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 201–250 of 553
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEF.B | GREIF INC | 9K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 12K | $500K+ | SH |
| BCS | BARCLAYS PLC | 26K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 3K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 2K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 8K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| UL | UNILEVER PLC | 10K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 961 | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 730 | $500K+ | SH |
| RDY | DR REDDYS LABS LTD | 45K | $500K+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 14K | $500K+ | SH |
| CHT | CHUNGHWA TELECOM CO LTD | 15K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 2K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| DX | DYNEX CAP INC | 43K | $500K+ | SH |
| SNDK | SANDISK CORP | 3K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 7K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 1K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 3K | $500K+ | SH |
| ESGE | ISHARES INC | 13K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 2K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 4K | $500K+ | SH |
| ESML | ISHARES TR | 13K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 5K | $500K+ | SH |
| UMC | UNITED MICROELECTRONICS CORP | 74K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 79K | $500K+ | SH |
| BHP | BHP GROUP LTD | 9K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| STXK | EA SERIES TRUST | 17K | $500K+ | SH |
| BMO | BANK MONTREAL QUE | 4K | $500K+ | SH |
| CSX | CSX CORP | 16K | $500K+ | SH |
| IONQ | IONQ INC | 13K | $500K+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 5K | $500K+ | SH |
| CCJ | CAMECO CORP | 6K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 8K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 7K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 9K | $500K+ | SH |
| MCO | MOODYS CORP | 1K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 4K | $500K+ | SH |
| EMXC | ISHARES INC | 7K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3K | $500K+ | SH |
| BINC | BLACKROCK ETF TRUST II | 10K | $500K+ | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 6K | $500K+ | SH |
| ADSK | AUTODESK INC | 2K | $500K+ | SH |
| GWW | WW GRAINGER INC | 507 | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |