CIK 838618
PDS Planning, Inc
Institutional 13F holdings & portfolio
Holdings
553
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 553
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HDB | HDFC BANK LTD | 38K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| RTX | RTX CORPORATION | 7K | $1M+ | SH |
| MEDP | MEDPACE HLDGS INC | 2K | $1M+ | SH |
| ACT | ENACT HLDGS INC | 33K | $1M+ | SH |
| NVS | NOVARTIS AG | 10K | $1M+ | SH |
| HSBC | HSBC HLDGS PLC | 17K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 14K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 25K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 5K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 7K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 5K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| NOW | SERVICENOW INC | 8K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 5K | $1M+ | SH |
| MS | MORGAN STANLEY | 7K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 8K | $1M+ | SH |
| IWN | ISHARES TR | 6K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 7K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| LOW | LOWES COS INC | 5K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 12K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 17K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 12K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 13K | $1M+ | SH |
| AMGN | AMGEN INC | 3K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| TJX | TJX COS INC NEW | 7K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 5K | $1M+ | SH |
| SAP | SAP SE | 4K | $1M+ | SH |
| BA | BOEING CO | 5K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 4K | $1M+ | SH |
| MCK | MCKESSON CORP | 1K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 10K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 8K | $500K+ | SH |
| DIS | DISNEY WALT CO | 9K | $500K+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 50K | $500K+ | SH |
| TM | TOYOTA MOTOR CORP | 4K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $500K+ | SH |
| RY | ROYAL BK CDA | 6K | $500K+ | SH |
| BLK | BLACKROCK INC | 891 | $500K+ | SH |
| IBN | ICICI BANK LIMITED | 32K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 8K | $500K+ | SH |