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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 26 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 KKR KKR & CO INC Financial Services 2,317.0 $214K 0.01% -107.0 -4.4% $92.50 +2.2%
502 A AGILENT TECHNOLOGIES INC Healthcare 1,873.0 $213K 0.01% NEW $113.98 +1.5%
503 CVE CENOVUS ENERGY INC Energy 8,003.0 $212K 0.01% NEW $26.53 +9.4%
504 DASH DOORDASH INC Communication Services 1,413.0 $212K 0.01% -422.0 -23.0% $150.15 +3.2%
505 ITUB ITAU UNIBANCO HLDG S A Financial Services 25,299.0 $212K 0.01% $8.38 -5.9%
506 FANG DIAMONDBACK ENERGY INC Energy 1,069.0 $211K 0.01% NEW $197.79 -1.2%
507 OMF ONEMAIN HLDGS INC Financial Services 3,945.0 $211K 0.01% $53.49 +0.1%
508 MDYV SPDR SERIES TRUST 2,474.0 $211K 0.01% $85.15 +7.4%
509 PHM PULTE GROUP INC Consumer Cyclical 1,790.0 $211K 0.01% NEW $117.61 -0.2%
510 L LOEWS CORP Financial Services 1,969.0 $210K 0.01% $106.74 +2.2%
511 TS TENARIS S A Energy 3,593.0 $209K 0.01% NEW $58.18 +7.4%
512 ROP ROPER TECHNOLOGIES INC Industrials 589.0 $208K 0.01% -339.0 -36.5% $353.86 -9.1%
513 CARR CARRIER GLOBAL CORPORATION Industrials 3,678.0 $207K 0.01% NEW $56.31 +15.3%
514 DOW DOW HLDGS INC Basic Materials 4,966.0 $207K 0.01% NEW $41.65 -15.6%
515 NATWEST GROUP PLC 13,839.0 $206K 0.01% $14.90
516 SPHD INVESCO EXCH TRADED FD TR II 4,156.0 $206K 0.01% NEW $49.61 +1.4%
517 RB GLOBAL INC 2,146.0 $206K 0.01% +17.0 +0.8% $95.85
518 LOGI LOGITECH INTL S A Technology 2,255.0 $205K 0.01% +120.0 +5.6% $91.12 +22.3%
519 IRM IRON MTN INC DEL Real Estate 2,012.0 $205K 0.01% NEW $102.12 +26.1%
520 XPEV XPENG INC Consumer Cyclical 11,983.0 $205K 0.01% +204.0 +1.7% $17.11 -2.5%
Page 26 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%