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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 6 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GS GOLDMAN SACHS GROUP INC Financial Services 1,733.0 $1.8M 0.10% +111.0 +6.8% $1011.10 +2.7%
102 PANW PALO ALTO NETWORKS INC Technology 5,065.0 $1.7M 0.10% +191.0 +3.9% $341.02 +3.3%
103 NFLX NETFLIX INC. Communication Services 24,172.0 $1.7M 0.10% -3K -9.7% $71.40 +12.6%
104 JPIE J P MORGAN EXCHANGE TRADED F 36,947.0 $1.7M 0.10% -6K -13.3% $46.05 -0.4%
105 VCSH VANGUARD SCOTTSDALE FDS 21,121.0 $1.7M 0.10% +484.0 +2.4% $79.03 -0.5%
106 WDC WESTERN DIGITAL CORP Technology 2,587.0 $1.7M 0.10% -29.0 -1.1% $638.72 -31.5%
107 QQQ INVESCO QQQ TR Financial Services 2,206.0 $1.6M 0.09% +192.0 +9.5% $736.34 -3.8%
108 HSBC HSBC HLDGS PLC Financial Services 17,023.0 $1.6M 0.09% +172.0 +1.0% $95.09 +9.3%
109 NEE NEXTERA ENERGY INC Utilities 18,266.0 $1.6M 0.09% -2K -11.6% $87.77 -4.3%
110 IWN ISHARES TR 7,096.0 $1.6M 0.09% +102.0 +1.5% $221.19 +1.3%
111 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,114.0 $1.6M 0.09% -59.0 -1.9% $501.40 +24.7%
112 SPYI NEOS ETF TRUST 29,368.0 $1.6M 0.09% +594.0 +2.1% $53.09 +0.6%
113 XLK SELECT SECTOR SPDR TR 8,175.0 $1.6M 0.09% -276.0 -3.3% $190.52 -5.1%
114 NVS NOVARTIS AG Healthcare 9,632.0 $1.5M 0.09% +104.0 +1.1% $156.72 +0.9%
115 OEF ISHARES TR 4,101.0 $1.5M 0.09% NEW $365.83 +3.2%
116 UNP UNION PAC CORP Industrials 5,469.0 $1.5M 0.09% +39.0 +0.7% $272.02 +13.6%
117 RTX RTX CORPORATION Industrials 7,810.0 $1.5M 0.09% +258.0 +3.4% $189.72 +10.3%
118 GLD SPDR GOLD TR Financial Services 3,997.0 $1.5M 0.09% -220.0 -5.2% $368.38 +15.4%
119 PEP PEPSICO INC Consumer Defensive 10,746.0 $1.5M 0.08% +892.0 +9.1% $135.41 +6.9%
120 MS MORGAN STANLEY Financial Services 6,927.0 $1.4M 0.08% +295.0 +4.5% $209.04 +2.8%
Page 6 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%