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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 9 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PKX POSCO HOLDINGS INC Basic Materials 8,982.0 $525K 0.04% +3K +39.7% $58.49 +29.0%
162 WAB WABTEC Industrials 2,091.0 $522K 0.03% +137.0 +7.0% $249.86 +2.6%
163 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,920.0 $522K 0.03% +445.0 +5.2% $58.47 +11.1%
164 WM WASTE MGMT INC DEL Industrials 2,253.0 $518K 0.03% +13.0 +0.6% $229.79 -5.2%
165 CI THE CIGNA GROUP Healthcare 1,877.0 $501K 0.03% +23.0 +1.2% $266.69 +5.3%
166 EOG EOG RES INC Energy 3,428.0 $496K 0.03% +102.0 +3.1% $144.57 -5.8%
167 CEG CONSTELLATION ENERGY CORP Utilities 1,772.0 $495K 0.03% +14.0 +0.8% $279.25 +8.0%
168 ENB ENBRIDGE INC Energy 9,131.0 $494K 0.03% +364.0 +4.2% $54.14 +5.3%
169 NEM NEWMONT CORP Basic Materials 4,527.0 $490K 0.03% +73.0 +1.6% $108.25 +3.1%
170 ALL ALLSTATE CORP Financial Services 2,358.0 $489K 0.03% +117.0 +5.2% $207.35 +2.6%
171 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,721.0 $486K 0.03% +27.0 +1.6% $282.37 +26.0%
172 LPL LG DISPLAY CO LTD Technology 125,162.0 $486K 0.03% +40K +46.5% $3.88 +39.4%
173 USB US BANCORP Financial Services 9,267.0 $482K 0.03% +179.0 +2.0% $52.01 +6.2%
174 CMCSA COMCAST CORP NEW Communication Services 16,652.0 $478K 0.03% +1K +8.2% $28.71 -12.4%
175 AON AON PLC Financial Services 1,478.0 $477K 0.03% +72.0 +5.1% $322.78 -1.1%
176 GD GENERAL DYNAMICS CORP Industrials 1,363.0 $468K 0.03% +22.0 +1.6% $343.22 +0.4%
177 ECL ECOLAB INC Basic Materials 1,733.0 $461K 0.03% +99.0 +6.1% $266.02 -4.4%
178 CRH PLC 4,354.0 $458K 0.03% +354.0 +8.8% $105.12
179 ET ENERGY TRANSFER L P Energy 23,610.0 $456K 0.03% +870.0 +3.8% $19.30 +1.6%
180 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,650.0 $454K 0.03% +120.0 +7.8% $275.20 -2.7%
Page 9 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%