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 251–300 of 553
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CI | THE CIGNA GROUP | 2K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 1K | $500K+ | SH |
| PSX | PHILLIPS 66 | 4K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 2K | $500K+ | SH |
| CRH | CRH PLC | 4K | $100K–$500K | SH |
| AON | AON PLC | 1K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 11K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 7K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 6K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| EGP | EASTGROUP PPTYS INC | 3K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 3K | $100K–$500K | SH |
| USB | US BANCORP DEL | 9K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 8K | $100K–$500K | SH |
| ACWV | ISHARES INC | 4K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 835 | $100K–$500K | SH |
| SCCO | SOUTHERN COPPER CORP | 3K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 6K | $100K–$500K | SH |
| ESGU | ISHARES TR | 3K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 1K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 984 | $100K–$500K | SH |
| ING | ING GROEP N.V. | 16K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 15K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 593 | $100K–$500K | SH |
| KR | KROGER CO | 7K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 133 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 5K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 551 | $100K–$500K | SH |
| NEM | NEWMONT CORP | 4K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 2K | $100K–$500K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 9K | $100K–$500K | SH |
| STXE | EA SERIES TRUST | 12K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 3K | $100K–$500K | SH |
| ECL | ECOLAB INC | 2K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 3K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 8K | $100K–$500K | SH |
| KEP | KOREA ELEC PWR CORP | 26K | $100K–$500K | SH |
| WS | WORTHINGTON STL INC | 12K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 3K | $100K–$500K | SH |
| CMI | CUMMINS INC | 823 | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 9K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 12K | $100K–$500K | SH |
| WAB | WABTEC | 2K | $100K–$500K | SH |