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Portfolio (Quarterly) Guide ↗

PDS Planning, Inc

· CIK 0000838618
13F Portfolio $1.5B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 553 New
Page 5 of 28  ·  553 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 16,819.0 $1.8M 0.12% NEW $105.26 +13.8%
82 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,040.0 $1.8M 0.12% NEW $579.37 -22.6%
83 GLD SPDR GOLD TR Financial Services 4,318.0 $1.7M 0.11% NEW $396.31 +4.5%
84 JCPB J P MORGAN EXCHANGE TRADED F 35,604.0 $1.7M 0.11% NEW $47.35 -1.2%
85 CAT CATERPILLAR INC Industrials 2,941.0 $1.7M 0.11% NEW $572.79 +58.6%
86 NEE NEXTERA ENERGY INC Utilities 20,402.0 $1.6M 0.11% NEW $80.28 +9.2%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 9,195.0 $1.6M 0.11% NEW $177.75 -23.2%
88 BAC BANK AMERICA CORP Financial Services 28,299.0 $1.6M 0.10% NEW $55.00 -5.1%
89 ADBE ADOBE INC Technology 4,374.0 $1.5M 0.10% NEW $349.99 -31.3%
90 MU MICRON TECHNOLOGY INC Technology 5,280.0 $1.5M 0.10% NEW $285.39 +213.9%
91 CAH CARDINAL HEALTH INC Healthcare 7,198.0 $1.5M 0.10% NEW $205.49 -2.5%
92 BKNG BOOKING HOLDINGS INC Consumer Cyclical 273.0 $1.5M 0.10% NEW $5355.33 -97.0%
93 SHOP SHOPIFY INC Technology 9,068.0 $1.5M 0.10% NEW $160.97 -34.8%
94 PEP PEPSICO INC Consumer Defensive 10,083.0 $1.4M 0.10% NEW $143.53 +1.5%
95 SPYI NEOS ETF TRUST 27,415.0 $1.4M 0.10% NEW $52.53 +2.1%
96 GS GOLDMAN SACHS GROUP INC Financial Services 1,621.0 $1.4M 0.10% NEW $879.00 +13.1%
97 LIN LINDE PLC Basic Materials 3,331.0 $1.4M 0.10% NEW $426.39 +20.8%
98 SCHB SCHWAB STRATEGIC TR 54,121.0 $1.4M 0.10% NEW $26.23 +10.3%
99 VGT VANGUARD WORLD FD 1,872.0 $1.4M 0.09% NEW $753.89 -84.3%
100 VCSH VANGUARD SCOTTSDALE FDS 17,568.0 $1.4M 0.09% NEW $79.73 -0.9%
Page 5 of 28  ·  553 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 30.8%
Financial Services 18.1%
Healthcare 15.3%
Communication Services 9.0%
Consumer Cyclical 8.1%
Industrials 6.7%
Consumer Defensive 4.4%
Energy 2.7%
Basic Materials 1.9%
Utilities 1.8%