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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 4 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CINF CINCINNATI FINL CORP Financial Services 19,286.0 $3.6M 0.21% $185.14 -7.8%
62 LRCX LAM RESEARCH CORP Technology 7,995.0 $3.5M 0.20% +225.0 +2.9% $433.33 -28.2%
63 XOM EXXON MOBIL CORP Energy 25,071.0 $3.4M 0.20% $136.72 +19.7%
64 CSCO CISCO SYS INC Technology 29,089.0 $3.4M 0.20% +843.0 +3.0% $117.46 -5.7%
65 CAT CATERPILLAR INC Industrials 3,032.0 $3.2M 0.19% +102.0 +3.5% $1065.07 -23.7%
66 MA MASTERCARD INCORPORATED Financial Services 6,236.0 $3.2M 0.18% +343.0 +5.8% $513.60 +16.3%
67 GE GE AEROSPACE Industrials 8,502.0 $3.2M 0.18% -50.0 -0.6% $373.73 -8.6%
68 INTC INTEL CORP Technology 22,424.0 $3.1M 0.18% +241.0 +1.1% $139.63 -37.1%
69 ORCL ORACLE CORP Technology 20,362.0 $3.0M 0.17% +215.0 +1.1% $146.55 -2.0%
70 JEPQ J P MORGAN EXCHANGE TRADED F 45,203.0 $2.8M 0.16% +955.0 +2.2% $61.46 -3.1%
71 ETN EATON CORP PLC Industrials 6,458.0 $2.8M 0.16% +56.0 +0.9% $426.12 -3.7%
72 GLW CORNING INC Technology 10,596.0 $2.7M 0.16% $255.43 -42.9%
73 APH AMPHENOL CORP Technology 15,246.0 $2.7M 0.16% +209.0 +1.4% $176.32 -11.5%
74 HD HOME DEPOT INC Consumer Cyclical 7,300.0 $2.6M 0.15% +489.0 +7.2% $352.67 -4.7%
75 VTV VANGUARD INDEX FDS 11,604.0 $2.5M 0.15% +60.0 +0.5% $217.93 +3.9%
76 KLAC KLA CORP Technology 8,088.0 $2.4M 0.14% +7K +929.0% $301.71 -39.5%
77 GEV GE VERNOVA INC Utilities 2,076.0 $2.4M 0.14% +90.0 +4.5% $1175.01 -19.8%
78 SNDK SANDISK CORP Technology 1,058.0 $2.4M 0.14% -529.0 -33.3% $2273.73 -33.9%
79 SCHB SCHWAB STRATEGIC TR 82,474.0 $2.4M 0.14% +28K +52.1% $28.96 +2.0%
80 ACT ENACT HLDGS INC Financial Services 52,051.0 $2.4M 0.14% $45.71 +8.9%
Page 4 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%