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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 7 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LMT LOCKHEED MARTIN CORP Industrials 1,861.0 $1.1M 0.07% +61.0 +3.4% $604.46 -11.8%
122 XLK SELECT SECTOR SPDR TR 8,451.0 $1.1M 0.07% $132.90 +39.0%
123 ISRG INTUITIVE SURGICAL INC Healthcare 2,414.0 $1.1M 0.07% +105.0 +4.5% $460.99 -5.0%
124 SHOP SHOPIFY INC Technology 9,379.0 $1.1M 0.07% +311.0 +3.4% $118.62 -12.5%
125 AEP AMERICAN ELEC PWR CO INC Utilities 8,428.0 $1.1M 0.07% +316.0 +3.9% $131.08 +0.2%
126 T AT&T INC Communication Services 37,657.0 $1.1M 0.07% +5K +16.9% $28.99 -13.3%
127 MS MORGAN STANLEY Financial Services 6,632.0 $1.1M 0.07% $164.57 +21.6%
128 SHEL SHELL PLC Energy 11,709.0 $1.1M 0.07% $93.00 -8.1%
129 WFC WELLS FARGO & CO Financial Services 13,462.0 $1.1M 0.07% -283.0 -2.1% $79.61 -3.1%
130 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,271.0 $1.1M 0.07% +583.0 +12.4% $203.18 +7.9%
131 MCK MCKESSON CORP Healthcare 1,230.0 $1.1M 0.07% +15.0 +1.2% $865.41 -12.6%
132 VUG VANGUARD INDEX FDS 2,416.0 $1.1M 0.07% $436.77 -79.9%
133 VZ VERIZON COMMUNICATIONS INC Communication Services 20,634.0 $1.0M 0.07% +580.0 +2.9% $50.20 -3.2%
134 BKNG BOOKING HOLDINGS INC Consumer Cyclical 245.0 $1.0M 0.07% -28.0 -10.3% $4210.32 -96.1%
135 ADBE ADOBE INC Technology 4,198.0 $1.0M 0.07% -176.0 -4.0% $243.08 -0.7%
136 ANET ARISTA NETWORKS INC Technology 8,238.0 $1.0M 0.07% +736.0 +9.8% $122.78 +29.8%
137 SANDISK CORP 1,587.0 $1.0M 0.07% -968.0 -37.9% $635.34
138 ASX ASE TECHNOLOGY HLDG CO LTD Technology 46,267.0 $1.0M 0.07% -1K -2.6% $21.68 +78.8%
139 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 50,219.0 $992K 0.07% $19.75 +15.8%
140 PFE PFIZER INC Healthcare 35,131.0 $986K 0.07% +2K +5.3% $28.08 -8.4%
Page 7 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%