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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 30 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SYY SYSCO CORP Consumer Defensive 2,228.0 $186K 0.01% -897.0 -28.7% $83.58 +0.3%
582 TEL TE CONNECTIVITY PLC Technology 913.0 $184K 0.01% $201.61 +0.4%
583 CX CEMEX SA EURO MTN BE 144A Basic Materials 14,342.0 $172K 0.01% +1K +8.7% $12.00 -8.1%
584 WEN WENDYS CO Consumer Cyclical 19,314.0 $160K 0.01% +6K +42.1% $8.29 +6.7%
585 EEM ISHARES TR 2,340.0 $160K 0.01% NEW $68.40 -3.4%
586 TME TENCENT MUSIC ENTMT GROUP Communication Services 17,998.0 $150K 0.01% +4K +29.5% $8.35 +3.7%
587 SSL SASOL LTD Basic Materials 15,253.0 $150K 0.01% +644.0 +4.4% $9.82 +24.9%
588 BBD BANCO BRADESCO S A Financial Services 42,350.0 $147K 0.01% +304.0 +0.7% $3.47 -9.2%
589 ICL ICL GROUP LTD Basic Materials 28,768.0 $143K 0.01% +1K +5.2% $4.98 +15.5%
590 UGP ULTRAPAR PARTICIPACOES SA Energy 28,286.0 $142K 0.01% $5.02 +33.9%
591 XPEV XPENG INC Consumer Cyclical 10,164.0 $135K 0.01% -2K -15.2% $13.24 -15.8%
592 DEI DOUGLAS EMMETT INC Real Estate 11,100.0 $131K 0.01% NEW $11.80 +1.3%
593 ENIC ENEL CHILE SA Utilities 27,875.0 $125K 0.01% +17K +157.6% $4.50 +0.7%
594 PYZ INVESCO EXCHANGE TRADED FD T 983.0 $124K 0.01% $125.84 -1.6%
595 NEOG NEOGEN CORP Healthcare 13,367.0 $120K 0.01% $8.99 +29.0%
596 CFFN CAPITOL FED FINL INC Financial Services 13,319.0 $113K 0.01% $8.51 +0.2%
597 LUMN LUMEN TECHNOLOGIES INC Communication Services 14,124.0 $108K 0.01% -899.0 -6.0% $7.68 -26.2%
598 GSEW GOLDMAN SACHS ETF TR 1,148.0 $108K 0.01% $94.46 +3.9%
599 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 14,552.0 $103K 0.01% $7.05 -7.9%
600 PTEN PATTERSON-UTI ENERGY INC Energy 10,319.0 $95K 0.01% $9.18 +29.2%
Page 30 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%