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Portfolio (Quarterly) Guide ↗

PDS Planning, Inc

· CIK 0000838618
13F Portfolio $1.5B AUM 561 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 280 Added 120 Reduced 36 Exited
Page 3 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 20,147.0 $3.0M 0.20% +445.0 +2.3% $147.11 +30.2%
42 GLDM WORLD GOLD TR Financial Services 28,787.0 $2.7M 0.18% +292.0 +1.0% $92.69 -4.0%
43 NFLX NETFLIX INC. Communication Services 26,762.0 $2.6M 0.17% +1K +4.3% $96.15 -8.7%
44 CVX CHEVRON CORPORATION Energy 12,347.0 $2.6M 0.17% +162.0 +1.3% $206.90 -10.9%
45 JEPQ J P MORGAN EXCHANGE TRADED F 44,248.0 $2.5M 0.16% +751.0 +1.7% $55.52 +9.1%
46 GE GE AEROSPACE Industrials 8,552.0 $2.4M 0.16% +138.0 +1.6% $283.77 +10.3%
47 ETN EATON CORP PLC Industrials 6,402.0 $2.3M 0.15% +51.0 +0.8% $357.67 +13.0%
48 ASML ASML HLDG NV Technology 1,696.0 $2.2M 0.15% +14.0 +0.8% $1320.83 +23.4%
49 CSCO CISCO SYS INC Technology 28,246.0 $2.2M 0.14% +671.0 +2.4% $77.59 +51.3%
50 ACT ENACT HLDGS INC Financial Services 52,041.0 $2.1M 0.14% +19K +55.5% $40.81 +5.5%
51 MRK MERCK & CO INC Healthcare 17,577.0 $2.1M 0.14% +758.0 +4.5% $120.29 +0.1%
52 JCPB J P MORGAN EXCHANGE TRADED F 42,350.0 $2.0M 0.13% +7K +18.9% $47.08 -0.6%
53 HBAN HUNTINGTON BANCSHARES INC Financial Services 126,952.0 $2.0M 0.13% +24K +23.0% $15.65 +2.3%
54 MU MICRON TECHNOLOGY INC Technology 5,761.0 $1.9M 0.13% +481.0 +9.1% $337.82 +168.1%
55 JEPI J P MORGAN EXCHANGE TRADED F 33,998.0 $1.9M 0.13% +744.0 +2.2% $56.68 -0.8%
56 NEE NEXTERA ENERGY INC Utilities 20,664.0 $1.9M 0.13% +262.0 +1.3% $92.88 -5.4%
57 APH AMPHENOL CORP Technology 15,037.0 $1.9M 0.12% +141.0 +0.9% $126.35 +11.2%
58 NOW SERVICENOW INC Technology 17,427.0 $1.8M 0.12% +10K +120.9% $104.55 -3.3%
59 AMD ADVANCED MICRO DEVICES INC Technology 8,742.0 $1.8M 0.12% +248.0 +2.9% $203.43 +145.4%
60 AMAT APPLIED MATLS INC Technology 5,166.0 $1.8M 0.12% +312.0 +6.4% $341.79 +32.6%
Page 3 of 14  ·  280 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 29.6%
Financial Services 17.5%
Healthcare 14.6%
Communication Services 8.6%
Consumer Cyclical 7.6%
Industrials 7.5%
Consumer Defensive 5.0%
Energy 4.1%
Basic Materials 2.2%
Utilities 2.2%