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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 15 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DGRW WISDOMTREE TR 5,398.0 $474K 0.03% -112.0 -2.0% $87.84 +9.7%
282 GD GENERAL DYNAMICS CORP Industrials 1,363.0 $468K 0.03% +22.0 +1.6% $343.22 -0.0%
283 ECL ECOLAB INC Basic Materials 1,733.0 $461K 0.03% +99.0 +6.1% $266.02 +0.1%
284 CRH PLC 4,354.0 $458K 0.03% +354.0 +8.8% $105.12
285 INFY INFOSYS LTD Technology 33,803.0 $457K 0.03% -18K -35.3% $13.51 -8.9%
286 ET ENERGY TRANSFER L P Energy 23,610.0 $456K 0.03% +870.0 +3.8% $19.30 +1.6%
287 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,650.0 $454K 0.03% +120.0 +7.8% $275.20 +1.0%
288 GREIF INC 5,168.0 $452K 0.03% -4K -44.3% $87.54
289 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,310.0 $452K 0.03% +10.0 +0.8% $345.15 -10.2%
290 ING ING GROEP N.V. Financial Services 17,170.0 $447K 0.03% +691.0 +4.2% $26.05 +19.7%
291 CMI CUMMINS INC Industrials 826.0 $444K 0.03% $538.02 +23.6%
292 BNS BANK NOVA SCOTIA B C Financial Services 6,408.0 $444K 0.03% -300.0 -4.5% $69.31 +17.3%
293 VLO VALERO ENERGY CORP Energy 1,795.0 $444K 0.03% -19.0 -1.1% $247.08 -3.2%
294 HWM HOWMET AEROSPACE INC Industrials 1,914.0 $441K 0.03% +126.0 +7.0% $230.46 +11.7%
295 ESGU ISHARES TR 3,111.0 $440K 0.03% -23.0 -0.7% $141.43 +15.7%
296 AZO AUTOZONE INC Consumer Cyclical 130.0 $439K 0.03% -3.0 -2.3% $3377.78 -11.3%
297 SU SUNCOR ENERGY INC NEW Energy 6,634.0 $439K 0.03% $66.11 -1.9%
298 AEM AGNICO EAGLE MINES LTD Basic Materials 2,158.0 $438K 0.03% $202.98 -12.6%
299 SRE SEMPRA Utilities 4,480.0 $435K 0.03% +384.0 +9.4% $97.17 -6.3%
300 BK BANK NEW YORK MELLON CORP Financial Services 3,588.0 $426K 0.03% -85.0 -2.3% $118.63 +17.4%
Page 15 of 29  ·  561 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%