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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 5 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JEPI J P MORGAN EXCHANGE TRADED F 33,998.0 $1.9M 0.13% +744.0 +2.2% $56.68 -0.8%
82 NEE NEXTERA ENERGY INC Utilities 20,664.0 $1.9M 0.13% +262.0 +1.3% $92.88 -5.2%
83 APH AMPHENOL CORP Technology 15,037.0 $1.9M 0.12% +141.0 +0.9% $126.35 +13.5%
84 NOW SERVICENOW INC Technology 17,427.0 $1.8M 0.12% +10K +120.9% $104.55 -2.9%
85 GLD SPDR GOLD TR Financial Services 4,217.0 $1.8M 0.12% -101.0 -2.3% $430.29 -3.9%
86 AMD ADVANCED MICRO DEVICES INC Technology 8,742.0 $1.8M 0.12% +248.0 +2.9% $203.43 +143.9%
87 AMAT APPLIED MATLS INC Technology 5,166.0 $1.8M 0.12% +312.0 +6.4% $341.79 +32.1%
88 LIN LINDE PLC Basic Materials 3,519.0 $1.7M 0.12% +188.0 +5.6% $495.76 +3.9%
89 GEV GE VERNOVA INC Utilities 1,986.0 $1.7M 0.11% +53.0 +2.7% $872.98 +23.4%
90 IBM INTERNATIONAL BUSINESS MACHS Technology 6,999.0 $1.7M 0.11% +397.0 +6.0% $242.38 +3.3%
91 COP CONOCOPHILLIPS Energy 12,672.0 $1.7M 0.11% +586.0 +4.8% $132.00 -11.4%
92 LRCX LAM RESEARCH CORP Technology 7,770.0 $1.7M 0.11% +532.0 +7.3% $213.66 +49.4%
93 VCSH VANGUARD SCOTTSDALE FDS 20,637.0 $1.6M 0.11% +3K +17.5% $79.27 -0.4%
94 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,173.0 $1.6M 0.10% +133.0 +4.4% $491.53 -8.9%
95 MCD MCDONALDS CORP Consumer Cyclical 4,963.0 $1.5M 0.10% +472.0 +10.5% $310.82 -10.0%
96 PEP PEPSICO INC Consumer Defensive 9,854.0 $1.5M 0.10% -229.0 -2.3% $155.30 -5.8%
97 CAH CARDINAL HEALTH INC Healthcare 7,218.0 $1.5M 0.10% $211.31 -4.8%
98 PLTR PALANTIR TECHNOLOGIES INC Technology 10,275.0 $1.5M 0.10% +1K +11.8% $146.28 -6.2%
99 RTX RTX CORPORATION Industrials 7,552.0 $1.5M 0.10% +119.0 +1.6% $192.91 -8.0%
100 NVS NOVARTIS AG Healthcare 9,528.0 $1.5M 0.10% $152.75 -1.4%
Page 5 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%